Civic Intelligence

Lundstrom Insurance Agency Inc.

Plan context: Lundstrom Insurance Agency Retirement Savings Plan

EIN 36-2373740 • Elgin, IL • 23 filings • 2 plans

2205 Point BlvdSuite 200Elgin, IL 60123
Current Snapshot

Latest Year

2019

2019 Participants

35

2019 Assets

$6,293,545

2019 Contributions

$369,855

Historical Graphs

Total Assets Over Time

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

$6,773,832$3,386,916$0199920092018YearValue
$6,293,545Latest year 2018

Participants Over Time

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

39200199920092018YearValue
35Latest year 2018

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
201910$0$0-
Lundstrom Insurance Agency Retirement Savings Plan-0$0$0-
2018135$6,293,545$369,855$10,567iApproximate average salary by contribution assumption: employee only about $264,182 at 4% or $176,121 at 6%; with 50% employer match about $176,121 at 4% or $117,414 at 6%; with 100% employer match about $132,091 at 4% or $88,061 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-35$6,293,545$369,855$10,567iApproximate average salary by contribution assumption: employee only about $264,182 at 4% or $176,121 at 6%; with 50% employer match about $176,121 at 4% or $117,414 at 6%; with 100% employer match about $132,091 at 4% or $88,061 at 6%.
2017132$6,773,832$316,358$9,886iApproximate average salary by contribution assumption: employee only about $247,155 at 4% or $164,770 at 6%; with 50% employer match about $164,770 at 4% or $109,847 at 6%; with 100% employer match about $123,577 at 4% or $82,385 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-32$6,773,832$316,358$9,886iApproximate average salary by contribution assumption: employee only about $247,155 at 4% or $164,770 at 6%; with 50% employer match about $164,770 at 4% or $109,847 at 6%; with 100% employer match about $123,577 at 4% or $82,385 at 6%.
2016131$6,735,902$290,387$9,367iApproximate average salary by contribution assumption: employee only about $234,183 at 4% or $156,122 at 6%; with 50% employer match about $156,122 at 4% or $104,081 at 6%; with 100% employer match about $117,092 at 4% or $78,061 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-31$6,735,902$290,387$9,367iApproximate average salary by contribution assumption: employee only about $234,183 at 4% or $156,122 at 6%; with 50% employer match about $156,122 at 4% or $104,081 at 6%; with 100% employer match about $117,092 at 4% or $78,061 at 6%.
2015134$6,213,175$305,211$8,977iApproximate average salary by contribution assumption: employee only about $224,420 at 4% or $149,613 at 6%; with 50% employer match about $149,613 at 4% or $99,742 at 6%; with 100% employer match about $112,210 at 4% or $74,807 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-34$6,213,175$305,211$8,977iApproximate average salary by contribution assumption: employee only about $224,420 at 4% or $149,613 at 6%; with 50% employer match about $149,613 at 4% or $99,742 at 6%; with 100% employer match about $112,210 at 4% or $74,807 at 6%.
2014132$6,056,732$300,563$9,393iApproximate average salary by contribution assumption: employee only about $234,815 at 4% or $156,543 at 6%; with 50% employer match about $156,543 at 4% or $104,362 at 6%; with 100% employer match about $117,407 at 4% or $78,272 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-32$6,056,732$300,563$9,393iApproximate average salary by contribution assumption: employee only about $234,815 at 4% or $156,543 at 6%; with 50% employer match about $156,543 at 4% or $104,362 at 6%; with 100% employer match about $117,407 at 4% or $78,272 at 6%.
2013132$5,383,440$330,322$10,323iApproximate average salary by contribution assumption: employee only about $258,064 at 4% or $172,043 at 6%; with 50% employer match about $172,043 at 4% or $114,695 at 6%; with 100% employer match about $129,032 at 4% or $86,021 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-32$5,383,440$330,322$10,323iApproximate average salary by contribution assumption: employee only about $258,064 at 4% or $172,043 at 6%; with 50% employer match about $172,043 at 4% or $114,695 at 6%; with 100% employer match about $129,032 at 4% or $86,021 at 6%.
