Keith Lundquist Inc.
Plan context: LCM 401(K) Profit Sharing Plan
EIN 77-0398426 • San Jose, CA • 8 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
9
2012 Assets
$767,397
2012 Contributions
$191,082
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 2 | 9 | $767,397 | $191,082 | $21,231iApproximate average salary by contribution assumption: employee only about $530,783 at 4% or $353,856 at 6%; with 50% employer match about $353,856 at 4% or $235,904 at 6%; with 100% employer match about $265,392 at 4% or $176,928 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 9 | $767,397 | $136,836 | $15,204iApproximate average salary by contribution assumption: employee only about $380,100 at 4% or $253,400 at 6%; with 50% employer match about $253,400 at 4% or $168,933 at 6%; with 100% employer match about $190,050 at 4% or $126,700 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 0 | $0 | $54,246 | - |
| 2011 | 1 | 11 | $619,170 | $98,147 | $8,922iApproximate average salary by contribution assumption: employee only about $223,061 at 4% or $148,708 at 6%; with 50% employer match about $148,708 at 4% or $99,138 at 6%; with 100% employer match about $111,531 at 4% or $74,354 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 11 | $619,170 | $98,147 | $8,922iApproximate average salary by contribution assumption: employee only about $223,061 at 4% or $148,708 at 6%; with 50% employer match about $148,708 at 4% or $99,138 at 6%; with 100% employer match about $111,531 at 4% or $74,354 at 6%. |
| 2010 | 1 | 9 | $629,838 | $138,035 | $15,337iApproximate average salary by contribution assumption: employee only about $383,431 at 4% or $255,620 at 6%; with 50% employer match about $255,620 at 4% or $170,414 at 6%; with 100% employer match about $191,715 at 4% or $127,810 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 9 | $629,838 | $138,035 | $15,337iApproximate average salary by contribution assumption: employee only about $383,431 at 4% or $255,620 at 6%; with 50% employer match about $255,620 at 4% or $170,414 at 6%; with 100% employer match about $191,715 at 4% or $127,810 at 6%. |
| 2009 | 1 | 8 | $427,923 | $131,092 | $16,387iApproximate average salary by contribution assumption: employee only about $409,663 at 4% or $273,108 at 6%; with 50% employer match about $273,108 at 4% or $182,072 at 6%; with 100% employer match about $204,831 at 4% or $136,554 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 8 | $427,923 | $131,092 | $16,387iApproximate average salary by contribution assumption: employee only about $409,663 at 4% or $273,108 at 6%; with 50% employer match about $273,108 at 4% or $182,072 at 6%; with 100% employer match about $204,831 at 4% or $136,554 at 6%. |
| 2008 | 1 | 8 | $214,035 | $58,243 | $7,280iApproximate average salary by contribution assumption: employee only about $182,009 at 4% or $121,340 at 6%; with 50% employer match about $121,340 at 4% or $80,893 at 6%; with 100% employer match about $91,005 at 4% or $60,670 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 8 | $214,035 | $58,243 | $7,280iApproximate average salary by contribution assumption: employee only about $182,009 at 4% or $121,340 at 6%; with 50% employer match about $121,340 at 4% or $80,893 at 6%; with 100% employer match about $91,005 at 4% or $60,670 at 6%. |
| 2007 | 1 | 8 | $236,040 | $235,087 | $29,386iApproximate average salary by contribution assumption: employee only about $734,647 at 4% or $489,765 at 6%; with 50% employer match about $489,765 at 4% or $326,510 at 6%; with 100% employer match about $367,323 at 4% or $244,882 at 6%. |
| LCM 401(K) Profit Sharing Plan | - | 8 | $236,040 | $235,087 | $29,386iApproximate average salary by contribution assumption: employee only about $734,647 at 4% or $489,765 at 6%; with 50% employer match about $489,765 at 4% or $326,510 at 6%; with 100% employer match about $367,323 at 4% or $244,882 at 6%. |
| 2006 | 1 | 7 | $0 | $0 | - |
| LCM 401(K) Profit Sharing Plan | - | 7 | - | - | - |