Lipman, Stevens, Marshall & Thene,
Plan context: Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan
EIN 33-0123220 • San Diego, CA • 13 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
9
2011 Assets
$698,211
2011 Contributions
$114,870
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2010 | 1 | 9 | $698,211 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 9 | $698,211 | $0 | - |
| 2009 | 1 | 10 | $1,132,037 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 10 | $1,132,037 | $0 | - |
| 2008 | 1 | 7 | $1,025,760 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 7 | $1,025,760 | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $1,116,201 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 7 | $1,116,201 | - | - |
| 2005 | 1 | 7 | $1,031,462 | $114,870 | $16,410iApproximate average salary by contribution assumption: employee only about $410,250 at 4% or $273,500 at 6%; with 50% employer match about $273,500 at 4% or $182,333 at 6%; with 100% employer match about $205,125 at 4% or $136,750 at 6%. |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 7 | $1,031,462 | $114,870 | $16,410iApproximate average salary by contribution assumption: employee only about $410,250 at 4% or $273,500 at 6%; with 50% employer match about $273,500 at 4% or $182,333 at 6%; with 100% employer match about $205,125 at 4% or $136,750 at 6%. |
| 2004 | 1 | 7 | $871,399 | $22,500 | $3,214iApproximate average salary by contribution assumption: employee only about $80,357 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,179 at 4% or $26,786 at 6%. |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 7 | $871,399 | $22,500 | $3,214iApproximate average salary by contribution assumption: employee only about $80,357 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,179 at 4% or $26,786 at 6%. |
| 2003 | 1 | 9 | $719,214 | $38,500 | $4,278iApproximate average salary by contribution assumption: employee only about $106,944 at 4% or $71,296 at 6%; with 50% employer match about $71,296 at 4% or $47,531 at 6%; with 100% employer match about $53,472 at 4% or $35,648 at 6%. |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 9 | $719,214 | $38,500 | $4,278iApproximate average salary by contribution assumption: employee only about $106,944 at 4% or $71,296 at 6%; with 50% employer match about $71,296 at 4% or $47,531 at 6%; with 100% employer match about $53,472 at 4% or $35,648 at 6%. |
| 2002 | 1 | 10 | $549,015 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 10 | $549,015 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 9 | - | - | - |
| 1999 | 1 | 10 | $702,467 | $33,000 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| Lipman, Stevens, Marshall & Thene Inc. Profit Sharing Plan | - | 10 | $702,467 | $33,000 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |