James F. Lundstrom, D.D.S. PC.
Plan context: J. F. Lundstrom Dds PC. 401K Profit Sharing Plan
EIN 45-0314190 • 5 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
9
2002 Assets
$3,514,700
2002 Contributions
$40,122
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $40,122 | - |
| J. F. Lundstrom Dds PC. 401K Profit Sharing Plan | - | 0 | - | $40,122 | - |
| 2001 | 2 | 9 | $3,514,700 | $98,127 | $10,903iApproximate average salary by contribution assumption: employee only about $272,575 at 4% or $181,717 at 6%; with 50% employer match about $181,717 at 4% or $121,144 at 6%; with 100% employer match about $136,288 at 4% or $90,858 at 6%. |
| J. F. Lundstrom Dds PC. 401K Profit Sharing Plan | - | 9 | $3,514,700 | $40,887 | $4,543iApproximate average salary by contribution assumption: employee only about $113,575 at 4% or $75,717 at 6%; with 50% employer match about $75,717 at 4% or $50,478 at 6%; with 100% employer match about $56,788 at 4% or $37,858 at 6%. |
| JAMES F. LUNDSTROM, D.D.S., P.C. MONEY PURCHASE PENSION PLAN | - | 0 | - | $57,240 | - |
| 2000 | 2 | 10 | $3,591,078 | $79,069 | $7,907iApproximate average salary by contribution assumption: employee only about $197,673 at 4% or $131,782 at 6%; with 50% employer match about $131,782 at 4% or $87,854 at 6%; with 100% employer match about $98,836 at 4% or $65,891 at 6%. |
| J. F. Lundstrom Dds PC. 401K Profit Sharing Plan | - | 10 | $2,225,597 | $42,496 | $4,250iApproximate average salary by contribution assumption: employee only about $106,240 at 4% or $70,827 at 6%; with 50% employer match about $70,827 at 4% or $47,218 at 6%; with 100% employer match about $53,120 at 4% or $35,413 at 6%. |
| JAMES F. LUNDSTROM, D.D.S., P.C. MONEY PURCHASE PENSION PLAN | - | 9 | $1,365,481 | $36,573 | $4,064iApproximate average salary by contribution assumption: employee only about $101,592 at 4% or $67,728 at 6%; with 50% employer match about $67,728 at 4% or $45,152 at 6%; with 100% employer match about $50,796 at 4% or $33,864 at 6%. |