James J. Lombardi
Plan context: James J. Lombardi, Keogh Aba Members Pooled Trust
EIN 52-6122651 • 3 filings • 3 plans
Current Snapshot
Latest Year
1999
1999 Participants
1
1999 Assets
$745,843
1999 Contributions
$5,697
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 |
|---|---|---|---|---|---|
| 1999 | 3 | 1 | $745,843 | $5,697 | $5,697iApproximate average salary by contribution assumption: employee only about $142,425 at 4% or $94,950 at 6%; with 50% employer match about $94,950 at 4% or $63,300 at 6%; with 100% employer match about $71,213 at 4% or $47,475 at 6%. |
| James J. Lombardi, Keogh Aba Members Pooled Trust | - | 1 | $424,937 | $2,097 | $2,097iApproximate average salary by contribution assumption: employee only about $52,425 at 4% or $34,950 at 6%; with 50% employer match about $34,950 at 4% or $23,300 at 6%; with 100% employer match about $26,213 at 4% or $17,475 at 6%. |
| James J. Lombardi, Keogh Merrill Lynch | - | 1 | $320,906 | - | - |
| James J. Lombardi, Keogh Minnesota Mutual | - | 1 | - | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |