Civic Intelligence

George, Hartz & Lundeen, P.A.

Plan context: George, Hartz & Lundeen, P.A. Profit Sharing Plan

EIN 59-2439754 • Coral Gables, FL • 19 filings • 5 plans

4800 Lejeune RoadCoral Gables, FL 33146
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$459,933

2013 Contributions

$29,125

Historical Graphs

Total Assets Over Time

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

$5,275,653$2,637,827$0199920072013YearValue
$459,933Latest year 2013

Participants Over Time

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

108540199920062013YearValue
7Latest 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
201327$459,933$29,125$4,161iApproximate average salary by contribution assumption: employee only about $104,018 at 4% or $69,345 at 6%; with 50% employer match about $69,345 at 4% or $46,230 at 6%; with 100% employer match about $52,009 at 4% or $34,673 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-7$459,933$29,125$4,161iApproximate average salary by contribution assumption: employee only about $104,018 at 4% or $69,345 at 6%; with 50% employer match about $69,345 at 4% or $46,230 at 6%; with 100% employer match about $52,009 at 4% or $34,673 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-0$0--
2012135$1,626,482$23,319$666iApproximate average salary by contribution assumption: employee only about $16,656 at 4% or $11,104 at 6%; with 50% employer match about $11,104 at 4% or $7,403 at 6%; with 100% employer match about $8,328 at 4% or $5,552 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-35$1,626,482$23,319$666iApproximate average salary by contribution assumption: employee only about $16,656 at 4% or $11,104 at 6%; with 50% employer match about $11,104 at 4% or $7,403 at 6%; with 100% employer match about $8,328 at 4% or $5,552 at 6%.
2011146$2,374,789$45,607$991iApproximate average salary by contribution assumption: employee only about $24,786 at 4% or $16,524 at 6%; with 50% employer match about $16,524 at 4% or $11,016 at 6%; with 100% employer match about $12,393 at 4% or $8,262 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-46$2,374,789$45,607$991iApproximate average salary by contribution assumption: employee only about $24,786 at 4% or $16,524 at 6%; with 50% employer match about $16,524 at 4% or $11,016 at 6%; with 100% employer match about $12,393 at 4% or $8,262 at 6%.
2010148$2,417,609$168,530$3,511iApproximate average salary by contribution assumption: employee only about $87,776 at 4% or $58,517 at 6%; with 50% employer match about $58,517 at 4% or $39,012 at 6%; with 100% employer match about $43,888 at 4% or $29,259 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-48$2,417,609$168,530$3,511iApproximate average salary by contribution assumption: employee only about $87,776 at 4% or $58,517 at 6%; with 50% employer match about $58,517 at 4% or $39,012 at 6%; with 100% employer match about $43,888 at 4% or $29,259 at 6%.
2009160$2,113,585$87,395$1,457iApproximate average salary by contribution assumption: employee only about $36,415 at 4% or $24,276 at 6%; with 50% employer match about $24,276 at 4% or $16,184 at 6%; with 100% employer match about $18,207 at 4% or $12,138 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-60$2,113,585$87,395$1,457iApproximate average salary by contribution assumption: employee only about $36,415 at 4% or $24,276 at 6%; with 50% employer match about $24,276 at 4% or $16,184 at 6%; with 100% employer match about $18,207 at 4% or $12,138 at 6%.
2008227$2,041,674$138,625$5,134iApproximate average salary by contribution assumption: employee only about $128,356 at 4% or $85,571 at 6%; with 50% employer match about $85,571 at 4% or $57,047 at 6%; with 100% employer match about $64,178 at 4% or $42,785 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-27$1,808,897$96,448$3,572iApproximate average salary by contribution assumption: employee only about $89,304 at 4% or $59,536 at 6%; with 50% employer match about $59,536 at 4% or $39,691 at 6%; with 100% employer match about $44,652 at 4% or $29,768 at 6%.
GEORGE, HARTZ & LUNDEEN, P.A. PROFIT SHARING PLAN NO. 2-11$232,777$42,177$3,834iApproximate average salary by contribution assumption: employee only about $95,857 at 4% or $63,905 at 6%; with 50% employer match about $63,905 at 4% or $42,603 at 6%; with 100% employer match about $47,928 at 4% or $31,952 at 6%.
