Civic Intelligence

The List Source Inc.

Plan context: The List Source Inc. Retirement Trust

EIN 75-2029721 • 11 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

10

2004 Assets

$246,416

2004 Contributions

$288,558

Historical Graphs

Total Assets Over Time

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

$838,101$419,051$0199920012003YearValue
$246,416Latest year 2003

Participants Over Time

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

1160199920012003YearValue
10Latest year 2003

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
200420$0$0-
The List Source Inc. Retirement Trust-0---
The List Source Inc. Profit Sharing Plan-0---
2003210$246,416$0-
The List Source Inc. Retirement Trust-10$232,972--
The List Source Inc. Profit Sharing Plan-8$13,444--
2002211$838,101$288,558$26,233iApproximate average salary by contribution assumption: employee only about $655,814 at 4% or $437,209 at 6%; with 50% employer match about $437,209 at 4% or $291,473 at 6%; with 100% employer match about $327,907 at 4% or $218,605 at 6%.
The List Source Inc. Retirement Trust-11$752,472$288,558$26,233iApproximate average salary by contribution assumption: employee only about $655,814 at 4% or $437,209 at 6%; with 50% employer match about $437,209 at 4% or $291,473 at 6%; with 100% employer match about $327,907 at 4% or $218,605 at 6%.
The List Source Inc. Profit Sharing Plan-9$85,629--
2001211$615,828$151,381$13,762iApproximate average salary by contribution assumption: employee only about $344,048 at 4% or $229,365 at 6%; with 50% employer match about $229,365 at 4% or $152,910 at 6%; with 100% employer match about $172,024 at 4% or $114,683 at 6%.
The List Source Inc. Retirement Trust-11$517,127$99,224$9,020iApproximate average salary by contribution assumption: employee only about $225,509 at 4% or $150,339 at 6%; with 50% employer match about $150,339 at 4% or $100,226 at 6%; with 100% employer match about $112,755 at 4% or $75,170 at 6%.
The List Source Inc. Profit Sharing Plan-9$98,701$52,157$5,795iApproximate average salary by contribution assumption: employee only about $144,881 at 4% or $96,587 at 6%; with 50% employer match about $96,587 at 4% or $64,391 at 6%; with 100% employer match about $72,440 at 4% or $48,294 at 6%.
200029$439,122$73,758$8,195iApproximate average salary by contribution assumption: employee only about $204,883 at 4% or $136,589 at 6%; with 50% employer match about $136,589 at 4% or $91,059 at 6%; with 100% employer match about $102,442 at 4% or $68,294 at 6%.
The List Source Inc. Retirement Trust-9$439,122$73,758$8,195iApproximate average salary by contribution assumption: employee only about $204,883 at 4% or $136,589 at 6%; with 50% employer match about $136,589 at 4% or $91,059 at 6%; with 100% employer match about $102,442 at 4% or $68,294 at 6%.
The List Source Inc. Profit Sharing Plan-8---
199917$374,007$54,112$7,730iApproximate average salary by contribution assumption: employee only about $193,257 at 4% or $128,838 at 6%; with 50% employer match about $128,838 at 4% or $85,892 at 6%; with 100% employer match about $96,629 at 4% or $64,419 at 6%.
The List Source Inc. Retirement Trust-7$374,007$54,112$7,730iApproximate average salary by contribution assumption: employee only about $193,257 at 4% or $128,838 at 6%; with 50% employer match about $128,838 at 4% or $85,892 at 6%; with 100% employer match about $96,629 at 4% or $64,419 at 6%.