Civic Intelligence

Lund & Company

Plan context: Lund & Company Defined Benefit Pension Plan

EIN 36-3629499 • 11 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

5

2004 Assets

$52,650

2004 Contributions

$4,600

Historical Graphs

Total Assets Over Time

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

$90,445$45,223$0199920012003YearValue
$52,650Latest year 2003

Participants Over Time

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

840199920012003YearValue
5Latest year 2003

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
200410$0$0-
Lund & Company Defined Benefit Pension Plan-0---
200325$52,650$0-
Lund & Company Defined Benefit Pension Plan-5$46,103--
Lund & Company Employees 401K Plan and Trust-5$6,547--
200225$48,711$0-
Lund & Company Defined Benefit Pension Plan-4$42,123--
Lund & Company Employees 401K Plan and Trust-5$6,588--
200125$16,628$0-
Lund & Company Employees 401K Plan and Trust-5$16,628--
Lund & Company Defined Benefit Pension Plan-4---
200025$70,853$4,600$920iApproximate average salary by contribution assumption: employee only about $23,000 at 4% or $15,333 at 6%; with 50% employer match about $15,333 at 4% or $10,222 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%.
Lund & Company Defined Benefit Pension Plan-5$49,929--
Lund & Company Employees 401K Plan and Trust-5$20,924$4,600$920iApproximate average salary by contribution assumption: employee only about $23,000 at 4% or $15,333 at 6%; with 50% employer match about $15,333 at 4% or $10,222 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%.
199928$90,445$14,494$1,812iApproximate average salary by contribution assumption: employee only about $45,294 at 4% or $30,196 at 6%; with 50% employer match about $30,196 at 4% or $20,131 at 6%; with 100% employer match about $22,647 at 4% or $15,098 at 6%.
Lund & Company Defined Benefit Pension Plan-6$51,966--
Lund & Company Employees 401K Plan and Trust-8$38,479$14,494$1,812iApproximate average salary by contribution assumption: employee only about $45,294 at 4% or $30,196 at 6%; with 50% employer match about $30,196 at 4% or $20,131 at 6%; with 100% employer match about $22,647 at 4% or $15,098 at 6%.