Civic Intelligence

Lundy & Shacter, P.A.

Plan context: Lundy & Shacter, P.A. 401K Plan

EIN 65-0387313 • Fort Lauderdale, FL • 19 filings • 1 plans

350 E Las Olas BlvdSuite 1250Fort Lauderdale, FL 33301
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$2,757,812

2017 Contributions

$149,908

Historical Graphs

Total Assets Over Time

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

$2,757,812$1,378,906$0199920082016YearValue
$2,757,812Latest year 2016

Participants Over Time

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

1580199920082016YearValue
10Latest year 2016

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
201710$0$0-
Lundy & Shacter, P.A. 401K Plan-0$0--
2016110$2,757,812$149,908$14,991iApproximate average salary by contribution assumption: employee only about $374,770 at 4% or $249,847 at 6%; with 50% employer match about $249,847 at 4% or $166,564 at 6%; with 100% employer match about $187,385 at 4% or $124,923 at 6%.
Lundy & Shacter, P.A. 401K Plan-10$2,757,812$149,908$14,991iApproximate average salary by contribution assumption: employee only about $374,770 at 4% or $249,847 at 6%; with 50% employer match about $249,847 at 4% or $166,564 at 6%; with 100% employer match about $187,385 at 4% or $124,923 at 6%.
2015112$2,394,998$150,051$12,504iApproximate average salary by contribution assumption: employee only about $312,606 at 4% or $208,404 at 6%; with 50% employer match about $208,404 at 4% or $138,936 at 6%; with 100% employer match about $156,303 at 4% or $104,202 at 6%.
Lundy & Shacter, P.A. 401K Plan-12$2,394,998$150,051$12,504iApproximate average salary by contribution assumption: employee only about $312,606 at 4% or $208,404 at 6%; with 50% employer match about $208,404 at 4% or $138,936 at 6%; with 100% employer match about $156,303 at 4% or $104,202 at 6%.
2014112$2,283,810$149,899$12,492iApproximate average salary by contribution assumption: employee only about $312,290 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,795 at 6%; with 100% employer match about $156,145 at 4% or $104,097 at 6%.
Lundy & Shacter, P.A. 401K Plan-12$2,283,810$149,899$12,492iApproximate average salary by contribution assumption: employee only about $312,290 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,795 at 6%; with 100% employer match about $156,145 at 4% or $104,097 at 6%.
2013113$2,091,085$151,684$11,668iApproximate average salary by contribution assumption: employee only about $291,700 at 4% or $194,467 at 6%; with 50% employer match about $194,467 at 4% or $129,644 at 6%; with 100% employer match about $145,850 at 4% or $97,233 at 6%.
Lundy & Shacter, P.A. 401K Plan-13$2,091,085$151,684$11,668iApproximate average salary by contribution assumption: employee only about $291,700 at 4% or $194,467 at 6%; with 50% employer match about $194,467 at 4% or $129,644 at 6%; with 100% employer match about $145,850 at 4% or $97,233 at 6%.
2012112$1,770,046$150,429$12,536iApproximate average salary by contribution assumption: employee only about $313,394 at 4% or $208,929 at 6%; with 50% employer match about $208,929 at 4% or $139,286 at 6%; with 100% employer match about $156,697 at 4% or $104,465 at 6%.
Lundy & Shacter, P.A. 401K Plan-12$1,770,046$150,429$12,536iApproximate average salary by contribution assumption: employee only about $313,394 at 4% or $208,929 at 6%; with 50% employer match about $208,929 at 4% or $139,286 at 6%; with 100% employer match about $156,697 at 4% or $104,465 at 6%.
2011113$1,614,428$170,019$13,078iApproximate average salary by contribution assumption: employee only about $326,960 at 4% or $217,973 at 6%; with 50% employer match about $217,973 at 4% or $145,315 at 6%; with 100% employer match about $163,480 at 4% or $108,987 at 6%.
Lundy & Shacter, P.A. 401K Plan-13$1,614,428$170,019$13,078iApproximate average salary by contribution assumption: employee only about $326,960 at 4% or $217,973 at 6%; with 50% employer match about $217,973 at 4% or $145,315 at 6%; with 100% employer match about $163,480 at 4% or $108,987 at 6%.
2010115$1,555,277$180,940$12,063iApproximate average salary by contribution assumption: employee only about $301,567 at 4% or $201,044 at 6%; with 50% employer match about $201,044 at 4% or $134,030 at 6%; with 100% employer match about $150,783 at 4% or $100,522 at 6%.
Lundy & Shacter, P.A. 401K Plan-15$1,555,277$180,940$12,063iApproximate average salary by contribution assumption: employee only about $301,567 at 4% or $201,044 at 6%; with 50% employer match about $201,044 at 4% or $134,030 at 6%; with 100% employer match about $150,783 at 4% or $100,522 at 6%.
2009115$1,380,938$173,105$11,540iApproximate average salary by contribution assumption: employee only about $288,508 at 4% or $192,339 at 6%; with 50% employer match about $192,339 at 4% or $128,226 at 6%; with 100% employer match about $144,254 at 4% or $96,169 at 6%.
