Civic Intelligence

Krumholtz & Lunsford, Pa

Plan context: Krumholtz & Lunsford Pa 401K Plan

EIN 59-1278064 • Boca Raton, FL • 16 filings • 6 plans

7301A W. Palmetto Park Rd.Suite 104CBoca Raton, FL 33433
Current Snapshot

Latest Year

2013

2013 Participants

24

2013 Assets

$1,088,675

2013 Contributions

$69,270

Historical Graphs

Total Assets Over Time

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

$1,241,209$620,605$0199920062013YearValue
$1,088,675Latest year 2013

Participants Over Time

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

43220199920062013YearValue
24Latest year 2013

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
2013124$1,088,675$69,270$2,886iApproximate average salary by contribution assumption: employee only about $72,156 at 4% or $48,104 at 6%; with 50% employer match about $48,104 at 4% or $32,069 at 6%; with 100% employer match about $36,078 at 4% or $24,052 at 6%.
Krumholtz & Lunsford Pa 401K Plan-24$1,088,675$69,270$2,886iApproximate average salary by contribution assumption: employee only about $72,156 at 4% or $48,104 at 6%; with 50% employer match about $48,104 at 4% or $32,069 at 6%; with 100% employer match about $36,078 at 4% or $24,052 at 6%.
2012135$1,241,209$107,968$3,085iApproximate average salary by contribution assumption: employee only about $77,120 at 4% or $51,413 at 6%; with 50% employer match about $51,413 at 4% or $34,276 at 6%; with 100% employer match about $38,560 at 4% or $25,707 at 6%.
Krumholtz & Lunsford Pa 401K Plan-35$1,241,209$107,968$3,085iApproximate average salary by contribution assumption: employee only about $77,120 at 4% or $51,413 at 6%; with 50% employer match about $51,413 at 4% or $34,276 at 6%; with 100% employer match about $38,560 at 4% or $25,707 at 6%.
2011142$1,090,186$105,411$2,510iApproximate average salary by contribution assumption: employee only about $62,745 at 4% or $41,830 at 6%; with 50% employer match about $41,830 at 4% or $27,887 at 6%; with 100% employer match about $31,372 at 4% or $20,915 at 6%.
Krumholtz & Lunsford Pa 401K Plan-42$1,090,186$105,411$2,510iApproximate average salary by contribution assumption: employee only about $62,745 at 4% or $41,830 at 6%; with 50% employer match about $41,830 at 4% or $27,887 at 6%; with 100% employer match about $31,372 at 4% or $20,915 at 6%.
2010143$1,078,060$86,273$2,006iApproximate average salary by contribution assumption: employee only about $50,159 at 4% or $33,439 at 6%; with 50% employer match about $33,439 at 4% or $22,293 at 6%; with 100% employer match about $25,079 at 4% or $16,720 at 6%.
Krumholtz & Lunsford Pa 401K Plan-43$1,078,060$86,273$2,006iApproximate average salary by contribution assumption: employee only about $50,159 at 4% or $33,439 at 6%; with 50% employer match about $33,439 at 4% or $22,293 at 6%; with 100% employer match about $25,079 at 4% or $16,720 at 6%.
2009142$994,946$97,341$2,318iApproximate average salary by contribution assumption: employee only about $57,941 at 4% or $38,627 at 6%; with 50% employer match about $38,627 at 4% or $25,752 at 6%; with 100% employer match about $28,971 at 4% or $19,314 at 6%.
Krumholtz & Lunsford Pa 401K Plan-42$994,946$97,341$2,318iApproximate average salary by contribution assumption: employee only about $57,941 at 4% or $38,627 at 6%; with 50% employer match about $38,627 at 4% or $25,752 at 6%; with 100% employer match about $28,971 at 4% or $19,314 at 6%.
2008136$753,131$114,949$3,193iApproximate average salary by contribution assumption: employee only about $79,826 at 4% or $53,217 at 6%; with 50% employer match about $53,217 at 4% or $35,478 at 6%; with 100% employer match about $39,913 at 4% or $26,609 at 6%.
Krumholtz & Lunsford Pa 401K Plan-36$753,131$114,949$3,193iApproximate average salary by contribution assumption: employee only about $79,826 at 4% or $53,217 at 6%; with 50% employer match about $53,217 at 4% or $35,478 at 6%; with 100% employer match about $39,913 at 4% or $26,609 at 6%.
2007120$0$0-
KRUMHOLTZ AND LUNSFORD, P.A. MULTIPLE EMPLOYER PLAN-20---
