Civic Intelligence

Lundy & Co CPA PC

Plan context: Lundy & Co CPA PC Profit Sharing Plan

EIN 11-3267728 • 8 filings • 1 plans

Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$352,243

2012 Contributions

$25,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$352,243$176,122$0200520092011YearValue
$352,243Latest year 2011

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200520082011YearValue
4Latest year 2011

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201210$0$0-
Lundy & Co CPA PC Profit Sharing Plan-0---
201114$352,243$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-4$352,243$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201014$330,531$59,913$14,978iApproximate average salary by contribution assumption: employee only about $374,456 at 4% or $249,638 at 6%; with 50% employer match about $249,638 at 4% or $166,425 at 6%; with 100% employer match about $187,228 at 4% or $124,819 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-4$330,531$59,913$14,978iApproximate average salary by contribution assumption: employee only about $374,456 at 4% or $249,638 at 6%; with 50% employer match about $249,638 at 4% or $166,425 at 6%; with 100% employer match about $187,228 at 4% or $124,819 at 6%.
200914$259,814$59,162$14,791iApproximate average salary by contribution assumption: employee only about $369,763 at 4% or $246,508 at 6%; with 50% employer match about $246,508 at 4% or $164,339 at 6%; with 100% employer match about $184,881 at 4% or $123,254 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-4$259,814$59,162$14,791iApproximate average salary by contribution assumption: employee only about $369,763 at 4% or $246,508 at 6%; with 50% employer match about $246,508 at 4% or $164,339 at 6%; with 100% employer match about $184,881 at 4% or $123,254 at 6%.
200814$174,162$56,044$14,011iApproximate average salary by contribution assumption: employee only about $350,275 at 4% or $233,517 at 6%; with 50% employer match about $233,517 at 4% or $155,678 at 6%; with 100% employer match about $175,138 at 4% or $116,758 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-4$174,162$56,044$14,011iApproximate average salary by contribution assumption: employee only about $350,275 at 4% or $233,517 at 6%; with 50% employer match about $233,517 at 4% or $155,678 at 6%; with 100% employer match about $175,138 at 4% or $116,758 at 6%.
200714$0$0-
Lundy & Co CPA PC Profit Sharing Plan-4---
200614$101,310$51,493$12,873iApproximate average salary by contribution assumption: employee only about $321,831 at 4% or $214,554 at 6%; with 50% employer match about $214,554 at 4% or $143,036 at 6%; with 100% employer match about $160,916 at 4% or $107,277 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-4$101,310$51,493$12,873iApproximate average salary by contribution assumption: employee only about $321,831 at 4% or $214,554 at 6%; with 50% employer match about $214,554 at 4% or $143,036 at 6%; with 100% employer match about $160,916 at 4% or $107,277 at 6%.
200513$51,156$51,156$17,052iApproximate average salary by contribution assumption: employee only about $426,300 at 4% or $284,200 at 6%; with 50% employer match about $284,200 at 4% or $189,467 at 6%; with 100% employer match about $213,150 at 4% or $142,100 at 6%.
Lundy & Co CPA PC Profit Sharing Plan-3$51,156$51,156$17,052iApproximate average salary by contribution assumption: employee only about $426,300 at 4% or $284,200 at 6%; with 50% employer match about $284,200 at 4% or $189,467 at 6%; with 100% employer match about $213,150 at 4% or $142,100 at 6%.
Lundy & Co CPA PC | EIN 11-3267728 | 2012 Form 5500 Company Profile