Civic Intelligence

Lamb & Carey

Plan context: Lamb & Carey Profit Sharing Plan

EIN 20-0515219 • Helena, MT • 14 filings • 1 plans

2601 E. BroadwayHelena, MT 59601
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$2,626,659

2018 Contributions

$17,550

Historical Graphs

Total Assets Over Time

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

$2,627,807$1,313,904$0200520122018YearValue
$2,626,659Latest year 2018

Participants Over Time

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

630200520122018YearValue
4Latest year 2018

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
201814$2,626,659$17,550$4,388iApproximate average salary by contribution assumption: employee only about $109,688 at 4% or $73,125 at 6%; with 50% employer match about $73,125 at 4% or $48,750 at 6%; with 100% employer match about $54,844 at 4% or $36,563 at 6%.
Lamb & Carey Profit Sharing Plan-4$2,626,659$17,550$4,388iApproximate average salary by contribution assumption: employee only about $109,688 at 4% or $73,125 at 6%; with 50% employer match about $73,125 at 4% or $48,750 at 6%; with 100% employer match about $54,844 at 4% or $36,563 at 6%.
201713$2,627,807$79,940$26,647iApproximate average salary by contribution assumption: employee only about $666,167 at 4% or $444,111 at 6%; with 50% employer match about $444,111 at 4% or $296,074 at 6%; with 100% employer match about $333,083 at 4% or $222,056 at 6%.
Lamb & Carey Profit Sharing Plan-3$2,627,807$79,940$26,647iApproximate average salary by contribution assumption: employee only about $666,167 at 4% or $444,111 at 6%; with 50% employer match about $444,111 at 4% or $296,074 at 6%; with 100% employer match about $333,083 at 4% or $222,056 at 6%.
201614$2,513,475$83,347$20,837iApproximate average salary by contribution assumption: employee only about $520,919 at 4% or $347,279 at 6%; with 50% employer match about $347,279 at 4% or $231,519 at 6%; with 100% employer match about $260,459 at 4% or $173,640 at 6%.
Lamb & Carey Profit Sharing Plan-4$2,513,475$83,347$20,837iApproximate average salary by contribution assumption: employee only about $520,919 at 4% or $347,279 at 6%; with 50% employer match about $347,279 at 4% or $231,519 at 6%; with 100% employer match about $260,459 at 4% or $173,640 at 6%.
201514$2,240,096$81,904$20,476iApproximate average salary by contribution assumption: employee only about $511,900 at 4% or $341,267 at 6%; with 50% employer match about $341,267 at 4% or $227,511 at 6%; with 100% employer match about $255,950 at 4% or $170,633 at 6%.
Lamb & Carey Profit Sharing Plan-4$2,240,096$81,904$20,476iApproximate average salary by contribution assumption: employee only about $511,900 at 4% or $341,267 at 6%; with 50% employer match about $341,267 at 4% or $227,511 at 6%; with 100% employer match about $255,950 at 4% or $170,633 at 6%.
201414$2,153,369$87,982$21,996iApproximate average salary by contribution assumption: employee only about $549,888 at 4% or $366,592 at 6%; with 50% employer match about $366,592 at 4% or $244,394 at 6%; with 100% employer match about $274,944 at 4% or $183,296 at 6%.
Lamb & Carey Profit Sharing Plan-4$2,153,369$87,982$21,996iApproximate average salary by contribution assumption: employee only about $549,888 at 4% or $366,592 at 6%; with 50% employer match about $366,592 at 4% or $244,394 at 6%; with 100% employer match about $274,944 at 4% or $183,296 at 6%.
201314$1,968,249$78,973$19,743iApproximate average salary by contribution assumption: employee only about $493,581 at 4% or $329,054 at 6%; with 50% employer match about $329,054 at 4% or $219,369 at 6%; with 100% employer match about $246,791 at 4% or $164,527 at 6%.
Lamb & Carey Profit Sharing Plan-4$1,968,249$78,973$19,743iApproximate average salary by contribution assumption: employee only about $493,581 at 4% or $329,054 at 6%; with 50% employer match about $329,054 at 4% or $219,369 at 6%; with 100% employer match about $246,791 at 4% or $164,527 at 6%.
201215$1,730,993$64,494$12,899iApproximate average salary by contribution assumption: employee only about $322,470 at 4% or $214,980 at 6%; with 50% employer match about $214,980 at 4% or $143,320 at 6%; with 100% employer match about $161,235 at 4% or $107,490 at 6%.
