Civic Intelligence

Loftus Investment Advisors

Plan context: Loftus Investment Advisors Defined Benefit Pension Plan

EIN 68-0282431 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$1,464,194

2007 Contributions

$280,053

Historical Graphs

Total Assets Over Time

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

$1,464,194$732,097$0199920042006YearValue
$1,464,194Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200710$0$0-
Loftus Investment Advisors Defined Benefit Pension Plan-0---
200612$1,464,194$280,053$140,027iApproximate average salary by contribution assumption: employee only about $3,500,663 at 4% or $2,333,775 at 6%; with 50% employer match about $2,333,775 at 4% or $1,555,850 at 6%; with 100% employer match about $1,750,331 at 4% or $1,166,888 at 6%.
Loftus Investment Advisors Defined Benefit Pension Plan-2$1,464,194$280,053$140,027iApproximate average salary by contribution assumption: employee only about $3,500,663 at 4% or $2,333,775 at 6%; with 50% employer match about $2,333,775 at 4% or $1,555,850 at 6%; with 100% employer match about $1,750,331 at 4% or $1,166,888 at 6%.
200512$1,067,996$224,825$112,413iApproximate average salary by contribution assumption: employee only about $2,810,313 at 4% or $1,873,542 at 6%; with 50% employer match about $1,873,542 at 4% or $1,249,028 at 6%; with 100% employer match about $1,405,156 at 4% or $936,771 at 6%.
Loftus Investment Advisors Defined Benefit Pension Plan-2$1,067,996$224,825$112,413iApproximate average salary by contribution assumption: employee only about $2,810,313 at 4% or $1,873,542 at 6%; with 50% employer match about $1,873,542 at 4% or $1,249,028 at 6%; with 100% employer match about $1,405,156 at 4% or $936,771 at 6%.
200412$849,597$162,470$81,235iApproximate average salary by contribution assumption: employee only about $2,030,875 at 4% or $1,353,917 at 6%; with 50% employer match about $1,353,917 at 4% or $902,611 at 6%; with 100% employer match about $1,015,438 at 4% or $676,958 at 6%.
Loftus Investment Advisors Defined Benefit Pension Plan-2$849,597$162,470$81,235iApproximate average salary by contribution assumption: employee only about $2,030,875 at 4% or $1,353,917 at 6%; with 50% employer match about $1,353,917 at 4% or $902,611 at 6%; with 100% employer match about $1,015,438 at 4% or $676,958 at 6%.
200312$641,176$155,134$77,567iApproximate average salary by contribution assumption: employee only about $1,939,175 at 4% or $1,292,783 at 6%; with 50% employer match about $1,292,783 at 4% or $861,856 at 6%; with 100% employer match about $969,588 at 4% or $646,392 at 6%.
Loftus Investment Advisors Defined Benefit Pension Plan-2$641,176$155,134$77,567iApproximate average salary by contribution assumption: employee only about $1,939,175 at 4% or $1,292,783 at 6%; with 50% employer match about $1,292,783 at 4% or $861,856 at 6%; with 100% employer match about $969,588 at 4% or $646,392 at 6%.
200212$0$0-
Loftus Investment Advisors Defined Benefit Pension Plan-2---
200112$0$0-
Loftus Investment Advisors Defined Benefit Pension Plan-2---
200012$0$0-
Loftus Investment Advisors Defined Benefit Pension Plan-2---
199912$110,579$95,894$47,947iApproximate average salary by contribution assumption: employee only about $1,198,675 at 4% or $799,117 at 6%; with 50% employer match about $799,117 at 4% or $532,744 at 6%; with 100% employer match about $599,338 at 4% or $399,558 at 6%.
Loftus Investment Advisors Defined Benefit Pension Plan-2$110,579$95,894$47,947iApproximate average salary by contribution assumption: employee only about $1,198,675 at 4% or $799,117 at 6%; with 50% employer match about $799,117 at 4% or $532,744 at 6%; with 100% employer match about $599,338 at 4% or $399,558 at 6%.