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Filing

Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan

Abbott, Stringham & Lynch Accountan • EIN 77-0051130 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Down

49 → 32

-17 • -34.69%

Assets

Up

$2,154,275 → $2,224,201

$69,926 • 3.25%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$69,926

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242112$31,732,820$3,000,755$26,792iApproximate average salary by contribution assumption: employee only about $669,811 at 4% or $446,541 at 6%; with 50% employer match about $446,541 at 4% or $297,694 at 6%; with 100% employer match about $334,906 at 4% or $223,270 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-104$31,732,820$3,000,755$28,853iApproximate average salary by contribution assumption: employee only about $721,335 at 4% or $480,890 at 6%; with 50% employer match about $480,890 at 4% or $320,593 at 6%; with 100% employer match about $360,668 at 4% or $240,445 at 6%.
Abbott, Stringham & Lynch Employee Benefit Plan-112---
20231132$31,389,711$2,630,152$19,925iApproximate average salary by contribution assumption: employee only about $498,135 at 4% or $332,090 at 6%; with 50% employer match about $332,090 at 4% or $221,393 at 6%; with 100% employer match about $249,067 at 4% or $166,045 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-132$31,389,711$2,630,152$19,925iApproximate average salary by contribution assumption: employee only about $498,135 at 4% or $332,090 at 6%; with 50% employer match about $332,090 at 4% or $221,393 at 6%; with 100% employer match about $249,067 at 4% or $166,045 at 6%.
20221115$26,857,150$2,550,123$22,175iApproximate average salary by contribution assumption: employee only about $554,375 at 4% or $369,583 at 6%; with 50% employer match about $369,583 at 4% or $246,389 at 6%; with 100% employer match about $277,187 at 4% or $184,792 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-115$26,857,150$2,550,123$22,175iApproximate average salary by contribution assumption: employee only about $554,375 at 4% or $369,583 at 6%; with 50% employer match about $369,583 at 4% or $246,389 at 6%; with 100% employer match about $277,187 at 4% or $184,792 at 6%.
20211106$29,993,547$2,144,395$20,230iApproximate average salary by contribution assumption: employee only about $505,754 at 4% or $337,169 at 6%; with 50% employer match about $337,169 at 4% or $224,779 at 6%; with 100% employer match about $252,877 at 4% or $168,585 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-106$29,993,547$2,144,395$20,230iApproximate average salary by contribution assumption: employee only about $505,754 at 4% or $337,169 at 6%; with 50% employer match about $337,169 at 4% or $224,779 at 6%; with 100% employer match about $252,877 at 4% or $168,585 at 6%.
20201110$26,298,913$1,920,125$17,456iApproximate average salary by contribution assumption: employee only about $436,392 at 4% or $290,928 at 6%; with 50% employer match about $290,928 at 4% or $193,952 at 6%; with 100% employer match about $218,196 at 4% or $145,464 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-110$26,298,913$1,920,125$17,456iApproximate average salary by contribution assumption: employee only about $436,392 at 4% or $290,928 at 6%; with 50% employer match about $290,928 at 4% or $193,952 at 6%; with 100% employer match about $218,196 at 4% or $145,464 at 6%.
20192112$23,221,853$2,964,970$26,473iApproximate average salary by contribution assumption: employee only about $661,824 at 4% or $441,216 at 6%; with 50% employer match about $441,216 at 4% or $294,144 at 6%; with 100% employer match about $330,912 at 4% or $220,608 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-112$23,221,853$2,929,951$26,160iApproximate average salary by contribution assumption: employee only about $654,007 at 4% or $436,005 at 6%; with 50% employer match about $436,005 at 4% or $290,670 at 6%; with 100% employer match about $327,003 at 4% or $218,002 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-0$0$35,019-
