Lindquist Insurance Agency
Plan context: Lindquist Insurance Agency Plan and Trust
EIN 41-0983910 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$653,668
2005 Contributions
$9,478
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Lindquist Insurance Agency Plan and Trust | - | 0 | - | - | - |
| 2004 | 1 | 0 | $653,668 | $0 | - |
| Lindquist Insurance Agency Plan and Trust | - | 0 | $653,668 | - | - |
| 2003 | 1 | 2 | $643,817 | $9,478 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| Lindquist Insurance Agency Plan and Trust | - | 2 | $643,817 | $9,478 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| 2002 | 1 | 2 | $605,767 | $12,259 | $6,130iApproximate average salary by contribution assumption: employee only about $153,238 at 4% or $102,158 at 6%; with 50% employer match about $102,158 at 4% or $68,106 at 6%; with 100% employer match about $76,619 at 4% or $51,079 at 6%. |
| Lindquist Insurance Agency Plan and Trust | - | 2 | $605,767 | $12,259 | $6,130iApproximate average salary by contribution assumption: employee only about $153,238 at 4% or $102,158 at 6%; with 50% employer match about $102,158 at 4% or $68,106 at 6%; with 100% employer match about $76,619 at 4% or $51,079 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Lindquist Insurance Agency Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 2 | $609,816 | $13,350 | $6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%. |
| Lindquist Insurance Agency Plan and Trust | - | 2 | $609,816 | $13,350 | $6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%. |
| 1999 | 1 | 3 | $677,670 | $14,926 | $4,975iApproximate average salary by contribution assumption: employee only about $124,383 at 4% or $82,922 at 6%; with 50% employer match about $82,922 at 4% or $55,281 at 6%; with 100% employer match about $62,192 at 4% or $41,461 at 6%. |
| Lindquist Insurance Agency Plan and Trust | - | 3 | $677,670 | $14,926 | $4,975iApproximate average salary by contribution assumption: employee only about $124,383 at 4% or $82,922 at 6%; with 50% employer match about $82,922 at 4% or $55,281 at 6%; with 100% employer match about $62,192 at 4% or $41,461 at 6%. |