Lee Calhoon & Co Inc
Plan context: Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4
EIN 23-2314083 • Birchrunville, PA • 16 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$1,831,936
2014 Contributions
$3,119
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $3,119 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 0 | $0 | $3,119 | - |
| 2013 | 1 | 3 | $1,831,936 | $2,212 | $737iApproximate average salary by contribution assumption: employee only about $18,433 at 4% or $12,289 at 6%; with 50% employer match about $12,289 at 4% or $8,193 at 6%; with 100% employer match about $9,217 at 4% or $6,144 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | $1,831,936 | $2,212 | $737iApproximate average salary by contribution assumption: employee only about $18,433 at 4% or $12,289 at 6%; with 50% employer match about $12,289 at 4% or $8,193 at 6%; with 100% employer match about $9,217 at 4% or $6,144 at 6%. |
| 2012 | 1 | 3 | $1,704,497 | $1,799 | $600iApproximate average salary by contribution assumption: employee only about $14,992 at 4% or $9,994 at 6%; with 50% employer match about $9,994 at 4% or $6,663 at 6%; with 100% employer match about $7,496 at 4% or $4,997 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | $1,704,497 | $1,799 | $600iApproximate average salary by contribution assumption: employee only about $14,992 at 4% or $9,994 at 6%; with 50% employer match about $9,994 at 4% or $6,663 at 6%; with 100% employer match about $7,496 at 4% or $4,997 at 6%. |
| 2011 | 1 | 3 | $1,609,046 | $23,695 | $7,898iApproximate average salary by contribution assumption: employee only about $197,458 at 4% or $131,639 at 6%; with 50% employer match about $131,639 at 4% or $87,759 at 6%; with 100% employer match about $98,729 at 4% or $65,819 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | $1,609,046 | $23,695 | $7,898iApproximate average salary by contribution assumption: employee only about $197,458 at 4% or $131,639 at 6%; with 50% employer match about $131,639 at 4% or $87,759 at 6%; with 100% employer match about $98,729 at 4% or $65,819 at 6%. |
| 2010 | 1 | 3 | $1,809,240 | $3,477 | $1,159iApproximate average salary by contribution assumption: employee only about $28,975 at 4% or $19,317 at 6%; with 50% employer match about $19,317 at 4% or $12,878 at 6%; with 100% employer match about $14,488 at 4% or $9,658 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | $1,809,240 | $3,477 | $1,159iApproximate average salary by contribution assumption: employee only about $28,975 at 4% or $19,317 at 6%; with 50% employer match about $19,317 at 4% or $12,878 at 6%; with 100% employer match about $14,488 at 4% or $9,658 at 6%. |
| 2009 | 1 | 3 | $1,449,548 | $1,776 | $592iApproximate average salary by contribution assumption: employee only about $14,800 at 4% or $9,867 at 6%; with 50% employer match about $9,867 at 4% or $6,578 at 6%; with 100% employer match about $7,400 at 4% or $4,933 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | $1,449,548 | $1,776 | $592iApproximate average salary by contribution assumption: employee only about $14,800 at 4% or $9,867 at 6%; with 50% employer match about $9,867 at 4% or $6,578 at 6%; with 100% employer match about $7,400 at 4% or $4,933 at 6%. |
| 2008 | 1 | 4 | $1,197,501 | $8,642 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | $1,197,501 | $8,642 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,842,851 | $130,379 | $32,595iApproximate average salary by contribution assumption: employee only about $814,869 at 4% or $543,246 at 6%; with 50% employer match about $543,246 at 4% or $362,164 at 6%; with 100% employer match about $407,434 at 4% or $271,623 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | $1,842,851 | $130,379 | $32,595iApproximate average salary by contribution assumption: employee only about $814,869 at 4% or $543,246 at 6%; with 50% employer match about $543,246 at 4% or $362,164 at 6%; with 100% employer match about $407,434 at 4% or $271,623 at 6%. |
| 2005 | 1 | 4 | $1,518,808 | $122,808 | $30,702iApproximate average salary by contribution assumption: employee only about $767,550 at 4% or $511,700 at 6%; with 50% employer match about $511,700 at 4% or $341,133 at 6%; with 100% employer match about $383,775 at 4% or $255,850 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | $1,518,808 | $122,808 | $30,702iApproximate average salary by contribution assumption: employee only about $767,550 at 4% or $511,700 at 6%; with 50% employer match about $511,700 at 4% or $341,133 at 6%; with 100% employer match about $383,775 at 4% or $255,850 at 6%. |
| 2004 | 1 | 4 | $1,187,863 | $44,740 | $11,185iApproximate average salary by contribution assumption: employee only about $279,625 at 4% or $186,417 at 6%; with 50% employer match about $186,417 at 4% or $124,278 at 6%; with 100% employer match about $139,813 at 4% or $93,208 at 6%. |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | $1,187,863 | $44,740 | $11,185iApproximate average salary by contribution assumption: employee only about $279,625 at 4% or $186,417 at 6%; with 50% employer match about $186,417 at 4% or $124,278 at 6%; with 100% employer match about $139,813 at 4% or $93,208 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | - | - | - |
| 1999 | 1 | 4 | $539,835 | $0 | - |
| Vanguard Prototype Defined Contribution Plan Profit Sharing Oo4 | - | 4 | $539,835 | - | - |