Civic Intelligence

James Lam & Associates Inc.

Plan context: JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

EIN 20-0625351 • 9 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$767,290

2008 Contributions

$268,592

Historical Graphs

Total Assets Over Time

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

$767,290$383,645$0200420062008YearValue
$767,290Latest year 2008

Participants Over Time

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

210200420062008YearValue
2Latest year 2008

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
200822$767,290$268,592$134,296iApproximate average salary by contribution assumption: employee only about $3,357,400 at 4% or $2,238,267 at 6%; with 50% employer match about $2,238,267 at 4% or $1,492,178 at 6%; with 100% employer match about $1,678,700 at 4% or $1,119,133 at 6%.
JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$625,639$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
James Lam & Associates Inc. 401K Profit Sharing Plan-2$141,651$43,592$21,796iApproximate average salary by contribution assumption: employee only about $544,900 at 4% or $363,267 at 6%; with 50% employer match about $363,267 at 4% or $242,178 at 6%; with 100% employer match about $272,450 at 4% or $181,633 at 6%.
200722$0$0-
JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2---
James Lam & Associates Inc. 401K Profit Sharing Plan-2---
200612$437,989$144,057$72,029iApproximate average salary by contribution assumption: employee only about $1,800,713 at 4% or $1,200,475 at 6%; with 50% employer match about $1,200,475 at 4% or $800,317 at 6%; with 100% employer match about $900,356 at 4% or $600,238 at 6%.
JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$437,989$144,057$72,029iApproximate average salary by contribution assumption: employee only about $1,800,713 at 4% or $1,200,475 at 6%; with 50% employer match about $1,200,475 at 4% or $800,317 at 6%; with 100% employer match about $900,356 at 4% or $600,238 at 6%.
200522$332,628$171,203$85,602iApproximate average salary by contribution assumption: employee only about $2,140,038 at 4% or $1,426,692 at 6%; with 50% employer match about $1,426,692 at 4% or $951,128 at 6%; with 100% employer match about $1,070,019 at 4% or $713,346 at 6%.
JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$277,224$143,203$71,602iApproximate average salary by contribution assumption: employee only about $1,790,038 at 4% or $1,193,358 at 6%; with 50% employer match about $1,193,358 at 4% or $795,572 at 6%; with 100% employer match about $895,019 at 4% or $596,679 at 6%.
James Lam & Associates Inc. 401K Profit Sharing Plan-2$55,404$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200422$153,156$153,156$76,578iApproximate average salary by contribution assumption: employee only about $1,914,450 at 4% or $1,276,300 at 6%; with 50% employer match about $1,276,300 at 4% or $850,867 at 6%; with 100% employer match about $957,225 at 4% or $638,150 at 6%.
JAMES LAM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$127,156$127,156$63,578iApproximate average salary by contribution assumption: employee only about $1,589,450 at 4% or $1,059,633 at 6%; with 50% employer match about $1,059,633 at 4% or $706,422 at 6%; with 100% employer match about $794,725 at 4% or $529,817 at 6%.
James Lam & Associates Inc. 401K Profit Sharing Plan-2$26,000$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.