Civic Intelligence

Charles F. Lambert CPA

Plan context: Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03

EIN 33-0827800 • 6 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$286,302

2008 Contributions

$23,125

Historical Graphs

Total Assets Over Time

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

$286,302$143,151$0200320052007YearValue
$286,302Latest year 2007

Participants Over Time

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

320200320052007YearValue
2Latest year 2007

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
200810$0$23,125-
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-0-$23,125-
200712$286,302$27,103$13,552iApproximate average salary by contribution assumption: employee only about $338,788 at 4% or $225,858 at 6%; with 50% employer match about $225,858 at 4% or $150,572 at 6%; with 100% employer match about $169,394 at 4% or $112,929 at 6%.
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-2$286,302$27,103$13,552iApproximate average salary by contribution assumption: employee only about $338,788 at 4% or $225,858 at 6%; with 50% employer match about $225,858 at 4% or $150,572 at 6%; with 100% employer match about $169,394 at 4% or $112,929 at 6%.
200612$247,252$27,866$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-2$247,252$27,866$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
200513$202,121$26,855$8,952iApproximate average salary by contribution assumption: employee only about $223,792 at 4% or $149,194 at 6%; with 50% employer match about $149,194 at 4% or $99,463 at 6%; with 100% employer match about $111,896 at 4% or $74,597 at 6%.
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-3$202,121$26,855$8,952iApproximate average salary by contribution assumption: employee only about $223,792 at 4% or $149,194 at 6%; with 50% employer match about $149,194 at 4% or $99,463 at 6%; with 100% employer match about $111,896 at 4% or $74,597 at 6%.
200413$165,112$20,400$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-3$165,112$20,400$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
200313$130,826$39,215$13,072iApproximate average salary by contribution assumption: employee only about $326,792 at 4% or $217,861 at 6%; with 50% employer match about $217,861 at 4% or $145,241 at 6%; with 100% employer match about $163,396 at 4% or $108,931 at 6%.
Charles F. Lambert, CPA 401K & Profit Sharing Plan Dated 01-01-03-3$130,826$39,215$13,072iApproximate average salary by contribution assumption: employee only about $326,792 at 4% or $217,861 at 6%; with 50% employer match about $217,861 at 4% or $145,241 at 6%; with 100% employer match about $163,396 at 4% or $108,931 at 6%.