Civic Intelligence

Lea, Hensley, Willet and Anderson

Plan context: Lea, Hensley, Willet and Anderson Money Purchase Plan

EIN 61-0714737 • Fort Thomas, KY • 20 filings • 10 plans

40 N. Grand Avenue, Suite 204Fort Thomas, KY 41075
Current Snapshot

Latest Year

2013

2013 Participants

20

2013 Assets

$3,714,820

2013 Contributions

$131,548

Historical Graphs

Total Assets Over Time

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

$4,371,217$2,185,609$0199920062012YearValue
$3,714,820Latest year 2012

Participants Over Time

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

24120199920062012YearValue
20Latest year 2012

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
201310$0$0-
Lea, Hensley, Willet and Anderson Money Purchase Plan-0$0--
2012120$3,714,820$131,548$6,577iApproximate average salary by contribution assumption: employee only about $164,435 at 4% or $109,623 at 6%; with 50% employer match about $109,623 at 4% or $73,082 at 6%; with 100% employer match about $82,218 at 4% or $54,812 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-20$3,714,820$131,548$6,577iApproximate average salary by contribution assumption: employee only about $164,435 at 4% or $109,623 at 6%; with 50% employer match about $109,623 at 4% or $73,082 at 6%; with 100% employer match about $82,218 at 4% or $54,812 at 6%.
2011121$3,437,310$259,228$12,344iApproximate average salary by contribution assumption: employee only about $308,605 at 4% or $205,737 at 6%; with 50% employer match about $205,737 at 4% or $137,158 at 6%; with 100% employer match about $154,302 at 4% or $102,868 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-21$3,437,310$259,228$12,344iApproximate average salary by contribution assumption: employee only about $308,605 at 4% or $205,737 at 6%; with 50% employer match about $205,737 at 4% or $137,158 at 6%; with 100% employer match about $154,302 at 4% or $102,868 at 6%.
2010120$3,255,674$189,650$9,483iApproximate average salary by contribution assumption: employee only about $237,063 at 4% or $158,042 at 6%; with 50% employer match about $158,042 at 4% or $105,361 at 6%; with 100% employer match about $118,531 at 4% or $79,021 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-20$3,255,674$189,650$9,483iApproximate average salary by contribution assumption: employee only about $237,063 at 4% or $158,042 at 6%; with 50% employer match about $158,042 at 4% or $105,361 at 6%; with 100% employer match about $118,531 at 4% or $79,021 at 6%.
2009124$3,383,485$200,280$8,345iApproximate average salary by contribution assumption: employee only about $208,625 at 4% or $139,083 at 6%; with 50% employer match about $139,083 at 4% or $92,722 at 6%; with 100% employer match about $104,313 at 4% or $69,542 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-24$3,383,485$200,280$8,345iApproximate average salary by contribution assumption: employee only about $208,625 at 4% or $139,083 at 6%; with 50% employer match about $139,083 at 4% or $92,722 at 6%; with 100% employer match about $104,313 at 4% or $69,542 at 6%.
2008120$2,902,639$210,966$10,548iApproximate average salary by contribution assumption: employee only about $263,708 at 4% or $175,805 at 6%; with 50% employer match about $175,805 at 4% or $117,203 at 6%; with 100% employer match about $131,854 at 4% or $87,903 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-20$2,902,639$210,966$10,548iApproximate average salary by contribution assumption: employee only about $263,708 at 4% or $175,805 at 6%; with 50% employer match about $175,805 at 4% or $117,203 at 6%; with 100% employer match about $131,854 at 4% or $87,903 at 6%.
2007121$0$0-
Lea, Hensley, Willet and Anderson Money Purchase Plan-21---
2006113$3,686,366$203,213$15,632iApproximate average salary by contribution assumption: employee only about $390,794 at 4% or $260,529 at 6%; with 50% employer match about $260,529 at 4% or $173,686 at 6%; with 100% employer match about $195,397 at 4% or $130,265 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-13$3,686,366$203,213$15,632iApproximate average salary by contribution assumption: employee only about $390,794 at 4% or $260,529 at 6%; with 50% employer match about $260,529 at 4% or $173,686 at 6%; with 100% employer match about $195,397 at 4% or $130,265 at 6%.
