Lee Mortenson
Plan context: Lee Mortenson Defined Benefit Pension Plan
EIN 55-4428280 • 14 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$315,009
2012 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 1 | $315,009 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $315,009 | - | - |
| 2011 | 1 | 1 | $328,593 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $328,593 | - | - |
| 2010 | 1 | 1 | $483,847 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $483,847 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2009 | 1 | 1 | $565,482 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $565,482 | - | - |
| 2008 | 1 | 1 | $635,984 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $635,984 | - | - |
| 2007 | 1 | 1 | $1,509,627 | $337,602 | $337,602iApproximate average salary by contribution assumption: employee only about $8,440,050 at 4% or $5,626,700 at 6%; with 50% employer match about $5,626,700 at 4% or $3,751,133 at 6%; with 100% employer match about $4,220,025 at 4% or $2,813,350 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,509,627 | $337,602 | $337,602iApproximate average salary by contribution assumption: employee only about $8,440,050 at 4% or $5,626,700 at 6%; with 50% employer match about $5,626,700 at 4% or $3,751,133 at 6%; with 100% employer match about $4,220,025 at 4% or $2,813,350 at 6%. |
| 2006 | 1 | 1 | $1,370,454 | $323,788 | $323,788iApproximate average salary by contribution assumption: employee only about $8,094,700 at 4% or $5,396,467 at 6%; with 50% employer match about $5,396,467 at 4% or $3,597,644 at 6%; with 100% employer match about $4,047,350 at 4% or $2,698,233 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,370,454 | $323,788 | $323,788iApproximate average salary by contribution assumption: employee only about $8,094,700 at 4% or $5,396,467 at 6%; with 50% employer match about $5,396,467 at 4% or $3,597,644 at 6%; with 100% employer match about $4,047,350 at 4% or $2,698,233 at 6%. |
| 2005 | 1 | 1 | $1,174,349 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,174,349 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2004 | 1 | 1 | $1,154,440 | $32,140 | $32,140iApproximate average salary by contribution assumption: employee only about $803,500 at 4% or $535,667 at 6%; with 50% employer match about $535,667 at 4% or $357,111 at 6%; with 100% employer match about $401,750 at 4% or $267,833 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,154,440 | $32,140 | $32,140iApproximate average salary by contribution assumption: employee only about $803,500 at 4% or $535,667 at 6%; with 50% employer match about $535,667 at 4% or $357,111 at 6%; with 100% employer match about $401,750 at 4% or $267,833 at 6%. |
| 2003 | 1 | 1 | $1,193,552 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,193,552 | - | - |
| 2002 | 1 | 1 | $823,956 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $823,956 | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $1,878,000 | $30,059 | $30,059iApproximate average salary by contribution assumption: employee only about $751,475 at 4% or $500,983 at 6%; with 50% employer match about $500,983 at 4% or $333,989 at 6%; with 100% employer match about $375,738 at 4% or $250,492 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $1,878,000 | $30,059 | $30,059iApproximate average salary by contribution assumption: employee only about $751,475 at 4% or $500,983 at 6%; with 50% employer match about $500,983 at 4% or $333,989 at 6%; with 100% employer match about $375,738 at 4% or $250,492 at 6%. |
| 1999 | 1 | 1 | $2,069,896 | $166,731 | $166,731iApproximate average salary by contribution assumption: employee only about $4,168,275 at 4% or $2,778,850 at 6%; with 50% employer match about $2,778,850 at 4% or $1,852,567 at 6%; with 100% employer match about $2,084,138 at 4% or $1,389,425 at 6%. |
| Lee Mortenson Defined Benefit Pension Plan | - | 1 | $2,069,896 | $166,731 | $166,731iApproximate average salary by contribution assumption: employee only about $4,168,275 at 4% or $2,778,850 at 6%; with 50% employer match about $2,778,850 at 4% or $1,852,567 at 6%; with 100% employer match about $2,084,138 at 4% or $1,389,425 at 6%. |