Civic Intelligence

Lusk, Fraley, Mcalister, Simms PC

Plan context: Lusk, Fraley, Mcalister, Simms PC 401K Plan

EIN 63-1171807 • Birmingham, AL • 20 filings • 7 plans

4328 Cahaba Heights, Suite 112Birmingham, AL 35236
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$222,072

2014 Contributions

$1,656

Historical Graphs

Total Assets Over Time

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

$1,976,397$988,199$0199920072014YearValue
$222,072Latest year 2014

Participants Over Time

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

1790199920072014YearValue
1Latest year 2014

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
201411$222,072$1,656$1,656iApproximate average salary by contribution assumption: employee only about $41,400 at 4% or $27,600 at 6%; with 50% employer match about $27,600 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-1$222,072$1,656$1,656iApproximate average salary by contribution assumption: employee only about $41,400 at 4% or $27,600 at 6%; with 50% employer match about $27,600 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%.
201314$673,233$6,349$1,587iApproximate average salary by contribution assumption: employee only about $39,681 at 4% or $26,454 at 6%; with 50% employer match about $26,454 at 4% or $17,636 at 6%; with 100% employer match about $19,841 at 4% or $13,227 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-4$673,233$6,349$1,587iApproximate average salary by contribution assumption: employee only about $39,681 at 4% or $26,454 at 6%; with 50% employer match about $26,454 at 4% or $17,636 at 6%; with 100% employer match about $19,841 at 4% or $13,227 at 6%.
201214$602,563$6,624$1,656iApproximate average salary by contribution assumption: employee only about $41,400 at 4% or $27,600 at 6%; with 50% employer match about $27,600 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-4$602,563$6,624$1,656iApproximate average salary by contribution assumption: employee only about $41,400 at 4% or $27,600 at 6%; with 50% employer match about $27,600 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%.
201114$530,548$13,867$3,467iApproximate average salary by contribution assumption: employee only about $86,669 at 4% or $57,779 at 6%; with 50% employer match about $57,779 at 4% or $38,519 at 6%; with 100% employer match about $43,334 at 4% or $28,890 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-4$530,548$13,867$3,467iApproximate average salary by contribution assumption: employee only about $86,669 at 4% or $57,779 at 6%; with 50% employer match about $57,779 at 4% or $38,519 at 6%; with 100% employer match about $43,334 at 4% or $28,890 at 6%.
201015$1,976,397$16,221$3,244iApproximate average salary by contribution assumption: employee only about $81,105 at 4% or $54,070 at 6%; with 50% employer match about $54,070 at 4% or $36,047 at 6%; with 100% employer match about $40,553 at 4% or $27,035 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-5$1,976,397$16,221$3,244iApproximate average salary by contribution assumption: employee only about $81,105 at 4% or $54,070 at 6%; with 50% employer match about $54,070 at 4% or $36,047 at 6%; with 100% employer match about $40,553 at 4% or $27,035 at 6%.
200915$1,790,673$15,916$3,183iApproximate average salary by contribution assumption: employee only about $79,580 at 4% or $53,053 at 6%; with 50% employer match about $53,053 at 4% or $35,369 at 6%; with 100% employer match about $39,790 at 4% or $26,527 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-5$1,790,673$15,916$3,183iApproximate average salary by contribution assumption: employee only about $79,580 at 4% or $53,053 at 6%; with 50% employer match about $53,053 at 4% or $35,369 at 6%; with 100% employer match about $39,790 at 4% or $26,527 at 6%.
200815$1,337,181$82,633$16,527iApproximate average salary by contribution assumption: employee only about $413,165 at 4% or $275,443 at 6%; with 50% employer match about $275,443 at 4% or $183,629 at 6%; with 100% employer match about $206,582 at 4% or $137,722 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-5$1,337,181$82,633$16,527iApproximate average salary by contribution assumption: employee only about $413,165 at 4% or $275,443 at 6%; with 50% employer match about $275,443 at 4% or $183,629 at 6%; with 100% employer match about $206,582 at 4% or $137,722 at 6%.
200716$1,975,093$99,032$16,505iApproximate average salary by contribution assumption: employee only about $412,633 at 4% or $275,089 at 6%; with 50% employer match about $275,089 at 4% or $183,393 at 6%; with 100% employer match about $206,317 at 4% or $137,544 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-6$1,975,093$99,032$16,505iApproximate average salary by contribution assumption: employee only about $412,633 at 4% or $275,089 at 6%; with 50% employer match about $275,089 at 4% or $183,393 at 6%; with 100% employer match about $206,317 at 4% or $137,544 at 6%.
