Civic Intelligence

Lucarelli, Montes & Wells PC.

Plan context: Lucarelli, Montes & Wells PC. Profit Sharing Plan

EIN 74-3088799 • Mclean, VA • 5 filings • 3 plans

6723 Whittier Avenue Suite 414Mclean, VA 22101-4533
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$205,839

2010 Contributions

$17,641

Historical Graphs

Total Assets Over Time

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

$205,839$102,920$0200320092010YearValue
$205,839Latest year 2010

Participants Over Time

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

420200320092010YearValue
3Latest year 2010

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
201023$205,839$0-
Lucarelli, Montes & Wells PC. Profit Sharing Plan-3$112,570--
Lucarelli, Montes & Wells PC. Profit Sharing Plan-0$93,269--
200923$105,345$0-
Lucarelli, Montes & Wells PC. Profit Sharing Plan-3$105,345--
Lucarelli, Montes & Wells PC. Profit Sharing Plan-----
200314$127,658$17,641$4,410iApproximate average salary by contribution assumption: employee only about $110,256 at 4% or $73,504 at 6%; with 50% employer match about $73,504 at 4% or $49,003 at 6%; with 100% employer match about $55,128 at 4% or $36,752 at 6%.
Lucarelli, Montes & Wells PC. Profit Sharing Plan-4$127,658$17,641$4,410iApproximate average salary by contribution assumption: employee only about $110,256 at 4% or $73,504 at 6%; with 50% employer match about $73,504 at 4% or $49,003 at 6%; with 100% employer match about $55,128 at 4% or $36,752 at 6%.