Lewis, Birch & Ricardo, Pa
Plan context: LEWIS BIRCH & RICARDO, P.A. 401K PLAN
EIN 59-3037527 • 6 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
23
2002 Assets
$240,703
2002 Contributions
$95,819
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 23 | $240,703 | $95,819 | $4,166iApproximate average salary by contribution assumption: employee only about $104,151 at 4% or $69,434 at 6%; with 50% employer match about $69,434 at 4% or $46,289 at 6%; with 100% employer match about $52,076 at 4% or $34,717 at 6%. |
| LEWIS BIRCH & RICARDO, P.A. 401K PLAN | - | 23 | $240,703 | $95,819 | $4,166iApproximate average salary by contribution assumption: employee only about $104,151 at 4% or $69,434 at 6%; with 50% employer match about $69,434 at 4% or $46,289 at 6%; with 100% employer match about $52,076 at 4% or $34,717 at 6%. |
| 2001 | 2 | 25 | $192,643 | $90,623 | $3,625iApproximate average salary by contribution assumption: employee only about $90,623 at 4% or $60,415 at 6%; with 50% employer match about $60,415 at 4% or $40,277 at 6%; with 100% employer match about $45,312 at 4% or $30,208 at 6%. |
| LEWIS BIRCH & RICARDO, P.A. 401K PLAN | - | 20 | $192,643 | $90,623 | $4,531iApproximate average salary by contribution assumption: employee only about $113,279 at 4% or $75,519 at 6%; with 50% employer match about $75,519 at 4% or $50,346 at 6%; with 100% employer match about $56,639 at 4% or $37,760 at 6%. |
| Lewis, Birch & Ricardo, Pa Profit Sharing Plan & Trust | - | 25 | - | - | - |
| 2000 | 2 | 22 | $511,473 | $125,000 | $5,682iApproximate average salary by contribution assumption: employee only about $142,045 at 4% or $94,697 at 6%; with 50% employer match about $94,697 at 4% or $63,131 at 6%; with 100% employer match about $71,023 at 4% or $47,348 at 6%. |
| Lewis, Birch & Ricardo, Pa Profit Sharing Plan & Trust | - | 22 | $511,473 | $125,000 | $5,682iApproximate average salary by contribution assumption: employee only about $142,045 at 4% or $94,697 at 6%; with 50% employer match about $94,697 at 4% or $63,131 at 6%; with 100% employer match about $71,023 at 4% or $47,348 at 6%. |
| LEWIS BIRCH & RICARDO, P.A. 401K PLAN | - | 20 | - | - | - |
| 1999 | 1 | 18 | $448,156 | $125,000 | $6,944iApproximate average salary by contribution assumption: employee only about $173,611 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,160 at 6%; with 100% employer match about $86,806 at 4% or $57,870 at 6%. |
| Lewis, Birch & Ricardo, Pa Profit Sharing Plan & Trust | - | 18 | $448,156 | $125,000 | $6,944iApproximate average salary by contribution assumption: employee only about $173,611 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,160 at 6%; with 100% employer match about $86,806 at 4% or $57,870 at 6%. |