Civic Intelligence

Lusardi Ltd.

Plan context: Lusardi Ltd. Profit-Sharing Plan

EIN 13-3762058 • Larchmont, NY • 10 filings • 2 plans

1885 Palmer AvenueLarchmont, NY 10538
Current Snapshot

Latest Year

2011

2011 Participants

27

2011 Assets

$1,342,786

2011 Contributions

$135,520

Historical Graphs

Total Assets Over Time

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

$1,369,451$684,726$0199920052011YearValue
$1,342,786Latest year 2011

Participants Over Time

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

61310199920052011YearValue
27Latest 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
2011127$1,342,786$0-
Lusardi Ltd. Profit-Sharing Plan-27$1,342,786$0-
2010127$1,310,035$0-
Lusardi Ltd. Profit-Sharing Plan-27$1,310,035$0-
2009161$1,005,183$0-
Lusardi Ltd. Profit-Sharing Plan-61$1,005,183$0-
2006123$1,369,451$135,520$5,892iApproximate average salary by contribution assumption: employee only about $147,304 at 4% or $98,203 at 6%; with 50% employer match about $98,203 at 4% or $65,469 at 6%; with 100% employer match about $73,652 at 4% or $49,101 at 6%.
Lusardi Ltd. Profit-Sharing Plan-23$1,369,451$135,520$5,892iApproximate average salary by contribution assumption: employee only about $147,304 at 4% or $98,203 at 6%; with 50% employer match about $98,203 at 4% or $65,469 at 6%; with 100% employer match about $73,652 at 4% or $49,101 at 6%.
2005123$1,141,777$92,696$4,030iApproximate average salary by contribution assumption: employee only about $100,757 at 4% or $67,171 at 6%; with 50% employer match about $67,171 at 4% or $44,781 at 6%; with 100% employer match about $50,378 at 4% or $33,586 at 6%.
Lusardi Ltd. Profit-Sharing Plan-23$1,141,777$92,696$4,030iApproximate average salary by contribution assumption: employee only about $100,757 at 4% or $67,171 at 6%; with 50% employer match about $67,171 at 4% or $44,781 at 6%; with 100% employer match about $50,378 at 4% or $33,586 at 6%.
2003121$745,625$100,068$4,765iApproximate average salary by contribution assumption: employee only about $119,129 at 4% or $79,419 at 6%; with 50% employer match about $79,419 at 4% or $52,946 at 6%; with 100% employer match about $59,564 at 4% or $39,710 at 6%.
Lusardi Ltd. Profit-Sharing Plan-21$745,625$100,068$4,765iApproximate average salary by contribution assumption: employee only about $119,129 at 4% or $79,419 at 6%; with 50% employer match about $79,419 at 4% or $52,946 at 6%; with 100% employer match about $59,564 at 4% or $39,710 at 6%.
2002120$594,767$180,049$9,002iApproximate average salary by contribution assumption: employee only about $225,061 at 4% or $150,041 at 6%; with 50% employer match about $150,041 at 4% or $100,027 at 6%; with 100% employer match about $112,531 at 4% or $75,020 at 6%.
Lusardi Ltd. Profit-Sharing Plan-20$594,767$180,049$9,002iApproximate average salary by contribution assumption: employee only about $225,061 at 4% or $150,041 at 6%; with 50% employer match about $150,041 at 4% or $100,027 at 6%; with 100% employer match about $112,531 at 4% or $75,020 at 6%.
2001124$0$0-
Lusardi Ltd. Profit-Sharing Plan-24---
2000121$503,122$106,724$5,082iApproximate average salary by contribution assumption: employee only about $127,052 at 4% or $84,702 at 6%; with 50% employer match about $84,702 at 4% or $56,468 at 6%; with 100% employer match about $63,526 at 4% or $42,351 at 6%.
LUSARDI, LTD. PROFIT-SHARING PLAN-21$503,122$106,724$5,082iApproximate average salary by contribution assumption: employee only about $127,052 at 4% or $84,702 at 6%; with 50% employer match about $84,702 at 4% or $56,468 at 6%; with 100% employer match about $63,526 at 4% or $42,351 at 6%.
1999118$444,829$83,956$4,664iApproximate average salary by contribution assumption: employee only about $116,606 at 4% or $77,737 at 6%; with 50% employer match about $77,737 at 4% or $51,825 at 6%; with 100% employer match about $58,303 at 4% or $38,869 at 6%.
Lusardi Ltd. Profit-Sharing Plan-18$444,829$83,956$4,664iApproximate average salary by contribution assumption: employee only about $116,606 at 4% or $77,737 at 6%; with 50% employer match about $77,737 at 4% or $51,825 at 6%; with 100% employer match about $58,303 at 4% or $38,869 at 6%.