20182120$21,457,017$3,739,333$31,161iApproximate average salary by contribution assumption: employee only about $779,028 at 4% or $519,352 at 6%; with 50% employer match about $519,352 at 4% or $346,235 at 6%; with 100% employer match about $389,514 at 4% or $259,676 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-120$18,170,863$3,337,784$27,815iApproximate average salary by contribution assumption: employee only about $695,372 at 4% or $463,581 at 6%; with 50% employer match about $463,581 at 4% or $309,054 at 6%; with 100% employer match about $347,686 at 4% or $231,791 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-83$3,286,154$401,549$4,838iApproximate average salary by contribution assumption: employee only about $120,948 at 4% or $80,632 at 6%; with 50% employer match about $80,632 at 4% or $53,755 at 6%; with 100% employer match about $60,474 at 4% or $40,316 at 6%.
20172115$22,084,646$1,740,900$15,138iApproximate average salary by contribution assumption: employee only about $378,457 at 4% or $252,304 at 6%; with 50% employer match about $252,304 at 4% or $168,203 at 6%; with 100% employer match about $189,228 at 4% or $126,152 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-115$18,446,460$1,340,398$11,656iApproximate average salary by contribution assumption: employee only about $291,391 at 4% or $194,261 at 6%; with 50% employer match about $194,261 at 4% or $129,507 at 6%; with 100% employer match about $145,695 at 4% or $97,130 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-82$3,638,186$400,502$4,884iApproximate average salary by contribution assumption: employee only about $122,104 at 4% or $81,403 at 6%; with 50% employer match about $81,403 at 4% or $54,269 at 6%; with 100% employer match about $61,052 at 4% or $40,701 at 6%.
20162102$17,927,053$1,972,402$19,337iApproximate average salary by contribution assumption: employee only about $483,432 at 4% or $322,288 at 6%; with 50% employer match about $322,288 at 4% or $214,859 at 6%; with 100% employer match about $241,716 at 4% or $161,144 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-102$15,114,849$1,553,972$15,235iApproximate average salary by contribution assumption: employee only about $380,875 at 4% or $253,917 at 6%; with 50% employer match about $253,917 at 4% or $169,278 at 6%; with 100% employer match about $190,438 at 4% or $126,958 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-73$2,812,204$418,430$5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%.
2015295$15,142,501$1,639,014$17,253iApproximate average salary by contribution assumption: employee only about $431,319 at 4% or $287,546 at 6%; with 50% employer match about $287,546 at 4% or $191,698 at 6%; with 100% employer match about $215,660 at 4% or $143,773 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-95$12,905,207$1,225,216$12,897iApproximate average salary by contribution assumption: employee only about $322,425 at 4% or $214,950 at 6%; with 50% employer match about $214,950 at 4% or $143,300 at 6%; with 100% employer match about $161,213 at 4% or $107,475 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-64$2,237,294$413,798$6,466iApproximate average salary by contribution assumption: employee only about $161,640 at 4% or $107,760 at 6%; with 50% employer match about $107,760 at 4% or $71,840 at 6%; with 100% employer match about $80,820 at 4% or $53,880 at 6%.
2014286$13,846,461$1,412,070$16,419iApproximate average salary by contribution assumption: employee only about $410,485 at 4% or $273,657 at 6%; with 50% employer match about $273,657 at 4% or $182,438 at 6%; with 100% employer match about $205,243 at 4% or $136,828 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-86$11,911,037$1,066,072$12,396iApproximate average salary by contribution assumption: employee only about $309,905 at 4% or $206,603 at 6%; with 50% employer match about $206,603 at 4% or $137,735 at 6%; with 100% employer match about $154,952 at 4% or $103,302 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-55$1,935,424$345,998$6,291iApproximate average salary by contribution assumption: employee only about $157,272 at 4% or $104,848 at 6%; with 50% employer match about $104,848 at 4% or $69,899 at 6%; with 100% employer match about $78,636 at 4% or $52,424 at 6%.
