Lunsford & Strickland, P.A.
Plan context: Lunsford & Strickland, Pa 401(K) Plan
EIN 56-1679264 • Raleigh, NC • 28 filings • 6 plans
Current Snapshot
Latest Year
2013
2013 Participants
12
2013 Assets
$3,157,819
2013 Contributions
$85,423
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 |
|---|---|---|---|---|---|
| 2013 | 2 | 0 | $0 | $85,423 | - |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 0 | - | $24,390 | - |
| Lunsford & Strickland, Pa 401(K) Plan | - | 0 | - | $61,033 | - |
| 2012 | 2 | 12 | $3,157,819 | $186,407 | $15,534iApproximate average salary by contribution assumption: employee only about $388,348 at 4% or $258,899 at 6%; with 50% employer match about $258,899 at 4% or $172,599 at 6%; with 100% employer match about $194,174 at 4% or $129,449 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 10 | $1,763,091 | $88,937 | $8,894iApproximate average salary by contribution assumption: employee only about $222,343 at 4% or $148,228 at 6%; with 50% employer match about $148,228 at 4% or $98,819 at 6%; with 100% employer match about $111,171 at 4% or $74,114 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 12 | $1,394,728 | $97,470 | $8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,531 at 4% or $67,688 at 6%. |
| 2011 | 2 | 11 | $2,618,182 | $195,771 | $17,797iApproximate average salary by contribution assumption: employee only about $444,934 at 4% or $296,623 at 6%; with 50% employer match about $296,623 at 4% or $197,748 at 6%; with 100% employer match about $222,467 at 4% or $148,311 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 10 | $1,486,887 | $88,052 | $8,805iApproximate average salary by contribution assumption: employee only about $220,130 at 4% or $146,753 at 6%; with 50% employer match about $146,753 at 4% or $97,836 at 6%; with 100% employer match about $110,065 at 4% or $73,377 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 11 | $1,131,295 | $107,719 | $9,793iApproximate average salary by contribution assumption: employee only about $244,816 at 4% or $163,211 at 6%; with 50% employer match about $163,211 at 4% or $108,807 at 6%; with 100% employer match about $122,408 at 4% or $81,605 at 6%. |
| 2010 | 2 | 12 | $2,509,231 | $337,739 | $28,145iApproximate average salary by contribution assumption: employee only about $703,623 at 4% or $469,082 at 6%; with 50% employer match about $469,082 at 4% or $312,721 at 6%; with 100% employer match about $351,811 at 4% or $234,541 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 10 | $1,459,744 | $87,188 | $8,719iApproximate average salary by contribution assumption: employee only about $217,970 at 4% or $145,313 at 6%; with 50% employer match about $145,313 at 4% or $96,876 at 6%; with 100% employer match about $108,985 at 4% or $72,657 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 12 | $1,049,487 | $250,551 | $20,879iApproximate average salary by contribution assumption: employee only about $521,981 at 4% or $347,988 at 6%; with 50% employer match about $347,988 at 4% or $231,992 at 6%; with 100% employer match about $260,991 at 4% or $173,994 at 6%. |
| 2009 | 2 | 11 | $2,028,622 | $181,064 | $16,460iApproximate average salary by contribution assumption: employee only about $411,509 at 4% or $274,339 at 6%; with 50% employer match about $274,339 at 4% or $182,893 at 6%; with 100% employer match about $205,755 at 4% or $137,170 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 9 | $1,229,686 | $84,871 | $9,430iApproximate average salary by contribution assumption: employee only about $235,753 at 4% or $157,169 at 6%; with 50% employer match about $157,169 at 4% or $104,779 at 6%; with 100% employer match about $117,876 at 4% or $78,584 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 11 | $798,936 | $96,193 | $8,745iApproximate average salary by contribution assumption: employee only about $218,620 at 4% or $145,747 at 6%; with 50% employer match about $145,747 at 4% or $97,165 at 6%; with 100% employer match about $109,310 at 4% or $72,873 at 6%. |
| 2008 | 2 | 10 | $1,425,438 | $236,007 | $23,601iApproximate average salary by contribution assumption: employee only about $590,018 at 4% or $393,345 at 6%; with 50% employer match about $393,345 at 4% or $262,230 at 6%; with 100% employer match about $295,009 at 4% or $196,673 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 8 | $903,804 | $131,550 | $16,444iApproximate average salary by contribution assumption: employee only about $411,094 at 4% or $274,063 at 6%; with 50% employer match about $274,063 at 4% or $182,708 at 6%; with 100% employer match about $205,547 at 4% or $137,031 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 10 | $521,634 | $104,457 | $10,446iApproximate average salary by contribution assumption: employee only about $261,143 at 4% or $174,095 at 6%; with 50% employer match about $174,095 at 4% or $116,063 at 6%; with 100% employer match about $130,571 at 4% or $87,048 at 6%. |
| 2007 | 2 | 9 | $0 | $0 | - |
| Lunsford & Strickland, Pa 401(K) Plan | - | 9 | - | - | - |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 2 | 8 | $1,546,849 | $172,523 | $21,565iApproximate average salary by contribution assumption: employee only about $539,134 at 4% or $359,423 at 6%; with 50% employer match about $359,423 at 4% or $239,615 at 6%; with 100% employer match about $269,567 at 4% or $179,711 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 7 | $979,933 | $108,463 | $15,495iApproximate average salary by contribution assumption: employee only about $387,368 at 4% or $258,245 at 6%; with 50% employer match about $258,245 at 4% or $172,163 at 6%; with 100% employer match about $193,684 at 4% or $129,123 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 8 | $566,916 | $64,060 | $8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%. |
