Civic Intelligence

Lowell Berntson

Plan context: Lowell Berntson Profit Sharing Plan

EIN 45-0428498 • 17 filings • 1 plans

Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,712,813

2016 Contributions

$44,185

Historical Graphs

Total Assets Over Time

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

$1,712,813$856,407$0200020092016YearValue
$1,712,813Latest year 2016

Participants Over Time

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

320200020082016YearValue
3Latest year 2016

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
201613$1,712,813$44,185$14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%.
Lowell Berntson Profit Sharing Plan-3$1,712,813$44,185$14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%.
201513$1,396,290$44,185$14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%.
Lowell Berntson Profit Sharing Plan-3$1,396,290$44,185$14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%.
201413$1,397,140$35,943$11,981iApproximate average salary by contribution assumption: employee only about $299,525 at 4% or $199,683 at 6%; with 50% employer match about $199,683 at 4% or $133,122 at 6%; with 100% employer match about $149,763 at 4% or $99,842 at 6%.
Lowell Berntson Profit Sharing Plan-3$1,397,140$35,943$11,981iApproximate average salary by contribution assumption: employee only about $299,525 at 4% or $199,683 at 6%; with 50% employer match about $199,683 at 4% or $133,122 at 6%; with 100% employer match about $149,763 at 4% or $99,842 at 6%.
201313$1,380,855$61,972$20,657iApproximate average salary by contribution assumption: employee only about $516,433 at 4% or $344,289 at 6%; with 50% employer match about $344,289 at 4% or $229,526 at 6%; with 100% employer match about $258,217 at 4% or $172,144 at 6%.
Lowell Berntson Profit Sharing Plan-3$1,380,855$61,972$20,657iApproximate average salary by contribution assumption: employee only about $516,433 at 4% or $344,289 at 6%; with 50% employer match about $344,289 at 4% or $229,526 at 6%; with 100% employer match about $258,217 at 4% or $172,144 at 6%.
201213$1,123,028$61,972$20,657iApproximate average salary by contribution assumption: employee only about $516,433 at 4% or $344,289 at 6%; with 50% employer match about $344,289 at 4% or $229,526 at 6%; with 100% employer match about $258,217 at 4% or $172,144 at 6%.
Lowell Berntson Profit Sharing Plan-3$1,123,028$61,972$20,657iApproximate average salary by contribution assumption: employee only about $516,433 at 4% or $344,289 at 6%; with 50% employer match about $344,289 at 4% or $229,526 at 6%; with 100% employer match about $258,217 at 4% or $172,144 at 6%.
201113$968,884$51,187$17,062iApproximate average salary by contribution assumption: employee only about $426,558 at 4% or $284,372 at 6%; with 50% employer match about $284,372 at 4% or $189,581 at 6%; with 100% employer match about $213,279 at 4% or $142,186 at 6%.
Lowell Berntson Profit Sharing Plan-3$968,884$51,187$17,062iApproximate average salary by contribution assumption: employee only about $426,558 at 4% or $284,372 at 6%; with 50% employer match about $284,372 at 4% or $189,581 at 6%; with 100% employer match about $213,279 at 4% or $142,186 at 6%.
201012$865,442$66,095$33,048iApproximate average salary by contribution assumption: employee only about $826,188 at 4% or $550,792 at 6%; with 50% employer match about $550,792 at 4% or $367,194 at 6%; with 100% employer match about $413,094 at 4% or $275,396 at 6%.
Lowell Berntson Profit Sharing Plan-2$865,442$66,095$33,048iApproximate average salary by contribution assumption: employee only about $826,188 at 4% or $550,792 at 6%; with 50% employer match about $550,792 at 4% or $367,194 at 6%; with 100% employer match about $413,094 at 4% or $275,396 at 6%.
200912$747,941$60,550$30,275iApproximate average salary by contribution assumption: employee only about $756,875 at 4% or $504,583 at 6%; with 50% employer match about $504,583 at 4% or $336,389 at 6%; with 100% employer match about $378,438 at 4% or $252,292 at 6%.
Lowell Berntson Profit Sharing Plan-2$747,941$60,550$30,275iApproximate average salary by contribution assumption: employee only about $756,875 at 4% or $504,583 at 6%; with 50% employer match about $504,583 at 4% or $336,389 at 6%; with 100% employer match about $378,438 at 4% or $252,292 at 6%.
200813$656,892$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Lowell Berntson Profit Sharing Plan-3$656,892$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
200712$0$0-
Lowell Berntson Profit Sharing Plan-2---
200612$627,706$33,394$16,697iApproximate average salary by contribution assumption: employee only about $417,425 at 4% or $278,283 at 6%; with 50% employer match about $278,283 at 4% or $185,522 at 6%; with 100% employer match about $208,713 at 4% or $139,142 at 6%.
Lowell Berntson Profit Sharing Plan-2$627,706$33,394$16,697iApproximate average salary by contribution assumption: employee only about $417,425 at 4% or $278,283 at 6%; with 50% employer match about $278,283 at 4% or $185,522 at 6%; with 100% employer match about $208,713 at 4% or $139,142 at 6%.
200511$550,956$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Lowell Berntson Profit Sharing Plan-1$550,956$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200411$488,676$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Lowell Berntson Profit Sharing Plan-1$488,676$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$421,354$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Lowell Berntson Profit Sharing Plan-1$421,354$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$336,468$26,146$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
Lowell Berntson Profit Sharing Plan-2$336,468$26,146$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
200112$0$0-
Lowell Berntson Profit Sharing Plan-2---
200011$316,096$22,092$22,092iApproximate average salary by contribution assumption: employee only about $552,300 at 4% or $368,200 at 6%; with 50% employer match about $368,200 at 4% or $245,467 at 6%; with 100% employer match about $276,150 at 4% or $184,100 at 6%.
Lowell Berntson Profit Sharing Plan-1$316,096$22,092$22,092iApproximate average salary by contribution assumption: employee only about $552,300 at 4% or $368,200 at 6%; with 50% employer match about $368,200 at 4% or $245,467 at 6%; with 100% employer match about $276,150 at 4% or $184,100 at 6%.