Francis H Lord
Plan context: Francis H Lord Clu Chfc Money Purchase Plan and Trust
EIN 68-0060611 • 1 filings • 1 plans
Current Snapshot
Latest Year
1999
1999 Participants
1
1999 Assets
$345,307
1999 Contributions
$690,400
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 |
|---|---|---|---|---|---|
| 1999 | 1 | 1 | $345,307 | $690,400 | $690,400iApproximate average salary by contribution assumption: employee only about $17,260,000 at 4% or $11,506,667 at 6%; with 50% employer match about $11,506,667 at 4% or $7,671,111 at 6%; with 100% employer match about $8,630,000 at 4% or $5,753,333 at 6%. |
| Francis H Lord Clu Chfc Money Purchase Plan and Trust | - | 1 | $345,307 | $690,400 | $690,400iApproximate average salary by contribution assumption: employee only about $17,260,000 at 4% or $11,506,667 at 6%; with 50% employer match about $11,506,667 at 4% or $7,671,111 at 6%; with 100% employer match about $8,630,000 at 4% or $5,753,333 at 6%. |