2005114$4,212,590$251,743$17,982iApproximate average salary by contribution assumption: employee only about $449,541 at 4% or $299,694 at 6%; with 50% employer match about $299,694 at 4% or $199,796 at 6%; with 100% employer match about $224,771 at 4% or $149,847 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-14$4,212,590$251,743$17,982iApproximate average salary by contribution assumption: employee only about $449,541 at 4% or $299,694 at 6%; with 50% employer match about $299,694 at 4% or $199,796 at 6%; with 100% employer match about $224,771 at 4% or $149,847 at 6%.
2004121$3,741,522$278,081$13,242iApproximate average salary by contribution assumption: employee only about $331,049 at 4% or $220,699 at 6%; with 50% employer match about $220,699 at 4% or $147,133 at 6%; with 100% employer match about $165,524 at 4% or $110,350 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-21$3,741,522$278,081$13,242iApproximate average salary by contribution assumption: employee only about $331,049 at 4% or $220,699 at 6%; with 50% employer match about $220,699 at 4% or $147,133 at 6%; with 100% employer match about $165,524 at 4% or $110,350 at 6%.
2003122$3,373,714$281,317$12,787iApproximate average salary by contribution assumption: employee only about $319,678 at 4% or $213,119 at 6%; with 50% employer match about $213,119 at 4% or $142,079 at 6%; with 100% employer match about $159,839 at 4% or $106,559 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-22$3,373,714$281,317$12,787iApproximate average salary by contribution assumption: employee only about $319,678 at 4% or $213,119 at 6%; with 50% employer match about $213,119 at 4% or $142,079 at 6%; with 100% employer match about $159,839 at 4% or $106,559 at 6%.
2002219$0$0-
SELECT OB/GYN MONEY PURCHASE PLAN-0---
Lea, Hensley, Willet and Anderson Money Purchase Plan-19---
2001219$0$0-
Lea, Hensley, Willet and Anderson Money Purchase Plan-19---
Lea, Hensley, Willet and Anderson Money Purchase Plan-18---
2000319$4,371,217$231,830$12,202iApproximate average salary by contribution assumption: employee only about $305,039 at 4% or $203,360 at 6%; with 50% employer match about $203,360 at 4% or $135,573 at 6%; with 100% employer match about $152,520 at 4% or $101,680 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-19$1,599,068$53,492$2,815iApproximate average salary by contribution assumption: employee only about $70,384 at 4% or $46,923 at 6%; with 50% employer match about $46,923 at 4% or $31,282 at 6%; with 100% employer match about $35,192 at 4% or $23,461 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-15$1,564,195$58,261$3,884iApproximate average salary by contribution assumption: employee only about $97,102 at 4% or $64,734 at 6%; with 50% employer match about $64,734 at 4% or $43,156 at 6%; with 100% employer match about $48,551 at 4% or $32,367 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-15$1,207,954$120,077$8,005iApproximate average salary by contribution assumption: employee only about $200,128 at 4% or $133,419 at 6%; with 50% employer match about $133,419 at 4% or $88,946 at 6%; with 100% employer match about $100,064 at 4% or $66,709 at 6%.
1999219$2,768,889$171,197$9,010iApproximate average salary by contribution assumption: employee only about $225,259 at 4% or $150,173 at 6%; with 50% employer match about $150,173 at 4% or $100,115 at 6%; with 100% employer match about $112,630 at 4% or $75,086 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-19$1,599,183$53,607$2,821iApproximate average salary by contribution assumption: employee only about $70,536 at 4% or $47,024 at 6%; with 50% employer match about $47,024 at 4% or $31,349 at 6%; with 100% employer match about $35,268 at 4% or $23,512 at 6%.
Lea, Hensley, Willet and Anderson Money Purchase Plan-17$1,169,706$117,590$6,917iApproximate average salary by contribution assumption: employee only about $172,926 at 4% or $115,284 at 6%; with 50% employer match about $115,284 at 4% or $76,856 at 6%; with 100% employer match about $86,463 at 4% or $57,642 at 6%.