Civic Intelligence

Lillian Marks Financial Seruices

Plan context: Money Purchase Pension Plan and Profit Sharing Retirement Plan

EIN 68-0213201 • 10 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$266,190

2008 Contributions

$11,920

Historical Graphs

Total Assets Over Time

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

$266,190$133,095$0199920052007YearValue
$266,190Latest year 2007

Participants Over Time

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

320199920032007YearValue
3Latest year 2007

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
200810$0$0-
Money Purchase Pension Plan and Profit Sharing Retirement Plan-0---
200713$266,190$11,920$3,973iApproximate average salary by contribution assumption: employee only about $99,333 at 4% or $66,222 at 6%; with 50% employer match about $66,222 at 4% or $44,148 at 6%; with 100% employer match about $49,667 at 4% or $33,111 at 6%.
Money Purchase Pension Plan and Profit Sharing Retirement Plan-3$266,190$11,920$3,973iApproximate average salary by contribution assumption: employee only about $99,333 at 4% or $66,222 at 6%; with 50% employer match about $66,222 at 4% or $44,148 at 6%; with 100% employer match about $49,667 at 4% or $33,111 at 6%.
200613$234,185$6,550$2,183iApproximate average salary by contribution assumption: employee only about $54,583 at 4% or $36,389 at 6%; with 50% employer match about $36,389 at 4% or $24,259 at 6%; with 100% employer match about $27,292 at 4% or $18,194 at 6%.
Money Purchase Pension Plan and Profit Sharing Retirement Plan-3$234,185$6,550$2,183iApproximate average salary by contribution assumption: employee only about $54,583 at 4% or $36,389 at 6%; with 50% employer match about $36,389 at 4% or $24,259 at 6%; with 100% employer match about $27,292 at 4% or $18,194 at 6%.
200513$205,287$19,820$6,607iApproximate average salary by contribution assumption: employee only about $165,167 at 4% or $110,111 at 6%; with 50% employer match about $110,111 at 4% or $73,407 at 6%; with 100% employer match about $82,583 at 4% or $55,056 at 6%.
Money Purchase Pension Plan and Profit Sharing Retirement Plan-3$205,287$19,820$6,607iApproximate average salary by contribution assumption: employee only about $165,167 at 4% or $110,111 at 6%; with 50% employer match about $110,111 at 4% or $73,407 at 6%; with 100% employer match about $82,583 at 4% or $55,056 at 6%.
200412$175,639$13,393$6,697iApproximate average salary by contribution assumption: employee only about $167,413 at 4% or $111,608 at 6%; with 50% employer match about $111,608 at 4% or $74,406 at 6%; with 100% employer match about $83,706 at 4% or $55,804 at 6%.
Money Purchase Pension Plan and Profit Sharing Retirement Plan-2$175,639$13,393$6,697iApproximate average salary by contribution assumption: employee only about $167,413 at 4% or $111,608 at 6%; with 50% employer match about $111,608 at 4% or $74,406 at 6%; with 100% employer match about $83,706 at 4% or $55,804 at 6%.
200312$0$0-
Money Purchase Pension Plan and Profit Sharing Retirement Plan-2---
200212$0$0-
Money Purchase Pension Plan and Profit Sharing Retirement Plan-2---
200112$0$0-
Money Purchase Pension Plan and Profit Sharing Retirement Plan-2---
200012$0$0-
Money Purchase Pension Plan and Profit Sharing Retirement Plan-2---
199913$115,222$12,495$4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%.
Money Purchase Pension Plan and Profit Sharing Retirement Plan-3$115,222$12,495$4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%.