Civic Intelligence

James a. Long II, O.D. Inc.

Plan context: JAMES A. LONG II, O.D., INC 401K SALARY REDUCTION PL & TR

EIN 35-1476421 • Fort Wayne, IN • 7 filings • 4 plans

109 Southridge DrFort Wayne, IN 46825-2720
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$110,911

2009 Contributions

$23,548

Historical Graphs

Total Assets Over Time

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

$555,647$277,824$0199920062008YearValue
$110,911Latest year 2008

Participants Over Time

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

420199920062008YearValue
4Latest year 2008

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
200910$0$0-
JAMES A. LONG II, O.D., INC 401(K) SALARY REDUCTION PL & TR-0$0--
200814$110,911$23,548$5,887iApproximate average salary by contribution assumption: employee only about $147,175 at 4% or $98,117 at 6%; with 50% employer match about $98,117 at 4% or $65,411 at 6%; with 100% employer match about $73,588 at 4% or $49,058 at 6%.
JAMES A. LONG II, O.D., INC 401K SALARY REDUCTION PL & TR-4$110,911$23,548$5,887iApproximate average salary by contribution assumption: employee only about $147,175 at 4% or $98,117 at 6%; with 50% employer match about $98,117 at 4% or $65,411 at 6%; with 100% employer match about $73,588 at 4% or $49,058 at 6%.
200712$131,781$23,548$11,774iApproximate average salary by contribution assumption: employee only about $294,350 at 4% or $196,233 at 6%; with 50% employer match about $196,233 at 4% or $130,822 at 6%; with 100% employer match about $147,175 at 4% or $98,117 at 6%.
JAMES A. LONG II, O.D., INC 401K SALARY REDUCTION PL & TR-2$131,781$23,548$11,774iApproximate average salary by contribution assumption: employee only about $294,350 at 4% or $196,233 at 6%; with 50% employer match about $196,233 at 4% or $130,822 at 6%; with 100% employer match about $147,175 at 4% or $98,117 at 6%.
200613$99,009$68,221$22,740iApproximate average salary by contribution assumption: employee only about $568,508 at 4% or $379,006 at 6%; with 50% employer match about $379,006 at 4% or $252,670 at 6%; with 100% employer match about $284,254 at 4% or $189,503 at 6%.
JAMES A. LONG II, O.D., INC 401K SALARY REDUCTION PL & TR-3$99,009$68,221$22,740iApproximate average salary by contribution assumption: employee only about $568,508 at 4% or $379,006 at 6%; with 50% employer match about $379,006 at 4% or $252,670 at 6%; with 100% employer match about $284,254 at 4% or $189,503 at 6%.
200511$21,679$20,795$20,795iApproximate average salary by contribution assumption: employee only about $519,875 at 4% or $346,583 at 6%; with 50% employer match about $346,583 at 4% or $231,056 at 6%; with 100% employer match about $259,938 at 4% or $173,292 at 6%.
JAMES A. LONG II O.D., INC. 401K SALARY REDUCTION PLAN & TRUST-1$21,679$20,795$20,795iApproximate average salary by contribution assumption: employee only about $519,875 at 4% or $346,583 at 6%; with 50% employer match about $346,583 at 4% or $231,056 at 6%; with 100% employer match about $259,938 at 4% or $173,292 at 6%.
200010$0$0-
James a. Long II, O.D. Inc. Target Benefit Pension Plan-0---
199912$555,647$91,100$45,550iApproximate average salary by contribution assumption: employee only about $1,138,750 at 4% or $759,167 at 6%; with 50% employer match about $759,167 at 4% or $506,111 at 6%; with 100% employer match about $569,375 at 4% or $379,583 at 6%.
James a. Long II, O.D. Inc. Target Benefit Pension Plan-2$555,647$91,100$45,550iApproximate average salary by contribution assumption: employee only about $1,138,750 at 4% or $759,167 at 6%; with 50% employer match about $759,167 at 4% or $506,111 at 6%; with 100% employer match about $569,375 at 4% or $379,583 at 6%.