Lundy & Shacter, P.A. 401K Plan-15$1,380,938$173,105$11,540iApproximate average salary by contribution assumption: employee only about $288,508 at 4% or $192,339 at 6%; with 50% employer match about $192,339 at 4% or $128,226 at 6%; with 100% employer match about $144,254 at 4% or $96,169 at 6%.
2008114$949,260$155,638$11,117iApproximate average salary by contribution assumption: employee only about $277,925 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,963 at 4% or $92,642 at 6%.
Lundy & Shacter, P.A. 401K Plan-14$949,260$155,638$11,117iApproximate average salary by contribution assumption: employee only about $277,925 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,963 at 4% or $92,642 at 6%.
2007112$0$0-
Lundy & Shacter, P.A. 401K Plan-12---
2006112$989,298$128,800$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
Lundy & Shacter, P.A. 401K Plan-12$989,298$128,800$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
2005115$765,674$163,016$10,868iApproximate average salary by contribution assumption: employee only about $271,693 at 4% or $181,129 at 6%; with 50% employer match about $181,129 at 4% or $120,753 at 6%; with 100% employer match about $135,847 at 4% or $90,564 at 6%.
Lundy & Shacter, P.A. 401K Plan-15$765,674$163,016$10,868iApproximate average salary by contribution assumption: employee only about $271,693 at 4% or $181,129 at 6%; with 50% employer match about $181,129 at 4% or $120,753 at 6%; with 100% employer match about $135,847 at 4% or $90,564 at 6%.
200417$559,346$67,197$9,600iApproximate average salary by contribution assumption: employee only about $239,989 at 4% or $159,993 at 6%; with 50% employer match about $159,993 at 4% or $106,662 at 6%; with 100% employer match about $119,995 at 4% or $79,996 at 6%.
Lundy & Shacter, P.A. 401K Plan-7$559,346$67,197$9,600iApproximate average salary by contribution assumption: employee only about $239,989 at 4% or $159,993 at 6%; with 50% employer match about $159,993 at 4% or $106,662 at 6%; with 100% employer match about $119,995 at 4% or $79,996 at 6%.
200317$436,448$56,026$8,004iApproximate average salary by contribution assumption: employee only about $200,093 at 4% or $133,395 at 6%; with 50% employer match about $133,395 at 4% or $88,930 at 6%; with 100% employer match about $100,046 at 4% or $66,698 at 6%.
Lundy & Shacter, P.A. 401K Plan-7$436,448$56,026$8,004iApproximate average salary by contribution assumption: employee only about $200,093 at 4% or $133,395 at 6%; with 50% employer match about $133,395 at 4% or $88,930 at 6%; with 100% employer match about $100,046 at 4% or $66,698 at 6%.
200217$314,380$57,143$8,163iApproximate average salary by contribution assumption: employee only about $204,082 at 4% or $136,055 at 6%; with 50% employer match about $136,055 at 4% or $90,703 at 6%; with 100% employer match about $102,041 at 4% or $68,027 at 6%.
Lundy & Shacter, P.A. 401K Plan-7$314,380$57,143$8,163iApproximate average salary by contribution assumption: employee only about $204,082 at 4% or $136,055 at 6%; with 50% employer match about $136,055 at 4% or $90,703 at 6%; with 100% employer match about $102,041 at 4% or $68,027 at 6%.
200118$319,507$45,379$5,672iApproximate average salary by contribution assumption: employee only about $141,809 at 4% or $94,540 at 6%; with 50% employer match about $94,540 at 4% or $63,026 at 6%; with 100% employer match about $70,905 at 4% or $47,270 at 6%.
Lundy & Shacter, P.A. 401K Plan-8$319,507$45,379$5,672iApproximate average salary by contribution assumption: employee only about $141,809 at 4% or $94,540 at 6%; with 50% employer match about $94,540 at 4% or $63,026 at 6%; with 100% employer match about $70,905 at 4% or $47,270 at 6%.
200018$339,800$47,985$5,998iApproximate average salary by contribution assumption: employee only about $149,953 at 4% or $99,969 at 6%; with 50% employer match about $99,969 at 4% or $66,646 at 6%; with 100% employer match about $74,977 at 4% or $49,984 at 6%.
Lundy & Shacter, P.A. 401K Plan-8$339,800$47,985$5,998iApproximate average salary by contribution assumption: employee only about $149,953 at 4% or $99,969 at 6%; with 50% employer match about $99,969 at 4% or $66,646 at 6%; with 100% employer match about $74,977 at 4% or $49,984 at 6%.
199919$434,259$45,047$5,005iApproximate average salary by contribution assumption: employee only about $125,131 at 4% or $83,420 at 6%; with 50% employer match about $83,420 at 4% or $55,614 at 6%; with 100% employer match about $62,565 at 4% or $41,710 at 6%.
Lundy & Shacter, P.A. 401K Plan-9$434,259$45,047$5,005iApproximate average salary by contribution assumption: employee only about $125,131 at 4% or $83,420 at 6%; with 50% employer match about $83,420 at 4% or $55,614 at 6%; with 100% employer match about $62,565 at 4% or $41,710 at 6%.