Civic Intelligence

Phillip Lewis

Plan context: Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan

EIN 61-0942041 • Hyden, KY • 11 filings • 2 plans

P. O. Box 915Hyden, KY 41749-0915
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$323,769

2009 Contributions

$16,382

Historical Graphs

Total Assets Over Time

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

$386,437$193,219$0199920032008YearValue
$323,769Latest year 2008

Participants Over Time

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

630199920042008YearValue
5Latest year 2008

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
200910$0$0-
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-0$0$0-
200815$323,769$16,382$3,276iApproximate average salary by contribution assumption: employee only about $81,910 at 4% or $54,607 at 6%; with 50% employer match about $54,607 at 4% or $36,404 at 6%; with 100% employer match about $40,955 at 4% or $27,303 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-5$323,769$16,382$3,276iApproximate average salary by contribution assumption: employee only about $81,910 at 4% or $54,607 at 6%; with 50% employer match about $54,607 at 4% or $36,404 at 6%; with 100% employer match about $40,955 at 4% or $27,303 at 6%.
200716$0$0-
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-6---
200616$386,437$27,232$4,539iApproximate average salary by contribution assumption: employee only about $113,467 at 4% or $75,644 at 6%; with 50% employer match about $75,644 at 4% or $50,430 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-6$386,437$27,232$4,539iApproximate average salary by contribution assumption: employee only about $113,467 at 4% or $75,644 at 6%; with 50% employer match about $75,644 at 4% or $50,430 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%.
200515$0$0-
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-5---
200414$249,775$22,663$5,666iApproximate average salary by contribution assumption: employee only about $141,644 at 4% or $94,429 at 6%; with 50% employer match about $94,429 at 4% or $62,953 at 6%; with 100% employer match about $70,822 at 4% or $47,215 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-4$249,775$22,663$5,666iApproximate average salary by contribution assumption: employee only about $141,644 at 4% or $94,429 at 6%; with 50% employer match about $94,429 at 4% or $62,953 at 6%; with 100% employer match about $70,822 at 4% or $47,215 at 6%.
200314$214,682$22,684$5,671iApproximate average salary by contribution assumption: employee only about $141,775 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,011 at 6%; with 100% employer match about $70,888 at 4% or $47,258 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-4$214,682$22,684$5,671iApproximate average salary by contribution assumption: employee only about $141,775 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,011 at 6%; with 100% employer match about $70,888 at 4% or $47,258 at 6%.
200214$150,628$22,038$5,510iApproximate average salary by contribution assumption: employee only about $137,738 at 4% or $91,825 at 6%; with 50% employer match about $91,825 at 4% or $61,217 at 6%; with 100% employer match about $68,869 at 4% or $45,913 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-4$150,628$22,038$5,510iApproximate average salary by contribution assumption: employee only about $137,738 at 4% or $91,825 at 6%; with 50% employer match about $91,825 at 4% or $61,217 at 6%; with 100% employer match about $68,869 at 4% or $45,913 at 6%.
200113$0$0-
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-3---
200013$146,321$16,727$5,576iApproximate average salary by contribution assumption: employee only about $139,392 at 4% or $92,928 at 6%; with 50% employer match about $92,928 at 4% or $61,952 at 6%; with 100% employer match about $69,696 at 4% or $46,464 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-3$146,321$16,727$5,576iApproximate average salary by contribution assumption: employee only about $139,392 at 4% or $92,928 at 6%; with 50% employer match about $92,928 at 4% or $61,952 at 6%; with 100% employer match about $69,696 at 4% or $46,464 at 6%.
199913$156,673$16,578$5,526iApproximate average salary by contribution assumption: employee only about $138,150 at 4% or $92,100 at 6%; with 50% employer match about $92,100 at 4% or $61,400 at 6%; with 100% employer match about $69,075 at 4% or $46,050 at 6%.
Phillip Lewis, American Funds Basic S/E Money Purchase Pension Plan-3$156,673$16,578$5,526iApproximate average salary by contribution assumption: employee only about $138,150 at 4% or $92,100 at 6%; with 50% employer match about $92,100 at 4% or $61,400 at 6%; with 100% employer match about $69,075 at 4% or $46,050 at 6%.