2012136$4,474,837$321,110$8,920iApproximate average salary by contribution assumption: employee only about $222,993 at 4% or $148,662 at 6%; with 50% employer match about $148,662 at 4% or $99,108 at 6%; with 100% employer match about $111,497 at 4% or $74,331 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-36$4,474,837$321,110$8,920iApproximate average salary by contribution assumption: employee only about $222,993 at 4% or $148,662 at 6%; with 50% employer match about $148,662 at 4% or $99,108 at 6%; with 100% employer match about $111,497 at 4% or $74,331 at 6%.
2011138$3,974,291$338,028$8,895iApproximate average salary by contribution assumption: employee only about $222,387 at 4% or $148,258 at 6%; with 50% employer match about $148,258 at 4% or $98,839 at 6%; with 100% employer match about $111,193 at 4% or $74,129 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-38$3,974,291$338,028$8,895iApproximate average salary by contribution assumption: employee only about $222,387 at 4% or $148,258 at 6%; with 50% employer match about $148,258 at 4% or $98,839 at 6%; with 100% employer match about $111,193 at 4% or $74,129 at 6%.
2010138$3,861,046$335,292$8,823iApproximate average salary by contribution assumption: employee only about $220,587 at 4% or $147,058 at 6%; with 50% employer match about $147,058 at 4% or $98,039 at 6%; with 100% employer match about $110,293 at 4% or $73,529 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-38$3,861,046$335,292$8,823iApproximate average salary by contribution assumption: employee only about $220,587 at 4% or $147,058 at 6%; with 50% employer match about $147,058 at 4% or $98,039 at 6%; with 100% employer match about $110,293 at 4% or $73,529 at 6%.
2009139$3,241,933$355,943$9,127iApproximate average salary by contribution assumption: employee only about $228,169 at 4% or $152,112 at 6%; with 50% employer match about $152,112 at 4% or $101,408 at 6%; with 100% employer match about $114,084 at 4% or $76,056 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-39$3,241,933$355,943$9,127iApproximate average salary by contribution assumption: employee only about $228,169 at 4% or $152,112 at 6%; with 50% employer match about $152,112 at 4% or $101,408 at 6%; with 100% employer match about $114,084 at 4% or $76,056 at 6%.
2008136$2,302,206$364,233$10,118iApproximate average salary by contribution assumption: employee only about $252,940 at 4% or $168,626 at 6%; with 50% employer match about $168,626 at 4% or $112,418 at 6%; with 100% employer match about $126,470 at 4% or $84,313 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-36$2,302,206$364,233$10,118iApproximate average salary by contribution assumption: employee only about $252,940 at 4% or $168,626 at 6%; with 50% employer match about $168,626 at 4% or $112,418 at 6%; with 100% employer match about $126,470 at 4% or $84,313 at 6%.
2007137$3,211,915$356,304$9,630iApproximate average salary by contribution assumption: employee only about $240,746 at 4% or $160,497 at 6%; with 50% employer match about $160,497 at 4% or $106,998 at 6%; with 100% employer match about $120,373 at 4% or $80,249 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-37$3,211,915$356,304$9,630iApproximate average salary by contribution assumption: employee only about $240,746 at 4% or $160,497 at 6%; with 50% employer match about $160,497 at 4% or $106,998 at 6%; with 100% employer match about $120,373 at 4% or $80,249 at 6%.
2006134$2,669,510$355,604$10,459iApproximate average salary by contribution assumption: employee only about $261,474 at 4% or $174,316 at 6%; with 50% employer match about $174,316 at 4% or $116,210 at 6%; with 100% employer match about $130,737 at 4% or $87,158 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-34$2,669,510$355,604$10,459iApproximate average salary by contribution assumption: employee only about $261,474 at 4% or $174,316 at 6%; with 50% employer match about $174,316 at 4% or $116,210 at 6%; with 100% employer match about $130,737 at 4% or $87,158 at 6%.
