Civic Intelligence

Lobel, Neue & Till LLP

Plan context: The Lobel Firm 401(K) Profit Sharing Plan

EIN 26-3800934 • Newport Beach, CA • 18 filings • 3 plans

840 Newport Center Drive, Suite 750Newport Beach, CA 92660
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$721,949

2017 Contributions

$5,162

Historical Graphs

Total Assets Over Time

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

$1,083,857$541,929$0200920132016YearValue
$721,949Latest year 2016

Participants Over Time

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

840200920122014YearValue
6Latest year 2014

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
201720$0$5,162-
The Lobel Firm Cash Balance Pension Plan-0---
The Lobel Firm 401(K) Profit Sharing Plan-0-$5,162-
201620$721,949$11,395-
The Lobel Firm Cash Balance Pension Plan-0$537,674--
The Lobel Firm 401(K) Profit Sharing Plan-0$184,275$11,395-
201520$797,550$16,482-
The Lobel Firm Cash Balance Pension Plan-0$564,376--
The Lobel Firm 401(K) Profit Sharing Plan-0$233,174$16,482-
201426$1,083,857$13,840$2,307iApproximate average salary by contribution assumption: employee only about $57,667 at 4% or $38,444 at 6%; with 50% employer match about $38,444 at 4% or $25,630 at 6%; with 100% employer match about $28,833 at 4% or $19,222 at 6%.
The Lobel Firm Cash Balance Pension Plan-4$731,148--
The Lobel Firm 401(K) Profit Sharing Plan-6$352,709$13,840$2,307iApproximate average salary by contribution assumption: employee only about $57,667 at 4% or $38,444 at 6%; with 50% employer match about $38,444 at 4% or $25,630 at 6%; with 100% employer match about $28,833 at 4% or $19,222 at 6%.
201328$1,011,689$23,791$2,974iApproximate average salary by contribution assumption: employee only about $74,347 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,043 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
The Lobel Firm Cash Balance Pension Plan-6$677,713$0-
The Lobel Firm 401(K) Profit Sharing Plan-8$333,976$23,791$2,974iApproximate average salary by contribution assumption: employee only about $74,347 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,043 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
201228$859,460$37,990$4,749iApproximate average salary by contribution assumption: employee only about $118,719 at 4% or $79,146 at 6%; with 50% employer match about $79,146 at 4% or $52,764 at 6%; with 100% employer match about $59,359 at 4% or $39,573 at 6%.
The Lobel Firm Cash Balance Pension Plan-6$616,017$0-
The Lobel Firm 401(K) Profit Sharing Plan-8$243,443$37,990$4,749iApproximate average salary by contribution assumption: employee only about $118,719 at 4% or $79,146 at 6%; with 50% employer match about $79,146 at 4% or $52,764 at 6%; with 100% employer match about $59,359 at 4% or $39,573 at 6%.
201127$767,725$237,505$33,929iApproximate average salary by contribution assumption: employee only about $848,232 at 4% or $565,488 at 6%; with 50% employer match about $565,488 at 4% or $376,992 at 6%; with 100% employer match about $424,116 at 4% or $282,744 at 6%.
The Lobel Firm Cash Balance Pension Plan-5$583,849$184,448$36,890iApproximate average salary by contribution assumption: employee only about $922,240 at 4% or $614,827 at 6%; with 50% employer match about $614,827 at 4% or $409,884 at 6%; with 100% employer match about $461,120 at 4% or $307,413 at 6%.
The Lobel Firm 401(K) Profit Sharing Plan-7$183,876$53,057$7,580iApproximate average salary by contribution assumption: employee only about $189,489 at 4% or $126,326 at 6%; with 50% employer match about $126,326 at 4% or $84,217 at 6%; with 100% employer match about $94,745 at 4% or $63,163 at 6%.
201026$548,779$336,493$56,082iApproximate average salary by contribution assumption: employee only about $1,402,054 at 4% or $934,703 at 6%; with 50% employer match about $934,703 at 4% or $623,135 at 6%; with 100% employer match about $701,027 at 4% or $467,351 at 6%.
The Lobel Firm Cash Balance Pension Plan-4$416,467$249,547$62,387iApproximate average salary by contribution assumption: employee only about $1,559,669 at 4% or $1,039,779 at 6%; with 50% employer match about $1,039,779 at 4% or $693,186 at 6%; with 100% employer match about $779,834 at 4% or $519,890 at 6%.
The Lobel Firm 401(K) Profit Sharing Plan-6$132,312$86,946$14,491iApproximate average salary by contribution assumption: employee only about $362,275 at 4% or $241,517 at 6%; with 50% employer match about $241,517 at 4% or $161,011 at 6%; with 100% employer match about $181,138 at 4% or $120,758 at 6%.
200924$247,403$247,403$61,851iApproximate average salary by contribution assumption: employee only about $1,546,269 at 4% or $1,030,846 at 6%; with 50% employer match about $1,030,846 at 4% or $687,231 at 6%; with 100% employer match about $773,134 at 4% or $515,423 at 6%.
The Lobel Firm Cash Balance Pension Plan-4$163,976$163,976$40,994iApproximate average salary by contribution assumption: employee only about $1,024,850 at 4% or $683,233 at 6%; with 50% employer match about $683,233 at 4% or $455,489 at 6%; with 100% employer match about $512,425 at 4% or $341,617 at 6%.
The Lobel Firm 401(K) Profit Sharing Plan-4$83,427$83,427$20,857iApproximate average salary by contribution assumption: employee only about $521,419 at 4% or $347,613 at 6%; with 50% employer match about $347,613 at 4% or $231,742 at 6%; with 100% employer match about $260,709 at 4% or $173,806 at 6%.