2013292$13,714,235$1,299,687$14,127iApproximate average salary by contribution assumption: employee only about $353,176 at 4% or $235,451 at 6%; with 50% employer match about $235,451 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-92$12,147,189$947,587$10,300iApproximate average salary by contribution assumption: employee only about $257,496 at 4% or $171,664 at 6%; with 50% employer match about $171,664 at 4% or $114,443 at 6%; with 100% employer match about $128,748 at 4% or $85,832 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-43$1,567,046$352,100$8,188iApproximate average salary by contribution assumption: employee only about $204,709 at 4% or $136,473 at 6%; with 50% employer match about $136,473 at 4% or $90,982 at 6%; with 100% employer match about $102,355 at 4% or $68,236 at 6%.
2012277$10,712,530$1,204,949$15,649iApproximate average salary by contribution assumption: employee only about $391,217 at 4% or $260,811 at 6%; with 50% employer match about $260,811 at 4% or $173,874 at 6%; with 100% employer match about $195,609 at 4% or $130,406 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-77$9,621,996$836,149$10,859iApproximate average salary by contribution assumption: employee only about $271,477 at 4% or $180,985 at 6%; with 50% employer match about $180,985 at 4% or $120,656 at 6%; with 100% employer match about $135,738 at 4% or $90,492 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-36$1,090,534$368,800$10,244iApproximate average salary by contribution assumption: employee only about $256,111 at 4% or $170,741 at 6%; with 50% employer match about $170,741 at 4% or $113,827 at 6%; with 100% employer match about $128,056 at 4% or $85,370 at 6%.
2011270$8,933,313$1,024,551$14,636iApproximate average salary by contribution assumption: employee only about $365,911 at 4% or $243,941 at 6%; with 50% employer match about $243,941 at 4% or $162,627 at 6%; with 100% employer match about $182,956 at 4% or $121,970 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-70$8,226,666$655,855$9,369iApproximate average salary by contribution assumption: employee only about $234,234 at 4% or $156,156 at 6%; with 50% employer match about $156,156 at 4% or $104,104 at 6%; with 100% employer match about $117,117 at 4% or $78,078 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-39$706,647$368,696$9,454iApproximate average salary by contribution assumption: employee only about $236,344 at 4% or $157,562 at 6%; with 50% employer match about $157,562 at 4% or $105,042 at 6%; with 100% employer match about $118,172 at 4% or $78,781 at 6%.
2010368$16,190,876$1,429,959$21,029iApproximate average salary by contribution assumption: employee only about $525,720 at 4% or $350,480 at 6%; with 50% employer match about $350,480 at 4% or $233,653 at 6%; with 100% employer match about $262,860 at 4% or $175,240 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-66$7,966,565$529,186$8,018iApproximate average salary by contribution assumption: employee only about $200,449 at 4% or $133,633 at 6%; with 50% employer match about $133,633 at 4% or $89,089 at 6%; with 100% employer match about $100,225 at 4% or $66,816 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-68$7,856,611$533,073$7,839iApproximate average salary by contribution assumption: employee only about $195,983 at 4% or $130,655 at 6%; with 50% employer match about $130,655 at 4% or $87,103 at 6%; with 100% employer match about $97,991 at 4% or $65,328 at 6%.
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN-35$367,700$367,700$10,506iApproximate average salary by contribution assumption: employee only about $262,643 at 4% or $175,095 at 6%; with 50% employer match about $175,095 at 4% or $116,730 at 6%; with 100% employer match about $131,321 at 4% or $87,548 at 6%.
2009175$6,914,202$538,055$7,174iApproximate average salary by contribution assumption: employee only about $179,352 at 4% or $119,568 at 6%; with 50% employer match about $119,568 at 4% or $79,712 at 6%; with 100% employer match about $89,676 at 4% or $59,784 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-75$6,914,202$538,055$7,174iApproximate average salary by contribution assumption: employee only about $179,352 at 4% or $119,568 at 6%; with 50% employer match about $119,568 at 4% or $79,712 at 6%; with 100% employer match about $89,676 at 4% or $59,784 at 6%.
2008148$0$0-
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-48---
2007150$0$0-
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-50---
