J.A. Lorenzo & Co. Ltd
Plan context: J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan
EIN 13-3315530 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$589,370
2004 Contributions
$76,100
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 0 | - | - | - |
| 2003 | 1 | 1 | $589,370 | $76,100 | $76,100iApproximate average salary by contribution assumption: employee only about $1,902,500 at 4% or $1,268,333 at 6%; with 50% employer match about $1,268,333 at 4% or $845,556 at 6%; with 100% employer match about $951,250 at 4% or $634,167 at 6%. |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 1 | $589,370 | $76,100 | $76,100iApproximate average salary by contribution assumption: employee only about $1,902,500 at 4% or $1,268,333 at 6%; with 50% employer match about $1,268,333 at 4% or $845,556 at 6%; with 100% employer match about $951,250 at 4% or $634,167 at 6%. |
| 2002 | 1 | 15 | $1,511,392 | $264,726 | $17,648iApproximate average salary by contribution assumption: employee only about $441,210 at 4% or $294,140 at 6%; with 50% employer match about $294,140 at 4% or $196,093 at 6%; with 100% employer match about $220,605 at 4% or $147,070 at 6%. |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 15 | $1,511,392 | $264,726 | $17,648iApproximate average salary by contribution assumption: employee only about $441,210 at 4% or $294,140 at 6%; with 50% employer match about $294,140 at 4% or $196,093 at 6%; with 100% employer match about $220,605 at 4% or $147,070 at 6%. |
| 2001 | 1 | 13 | $1,611,938 | $220,611 | $16,970iApproximate average salary by contribution assumption: employee only about $424,252 at 4% or $282,835 at 6%; with 50% employer match about $282,835 at 4% or $188,556 at 6%; with 100% employer match about $212,126 at 4% or $141,417 at 6%. |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 13 | $1,611,938 | $220,611 | $16,970iApproximate average salary by contribution assumption: employee only about $424,252 at 4% or $282,835 at 6%; with 50% employer match about $282,835 at 4% or $188,556 at 6%; with 100% employer match about $212,126 at 4% or $141,417 at 6%. |
| 2000 | 1 | 14 | $1,935,502 | $208,664 | $14,905iApproximate average salary by contribution assumption: employee only about $372,614 at 4% or $248,410 at 6%; with 50% employer match about $248,410 at 4% or $165,606 at 6%; with 100% employer match about $186,307 at 4% or $124,205 at 6%. |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 14 | $1,935,502 | $208,664 | $14,905iApproximate average salary by contribution assumption: employee only about $372,614 at 4% or $248,410 at 6%; with 50% employer match about $248,410 at 4% or $165,606 at 6%; with 100% employer match about $186,307 at 4% or $124,205 at 6%. |
| 1999 | 1 | 14 | $2,123,912 | $335,384 | $23,956iApproximate average salary by contribution assumption: employee only about $598,900 at 4% or $399,267 at 6%; with 50% employer match about $399,267 at 4% or $266,178 at 6%; with 100% employer match about $299,450 at 4% or $199,633 at 6%. |
| J.A. Lorenzo & Co. Ltd Employee 401K Savings Plan | - | 14 | $2,123,912 | $335,384 | $23,956iApproximate average salary by contribution assumption: employee only about $598,900 at 4% or $399,267 at 6%; with 50% employer match about $399,267 at 4% or $266,178 at 6%; with 100% employer match about $299,450 at 4% or $199,633 at 6%. |