Lamb & Carey Profit Sharing Plan-5$1,730,993$64,494$12,899iApproximate average salary by contribution assumption: employee only about $322,470 at 4% or $214,980 at 6%; with 50% employer match about $214,980 at 4% or $143,320 at 6%; with 100% employer match about $161,235 at 4% or $107,490 at 6%.
201115$1,571,618$97,752$19,550iApproximate average salary by contribution assumption: employee only about $488,760 at 4% or $325,840 at 6%; with 50% employer match about $325,840 at 4% or $217,227 at 6%; with 100% employer match about $244,380 at 4% or $162,920 at 6%.
Lamb & Carey Profit Sharing Plan-5$1,571,618$97,752$19,550iApproximate average salary by contribution assumption: employee only about $488,760 at 4% or $325,840 at 6%; with 50% employer match about $325,840 at 4% or $217,227 at 6%; with 100% employer match about $244,380 at 4% or $162,920 at 6%.
201016$1,434,288$104,976$17,496iApproximate average salary by contribution assumption: employee only about $437,400 at 4% or $291,600 at 6%; with 50% employer match about $291,600 at 4% or $194,400 at 6%; with 100% employer match about $218,700 at 4% or $145,800 at 6%.
Lamb & Carey Profit Sharing Plan-6$1,434,288$104,976$17,496iApproximate average salary by contribution assumption: employee only about $437,400 at 4% or $291,600 at 6%; with 50% employer match about $291,600 at 4% or $194,400 at 6%; with 100% employer match about $218,700 at 4% or $145,800 at 6%.
200915$1,351,735$88,534$17,707iApproximate average salary by contribution assumption: employee only about $442,670 at 4% or $295,113 at 6%; with 50% employer match about $295,113 at 4% or $196,742 at 6%; with 100% employer match about $221,335 at 4% or $147,557 at 6%.
Lamb & Carey Profit Sharing Plan-5$1,351,735$88,534$17,707iApproximate average salary by contribution assumption: employee only about $442,670 at 4% or $295,113 at 6%; with 50% employer match about $295,113 at 4% or $196,742 at 6%; with 100% employer match about $221,335 at 4% or $147,557 at 6%.
200814$1,232,651$80,634$20,159iApproximate average salary by contribution assumption: employee only about $503,963 at 4% or $335,975 at 6%; with 50% employer match about $335,975 at 4% or $223,983 at 6%; with 100% employer match about $251,981 at 4% or $167,988 at 6%.
Lamb & Carey Profit Sharing Plan-4$1,232,651$80,634$20,159iApproximate average salary by contribution assumption: employee only about $503,963 at 4% or $335,975 at 6%; with 50% employer match about $335,975 at 4% or $223,983 at 6%; with 100% employer match about $251,981 at 4% or $167,988 at 6%.
200716$1,299,550$63,052$10,509iApproximate average salary by contribution assumption: employee only about $262,717 at 4% or $175,144 at 6%; with 50% employer match about $175,144 at 4% or $116,763 at 6%; with 100% employer match about $131,358 at 4% or $87,572 at 6%.
Lamb & Carey Profit Sharing Plan-6$1,299,550$63,052$10,509iApproximate average salary by contribution assumption: employee only about $262,717 at 4% or $175,144 at 6%; with 50% employer match about $175,144 at 4% or $116,763 at 6%; with 100% employer match about $131,358 at 4% or $87,572 at 6%.
200613$1,233,054$65,030$21,677iApproximate average salary by contribution assumption: employee only about $541,917 at 4% or $361,278 at 6%; with 50% employer match about $361,278 at 4% or $240,852 at 6%; with 100% employer match about $270,958 at 4% or $180,639 at 6%.
Lamb & Carey Profit Sharing Plan-3$1,233,054$65,030$21,677iApproximate average salary by contribution assumption: employee only about $541,917 at 4% or $361,278 at 6%; with 50% employer match about $361,278 at 4% or $240,852 at 6%; with 100% employer match about $270,958 at 4% or $180,639 at 6%.
200513$1,055,241$82,424$27,475iApproximate average salary by contribution assumption: employee only about $686,867 at 4% or $457,911 at 6%; with 50% employer match about $457,911 at 4% or $305,274 at 6%; with 100% employer match about $343,433 at 4% or $228,956 at 6%.
Lamb & Carey Profit Sharing Plan-3$1,055,241$82,424$27,475iApproximate average salary by contribution assumption: employee only about $686,867 at 4% or $457,911 at 6%; with 50% employer match about $457,911 at 4% or $305,274 at 6%; with 100% employer match about $343,433 at 4% or $228,956 at 6%.