2006148$5,879,014$685,572$14,283iApproximate average salary by contribution assumption: employee only about $357,069 at 4% or $238,046 at 6%; with 50% employer match about $238,046 at 4% or $158,697 at 6%; with 100% employer match about $178,534 at 4% or $119,023 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-48$5,879,014$685,572$14,283iApproximate average salary by contribution assumption: employee only about $357,069 at 4% or $238,046 at 6%; with 50% employer match about $238,046 at 4% or $158,697 at 6%; with 100% employer match about $178,534 at 4% or $119,023 at 6%.
200510$4,582,517$502,121-
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-0$4,582,517$502,121-
2004136$3,746,450$391,450$10,874iApproximate average salary by contribution assumption: employee only about $271,840 at 4% or $181,227 at 6%; with 50% employer match about $181,227 at 4% or $120,818 at 6%; with 100% employer match about $135,920 at 4% or $90,613 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-36$3,746,450$391,450$10,874iApproximate average salary by contribution assumption: employee only about $271,840 at 4% or $181,227 at 6%; with 50% employer match about $181,227 at 4% or $120,818 at 6%; with 100% employer match about $135,920 at 4% or $90,613 at 6%.
2003133$3,148,334$375,109$11,367iApproximate average salary by contribution assumption: employee only about $284,173 at 4% or $189,449 at 6%; with 50% employer match about $189,449 at 4% or $126,299 at 6%; with 100% employer match about $142,087 at 4% or $94,724 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-33$3,148,334$375,109$11,367iApproximate average salary by contribution assumption: employee only about $284,173 at 4% or $189,449 at 6%; with 50% employer match about $189,449 at 4% or $126,299 at 6%; with 100% employer match about $142,087 at 4% or $94,724 at 6%.
2002132$2,224,201$13,875$434iApproximate average salary by contribution assumption: employee only about $10,840 at 4% or $7,227 at 6%; with 50% employer match about $7,227 at 4% or $4,818 at 6%; with 100% employer match about $5,420 at 4% or $3,613 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing PlanCurrent32$2,224,201$13,875$434iApproximate average salary by contribution assumption: employee only about $10,840 at 4% or $7,227 at 6%; with 50% employer match about $7,227 at 4% or $4,818 at 6%; with 100% employer match about $5,420 at 4% or $3,613 at 6%.
2001129$0$0-
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-29---
2000134$0$0-
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-34---
1999134$2,713,732$241,314$7,097iApproximate average salary by contribution assumption: employee only about $177,437 at 4% or $118,291 at 6%; with 50% employer match about $118,291 at 4% or $78,861 at 6%; with 100% employer match about $88,718 at 4% or $59,146 at 6%.
Abbott, Stringham & Lynch Accountancy Corporation 401-K Profit Sharing Plan-34$2,713,732$241,314$7,097iApproximate average salary by contribution assumption: employee only about $177,437 at 4% or $118,291 at 6%; with 50% employer match about $118,291 at 4% or $78,861 at 6%; with 100% employer match about $88,718 at 4% or $59,146 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,224,201$69,926 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,154,275$2,224,201Increase +$69,926 (3.25%)
Total liabilities$0$0No change $0
Net assets$2,154,275$2,224,201Increase +$69,926 (3.25%)

Contributions

Employer contributions$0
Participant contributions$13,875
Other contributions$0

Income & Expenses

Total income$69,926
Total expenses$0
Net income$69,926
Source fields
Schedule I source fields
Filing Id
84037322035813
Schedule I EIN
77-0051130
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2002-11-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$2,154,275
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,154,275
Small plan total assets at end of year
$2,224,201
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,224,201
Small plan employer contributions
$0
Small plan participant contributions
$13,875
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$56,051
Small plan total income
$69,926
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$69,926
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$56,753
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0