Civic Intelligence

Stephen B. Lewis

Plan context: Stephen B. Lewis Money Purchase Pension Plan

EIN 68-0299414 • Oakland, CA • 20 filings • 3 plans

5015 Proctor Ave.Oakland, CA 94618-2546
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,275,822

2018 Contributions

$293

Historical Graphs

Total Assets Over Time

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

$2,176,336$1,088,168$0199920102018YearValue
$1,275,822Latest year 2018

Participants Over Time

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

1260199920092018YearValue
1Latest year 2018

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
201811$1,275,822$293$293iApproximate average salary by contribution assumption: employee only about $7,325 at 4% or $4,883 at 6%; with 50% employer match about $4,883 at 4% or $3,256 at 6%; with 100% employer match about $3,663 at 4% or $2,442 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$1,275,822$293$293iApproximate average salary by contribution assumption: employee only about $7,325 at 4% or $4,883 at 6%; with 50% employer match about $4,883 at 4% or $3,256 at 6%; with 100% employer match about $3,663 at 4% or $2,442 at 6%.
2017112$1,720,471$6,707$559iApproximate average salary by contribution assumption: employee only about $13,973 at 4% or $9,315 at 6%; with 50% employer match about $9,315 at 4% or $6,210 at 6%; with 100% employer match about $6,986 at 4% or $4,658 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-12$1,720,471$6,707$559iApproximate average salary by contribution assumption: employee only about $13,973 at 4% or $9,315 at 6%; with 50% employer match about $9,315 at 4% or $6,210 at 6%; with 100% employer match about $6,986 at 4% or $4,658 at 6%.
2016112$1,617,532$7,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-12$1,617,532$7,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.
2015110$1,585,917$3,836$384iApproximate average salary by contribution assumption: employee only about $9,590 at 4% or $6,393 at 6%; with 50% employer match about $6,393 at 4% or $4,262 at 6%; with 100% employer match about $4,795 at 4% or $3,197 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-10$1,585,917$3,836$384iApproximate average salary by contribution assumption: employee only about $9,590 at 4% or $6,393 at 6%; with 50% employer match about $6,393 at 4% or $4,262 at 6%; with 100% employer match about $4,795 at 4% or $3,197 at 6%.
201419$1,895,424$5,000$556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-9$1,895,424$5,000$556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%.
2013111$2,176,336$3,710$337iApproximate average salary by contribution assumption: employee only about $8,432 at 4% or $5,621 at 6%; with 50% employer match about $5,621 at 4% or $3,747 at 6%; with 100% employer match about $4,216 at 4% or $2,811 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-11$2,176,336$3,710$337iApproximate average salary by contribution assumption: employee only about $8,432 at 4% or $5,621 at 6%; with 50% employer match about $5,621 at 4% or $3,747 at 6%; with 100% employer match about $4,216 at 4% or $2,811 at 6%.
2012110$2,104,198$1,310$131iApproximate average salary by contribution assumption: employee only about $3,275 at 4% or $2,183 at 6%; with 50% employer match about $2,183 at 4% or $1,456 at 6%; with 100% employer match about $1,638 at 4% or $1,092 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-10$2,104,198$1,310$131iApproximate average salary by contribution assumption: employee only about $3,275 at 4% or $2,183 at 6%; with 50% employer match about $2,183 at 4% or $1,456 at 6%; with 100% employer match about $1,638 at 4% or $1,092 at 6%.
201119$1,854,015$10,057$1,117iApproximate average salary by contribution assumption: employee only about $27,936 at 4% or $18,624 at 6%; with 50% employer match about $18,624 at 4% or $12,416 at 6%; with 100% employer match about $13,968 at 4% or $9,312 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-9$1,854,015$10,057$1,117iApproximate average salary by contribution assumption: employee only about $27,936 at 4% or $18,624 at 6%; with 50% employer match about $18,624 at 4% or $12,416 at 6%; with 100% employer match about $13,968 at 4% or $9,312 at 6%.