2005132$2,101,929$337,337$10,542iApproximate average salary by contribution assumption: employee only about $263,545 at 4% or $175,696 at 6%; with 50% employer match about $175,696 at 4% or $117,131 at 6%; with 100% employer match about $131,772 at 4% or $87,848 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-32$2,101,929$337,337$10,542iApproximate average salary by contribution assumption: employee only about $263,545 at 4% or $175,696 at 6%; with 50% employer match about $175,696 at 4% or $117,131 at 6%; with 100% employer match about $131,772 at 4% or $87,848 at 6%.
2004133$1,652,915$312,954$9,483iApproximate average salary by contribution assumption: employee only about $237,086 at 4% or $158,058 at 6%; with 50% employer match about $158,058 at 4% or $105,372 at 6%; with 100% employer match about $118,543 at 4% or $79,029 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-33$1,652,915$312,954$9,483iApproximate average salary by contribution assumption: employee only about $237,086 at 4% or $158,058 at 6%; with 50% employer match about $158,058 at 4% or $105,372 at 6%; with 100% employer match about $118,543 at 4% or $79,029 at 6%.
2003131$1,308,092$281,595$9,084iApproximate average salary by contribution assumption: employee only about $227,093 at 4% or $151,395 at 6%; with 50% employer match about $151,395 at 4% or $100,930 at 6%; with 100% employer match about $113,546 at 4% or $75,698 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-31$1,308,092$281,595$9,084iApproximate average salary by contribution assumption: employee only about $227,093 at 4% or $151,395 at 6%; with 50% employer match about $151,395 at 4% or $100,930 at 6%; with 100% employer match about $113,546 at 4% or $75,698 at 6%.
2002130$839,731$273,923$9,131iApproximate average salary by contribution assumption: employee only about $228,269 at 4% or $152,179 at 6%; with 50% employer match about $152,179 at 4% or $101,453 at 6%; with 100% employer match about $114,135 at 4% or $76,090 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-30$839,731$273,923$9,131iApproximate average salary by contribution assumption: employee only about $228,269 at 4% or $152,179 at 6%; with 50% employer match about $152,179 at 4% or $101,453 at 6%; with 100% employer match about $114,135 at 4% or $76,090 at 6%.
2001132$763,065$204,937$6,404iApproximate average salary by contribution assumption: employee only about $160,107 at 4% or $106,738 at 6%; with 50% employer match about $106,738 at 4% or $71,159 at 6%; with 100% employer match about $80,054 at 4% or $53,369 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-32$763,065$204,937$6,404iApproximate average salary by contribution assumption: employee only about $160,107 at 4% or $106,738 at 6%; with 50% employer match about $106,738 at 4% or $71,159 at 6%; with 100% employer match about $80,054 at 4% or $53,369 at 6%.
2000229$652,486$300,721$10,370iApproximate average salary by contribution assumption: employee only about $259,242 at 4% or $172,828 at 6%; with 50% employer match about $172,828 at 4% or $115,219 at 6%; with 100% employer match about $129,621 at 4% or $86,414 at 6%.
Lundstrom Insurance Agency Retirement Savings Plan-29$652,486$300,721$10,370iApproximate average salary by contribution assumption: employee only about $259,242 at 4% or $172,828 at 6%; with 50% employer match about $172,828 at 4% or $115,219 at 6%; with 100% employer match about $129,621 at 4% or $86,414 at 6%.
Lundstrom Insurance Agency Inc. Employees Money Purchase Pension Plan-0---
1999224$4,407,122$272,692$11,362iApproximate average salary by contribution assumption: employee only about $284,054 at 4% or $189,369 at 6%; with 50% employer match about $189,369 at 4% or $126,246 at 6%; with 100% employer match about $142,027 at 4% or $94,685 at 6%.
Lundstrom Insurance Agency Inc. Employees Money Purchase Pension Plan-22$3,981,631--
Lundstrom Insurance Agency Retirement Savings Plan-24$425,491$272,692$11,362iApproximate average salary by contribution assumption: employee only about $284,054 at 4% or $189,369 at 6%; with 50% employer match about $189,369 at 4% or $126,246 at 6%; with 100% employer match about $142,027 at 4% or $94,685 at 6%.