Civic Intelligence

Charles a. Lota, CPA

Plan context: Charles a. Lota Retirement Trust

EIN 22-2825006 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$304,913

2005 Contributions

$54,577

Historical Graphs

Total Assets Over Time

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

$304,913$152,457$0199920022005YearValue
$304,913Latest year 2005

Participants Over Time

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

420199920022005YearValue
3Latest year 2005

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
200513$304,913$54,577$18,192iApproximate average salary by contribution assumption: employee only about $454,808 at 4% or $303,206 at 6%; with 50% employer match about $303,206 at 4% or $202,137 at 6%; with 100% employer match about $227,404 at 4% or $151,603 at 6%.
Charles a. Lota Retirement Trust-3$304,913$54,577$18,192iApproximate average salary by contribution assumption: employee only about $454,808 at 4% or $303,206 at 6%; with 50% employer match about $303,206 at 4% or $202,137 at 6%; with 100% employer match about $227,404 at 4% or $151,603 at 6%.
200412$254,058$52,547$26,274iApproximate average salary by contribution assumption: employee only about $656,838 at 4% or $437,892 at 6%; with 50% employer match about $437,892 at 4% or $291,928 at 6%; with 100% employer match about $328,419 at 4% or $218,946 at 6%.
Charles a. Lota Retirement Trust-2$254,058$52,547$26,274iApproximate average salary by contribution assumption: employee only about $656,838 at 4% or $437,892 at 6%; with 50% employer match about $437,892 at 4% or $291,928 at 6%; with 100% employer match about $328,419 at 4% or $218,946 at 6%.
200312$198,508$49,436$24,718iApproximate average salary by contribution assumption: employee only about $617,950 at 4% or $411,967 at 6%; with 50% employer match about $411,967 at 4% or $274,644 at 6%; with 100% employer match about $308,975 at 4% or $205,983 at 6%.
Charles a. Lota Retirement Trust-2$198,508$49,436$24,718iApproximate average salary by contribution assumption: employee only about $617,950 at 4% or $411,967 at 6%; with 50% employer match about $411,967 at 4% or $274,644 at 6%; with 100% employer match about $308,975 at 4% or $205,983 at 6%.
200213$132,909$45,148$15,049iApproximate average salary by contribution assumption: employee only about $376,233 at 4% or $250,822 at 6%; with 50% employer match about $250,822 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
Charles a. Lota Retirement Trust-3$132,909$45,148$15,049iApproximate average salary by contribution assumption: employee only about $376,233 at 4% or $250,822 at 6%; with 50% employer match about $250,822 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
200114$103,700$40,544$10,136iApproximate average salary by contribution assumption: employee only about $253,400 at 4% or $168,933 at 6%; with 50% employer match about $168,933 at 4% or $112,622 at 6%; with 100% employer match about $126,700 at 4% or $84,467 at 6%.
Charles a. Lota Retirement Trust-4$103,700$40,544$10,136iApproximate average salary by contribution assumption: employee only about $253,400 at 4% or $168,933 at 6%; with 50% employer match about $168,933 at 4% or $112,622 at 6%; with 100% employer match about $126,700 at 4% or $84,467 at 6%.
200013$80,057$32,284$10,761iApproximate average salary by contribution assumption: employee only about $269,033 at 4% or $179,356 at 6%; with 50% employer match about $179,356 at 4% or $119,570 at 6%; with 100% employer match about $134,517 at 4% or $89,678 at 6%.
Charles a. Lota Retirement Trust-3$80,057$32,284$10,761iApproximate average salary by contribution assumption: employee only about $269,033 at 4% or $179,356 at 6%; with 50% employer match about $179,356 at 4% or $119,570 at 6%; with 100% employer match about $134,517 at 4% or $89,678 at 6%.
199913$62,517$29,661$9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,856 at 6%; with 100% employer match about $123,588 at 4% or $82,392 at 6%.
Charles a. Lota Retirement Trust-3$62,517$29,661$9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,856 at 6%; with 100% employer match about $123,588 at 4% or $82,392 at 6%.