Civic Intelligence

James O. Lunney, Cfp

Plan context: James O. Lunney, Cfp 401(K) Profit Sharing Plan

EIN 84-1182034 • Littleton, CO • 14 filings • 5 plans

7761 Shaffer Parkway, Suite 210Littleton, CO 80127
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$25,412

2012 Contributions

$8,072

Historical Graphs

Total Assets Over Time

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

$660,677$330,339$0199920062012YearValue
$25,412Latest year 2012

Participants Over Time

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

320199920062012YearValue
2Latest year 2012

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
201212$25,412$8,072$4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%.
James O. Lunney, Cfp 401(K) Profit Sharing Plan-2$25,412$8,072$4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%.
201112$17,584$4,586$2,293iApproximate average salary by contribution assumption: employee only about $57,325 at 4% or $38,217 at 6%; with 50% employer match about $38,217 at 4% or $25,478 at 6%; with 100% employer match about $28,663 at 4% or $19,108 at 6%.
James O. Lunney, Cfp 401(K) Profit Sharing Plan-2$17,584$4,586$2,293iApproximate average salary by contribution assumption: employee only about $57,325 at 4% or $38,217 at 6%; with 50% employer match about $38,217 at 4% or $25,478 at 6%; with 100% employer match about $28,663 at 4% or $19,108 at 6%.
201012$15,675$4,588$2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%.
James O. Lunney, Cfp 401(K) Profit Sharing Plan-2$15,675$4,588$2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%.
200912$11,102$7,579$3,790iApproximate average salary by contribution assumption: employee only about $94,738 at 4% or $63,158 at 6%; with 50% employer match about $63,158 at 4% or $42,106 at 6%; with 100% employer match about $47,369 at 4% or $31,579 at 6%.
James O. Lunney, Cfp 401(K) Profit Sharing Plan-2$11,102$7,579$3,790iApproximate average salary by contribution assumption: employee only about $94,738 at 4% or $63,158 at 6%; with 50% employer match about $63,158 at 4% or $42,106 at 6%; with 100% employer match about $47,369 at 4% or $31,579 at 6%.
200823$582,414$3,520$1,173iApproximate average salary by contribution assumption: employee only about $29,333 at 4% or $19,556 at 6%; with 50% employer match about $19,556 at 4% or $13,037 at 6%; with 100% employer match about $14,667 at 4% or $9,778 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$578,894--
James O. Lunney, Cfp 401(K) Profit Sharing Plan-3$3,520$3,520$1,173iApproximate average salary by contribution assumption: employee only about $29,333 at 4% or $19,556 at 6%; with 50% employer match about $19,556 at 4% or $13,037 at 6%; with 100% employer match about $14,667 at 4% or $9,778 at 6%.
200713$660,677$51,607$17,202iApproximate average salary by contribution assumption: employee only about $430,058 at 4% or $286,706 at 6%; with 50% employer match about $286,706 at 4% or $191,137 at 6%; with 100% employer match about $215,029 at 4% or $143,353 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$660,677$51,607$17,202iApproximate average salary by contribution assumption: employee only about $430,058 at 4% or $286,706 at 6%; with 50% employer match about $286,706 at 4% or $191,137 at 6%; with 100% employer match about $215,029 at 4% or $143,353 at 6%.
200613$552,716$50,374$16,791iApproximate average salary by contribution assumption: employee only about $419,783 at 4% or $279,856 at 6%; with 50% employer match about $279,856 at 4% or $186,570 at 6%; with 100% employer match about $209,892 at 4% or $139,928 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$552,716$50,374$16,791iApproximate average salary by contribution assumption: employee only about $419,783 at 4% or $279,856 at 6%; with 50% employer match about $279,856 at 4% or $186,570 at 6%; with 100% employer match about $209,892 at 4% or $139,928 at 6%.
200513$474,988$47,866$15,955iApproximate average salary by contribution assumption: employee only about $398,883 at 4% or $265,922 at 6%; with 50% employer match about $265,922 at 4% or $177,281 at 6%; with 100% employer match about $199,442 at 4% or $132,961 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$474,988$47,866$15,955iApproximate average salary by contribution assumption: employee only about $398,883 at 4% or $265,922 at 6%; with 50% employer match about $265,922 at 4% or $177,281 at 6%; with 100% employer match about $199,442 at 4% or $132,961 at 6%.
200413$391,197$46,419$15,473iApproximate average salary by contribution assumption: employee only about $386,825 at 4% or $257,883 at 6%; with 50% employer match about $257,883 at 4% or $171,922 at 6%; with 100% employer match about $193,413 at 4% or $128,942 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$391,197$46,419$15,473iApproximate average salary by contribution assumption: employee only about $386,825 at 4% or $257,883 at 6%; with 50% employer match about $257,883 at 4% or $171,922 at 6%; with 100% employer match about $193,413 at 4% or $128,942 at 6%.
200313$308,039$45,132$15,044iApproximate average salary by contribution assumption: employee only about $376,100 at 4% or $250,733 at 6%; with 50% employer match about $250,733 at 4% or $167,156 at 6%; with 100% employer match about $188,050 at 4% or $125,367 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$308,039$45,132$15,044iApproximate average salary by contribution assumption: employee only about $376,100 at 4% or $250,733 at 6%; with 50% employer match about $250,733 at 4% or $167,156 at 6%; with 100% employer match about $188,050 at 4% or $125,367 at 6%.
200213$186,477$44,624$14,875iApproximate average salary by contribution assumption: employee only about $371,867 at 4% or $247,911 at 6%; with 50% employer match about $247,911 at 4% or $165,274 at 6%; with 100% employer match about $185,933 at 4% or $123,956 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$186,477$44,624$14,875iApproximate average salary by contribution assumption: employee only about $371,867 at 4% or $247,911 at 6%; with 50% employer match about $247,911 at 4% or $165,274 at 6%; with 100% employer match about $185,933 at 4% or $123,956 at 6%.
200113$220,151$41,720$13,907iApproximate average salary by contribution assumption: employee only about $347,667 at 4% or $231,778 at 6%; with 50% employer match about $231,778 at 4% or $154,519 at 6%; with 100% employer match about $173,833 at 4% or $115,889 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$220,151$41,720$13,907iApproximate average salary by contribution assumption: employee only about $347,667 at 4% or $231,778 at 6%; with 50% employer match about $231,778 at 4% or $154,519 at 6%; with 100% employer match about $173,833 at 4% or $115,889 at 6%.
199913$287,897$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
James O. Lunney, Cfp, Money Purchase Pension Plan-3$287,897$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.