Civic Intelligence

Lustgarten & Roberts PC.

Plan context: Profit Sharing Plan & Trust

EIN 47-0660083 • Omaha, NE • 13 filings • 4 plans

222 South 15th StreetSuite 601Omaha, NE 68102
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$1,715,367

2020 Contributions

$72,730

Historical Graphs

Total Assets Over Time

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

$1,898,538$949,269$0200920142019YearValue
$1,715,367Latest year 2019

Participants Over Time

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

1260200020142019YearValue
9Latest year 2019

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
202010$0$72,730-
Profit Sharing Plan & Trust-0$0$72,730-
201919$1,715,367$105,856$11,762iApproximate average salary by contribution assumption: employee only about $294,044 at 4% or $196,030 at 6%; with 50% employer match about $196,030 at 4% or $130,686 at 6%; with 100% employer match about $147,022 at 4% or $98,015 at 6%.
Profit Sharing Plan & Trust-9$1,715,367$105,856$11,762iApproximate average salary by contribution assumption: employee only about $294,044 at 4% or $196,030 at 6%; with 50% employer match about $196,030 at 4% or $130,686 at 6%; with 100% employer match about $147,022 at 4% or $98,015 at 6%.
2018110$1,388,125$115,891$11,589iApproximate average salary by contribution assumption: employee only about $289,728 at 4% or $193,152 at 6%; with 50% employer match about $193,152 at 4% or $128,768 at 6%; with 100% employer match about $144,864 at 4% or $96,576 at 6%.
Profit Sharing Plan & Trust-10$1,388,125$115,891$11,589iApproximate average salary by contribution assumption: employee only about $289,728 at 4% or $193,152 at 6%; with 50% employer match about $193,152 at 4% or $128,768 at 6%; with 100% employer match about $144,864 at 4% or $96,576 at 6%.
201719$1,353,841$122,500$13,611iApproximate average salary by contribution assumption: employee only about $340,278 at 4% or $226,852 at 6%; with 50% employer match about $226,852 at 4% or $151,235 at 6%; with 100% employer match about $170,139 at 4% or $113,426 at 6%.
Profit Sharing Plan & Trust-9$1,353,841$122,500$13,611iApproximate average salary by contribution assumption: employee only about $340,278 at 4% or $226,852 at 6%; with 50% employer match about $226,852 at 4% or $151,235 at 6%; with 100% employer match about $170,139 at 4% or $113,426 at 6%.
2016112$1,176,569$188,865$15,739iApproximate average salary by contribution assumption: employee only about $393,469 at 4% or $262,313 at 6%; with 50% employer match about $262,313 at 4% or $174,875 at 6%; with 100% employer match about $196,734 at 4% or $131,156 at 6%.
Profit Sharing Plan & Trust-12$1,176,569$188,865$15,739iApproximate average salary by contribution assumption: employee only about $393,469 at 4% or $262,313 at 6%; with 50% employer match about $262,313 at 4% or $174,875 at 6%; with 100% employer match about $196,734 at 4% or $131,156 at 6%.
201518$929,919$29,977$3,747iApproximate average salary by contribution assumption: employee only about $93,678 at 4% or $62,452 at 6%; with 50% employer match about $62,452 at 4% or $41,635 at 6%; with 100% employer match about $46,839 at 4% or $31,226 at 6%.
Profit Sharing Plan & Trust-8$929,919$29,977$3,747iApproximate average salary by contribution assumption: employee only about $93,678 at 4% or $62,452 at 6%; with 50% employer match about $62,452 at 4% or $41,635 at 6%; with 100% employer match about $46,839 at 4% or $31,226 at 6%.
201414$883,126$0-
Profit Sharing Plan & Trust-4$883,126--
201314$909,139$0-
Profit Sharing Plan & Trust-4$909,139--
201214$1,022,264$0-
Profit Sharing Plan & Trust-4$1,022,264$0-
201114$898,514$0-
Profit Sharing Plan & Trust-4$898,514$0-
201018$1,002,378$0-
Profit Sharing Plan & Trust-8$1,002,378$0-
200918$1,898,538$8,384$1,048iApproximate average salary by contribution assumption: employee only about $26,200 at 4% or $17,467 at 6%; with 50% employer match about $17,467 at 4% or $11,644 at 6%; with 100% employer match about $13,100 at 4% or $8,733 at 6%.
Profit Sharing Plan & Trust-8$1,898,538$8,384$1,048iApproximate average salary by contribution assumption: employee only about $26,200 at 4% or $17,467 at 6%; with 50% employer match about $17,467 at 4% or $11,644 at 6%; with 100% employer match about $13,100 at 4% or $8,733 at 6%.
200018$0$0-
Profit Sharing Plan & Trust-8---