David R Lema & Associates
Plan context: David R Lema & Associates Self-Employed Profit Sharing Plan
EIN 68-0274116 • 4 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$60,478
2003 Contributions
$10,964
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| David R Lema & Associates Self-Employed Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 1 | $60,478 | $10,964 | $10,964iApproximate average salary by contribution assumption: employee only about $274,100 at 4% or $182,733 at 6%; with 50% employer match about $182,733 at 4% or $121,822 at 6%; with 100% employer match about $137,050 at 4% or $91,367 at 6%. |
| David R Lema & Associates Self-Employed Profit Sharing Plan | - | 1 | $60,478 | $10,964 | $10,964iApproximate average salary by contribution assumption: employee only about $274,100 at 4% or $182,733 at 6%; with 50% employer match about $182,733 at 4% or $121,822 at 6%; with 100% employer match about $137,050 at 4% or $91,367 at 6%. |
| 2001 | 1 | 2 | $48,254 | $15,980 | $7,990iApproximate average salary by contribution assumption: employee only about $199,750 at 4% or $133,167 at 6%; with 50% employer match about $133,167 at 4% or $88,778 at 6%; with 100% employer match about $99,875 at 4% or $66,583 at 6%. |
| David R Lema & Associates Self-Employed Profit Sharing Plan | - | 2 | $48,254 | $15,980 | $7,990iApproximate average salary by contribution assumption: employee only about $199,750 at 4% or $133,167 at 6%; with 50% employer match about $133,167 at 4% or $88,778 at 6%; with 100% employer match about $99,875 at 4% or $66,583 at 6%. |
| 2000 | 1 | 2 | $38,057 | $9,508 | $4,754iApproximate average salary by contribution assumption: employee only about $118,850 at 4% or $79,233 at 6%; with 50% employer match about $79,233 at 4% or $52,822 at 6%; with 100% employer match about $59,425 at 4% or $39,617 at 6%. |
| David R Lema & Associates Self-Employed Profit Sharing Plan | - | 2 | $38,057 | $9,508 | $4,754iApproximate average salary by contribution assumption: employee only about $118,850 at 4% or $79,233 at 6%; with 50% employer match about $79,233 at 4% or $52,822 at 6%; with 100% employer match about $59,425 at 4% or $39,617 at 6%. |