Civic Intelligence

Lucas E. Sorensen, CPA LLP

Plan context: Lucas E. Sorensen, CPA LLP Profit Sharing Plan

EIN 26-3404807 • 8 filings • 1 plans

Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$428,817

2016 Contributions

$55,864

Historical Graphs

Total Assets Over Time

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

$428,817$214,409$0200920132016YearValue
$428,817Latest year 2016

Participants Over Time

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

420200920132016YearValue
3Latest year 2016

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
201613$428,817$55,864$18,621iApproximate average salary by contribution assumption: employee only about $465,533 at 4% or $310,356 at 6%; with 50% employer match about $310,356 at 4% or $206,904 at 6%; with 100% employer match about $232,767 at 4% or $155,178 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-3$428,817$55,864$18,621iApproximate average salary by contribution assumption: employee only about $465,533 at 4% or $310,356 at 6%; with 50% employer match about $310,356 at 4% or $206,904 at 6%; with 100% employer match about $232,767 at 4% or $155,178 at 6%.
201513$373,511$52,117$17,372iApproximate average salary by contribution assumption: employee only about $434,308 at 4% or $289,539 at 6%; with 50% employer match about $289,539 at 4% or $193,026 at 6%; with 100% employer match about $217,154 at 4% or $144,769 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-3$373,511$52,117$17,372iApproximate average salary by contribution assumption: employee only about $434,308 at 4% or $289,539 at 6%; with 50% employer match about $289,539 at 4% or $193,026 at 6%; with 100% employer match about $217,154 at 4% or $144,769 at 6%.
201413$316,440$50,343$16,781iApproximate average salary by contribution assumption: employee only about $419,525 at 4% or $279,683 at 6%; with 50% employer match about $279,683 at 4% or $186,456 at 6%; with 100% employer match about $209,763 at 4% or $139,842 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-3$316,440$50,343$16,781iApproximate average salary by contribution assumption: employee only about $419,525 at 4% or $279,683 at 6%; with 50% employer match about $279,683 at 4% or $186,456 at 6%; with 100% employer match about $209,763 at 4% or $139,842 at 6%.
201314$254,339$56,779$14,195iApproximate average salary by contribution assumption: employee only about $354,869 at 4% or $236,579 at 6%; with 50% employer match about $236,579 at 4% or $157,719 at 6%; with 100% employer match about $177,434 at 4% or $118,290 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-4$254,339$56,779$14,195iApproximate average salary by contribution assumption: employee only about $354,869 at 4% or $236,579 at 6%; with 50% employer match about $236,579 at 4% or $157,719 at 6%; with 100% employer match about $177,434 at 4% or $118,290 at 6%.
201214$192,158$47,996$11,999iApproximate average salary by contribution assumption: employee only about $299,975 at 4% or $199,983 at 6%; with 50% employer match about $199,983 at 4% or $133,322 at 6%; with 100% employer match about $149,988 at 4% or $99,992 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-4$192,158$47,996$11,999iApproximate average salary by contribution assumption: employee only about $299,975 at 4% or $199,983 at 6%; with 50% employer match about $199,983 at 4% or $133,322 at 6%; with 100% employer match about $149,988 at 4% or $99,992 at 6%.
201112$142,017$18,418$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-2$142,017$18,418$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
201012$118,684$25,123$12,562iApproximate average salary by contribution assumption: employee only about $314,038 at 4% or $209,358 at 6%; with 50% employer match about $209,358 at 4% or $139,572 at 6%; with 100% employer match about $157,019 at 4% or $104,679 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-2$118,684$25,123$12,562iApproximate average salary by contribution assumption: employee only about $314,038 at 4% or $209,358 at 6%; with 50% employer match about $209,358 at 4% or $139,572 at 6%; with 100% employer match about $157,019 at 4% or $104,679 at 6%.
200912$87,309$86,566$43,283iApproximate average salary by contribution assumption: employee only about $1,082,075 at 4% or $721,383 at 6%; with 50% employer match about $721,383 at 4% or $480,922 at 6%; with 100% employer match about $541,038 at 4% or $360,692 at 6%.
Lucas E. Sorensen, CPA LLP Profit Sharing Plan-2$87,309$86,566$43,283iApproximate average salary by contribution assumption: employee only about $1,082,075 at 4% or $721,383 at 6%; with 50% employer match about $721,383 at 4% or $480,922 at 6%; with 100% employer match about $541,038 at 4% or $360,692 at 6%.