Civic Intelligence

Lloyd, Phenicie, Lynch & Kelly, S.C

Plan context: Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan

EIN 39-1408687 • Burlington, WI • 16 filings • 5 plans

432 Milwaukee AvenueBurlington, WI 53105
Current Snapshot

Latest Year

2014

2014 Participants

11

2014 Assets

$4,892,168

2014 Contributions

$23,348

Historical Graphs

Total Assets Over Time

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

$4,892,168$2,446,084$0199920062013YearValue
$4,892,168Latest year 2013

Participants Over Time

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

1580199920062013YearValue
11Latest year 2013

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
201410$0$23,348-
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-0$0$23,348-
2013111$4,892,168$109,361$9,942iApproximate average salary by contribution assumption: employee only about $248,548 at 4% or $165,698 at 6%; with 50% employer match about $165,698 at 4% or $110,466 at 6%; with 100% employer match about $124,274 at 4% or $82,849 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-11$4,892,168$109,361$9,942iApproximate average salary by contribution assumption: employee only about $248,548 at 4% or $165,698 at 6%; with 50% employer match about $165,698 at 4% or $110,466 at 6%; with 100% employer match about $124,274 at 4% or $82,849 at 6%.
2012110$4,351,349$96,049$9,605iApproximate average salary by contribution assumption: employee only about $240,123 at 4% or $160,082 at 6%; with 50% employer match about $160,082 at 4% or $106,721 at 6%; with 100% employer match about $120,061 at 4% or $80,041 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-10$4,351,349$96,049$9,605iApproximate average salary by contribution assumption: employee only about $240,123 at 4% or $160,082 at 6%; with 50% employer match about $160,082 at 4% or $106,721 at 6%; with 100% employer match about $120,061 at 4% or $80,041 at 6%.
2011110$3,940,367$141,406$14,141iApproximate average salary by contribution assumption: employee only about $353,515 at 4% or $235,677 at 6%; with 50% employer match about $235,677 at 4% or $157,118 at 6%; with 100% employer match about $176,758 at 4% or $117,838 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-10$3,940,367$141,406$14,141iApproximate average salary by contribution assumption: employee only about $353,515 at 4% or $235,677 at 6%; with 50% employer match about $235,677 at 4% or $157,118 at 6%; with 100% employer match about $176,758 at 4% or $117,838 at 6%.
2010110$3,792,557$152,416$15,242iApproximate average salary by contribution assumption: employee only about $381,040 at 4% or $254,027 at 6%; with 50% employer match about $254,027 at 4% or $169,351 at 6%; with 100% employer match about $190,520 at 4% or $127,013 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-10$3,792,557$152,416$15,242iApproximate average salary by contribution assumption: employee only about $381,040 at 4% or $254,027 at 6%; with 50% employer match about $254,027 at 4% or $169,351 at 6%; with 100% employer match about $190,520 at 4% or $127,013 at 6%.
2009110$3,265,445$191,744$19,174iApproximate average salary by contribution assumption: employee only about $479,360 at 4% or $319,573 at 6%; with 50% employer match about $319,573 at 4% or $213,049 at 6%; with 100% employer match about $239,680 at 4% or $159,787 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-10$3,265,445$191,744$19,174iApproximate average salary by contribution assumption: employee only about $479,360 at 4% or $319,573 at 6%; with 50% employer match about $319,573 at 4% or $213,049 at 6%; with 100% employer match about $239,680 at 4% or $159,787 at 6%.
2008111$2,494,144$234,672$21,334iApproximate average salary by contribution assumption: employee only about $533,345 at 4% or $355,564 at 6%; with 50% employer match about $355,564 at 4% or $237,042 at 6%; with 100% employer match about $266,673 at 4% or $177,782 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-11$2,494,144$234,672$21,334iApproximate average salary by contribution assumption: employee only about $533,345 at 4% or $355,564 at 6%; with 50% employer match about $355,564 at 4% or $237,042 at 6%; with 100% employer match about $266,673 at 4% or $177,782 at 6%.
2007110$0$0-
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-10---
2006111$4,723,184$217,345$19,759iApproximate average salary by contribution assumption: employee only about $493,966 at 4% or $329,311 at 6%; with 50% employer match about $329,311 at 4% or $219,540 at 6%; with 100% employer match about $246,983 at 4% or $164,655 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-11$4,723,184$217,345$19,759iApproximate average salary by contribution assumption: employee only about $493,966 at 4% or $329,311 at 6%; with 50% employer match about $329,311 at 4% or $219,540 at 6%; with 100% employer match about $246,983 at 4% or $164,655 at 6%.
2005115$3,958,192$177,627$11,842iApproximate average salary by contribution assumption: employee only about $296,045 at 4% or $197,363 at 6%; with 50% employer match about $197,363 at 4% or $131,576 at 6%; with 100% employer match about $148,023 at 4% or $98,682 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-15$3,958,192$177,627$11,842iApproximate average salary by contribution assumption: employee only about $296,045 at 4% or $197,363 at 6%; with 50% employer match about $197,363 at 4% or $131,576 at 6%; with 100% employer match about $148,023 at 4% or $98,682 at 6%.
2004115$3,531,671$168,681$11,245iApproximate average salary by contribution assumption: employee only about $281,135 at 4% or $187,423 at 6%; with 50% employer match about $187,423 at 4% or $124,949 at 6%; with 100% employer match about $140,568 at 4% or $93,712 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-15$3,531,671$168,681$11,245iApproximate average salary by contribution assumption: employee only about $281,135 at 4% or $187,423 at 6%; with 50% employer match about $187,423 at 4% or $124,949 at 6%; with 100% employer match about $140,568 at 4% or $93,712 at 6%.
2003112$3,045,700$141,003$11,750iApproximate average salary by contribution assumption: employee only about $293,756 at 4% or $195,838 at 6%; with 50% employer match about $195,838 at 4% or $130,558 at 6%; with 100% employer match about $146,878 at 4% or $97,919 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-12$3,045,700$141,003$11,750iApproximate average salary by contribution assumption: employee only about $293,756 at 4% or $195,838 at 6%; with 50% employer match about $195,838 at 4% or $130,558 at 6%; with 100% employer match about $146,878 at 4% or $97,919 at 6%.
2002113$0$0-
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-13---
2001113$2,627,326$145,863$11,220iApproximate average salary by contribution assumption: employee only about $280,506 at 4% or $187,004 at 6%; with 50% employer match about $187,004 at 4% or $124,669 at 6%; with 100% employer match about $140,253 at 4% or $93,502 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-13$2,627,326$145,863$11,220iApproximate average salary by contribution assumption: employee only about $280,506 at 4% or $187,004 at 6%; with 50% employer match about $187,004 at 4% or $124,669 at 6%; with 100% employer match about $140,253 at 4% or $93,502 at 6%.
2000112$2,739,234$152,468$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-12$2,739,234$152,468$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
1999113$2,732,160$125,421$9,648iApproximate average salary by contribution assumption: employee only about $241,194 at 4% or $160,796 at 6%; with 50% employer match about $160,796 at 4% or $107,197 at 6%; with 100% employer match about $120,597 at 4% or $80,398 at 6%.
Lloyd, Phenicie, Lynch & Kelly, S.C. 401K Profit Sharing Plan-13$2,732,160$125,421$9,648iApproximate average salary by contribution assumption: employee only about $241,194 at 4% or $160,796 at 6%; with 50% employer match about $160,796 at 4% or $107,197 at 6%; with 100% employer match about $120,597 at 4% or $80,398 at 6%.