Civic Intelligence

Stephen Robert Lacheen & Associates

Plan context: Stephen Robert Lacheen & Associates Profit Sharing Plan

EIN 23-2442713 • Philadelphia, PA • 26 filings • 1 plans

100 S. Juniper Street, Suite 613Philadelphia, PA 19107
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$322,654

2024 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$522,046$261,023$0199920132023YearValue
$322,654Latest year 2023

Participants Over Time

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

420199920112023YearValue
2Latest year 2023

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
202410$0$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-0$0$0-
202312$322,654$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-2$322,654$0-
202212$328,046$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-2$328,046$0-
202112$397,576$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-2$397,576$0-
202013$361,017$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$361,017$0-
201913$340,940$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$340,940$0-
201813$286,561$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$286,561$0-
201713$320,235$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$320,235$0-
201613$298,672$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$298,672$0-
201513$273,070$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$273,070$0-
201413$299,636$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$299,636$0-
201313$280,433$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$280,433$0-
201213$246,802$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$246,802$0-
201113$222,604$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$222,604$0-
201013$212,879$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$212,879$0-
200913$184,884$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$184,884$0-
200813$0$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3---
200713$228,506$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$228,506--
200613$433,855$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$433,855--
200513$399,001$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$399,001--
200413$522,046$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$522,046--
200313$470,738$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$470,738$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200213$360,386$42,500$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$360,386$42,500$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
200113$0$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-3---
200014$0$0-
Stephen Robert Lacheen & Associates Profit Sharing Plan-4---
199913$321,719$31,350$10,450iApproximate average salary by contribution assumption: employee only about $261,250 at 4% or $174,167 at 6%; with 50% employer match about $174,167 at 4% or $116,111 at 6%; with 100% employer match about $130,625 at 4% or $87,083 at 6%.
Stephen Robert Lacheen & Associates Profit Sharing Plan-3$321,719$31,350$10,450iApproximate average salary by contribution assumption: employee only about $261,250 at 4% or $174,167 at 6%; with 50% employer match about $174,167 at 4% or $116,111 at 6%; with 100% employer match about $130,625 at 4% or $87,083 at 6%.