| 2005 | 2 | 7 | $1,210,037 | $163,816 | $23,402iApproximate average salary by contribution assumption: employee only about $585,057 at 4% or $390,038 at 6%; with 50% employer match about $390,038 at 4% or $260,025 at 6%; with 100% employer match about $292,529 at 4% or $195,019 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 7 | $760,716 | $106,416 | $15,202iApproximate average salary by contribution assumption: employee only about $380,057 at 4% or $253,371 at 6%; with 50% employer match about $253,371 at 4% or $168,914 at 6%; with 100% employer match about $190,029 at 4% or $126,686 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 7 | $449,321 | $57,400 | $8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%. |
| 2004 | 2 | 7 | $1,038,393 | $160,015 | $22,859iApproximate average salary by contribution assumption: employee only about $571,482 at 4% or $380,988 at 6%; with 50% employer match about $380,988 at 4% or $253,992 at 6%; with 100% employer match about $285,741 at 4% or $190,494 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 6 | $646,589 | $102,599 | $17,100iApproximate average salary by contribution assumption: employee only about $427,496 at 4% or $284,997 at 6%; with 50% employer match about $284,997 at 4% or $189,998 at 6%; with 100% employer match about $213,748 at 4% or $142,499 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 7 | $391,804 | $57,416 | $8,202iApproximate average salary by contribution assumption: employee only about $205,057 at 4% or $136,705 at 6%; with 50% employer match about $136,705 at 4% or $91,137 at 6%; with 100% employer match about $102,529 at 4% or $68,352 at 6%. |
| 2003 | 2 | 7 | $1,261,633 | $188,627 | $26,947iApproximate average salary by contribution assumption: employee only about $673,668 at 4% or $449,112 at 6%; with 50% employer match about $449,112 at 4% or $299,408 at 6%; with 100% employer match about $336,834 at 4% or $224,556 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 6 | $950,491 | $120,772 | $20,129iApproximate average salary by contribution assumption: employee only about $503,217 at 4% or $335,478 at 6%; with 50% employer match about $335,478 at 4% or $223,652 at 6%; with 100% employer match about $251,608 at 4% or $167,739 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 7 | $311,142 | $67,855 | $9,694iApproximate average salary by contribution assumption: employee only about $242,339 at 4% or $161,560 at 6%; with 50% employer match about $161,560 at 4% or $107,706 at 6%; with 100% employer match about $121,170 at 4% or $80,780 at 6%. |
| 2002 | 2 | 9 | $1,013,342 | $175,827 | $19,536iApproximate average salary by contribution assumption: employee only about $488,408 at 4% or $325,606 at 6%; with 50% employer match about $325,606 at 4% or $217,070 at 6%; with 100% employer match about $244,204 at 4% or $162,803 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 8 | $668,323 | $116,181 | $14,523iApproximate average salary by contribution assumption: employee only about $363,066 at 4% or $242,044 at 6%; with 50% employer match about $242,044 at 4% or $161,363 at 6%; with 100% employer match about $181,533 at 4% or $121,022 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 9 | $345,019 | $59,646 | $6,627iApproximate average salary by contribution assumption: employee only about $165,683 at 4% or $110,456 at 6%; with 50% employer match about $110,456 at 4% or $73,637 at 6%; with 100% employer match about $82,842 at 4% or $55,228 at 6%. |
| 2001 | 2 | 9 | $758,007 | $85,380 | $9,487iApproximate average salary by contribution assumption: employee only about $237,167 at 4% or $158,111 at 6%; with 50% employer match about $158,111 at 4% or $105,407 at 6%; with 100% employer match about $118,583 at 4% or $79,056 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 8 | $758,007 | $85,380 | $10,673iApproximate average salary by contribution assumption: employee only about $266,813 at 4% or $177,875 at 6%; with 50% employer match about $177,875 at 4% or $118,583 at 6%; with 100% employer match about $133,406 at 4% or $88,938 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 9 | - | - | - |
| 2000 | 2 | 9 | $1,140,605 | $118,130 | $13,126iApproximate average salary by contribution assumption: employee only about $328,139 at 4% or $218,759 at 6%; with 50% employer match about $218,759 at 4% or $145,840 at 6%; with 100% employer match about $164,069 at 4% or $109,380 at 6%. |
| Lunsford & Strickland, P.A. Profit Sharing Plan | - | 8 | $715,196 | $82,910 | $10,364iApproximate average salary by contribution assumption: employee only about $259,094 at 4% or $172,729 at 6%; with 50% employer match about $172,729 at 4% or $115,153 at 6%; with 100% employer match about $129,547 at 4% or $86,365 at 6%. |
| Lunsford & Strickland, Pa 401(K) Plan | - | 9 | $425,409 | $35,220 | $3,913iApproximate average salary by contribution assumption: employee only about $97,833 at 4% or $65,222 at 6%; with 50% employer match about $65,222 at 4% or $43,481 at 6%; with 100% employer match about $48,917 at 4% or $32,611 at 6%. |