Lundberg, Marshall and Associates
Plan context: Lundberg, Marshall and Associates Ltd. Profit Sharing Plan
EIN 39-1420519 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
3
2001 Assets
$1,325,163
2001 Contributions
$29,965
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $0 | - |
| Lundberg, Marshall and Associates Ltd. Profit Sharing Plan | - | 0 | - | - | - |
| Lundberg, Marshall and Associates Ltd. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $1,325,163 | $29,965 | $9,988iApproximate average salary by contribution assumption: employee only about $249,708 at 4% or $166,472 at 6%; with 50% employer match about $166,472 at 4% or $110,981 at 6%; with 100% employer match about $124,854 at 4% or $83,236 at 6%. |
| Lundberg, Marshall and Associates Ltd. Profit Sharing Plan | - | 3 | $681,550 | $2,510 | $837iApproximate average salary by contribution assumption: employee only about $20,917 at 4% or $13,944 at 6%; with 50% employer match about $13,944 at 4% or $9,296 at 6%; with 100% employer match about $10,458 at 4% or $6,972 at 6%. |
| Lundberg, Marshall and Associates Ltd. Money Purchase Pension Plan | - | 3 | $643,613 | $27,455 | $9,152iApproximate average salary by contribution assumption: employee only about $228,792 at 4% or $152,528 at 6%; with 50% employer match about $152,528 at 4% or $101,685 at 6%; with 100% employer match about $114,396 at 4% or $76,264 at 6%. |
| 1999 | 2 | 3 | $1,640,265 | $39,546 | $13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%. |
| Lundberg, Marshall and Associates Ltd. Money Purchase Pension Plan | - | 3 | $953,148 | $36,485 | $12,162iApproximate average salary by contribution assumption: employee only about $304,042 at 4% or $202,694 at 6%; with 50% employer match about $202,694 at 4% or $135,130 at 6%; with 100% employer match about $152,021 at 4% or $101,347 at 6%. |
| Lundberg, Marshall and Associates Ltd. Profit Sharing Plan | - | 3 | $687,117 | $3,061 | $1,020iApproximate average salary by contribution assumption: employee only about $25,508 at 4% or $17,006 at 6%; with 50% employer match about $17,006 at 4% or $11,337 at 6%; with 100% employer match about $12,754 at 4% or $8,503 at 6%. |