Civic Intelligence

William R. Lewis, CPA PC

Plan context: William R. Lewis, CPA PC 401(K) Profit Sharing Plan

EIN 47-0843426 • Lincoln, NE • 7 filings • 3 plans

3701 Union DriveSuite 201Lincoln, NE 68516
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$431,140

2011 Contributions

$19,901

Historical Graphs

Total Assets Over Time

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

$431,140$215,570$0200520082010YearValue
$431,140Latest year 2010

Participants Over Time

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

420200520082010YearValue
4Latest year 2010

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
201110$0$19,901-
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-0$0$19,901-
201014$431,140$47,918$11,980iApproximate average salary by contribution assumption: employee only about $299,488 at 4% or $199,658 at 6%; with 50% employer match about $199,658 at 4% or $133,106 at 6%; with 100% employer match about $149,744 at 4% or $99,829 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-4$431,140$47,918$11,980iApproximate average salary by contribution assumption: employee only about $299,488 at 4% or $199,658 at 6%; with 50% employer match about $199,658 at 4% or $133,106 at 6%; with 100% employer match about $149,744 at 4% or $99,829 at 6%.
200914$330,398$61,134$15,284iApproximate average salary by contribution assumption: employee only about $382,088 at 4% or $254,725 at 6%; with 50% employer match about $254,725 at 4% or $169,817 at 6%; with 100% employer match about $191,044 at 4% or $127,363 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-4$330,398$61,134$15,284iApproximate average salary by contribution assumption: employee only about $382,088 at 4% or $254,725 at 6%; with 50% employer match about $254,725 at 4% or $169,817 at 6%; with 100% employer match about $191,044 at 4% or $127,363 at 6%.
200814$221,632$51,649$12,912iApproximate average salary by contribution assumption: employee only about $322,806 at 4% or $215,204 at 6%; with 50% employer match about $215,204 at 4% or $143,469 at 6%; with 100% employer match about $161,403 at 4% or $107,602 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-4$221,632$51,649$12,912iApproximate average salary by contribution assumption: employee only about $322,806 at 4% or $215,204 at 6%; with 50% employer match about $215,204 at 4% or $143,469 at 6%; with 100% employer match about $161,403 at 4% or $107,602 at 6%.
200714$247,579$47,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-4$247,579$47,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
200614$181,722$51,365$12,841iApproximate average salary by contribution assumption: employee only about $321,031 at 4% or $214,021 at 6%; with 50% employer match about $214,021 at 4% or $142,681 at 6%; with 100% employer match about $160,516 at 4% or $107,010 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-4$181,722$51,365$12,841iApproximate average salary by contribution assumption: employee only about $321,031 at 4% or $214,021 at 6%; with 50% employer match about $214,021 at 4% or $142,681 at 6%; with 100% employer match about $160,516 at 4% or $107,010 at 6%.
200513$109,539$59,191$19,730iApproximate average salary by contribution assumption: employee only about $493,258 at 4% or $328,839 at 6%; with 50% employer match about $328,839 at 4% or $219,226 at 6%; with 100% employer match about $246,629 at 4% or $164,419 at 6%.
William R. Lewis, CPA PC 401(K) Profit Sharing Plan-3$109,539$59,191$19,730iApproximate average salary by contribution assumption: employee only about $493,258 at 4% or $328,839 at 6%; with 50% employer match about $328,839 at 4% or $219,226 at 6%; with 100% employer match about $246,629 at 4% or $164,419 at 6%.