Civic Intelligence

Strom and Spiro, L.L.C.

Plan context: Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan

EIN 36-4231070 • 11 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$1,993,621

2009 Contributions

$83,112

Historical Graphs

Total Assets Over Time

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

$1,993,621$996,811$0199920052009YearValue
$1,993,621Latest year 2009

Participants Over Time

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

1890199920042009YearValue
10Latest 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
2009110$1,993,621$83,112$8,311iApproximate average salary by contribution assumption: employee only about $207,780 at 4% or $138,520 at 6%; with 50% employer match about $138,520 at 4% or $92,347 at 6%; with 100% employer match about $103,890 at 4% or $69,260 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-10$1,993,621$83,112$8,311iApproximate average salary by contribution assumption: employee only about $207,780 at 4% or $138,520 at 6%; with 50% employer match about $138,520 at 4% or $92,347 at 6%; with 100% employer match about $103,890 at 4% or $69,260 at 6%.
200819$1,651,522$78,837$8,760iApproximate average salary by contribution assumption: employee only about $218,992 at 4% or $145,994 at 6%; with 50% employer match about $145,994 at 4% or $97,330 at 6%; with 100% employer match about $109,496 at 4% or $72,997 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-9$1,651,522$78,837$8,760iApproximate average salary by contribution assumption: employee only about $218,992 at 4% or $145,994 at 6%; with 50% employer match about $145,994 at 4% or $97,330 at 6%; with 100% employer match about $109,496 at 4% or $72,997 at 6%.
200719$1,935,194$76,197$8,466iApproximate average salary by contribution assumption: employee only about $211,658 at 4% or $141,106 at 6%; with 50% employer match about $141,106 at 4% or $94,070 at 6%; with 100% employer match about $105,829 at 4% or $70,553 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-9$1,935,194$76,197$8,466iApproximate average salary by contribution assumption: employee only about $211,658 at 4% or $141,106 at 6%; with 50% employer match about $141,106 at 4% or $94,070 at 6%; with 100% employer match about $105,829 at 4% or $70,553 at 6%.
200619$1,758,497$73,509$8,168iApproximate average salary by contribution assumption: employee only about $204,192 at 4% or $136,128 at 6%; with 50% employer match about $136,128 at 4% or $90,752 at 6%; with 100% employer match about $102,096 at 4% or $68,064 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-9$1,758,497$73,509$8,168iApproximate average salary by contribution assumption: employee only about $204,192 at 4% or $136,128 at 6%; with 50% employer match about $136,128 at 4% or $90,752 at 6%; with 100% employer match about $102,096 at 4% or $68,064 at 6%.
200518$1,518,555$70,057$8,757iApproximate average salary by contribution assumption: employee only about $218,928 at 4% or $145,952 at 6%; with 50% employer match about $145,952 at 4% or $97,301 at 6%; with 100% employer match about $109,464 at 4% or $72,976 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-8$1,518,555$70,057$8,757iApproximate average salary by contribution assumption: employee only about $218,928 at 4% or $145,952 at 6%; with 50% employer match about $145,952 at 4% or $97,301 at 6%; with 100% employer match about $109,464 at 4% or $72,976 at 6%.
200419$1,442,626$41,077$4,564iApproximate average salary by contribution assumption: employee only about $114,103 at 4% or $76,069 at 6%; with 50% employer match about $76,069 at 4% or $50,712 at 6%; with 100% employer match about $57,051 at 4% or $38,034 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-9$1,442,626$41,077$4,564iApproximate average salary by contribution assumption: employee only about $114,103 at 4% or $76,069 at 6%; with 50% employer match about $76,069 at 4% or $50,712 at 6%; with 100% employer match about $57,051 at 4% or $38,034 at 6%.
2003118$1,403,873$67,498$3,750iApproximate average salary by contribution assumption: employee only about $93,747 at 4% or $62,498 at 6%; with 50% employer match about $62,498 at 4% or $41,665 at 6%; with 100% employer match about $46,874 at 4% or $31,249 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-18$1,403,873$67,498$3,750iApproximate average salary by contribution assumption: employee only about $93,747 at 4% or $62,498 at 6%; with 50% employer match about $62,498 at 4% or $41,665 at 6%; with 100% employer match about $46,874 at 4% or $31,249 at 6%.
200217$1,213,323$26,193$3,742iApproximate average salary by contribution assumption: employee only about $93,546 at 4% or $62,364 at 6%; with 50% employer match about $62,364 at 4% or $41,576 at 6%; with 100% employer match about $46,773 at 4% or $31,182 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-7$1,213,323$26,193$3,742iApproximate average salary by contribution assumption: employee only about $93,546 at 4% or $62,364 at 6%; with 50% employer match about $62,364 at 4% or $41,576 at 6%; with 100% employer match about $46,773 at 4% or $31,182 at 6%.
200117$0$0-
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-7---
2000111$1,190,787$81,335$7,394iApproximate average salary by contribution assumption: employee only about $184,852 at 4% or $123,235 at 6%; with 50% employer match about $123,235 at 4% or $82,157 at 6%; with 100% employer match about $92,426 at 4% or $61,617 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-11$1,190,787$81,335$7,394iApproximate average salary by contribution assumption: employee only about $184,852 at 4% or $123,235 at 6%; with 50% employer match about $123,235 at 4% or $82,157 at 6%; with 100% employer match about $92,426 at 4% or $61,617 at 6%.
199917$1,027,216$66,480$9,497iApproximate average salary by contribution assumption: employee only about $237,429 at 4% or $158,286 at 6%; with 50% employer match about $158,286 at 4% or $105,524 at 6%; with 100% employer match about $118,714 at 4% or $79,143 at 6%.
Neal B. Strom and Associates Ltd. Cross Tested Profit Sharing Plan-7$1,027,216$66,480$9,497iApproximate average salary by contribution assumption: employee only about $237,429 at 4% or $158,286 at 6%; with 50% employer match about $158,286 at 4% or $105,524 at 6%; with 100% employer match about $118,714 at 4% or $79,143 at 6%.