Jordan D. Lewis & Company
Plan context: Jordan D. Lewis & Company Pension Trust
EIN 52-1221863 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$1,140,642
2002 Contributions
$62,459
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 | 1 | $1,140,642 | $62,459 | $62,459iApproximate average salary by contribution assumption: employee only about $1,561,475 at 4% or $1,040,983 at 6%; with 50% employer match about $1,040,983 at 4% or $693,989 at 6%; with 100% employer match about $780,738 at 4% or $520,492 at 6%. |
| Jordan D. Lewis & Company Pension Trust | - | 1 | $1,140,642 | $62,459 | $62,459iApproximate average salary by contribution assumption: employee only about $1,561,475 at 4% or $1,040,983 at 6%; with 50% employer match about $1,040,983 at 4% or $693,989 at 6%; with 100% employer match about $780,738 at 4% or $520,492 at 6%. |
| 2001 | 1 | 1 | $1,106,677 | $115,073 | $115,073iApproximate average salary by contribution assumption: employee only about $2,876,825 at 4% or $1,917,883 at 6%; with 50% employer match about $1,917,883 at 4% or $1,278,589 at 6%; with 100% employer match about $1,438,413 at 4% or $958,942 at 6%. |
| Jordan D. Lewis & Company Pension Trust | - | 1 | $1,106,677 | $115,073 | $115,073iApproximate average salary by contribution assumption: employee only about $2,876,825 at 4% or $1,917,883 at 6%; with 50% employer match about $1,917,883 at 4% or $1,278,589 at 6%; with 100% employer match about $1,438,413 at 4% or $958,942 at 6%. |
| 2000 | 1 | 2 | $979,163 | $23,858 | $11,929iApproximate average salary by contribution assumption: employee only about $298,225 at 4% or $198,817 at 6%; with 50% employer match about $198,817 at 4% or $132,544 at 6%; with 100% employer match about $149,113 at 4% or $99,408 at 6%. |
| Jordan D. Lewis & Company Pension Trust | - | 2 | $979,163 | $23,858 | $11,929iApproximate average salary by contribution assumption: employee only about $298,225 at 4% or $198,817 at 6%; with 50% employer match about $198,817 at 4% or $132,544 at 6%; with 100% employer match about $149,113 at 4% or $99,408 at 6%. |
| 1999 | 1 | 2 | $1,093,293 | $103,405 | $51,703iApproximate average salary by contribution assumption: employee only about $1,292,563 at 4% or $861,708 at 6%; with 50% employer match about $861,708 at 4% or $574,472 at 6%; with 100% employer match about $646,281 at 4% or $430,854 at 6%. |
| Jordan D. Lewis & Company Pension Trust | - | 2 | $1,093,293 | $103,405 | $51,703iApproximate average salary by contribution assumption: employee only about $1,292,563 at 4% or $861,708 at 6%; with 50% employer match about $861,708 at 4% or $574,472 at 6%; with 100% employer match about $646,281 at 4% or $430,854 at 6%. |