Civic Intelligence

Luinstra & Young PLLC

Plan context: L & Y 401(K) Profit Sharing Plan & Trust

EIN 20-1473510 • Great Falls, MT • 7 filings • 3 plans

PO Box 3169Great Falls, MT 59403-3169
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$435,209

2010 Contributions

$13,514

Historical Graphs

Total Assets Over Time

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

$1,229,821$614,911$0200420072009YearValue
$435,209Latest year 2009

Participants Over Time

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

1160200420072009YearValue
5Latest year 2009

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
201010$0$13,514-
L & Y 401(K) Profit Sharing Plan & Trust-0$0$13,514-
200915$435,209$15,400$3,080iApproximate average salary by contribution assumption: employee only about $77,000 at 4% or $51,333 at 6%; with 50% employer match about $51,333 at 4% or $34,222 at 6%; with 100% employer match about $38,500 at 4% or $25,667 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-5$435,209$15,400$3,080iApproximate average salary by contribution assumption: employee only about $77,000 at 4% or $51,333 at 6%; with 50% employer match about $51,333 at 4% or $34,222 at 6%; with 100% employer match about $38,500 at 4% or $25,667 at 6%.
200816$342,915$27,790$4,632iApproximate average salary by contribution assumption: employee only about $115,792 at 4% or $77,194 at 6%; with 50% employer match about $77,194 at 4% or $51,463 at 6%; with 100% employer match about $57,896 at 4% or $38,597 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-6$342,915$27,790$4,632iApproximate average salary by contribution assumption: employee only about $115,792 at 4% or $77,194 at 6%; with 50% employer match about $77,194 at 4% or $51,463 at 6%; with 100% employer match about $57,896 at 4% or $38,597 at 6%.
200719$452,131$44,602$4,956iApproximate average salary by contribution assumption: employee only about $123,894 at 4% or $82,596 at 6%; with 50% employer match about $82,596 at 4% or $55,064 at 6%; with 100% employer match about $61,947 at 4% or $41,298 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-9$452,131$44,602$4,956iApproximate average salary by contribution assumption: employee only about $123,894 at 4% or $82,596 at 6%; with 50% employer match about $82,596 at 4% or $55,064 at 6%; with 100% employer match about $61,947 at 4% or $41,298 at 6%.
2006111$1,229,821$85,760$7,796iApproximate average salary by contribution assumption: employee only about $194,909 at 4% or $129,939 at 6%; with 50% employer match about $129,939 at 4% or $86,626 at 6%; with 100% employer match about $97,455 at 4% or $64,970 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-11$1,229,821$85,760$7,796iApproximate average salary by contribution assumption: employee only about $194,909 at 4% or $129,939 at 6%; with 50% employer match about $129,939 at 4% or $86,626 at 6%; with 100% employer match about $97,455 at 4% or $64,970 at 6%.
2005110$987,450$190,802$19,080iApproximate average salary by contribution assumption: employee only about $477,005 at 4% or $318,003 at 6%; with 50% employer match about $318,003 at 4% or $212,002 at 6%; with 100% employer match about $238,503 at 4% or $159,002 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-10$987,450$190,802$19,080iApproximate average salary by contribution assumption: employee only about $477,005 at 4% or $318,003 at 6%; with 50% employer match about $318,003 at 4% or $212,002 at 6%; with 100% employer match about $238,503 at 4% or $159,002 at 6%.
200418$789,278$743,686$92,961iApproximate average salary by contribution assumption: employee only about $2,324,019 at 4% or $1,549,346 at 6%; with 50% employer match about $1,549,346 at 4% or $1,032,897 at 6%; with 100% employer match about $1,162,009 at 4% or $774,673 at 6%.
L & Y 401(K) Profit Sharing Plan & Trust-8$789,278$743,686$92,961iApproximate average salary by contribution assumption: employee only about $2,324,019 at 4% or $1,549,346 at 6%; with 50% employer match about $1,549,346 at 4% or $1,032,897 at 6%; with 100% employer match about $1,162,009 at 4% or $774,673 at 6%.