Arnold Lundgren and Associates PC
Plan context: Arnold Lundgren and Associates PC., 401K Plan
EIN 36-2653899 • Rockford, IL • 11 filings • 4 plans
Current Snapshot
Latest Year
2012
2012 Participants
13
2012 Assets
$818,687
2012 Contributions
$42,234
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 13 | $818,687 | $42,234 | $3,249iApproximate average salary by contribution assumption: employee only about $81,219 at 4% or $54,146 at 6%; with 50% employer match about $54,146 at 4% or $36,097 at 6%; with 100% employer match about $40,610 at 4% or $27,073 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 13 | $818,687 | $42,234 | $3,249iApproximate average salary by contribution assumption: employee only about $81,219 at 4% or $54,146 at 6%; with 50% employer match about $54,146 at 4% or $36,097 at 6%; with 100% employer match about $40,610 at 4% or $27,073 at 6%. |
| 2011 | 1 | 12 | $785,913 | $29,062 | $2,422iApproximate average salary by contribution assumption: employee only about $60,546 at 4% or $40,364 at 6%; with 50% employer match about $40,364 at 4% or $26,909 at 6%; with 100% employer match about $30,273 at 4% or $20,182 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 12 | $785,913 | $29,062 | $2,422iApproximate average salary by contribution assumption: employee only about $60,546 at 4% or $40,364 at 6%; with 50% employer match about $40,364 at 4% or $26,909 at 6%; with 100% employer match about $30,273 at 4% or $20,182 at 6%. |
| 2009 | 1 | 18 | $900,916 | $72,741 | $4,041iApproximate average salary by contribution assumption: employee only about $101,029 at 4% or $67,353 at 6%; with 50% employer match about $67,353 at 4% or $44,902 at 6%; with 100% employer match about $50,515 at 4% or $33,676 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 18 | $900,916 | $72,741 | $4,041iApproximate average salary by contribution assumption: employee only about $101,029 at 4% or $67,353 at 6%; with 50% employer match about $67,353 at 4% or $44,902 at 6%; with 100% employer match about $50,515 at 4% or $33,676 at 6%. |
| 2008 | 1 | 13 | $643,641 | $104,374 | $8,029iApproximate average salary by contribution assumption: employee only about $200,719 at 4% or $133,813 at 6%; with 50% employer match about $133,813 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,906 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 13 | $643,641 | $104,374 | $8,029iApproximate average salary by contribution assumption: employee only about $200,719 at 4% or $133,813 at 6%; with 50% employer match about $133,813 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,906 at 6%. |
| 2007 | 1 | 18 | $912,943 | $123,270 | $6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,093 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 18 | $912,943 | $123,270 | $6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,093 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%. |
| 2006 | 1 | 18 | $819,814 | $118,121 | $6,562iApproximate average salary by contribution assumption: employee only about $164,057 at 4% or $109,371 at 6%; with 50% employer match about $109,371 at 4% or $72,914 at 6%; with 100% employer match about $82,028 at 4% or $54,686 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 18 | $819,814 | $118,121 | $6,562iApproximate average salary by contribution assumption: employee only about $164,057 at 4% or $109,371 at 6%; with 50% employer match about $109,371 at 4% or $72,914 at 6%; with 100% employer match about $82,028 at 4% or $54,686 at 6%. |
| 2005 | 1 | 15 | $705,923 | $89,322 | $5,955iApproximate average salary by contribution assumption: employee only about $148,870 at 4% or $99,247 at 6%; with 50% employer match about $99,247 at 4% or $66,164 at 6%; with 100% employer match about $74,435 at 4% or $49,623 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 15 | $705,923 | $89,322 | $5,955iApproximate average salary by contribution assumption: employee only about $148,870 at 4% or $99,247 at 6%; with 50% employer match about $99,247 at 4% or $66,164 at 6%; with 100% employer match about $74,435 at 4% or $49,623 at 6%. |
| 2003 | 1 | 15 | $458,341 | $83,828 | $5,589iApproximate average salary by contribution assumption: employee only about $139,713 at 4% or $93,142 at 6%; with 50% employer match about $93,142 at 4% or $62,095 at 6%; with 100% employer match about $69,857 at 4% or $46,571 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 15 | $458,341 | $83,828 | $5,589iApproximate average salary by contribution assumption: employee only about $139,713 at 4% or $93,142 at 6%; with 50% employer match about $93,142 at 4% or $62,095 at 6%; with 100% employer match about $69,857 at 4% or $46,571 at 6%. |
| 2002 | 1 | 15 | $0 | $0 | - |
| Arnold Lundgren and Associates PC., 401K Plan | - | 15 | - | - | - |
| 2000 | 1 | 8 | $346,097 | $23,878 | $2,985iApproximate average salary by contribution assumption: employee only about $74,619 at 4% or $49,746 at 6%; with 50% employer match about $49,746 at 4% or $33,164 at 6%; with 100% employer match about $37,309 at 4% or $24,873 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 8 | $346,097 | $23,878 | $2,985iApproximate average salary by contribution assumption: employee only about $74,619 at 4% or $49,746 at 6%; with 50% employer match about $49,746 at 4% or $33,164 at 6%; with 100% employer match about $37,309 at 4% or $24,873 at 6%. |
| 1999 | 1 | 9 | $341,859 | $18,611 | $2,068iApproximate average salary by contribution assumption: employee only about $51,697 at 4% or $34,465 at 6%; with 50% employer match about $34,465 at 4% or $22,977 at 6%; with 100% employer match about $25,849 at 4% or $17,232 at 6%. |
| Arnold Lundgren and Associates PC., 401K Plan | - | 9 | $341,859 | $18,611 | $2,068iApproximate average salary by contribution assumption: employee only about $51,697 at 4% or $34,465 at 6%; with 50% employer match about $34,465 at 4% or $22,977 at 6%; with 100% employer match about $25,849 at 4% or $17,232 at 6%. |