2006122$1,195,435$68,473$3,112iApproximate average salary by contribution assumption: employee only about $77,810 at 4% or $51,873 at 6%; with 50% employer match about $51,873 at 4% or $34,582 at 6%; with 100% employer match about $38,905 at 4% or $25,937 at 6%.
KRUMHOLTZ AND LUNSFORD, P.A. MULTIPLE EMPLOYER PLAN-22$1,195,435$68,473$3,112iApproximate average salary by contribution assumption: employee only about $77,810 at 4% or $51,873 at 6%; with 50% employer match about $51,873 at 4% or $34,582 at 6%; with 100% employer match about $38,905 at 4% or $25,937 at 6%.
2005122$1,023,945$80,906$3,678iApproximate average salary by contribution assumption: employee only about $91,939 at 4% or $61,292 at 6%; with 50% employer match about $61,292 at 4% or $40,862 at 6%; with 100% employer match about $45,969 at 4% or $30,646 at 6%.
KRUMHOLTZ AND LUNSFORD, P.A. MULTIPLE EMPLOYER PLAN-22$1,023,945$80,906$3,678iApproximate average salary by contribution assumption: employee only about $91,939 at 4% or $61,292 at 6%; with 50% employer match about $61,292 at 4% or $40,862 at 6%; with 100% employer match about $45,969 at 4% or $30,646 at 6%.
2004123$893,458$80,022$3,479iApproximate average salary by contribution assumption: employee only about $86,980 at 4% or $57,987 at 6%; with 50% employer match about $57,987 at 4% or $38,658 at 6%; with 100% employer match about $43,490 at 4% or $28,993 at 6%.
KRUMHOLTZ AND LUNSFORD, P.A. MULTIPLE EMPLOYER PLAN-23$893,458$80,022$3,479iApproximate average salary by contribution assumption: employee only about $86,980 at 4% or $57,987 at 6%; with 50% employer match about $57,987 at 4% or $38,658 at 6%; with 100% employer match about $43,490 at 4% or $28,993 at 6%.
2003226$1,017,367$75,732$2,913iApproximate average salary by contribution assumption: employee only about $72,819 at 4% or $48,546 at 6%; with 50% employer match about $48,546 at 4% or $32,364 at 6%; with 100% employer match about $36,410 at 4% or $24,273 at 6%.
KRUMHOLTZ AND LUNSFORD, P.A. MULTIPLE EMPLOYER PLAN-26$1,017,367$22,109$850iApproximate average salary by contribution assumption: employee only about $21,259 at 4% or $14,172 at 6%; with 50% employer match about $14,172 at 4% or $9,448 at 6%; with 100% employer match about $10,629 at 4% or $7,086 at 6%.
Krumholtz & Lunsford Pa 401K Plan-0-$53,623-
2002140$786,733$93,781$2,345iApproximate average salary by contribution assumption: employee only about $58,613 at 4% or $39,075 at 6%; with 50% employer match about $39,075 at 4% or $26,050 at 6%; with 100% employer match about $29,307 at 4% or $19,538 at 6%.
Krumholtz & Lunsford Pa 401K Plan-40$786,733$93,781$2,345iApproximate average salary by contribution assumption: employee only about $58,613 at 4% or $39,075 at 6%; with 50% employer match about $39,075 at 4% or $26,050 at 6%; with 100% employer match about $29,307 at 4% or $19,538 at 6%.
2001138$0$0-
Krumholtz & Lunsford Pa 401K Plan-38---
2000143$902,711$96,381$2,241iApproximate average salary by contribution assumption: employee only about $56,035 at 4% or $37,357 at 6%; with 50% employer match about $37,357 at 4% or $24,905 at 6%; with 100% employer match about $28,018 at 4% or $18,678 at 6%.
Krumholtz & Lunsford Pa 401K Plan-43$902,711$96,381$2,241iApproximate average salary by contribution assumption: employee only about $56,035 at 4% or $37,357 at 6%; with 50% employer match about $37,357 at 4% or $24,905 at 6%; with 100% employer match about $28,018 at 4% or $18,678 at 6%.
1999136$937,939$94,277$2,619iApproximate average salary by contribution assumption: employee only about $65,470 at 4% or $43,647 at 6%; with 50% employer match about $43,647 at 4% or $29,098 at 6%; with 100% employer match about $32,735 at 4% or $21,823 at 6%.
Krumholtz & Lunsford Pa 401K Plan-36$937,939$94,277$2,619iApproximate average salary by contribution assumption: employee only about $65,470 at 4% or $43,647 at 6%; with 50% employer match about $43,647 at 4% or $29,098 at 6%; with 100% employer match about $32,735 at 4% or $21,823 at 6%.