Civic Intelligence

Lawrence R. Hupertz

Plan context: Lawrence R. Hupertz Profit Sharing Plan

EIN 34-1437546 • Cincinnati, OH • 27 filings • 5 plans

441 Vine Street, Suite 1300Cincinnati, OH 45202-2821
Current Snapshot

Latest Year

2009

2009 Participants

57

2009 Assets

$4,687,670

2009 Contributions

$1,003,652

Historical Graphs

Total Assets Over Time

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

$4,687,670$2,343,835$0199920042009YearValue
$4,687,670Latest year 2009

Participants Over Time

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

57290199920042009YearValue
57Latest year 2009

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
2009157$4,687,670$1,003,652$17,608iApproximate average salary by contribution assumption: employee only about $440,198 at 4% or $293,465 at 6%; with 50% employer match about $293,465 at 4% or $195,644 at 6%; with 100% employer match about $220,099 at 4% or $146,733 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-57$4,687,670$1,003,652$17,608iApproximate average salary by contribution assumption: employee only about $440,198 at 4% or $293,465 at 6%; with 50% employer match about $293,465 at 4% or $195,644 at 6%; with 100% employer match about $220,099 at 4% or $146,733 at 6%.
2008241$3,063,720$908,101$22,149iApproximate average salary by contribution assumption: employee only about $553,720 at 4% or $369,147 at 6%; with 50% employer match about $369,147 at 4% or $246,098 at 6%; with 100% employer match about $276,860 at 4% or $184,573 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-41$3,063,720$908,101$22,149iApproximate average salary by contribution assumption: employee only about $553,720 at 4% or $369,147 at 6%; with 50% employer match about $369,147 at 4% or $246,098 at 6%; with 100% employer match about $276,860 at 4% or $184,573 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-0---
200712$0$0-
Lawrence R. Hupertz Profit Sharing Plan-2---
2006445$2,565,246$1,622,424$36,054iApproximate average salary by contribution assumption: employee only about $901,347 at 4% or $600,898 at 6%; with 50% employer match about $600,898 at 4% or $400,599 at 6%; with 100% employer match about $450,673 at 4% or $300,449 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-45$2,330,066$1,622,424$36,054iApproximate average salary by contribution assumption: employee only about $901,347 at 4% or $600,898 at 6%; with 50% employer match about $600,898 at 4% or $400,599 at 6%; with 100% employer match about $450,673 at 4% or $300,449 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-1$235,180--
Financial Stocks Inc. Money Purchase Plan-0---
Lawrence R. Hupertz Profit Sharing Plan-45---
2005325$1,987,829$463,074$18,523iApproximate average salary by contribution assumption: employee only about $463,074 at 4% or $308,716 at 6%; with 50% employer match about $308,716 at 4% or $205,811 at 6%; with 100% employer match about $231,537 at 4% or $154,358 at 6%.
Financial Stocks Inc. Money Purchase Plan-25$1,127,759$305,580$12,223iApproximate average salary by contribution assumption: employee only about $305,580 at 4% or $203,720 at 6%; with 50% employer match about $203,720 at 4% or $135,813 at 6%; with 100% employer match about $152,790 at 4% or $101,860 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-21$635,854$153,994$7,333iApproximate average salary by contribution assumption: employee only about $183,326 at 4% or $122,217 at 6%; with 50% employer match about $122,217 at 4% or $81,478 at 6%; with 100% employer match about $91,663 at 4% or $61,109 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-1$224,216$3,500$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
2004322$1,423,297$367,086$16,686iApproximate average salary by contribution assumption: employee only about $417,143 at 4% or $278,095 at 6%; with 50% employer match about $278,095 at 4% or $185,397 at 6%; with 100% employer match about $208,572 at 4% or $139,048 at 6%.