200617$1,785,585$145,624$20,803iApproximate average salary by contribution assumption: employee only about $520,086 at 4% or $346,724 at 6%; with 50% employer match about $346,724 at 4% or $231,149 at 6%; with 100% employer match about $260,043 at 4% or $173,362 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-7$1,785,585$145,624$20,803iApproximate average salary by contribution assumption: employee only about $520,086 at 4% or $346,724 at 6%; with 50% employer match about $346,724 at 4% or $231,149 at 6%; with 100% employer match about $260,043 at 4% or $173,362 at 6%.
200517$1,486,974$163,771$23,396iApproximate average salary by contribution assumption: employee only about $584,896 at 4% or $389,931 at 6%; with 50% employer match about $389,931 at 4% or $259,954 at 6%; with 100% employer match about $292,448 at 4% or $194,965 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-7$1,486,974$163,771$23,396iApproximate average salary by contribution assumption: employee only about $584,896 at 4% or $389,931 at 6%; with 50% employer match about $389,931 at 4% or $259,954 at 6%; with 100% employer match about $292,448 at 4% or $194,965 at 6%.
200417$1,817,465$174,403$24,915iApproximate average salary by contribution assumption: employee only about $622,868 at 4% or $415,245 at 6%; with 50% employer match about $415,245 at 4% or $276,830 at 6%; with 100% employer match about $311,434 at 4% or $207,623 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-7$1,817,465$174,403$24,915iApproximate average salary by contribution assumption: employee only about $622,868 at 4% or $415,245 at 6%; with 50% employer match about $415,245 at 4% or $276,830 at 6%; with 100% employer match about $311,434 at 4% or $207,623 at 6%.
2003116$1,491,187$159,778$9,986iApproximate average salary by contribution assumption: employee only about $249,653 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-16$1,491,187$159,778$9,986iApproximate average salary by contribution assumption: employee only about $249,653 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%.
2002215$1,123,466$341,569$22,771iApproximate average salary by contribution assumption: employee only about $569,282 at 4% or $379,521 at 6%; with 50% employer match about $379,521 at 4% or $253,014 at 6%; with 100% employer match about $284,641 at 4% or $189,761 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-15$1,123,466$341,569$22,771iApproximate average salary by contribution assumption: employee only about $569,282 at 4% or $379,521 at 6%; with 50% employer match about $379,521 at 4% or $253,014 at 6%; with 100% employer match about $284,641 at 4% or $189,761 at 6%.
Lusk, Fraley, Mcalister, Simms PC Money Purchase Pension Plan-0---
2001214$1,093,241$151,132$10,795iApproximate average salary by contribution assumption: employee only about $269,879 at 4% or $179,919 at 6%; with 50% employer match about $179,919 at 4% or $119,946 at 6%; with 100% employer match about $134,939 at 4% or $89,960 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-14$844,382$92,414$6,601iApproximate average salary by contribution assumption: employee only about $165,025 at 4% or $110,017 at 6%; with 50% employer match about $110,017 at 4% or $73,344 at 6%; with 100% employer match about $82,513 at 4% or $55,008 at 6%.
Lusk, Fraley, Mcalister, Simms PC Money Purchase Pension Plan-14$248,859$58,718$4,194iApproximate average salary by contribution assumption: employee only about $104,854 at 4% or $69,902 at 6%; with 50% employer match about $69,902 at 4% or $46,602 at 6%; with 100% employer match about $52,427 at 4% or $34,951 at 6%.
2000212$1,062,144$108,740$9,062iApproximate average salary by contribution assumption: employee only about $226,542 at 4% or $151,028 at 6%; with 50% employer match about $151,028 at 4% or $100,685 at 6%; with 100% employer match about $113,271 at 4% or $75,514 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-12$840,032$64,090$5,341iApproximate average salary by contribution assumption: employee only about $133,521 at 4% or $89,014 at 6%; with 50% employer match about $89,014 at 4% or $59,343 at 6%; with 100% employer match about $66,760 at 4% or $44,507 at 6%.
Lusk, Fraley, Mcalister, Simms PC Money Purchase Pension Plan-12$222,112$44,650$3,721iApproximate average salary by contribution assumption: employee only about $93,021 at 4% or $62,014 at 6%; with 50% employer match about $62,014 at 4% or $41,343 at 6%; with 100% employer match about $46,510 at 4% or $31,007 at 6%.
1999217$1,363,834$170,325$10,019iApproximate average salary by contribution assumption: employee only about $250,478 at 4% or $166,985 at 6%; with 50% employer match about $166,985 at 4% or $111,324 at 6%; with 100% employer match about $125,239 at 4% or $83,493 at 6%.
Lusk, Fraley, Mcalister, Simms PC 401K Plan-17$1,071,411$90,231$5,308iApproximate average salary by contribution assumption: employee only about $132,693 at 4% or $88,462 at 6%; with 50% employer match about $88,462 at 4% or $58,975 at 6%; with 100% employer match about $66,346 at 4% or $44,231 at 6%.
Lusk, Fraley, Mcalister, Simms PC Money Purchase Pension Plan-16$292,423$80,094$5,006iApproximate average salary by contribution assumption: employee only about $125,147 at 4% or $83,431 at 6%; with 50% employer match about $83,431 at 4% or $55,621 at 6%; with 100% employer match about $62,573 at 4% or $41,716 at 6%.