2007227$3,113,412$129,843$4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-27$3,113,412$129,843$4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%.
GEORGE, HARTZ & LUNDEEN, P.A. PROFIT SHARING PLAN NO. 2-11---
2006256$5,275,653$493,471$8,812iApproximate average salary by contribution assumption: employee only about $220,300 at 4% or $146,866 at 6%; with 50% employer match about $146,866 at 4% or $97,911 at 6%; with 100% employer match about $110,150 at 4% or $73,433 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-56$4,912,526$409,764$7,317iApproximate average salary by contribution assumption: employee only about $182,930 at 4% or $121,954 at 6%; with 50% employer match about $121,954 at 4% or $81,302 at 6%; with 100% employer match about $91,465 at 4% or $60,977 at 6%.
GEORGE, HARTZ & LUNDEEN, P.A. 401K PROFIT SHARING PLAN NO. 2-30$363,127$83,707$2,790iApproximate average salary by contribution assumption: employee only about $69,756 at 4% or $46,504 at 6%; with 50% employer match about $46,504 at 4% or $31,003 at 6%; with 100% employer match about $34,878 at 4% or $23,252 at 6%.
2005183$4,997,285$557,208$6,713iApproximate average salary by contribution assumption: employee only about $167,834 at 4% or $111,889 at 6%; with 50% employer match about $111,889 at 4% or $74,593 at 6%; with 100% employer match about $83,917 at 4% or $55,945 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-83$4,997,285$557,208$6,713iApproximate average salary by contribution assumption: employee only about $167,834 at 4% or $111,889 at 6%; with 50% employer match about $111,889 at 4% or $74,593 at 6%; with 100% employer match about $83,917 at 4% or $55,945 at 6%.
20041108$4,345,183$543,908$5,036iApproximate average salary by contribution assumption: employee only about $125,905 at 4% or $83,936 at 6%; with 50% employer match about $83,936 at 4% or $55,958 at 6%; with 100% employer match about $62,952 at 4% or $41,968 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-108$4,345,183$543,908$5,036iApproximate average salary by contribution assumption: employee only about $125,905 at 4% or $83,936 at 6%; with 50% employer match about $83,936 at 4% or $55,958 at 6%; with 100% employer match about $62,952 at 4% or $41,968 at 6%.
20031106$3,596,291$572,404$5,400iApproximate average salary by contribution assumption: employee only about $135,001 at 4% or $90,001 at 6%; with 50% employer match about $90,001 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-106$3,596,291$572,404$5,400iApproximate average salary by contribution assumption: employee only about $135,001 at 4% or $90,001 at 6%; with 50% employer match about $90,001 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
20021103$2,448,328$531,193$5,157iApproximate average salary by contribution assumption: employee only about $128,930 at 4% or $85,954 at 6%; with 50% employer match about $85,954 at 4% or $57,302 at 6%; with 100% employer match about $64,465 at 4% or $42,977 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-103$2,448,328$531,193$5,157iApproximate average salary by contribution assumption: employee only about $128,930 at 4% or $85,954 at 6%; with 50% employer match about $85,954 at 4% or $57,302 at 6%; with 100% employer match about $64,465 at 4% or $42,977 at 6%.
2001193$0$0-
George, Hartz & Lundeen, P.A. Profit Sharing Plan-93---
2000187$2,380,317$415,535$4,776iApproximate average salary by contribution assumption: employee only about $119,407 at 4% or $79,604 at 6%; with 50% employer match about $79,604 at 4% or $53,070 at 6%; with 100% employer match about $59,703 at 4% or $39,802 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-87$2,380,317$415,535$4,776iApproximate average salary by contribution assumption: employee only about $119,407 at 4% or $79,604 at 6%; with 50% employer match about $79,604 at 4% or $53,070 at 6%; with 100% employer match about $59,703 at 4% or $39,802 at 6%.
1999181$2,397,232$384,171$4,743iApproximate average salary by contribution assumption: employee only about $118,571 at 4% or $79,048 at 6%; with 50% employer match about $79,048 at 4% or $52,698 at 6%; with 100% employer match about $59,286 at 4% or $39,524 at 6%.
George, Hartz & Lundeen, P.A. Profit Sharing Plan-81$2,397,232$384,171$4,743iApproximate average salary by contribution assumption: employee only about $118,571 at 4% or $79,048 at 6%; with 50% employer match about $79,048 at 4% or $52,698 at 6%; with 100% employer match about $59,286 at 4% or $39,524 at 6%.