Charles Lord Insurance Marketing LLC
Plan context: Charles Lord Insurance Marketing LLC Retirement Plan
EIN 20-0078314 • 4 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
4
2008 Assets
$309,406
2008 Contributions
$60,679
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Charles Lord Insurance Marketing LLC Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 4 | $309,406 | $60,679 | $15,170iApproximate average salary by contribution assumption: employee only about $379,244 at 4% or $252,829 at 6%; with 50% employer match about $252,829 at 4% or $168,553 at 6%; with 100% employer match about $189,622 at 4% or $126,415 at 6%. |
| Charles Lord Insurance Marketing LLC Retirement Plan | - | 4 | $309,406 | $60,679 | $15,170iApproximate average salary by contribution assumption: employee only about $379,244 at 4% or $252,829 at 6%; with 50% employer match about $252,829 at 4% or $168,553 at 6%; with 100% employer match about $189,622 at 4% or $126,415 at 6%. |
| 2006 | 1 | 6 | $249,789 | $165,180 | $27,530iApproximate average salary by contribution assumption: employee only about $688,250 at 4% or $458,833 at 6%; with 50% employer match about $458,833 at 4% or $305,889 at 6%; with 100% employer match about $344,125 at 4% or $229,417 at 6%. |
| Charles Lord Insurance Marketing LLC Retirement Plan | - | 6 | $249,789 | $165,180 | $27,530iApproximate average salary by contribution assumption: employee only about $688,250 at 4% or $458,833 at 6%; with 50% employer match about $458,833 at 4% or $305,889 at 6%; with 100% employer match about $344,125 at 4% or $229,417 at 6%. |
| 2005 | 1 | 5 | $66,099 | $66,099 | $13,220iApproximate average salary by contribution assumption: employee only about $330,495 at 4% or $220,330 at 6%; with 50% employer match about $220,330 at 4% or $146,887 at 6%; with 100% employer match about $165,248 at 4% or $110,165 at 6%. |
| Charles Lord Insurance Marketing LLC Retirement Plan | - | 5 | $66,099 | $66,099 | $13,220iApproximate average salary by contribution assumption: employee only about $330,495 at 4% or $220,330 at 6%; with 50% employer match about $220,330 at 4% or $146,887 at 6%; with 100% employer match about $165,248 at 4% or $110,165 at 6%. |