Financial Stocks Inc. Money Purchase Plan-22$786,008$230,423$10,474iApproximate average salary by contribution assumption: employee only about $261,844 at 4% or $174,563 at 6%; with 50% employer match about $174,563 at 4% or $116,375 at 6%; with 100% employer match about $130,922 at 4% or $87,281 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-15$424,705$132,663$8,844iApproximate average salary by contribution assumption: employee only about $221,105 at 4% or $147,403 at 6%; with 50% employer match about $147,403 at 4% or $98,269 at 6%; with 100% employer match about $110,553 at 4% or $73,702 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-2$212,584$4,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2003318$932,522$238,712$13,262iApproximate average salary by contribution assumption: employee only about $331,544 at 4% or $221,030 at 6%; with 50% employer match about $221,030 at 4% or $147,353 at 6%; with 100% employer match about $165,772 at 4% or $110,515 at 6%.
Financial Stocks Inc. Money Purchase Plan-18$497,586$150,888$8,383iApproximate average salary by contribution assumption: employee only about $209,567 at 4% or $139,711 at 6%; with 50% employer match about $139,711 at 4% or $93,141 at 6%; with 100% employer match about $104,783 at 4% or $69,856 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-11$246,442$84,824$7,711iApproximate average salary by contribution assumption: employee only about $192,782 at 4% or $128,521 at 6%; with 50% employer match about $128,521 at 4% or $85,681 at 6%; with 100% employer match about $96,391 at 4% or $64,261 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-2$188,494$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
2002313$552,505$149,630$11,510iApproximate average salary by contribution assumption: employee only about $287,750 at 4% or $191,833 at 6%; with 50% employer match about $191,833 at 4% or $127,889 at 6%; with 100% employer match about $143,875 at 4% or $95,917 at 6%.
Financial Stocks Inc. Money Purchase Plan-13$285,394$95,520$7,348iApproximate average salary by contribution assumption: employee only about $183,692 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-3$137,654$7,573$2,524iApproximate average salary by contribution assumption: employee only about $63,108 at 4% or $42,072 at 6%; with 50% employer match about $42,072 at 4% or $28,048 at 6%; with 100% employer match about $31,554 at 4% or $21,036 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-9$129,457$46,537$5,171iApproximate average salary by contribution assumption: employee only about $129,269 at 4% or $86,180 at 6%; with 50% employer match about $86,180 at 4% or $57,453 at 6%; with 100% employer match about $64,635 at 4% or $43,090 at 6%.
200112$0$0-
Lawrence R. Hupertz Profit Sharing Plan-2---
2000310$303,845$82,144$8,214iApproximate average salary by contribution assumption: employee only about $205,360 at 4% or $136,907 at 6%; with 50% employer match about $136,907 at 4% or $91,271 at 6%; with 100% employer match about $102,680 at 4% or $68,453 at 6%.
Financial Stocks Inc. Money Purchase Plan-10$197,262$52,948$5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-8$106,583$29,196$3,650iApproximate average salary by contribution assumption: employee only about $91,238 at 4% or $60,825 at 6%; with 50% employer match about $60,825 at 4% or $40,550 at 6%; with 100% employer match about $45,619 at 4% or $30,413 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-2---
199938$439,900$98,497$12,312iApproximate average salary by contribution assumption: employee only about $307,803 at 4% or $205,202 at 6%; with 50% employer match about $205,202 at 4% or $136,801 at 6%; with 100% employer match about $153,902 at 4% or $102,601 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-3$191,799$9,399$3,133iApproximate average salary by contribution assumption: employee only about $78,325 at 4% or $52,217 at 6%; with 50% employer match about $52,217 at 4% or $34,811 at 6%; with 100% employer match about $39,163 at 4% or $26,108 at 6%.
Financial Stocks Inc. Money Purchase Plan-8$146,660$59,409$7,426iApproximate average salary by contribution assumption: employee only about $185,653 at 4% or $123,769 at 6%; with 50% employer match about $123,769 at 4% or $82,513 at 6%; with 100% employer match about $92,827 at 4% or $61,884 at 6%.
Lawrence R. Hupertz Profit Sharing Plan-6$101,441$29,689$4,948iApproximate average salary by contribution assumption: employee only about $123,704 at 4% or $82,469 at 6%; with 50% employer match about $82,469 at 4% or $54,980 at 6%; with 100% employer match about $61,852 at 4% or $41,235 at 6%.