Civic Intelligence

Lundgren Inc

Plan context: Lundgren Retirement & Section 125 Plan

EIN 77-0540390 • Santa Cruz, CA • 15 filings • 2 plans

PO Box 7497Santa Cruz, CA 95061-7497
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$526,666

2017 Contributions

$13,583

Historical Graphs

Total Assets Over Time

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

$526,666$263,333$0201420152016YearValue
$526,666Latest year 2016

Participants Over Time

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

210200520112016YearValue
2Latest year 2016

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
201710$0$13,583-
Lundgren Retirement & Section 125 Plan-0$0$13,583-
201612$526,666$21,634$10,817iApproximate average salary by contribution assumption: employee only about $270,425 at 4% or $180,283 at 6%; with 50% employer match about $180,283 at 4% or $120,189 at 6%; with 100% employer match about $135,213 at 4% or $90,142 at 6%.
Lundgren Retirement & Section 125 Plan-2$526,666$21,634$10,817iApproximate average salary by contribution assumption: employee only about $270,425 at 4% or $180,283 at 6%; with 50% employer match about $180,283 at 4% or $120,189 at 6%; with 100% employer match about $135,213 at 4% or $90,142 at 6%.
201512$520,032$28,236$14,118iApproximate average salary by contribution assumption: employee only about $352,950 at 4% or $235,300 at 6%; with 50% employer match about $235,300 at 4% or $156,867 at 6%; with 100% employer match about $176,475 at 4% or $117,650 at 6%.
Lundgren Retirement & Section 125 Plan-2$520,032$28,236$14,118iApproximate average salary by contribution assumption: employee only about $352,950 at 4% or $235,300 at 6%; with 50% employer match about $235,300 at 4% or $156,867 at 6%; with 100% employer match about $176,475 at 4% or $117,650 at 6%.
201412$506,796$21,190$10,595iApproximate average salary by contribution assumption: employee only about $264,875 at 4% or $176,583 at 6%; with 50% employer match about $176,583 at 4% or $117,722 at 6%; with 100% employer match about $132,438 at 4% or $88,292 at 6%.
Lundgren Retirement & Section 125 Plan-2$506,796$21,190$10,595iApproximate average salary by contribution assumption: employee only about $264,875 at 4% or $176,583 at 6%; with 50% employer match about $176,583 at 4% or $117,722 at 6%; with 100% employer match about $132,438 at 4% or $88,292 at 6%.
201312$0$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LUNDGREN SECTION 125 PLAN-2-$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201212$0$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LUNDGREN SECTION 125 PLAN-2-$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201112$0$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
LUNDGREN SECTION 125 PLAN-2-$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201012$0$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
LUNDGREN SECTION 125 PLAN-2-$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200912$0$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
LUNDGREN SECTION 125 PLAN-2-$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200812$0$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LUNDGREN SECTION 125 PLAN-2-$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200712$0$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LUNDGREN SECTION 125 PLAN-2-$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200612$0$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LUNDGREN SECTION 125 PLAN-2-$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200511$0$2,242$2,242iApproximate average salary by contribution assumption: employee only about $56,050 at 4% or $37,367 at 6%; with 50% employer match about $37,367 at 4% or $24,911 at 6%; with 100% employer match about $28,025 at 4% or $18,683 at 6%.
LUNDGREN SECTION 125 PLAN-1-$2,242$2,242iApproximate average salary by contribution assumption: employee only about $56,050 at 4% or $37,367 at 6%; with 50% employer match about $37,367 at 4% or $24,911 at 6%; with 100% employer match about $28,025 at 4% or $18,683 at 6%.
200410$0$15,000-
LUNDGREN SECTION 125 PLAN-0-$15,000-
200310$0$0-
LUNDGREN SECTION 125 PLAN-0---