Civic Intelligence

Jon Lancaster Inc.

Plan context: Jon Lancaster Inc. Retirement Savings Plan & Trust

EIN 39-1224080 • Madison, WI • 17 filings • 2 plans

3501 Lancaster DriveMadison, WI 53718
Current Snapshot

Latest Year

2013

2013 Participants

105

2013 Assets

$3,677,591

2013 Contributions

$276,115

Historical Graphs

Total Assets Over Time

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

$3,677,591$1,838,796$0200320082012YearValue
$3,677,591Latest year 2012

Participants Over Time

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

113570200020062011YearValue
105Latest year 2011

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
201310$0$0-
Jon Lancaster Inc. Retirement Savings Plan & Trust-0$0$0-
201210$3,677,591$276,115-
Jon Lancaster Inc. Retirement Savings Plan & Trust-0$3,677,591$276,115-
20111105$3,273,254$413,750$3,940iApproximate average salary by contribution assumption: employee only about $98,512 at 4% or $65,675 at 6%; with 50% employer match about $65,675 at 4% or $43,783 at 6%; with 100% employer match about $49,256 at 4% or $32,837 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-105$3,273,254$413,750$3,940iApproximate average salary by contribution assumption: employee only about $98,512 at 4% or $65,675 at 6%; with 50% employer match about $65,675 at 4% or $43,783 at 6%; with 100% employer match about $49,256 at 4% or $32,837 at 6%.
2010164$3,128,776$220,632$3,447iApproximate average salary by contribution assumption: employee only about $86,184 at 4% or $57,456 at 6%; with 50% employer match about $57,456 at 4% or $38,304 at 6%; with 100% employer match about $43,092 at 4% or $28,728 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-64$3,128,776$220,632$3,447iApproximate average salary by contribution assumption: employee only about $86,184 at 4% or $57,456 at 6%; with 50% employer match about $57,456 at 4% or $38,304 at 6%; with 100% employer match about $43,092 at 4% or $28,728 at 6%.
2009163$2,637,970$256,268$4,068iApproximate average salary by contribution assumption: employee only about $101,694 at 4% or $67,796 at 6%; with 50% employer match about $67,796 at 4% or $45,197 at 6%; with 100% employer match about $50,847 at 4% or $33,898 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-63$2,637,970$256,268$4,068iApproximate average salary by contribution assumption: employee only about $101,694 at 4% or $67,796 at 6%; with 50% employer match about $67,796 at 4% or $45,197 at 6%; with 100% employer match about $50,847 at 4% or $33,898 at 6%.
2008189$1,841,263$235,371$2,645iApproximate average salary by contribution assumption: employee only about $66,115 at 4% or $44,077 at 6%; with 50% employer match about $44,077 at 4% or $29,385 at 6%; with 100% employer match about $33,058 at 4% or $22,038 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-89$1,841,263$235,371$2,645iApproximate average salary by contribution assumption: employee only about $66,115 at 4% or $44,077 at 6%; with 50% employer match about $44,077 at 4% or $29,385 at 6%; with 100% employer match about $33,058 at 4% or $22,038 at 6%.
2007186$2,973,729$247,869$2,882iApproximate average salary by contribution assumption: employee only about $72,055 at 4% or $48,037 at 6%; with 50% employer match about $48,037 at 4% or $32,024 at 6%; with 100% employer match about $36,027 at 4% or $24,018 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-86$2,973,729$247,869$2,882iApproximate average salary by contribution assumption: employee only about $72,055 at 4% or $48,037 at 6%; with 50% employer match about $48,037 at 4% or $32,024 at 6%; with 100% employer match about $36,027 at 4% or $24,018 at 6%.
2006150$2,685,161$201,443$4,029iApproximate average salary by contribution assumption: employee only about $100,722 at 4% or $67,148 at 6%; with 50% employer match about $67,148 at 4% or $44,765 at 6%; with 100% employer match about $50,361 at 4% or $33,574 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-50$2,685,161$201,443$4,029iApproximate average salary by contribution assumption: employee only about $100,722 at 4% or $67,148 at 6%; with 50% employer match about $67,148 at 4% or $44,765 at 6%; with 100% employer match about $50,361 at 4% or $33,574 at 6%.
2005151$2,698,380$223,077$4,374iApproximate average salary by contribution assumption: employee only about $109,351 at 4% or $72,901 at 6%; with 50% employer match about $72,901 at 4% or $48,601 at 6%; with 100% employer match about $54,676 at 4% or $36,450 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-51$2,698,380$223,077$4,374iApproximate average salary by contribution assumption: employee only about $109,351 at 4% or $72,901 at 6%; with 50% employer match about $72,901 at 4% or $48,601 at 6%; with 100% employer match about $54,676 at 4% or $36,450 at 6%.
2004289$2,948,401$242,740$2,727iApproximate average salary by contribution assumption: employee only about $68,185 at 4% or $45,457 at 6%; with 50% employer match about $45,457 at 4% or $30,305 at 6%; with 100% employer match about $34,093 at 4% or $22,728 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-79$2,948,401$242,740$3,073iApproximate average salary by contribution assumption: employee only about $76,816 at 4% or $51,211 at 6%; with 50% employer match about $51,211 at 4% or $34,141 at 6%; with 100% employer match about $38,408 at 4% or $25,605 at 6%.
JON LANCASTER INC. EMPLOYEE BENEFITS PLAN-89---
2003298$2,618,267$239,896$2,448iApproximate average salary by contribution assumption: employee only about $61,198 at 4% or $40,799 at 6%; with 50% employer match about $40,799 at 4% or $27,199 at 6%; with 100% employer match about $30,599 at 4% or $20,399 at 6%.
Jon Lancaster Inc. Retirement Savings Plan & Trust-92$2,618,267$239,896$2,608iApproximate average salary by contribution assumption: employee only about $65,189 at 4% or $43,459 at 6%; with 50% employer match about $43,459 at 4% or $28,973 at 6%; with 100% employer match about $32,595 at 4% or $21,730 at 6%.
JON LANCASTER INC. EMPLOYEE BENEFITS PLAN-98---
20022113$0$0-
Jon Lancaster Inc. Retirement Savings Plan & Trust-89---
JON LANCASTER INC. EMPLOYEE BENEFITS PLAN-113---
2001182$0$0-
Jon Lancaster Inc. Retirement Savings Plan & Trust-82---
2000186$0$0-
Jon Lancaster Inc. Retirement Savings Plan & Trust-86---