201019$1,890,040$16,200$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-9$1,890,040$16,200$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
2009110$1,281,360$54,235$5,424iApproximate average salary by contribution assumption: employee only about $135,588 at 4% or $90,392 at 6%; with 50% employer match about $90,392 at 4% or $60,261 at 6%; with 100% employer match about $67,794 at 4% or $45,196 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-10$1,281,360$54,235$5,424iApproximate average salary by contribution assumption: employee only about $135,588 at 4% or $90,392 at 6%; with 50% employer match about $90,392 at 4% or $60,261 at 6%; with 100% employer match about $67,794 at 4% or $45,196 at 6%.
200816$0$0-
Stephen B. Lewis Money Purchase Pension Plan-6---
200716$0$0-
Stephen B. Lewis Money Purchase Pension Plan-6---
200611$1,525,484$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$1,525,484$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200511$918,223$43,605$43,605iApproximate average salary by contribution assumption: employee only about $1,090,125 at 4% or $726,750 at 6%; with 50% employer match about $726,750 at 4% or $484,500 at 6%; with 100% employer match about $545,063 at 4% or $363,375 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$918,223$43,605$43,605iApproximate average salary by contribution assumption: employee only about $1,090,125 at 4% or $726,750 at 6%; with 50% employer match about $726,750 at 4% or $484,500 at 6%; with 100% employer match about $545,063 at 4% or $363,375 at 6%.
200413$719,814$42,586$14,195iApproximate average salary by contribution assumption: employee only about $354,883 at 4% or $236,589 at 6%; with 50% employer match about $236,589 at 4% or $157,726 at 6%; with 100% employer match about $177,442 at 4% or $118,294 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-3$719,814$42,586$14,195iApproximate average salary by contribution assumption: employee only about $354,883 at 4% or $236,589 at 6%; with 50% employer match about $236,589 at 4% or $157,726 at 6%; with 100% employer match about $177,442 at 4% or $118,294 at 6%.
200311$542,816$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$542,816$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200211$281,534$45,084$45,084iApproximate average salary by contribution assumption: employee only about $1,127,100 at 4% or $751,400 at 6%; with 50% employer match about $751,400 at 4% or $500,933 at 6%; with 100% employer match about $563,550 at 4% or $375,700 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$281,534$45,084$45,084iApproximate average salary by contribution assumption: employee only about $1,127,100 at 4% or $751,400 at 6%; with 50% employer match about $751,400 at 4% or $500,933 at 6%; with 100% employer match about $563,550 at 4% or $375,700 at 6%.
200111$0$0-
Stephen B. Lewis Money Purchase Pension Plan-1---
200011$233,431$38,917$38,917iApproximate average salary by contribution assumption: employee only about $972,925 at 4% or $648,617 at 6%; with 50% employer match about $648,617 at 4% or $432,411 at 6%; with 100% employer match about $486,463 at 4% or $324,308 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-1$233,431$38,917$38,917iApproximate average salary by contribution assumption: employee only about $972,925 at 4% or $648,617 at 6%; with 50% employer match about $648,617 at 4% or $432,411 at 6%; with 100% employer match about $486,463 at 4% or $324,308 at 6%.
199915$260,102$50,267$10,053iApproximate average salary by contribution assumption: employee only about $251,335 at 4% or $167,557 at 6%; with 50% employer match about $167,557 at 4% or $111,704 at 6%; with 100% employer match about $125,668 at 4% or $83,778 at 6%.
Stephen B. Lewis Money Purchase Pension Plan-5$260,102$50,267$10,053iApproximate average salary by contribution assumption: employee only about $251,335 at 4% or $167,557 at 6%; with 50% employer match about $167,557 at 4% or $111,704 at 6%; with 100% employer match about $125,668 at 4% or $83,778 at 6%.