Civic Intelligence

Lerdall Agency

Plan context: Lerdall Agency Money Purchase Pension Plan

EIN 86-0407958 • Mesa, AZ • 17 filings • 2 plans

3264 E. Downing CircleMesa, AZ 85213
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$1,636,977

2015 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$1,752,358$876,179$0199920072014YearValue
$1,636,977Latest year 2014

Participants Over Time

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

320199920072014YearValue
3Latest year 2014

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
201510$0$0-
Lerdall Agency Money Purchase Pension Plan-0$0$0-
201413$1,636,977$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,636,977$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201313$1,463,960$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,463,960$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201213$1,173,004$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,173,004$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201113$1,752,358$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,752,358$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201013$1,669,830$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,669,830$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200913$1,449,726$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,449,726$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200813$1,129,292$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,129,292$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200713$1,583,886$56,496$18,832iApproximate average salary by contribution assumption: employee only about $470,800 at 4% or $313,867 at 6%; with 50% employer match about $313,867 at 4% or $209,244 at 6%; with 100% employer match about $235,400 at 4% or $156,933 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,583,886$56,496$18,832iApproximate average salary by contribution assumption: employee only about $470,800 at 4% or $313,867 at 6%; with 50% employer match about $313,867 at 4% or $209,244 at 6%; with 100% employer match about $235,400 at 4% or $156,933 at 6%.
200613$1,405,293$55,084$18,361iApproximate average salary by contribution assumption: employee only about $459,033 at 4% or $306,022 at 6%; with 50% employer match about $306,022 at 4% or $204,015 at 6%; with 100% employer match about $229,517 at 4% or $153,011 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,405,293$55,084$18,361iApproximate average salary by contribution assumption: employee only about $459,033 at 4% or $306,022 at 6%; with 50% employer match about $306,022 at 4% or $204,015 at 6%; with 100% employer match about $229,517 at 4% or $153,011 at 6%.
200513$1,165,351$52,930$17,643iApproximate average salary by contribution assumption: employee only about $441,083 at 4% or $294,056 at 6%; with 50% employer match about $294,056 at 4% or $196,037 at 6%; with 100% employer match about $220,542 at 4% or $147,028 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,165,351$52,930$17,643iApproximate average salary by contribution assumption: employee only about $441,083 at 4% or $294,056 at 6%; with 50% employer match about $294,056 at 4% or $196,037 at 6%; with 100% employer match about $220,542 at 4% or $147,028 at 6%.
200413$1,041,962$51,724$17,241iApproximate average salary by contribution assumption: employee only about $431,033 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,570 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$1,041,962$51,724$17,241iApproximate average salary by contribution assumption: employee only about $431,033 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,570 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%.
200313$900,930$50,293$16,764iApproximate average salary by contribution assumption: employee only about $419,108 at 4% or $279,406 at 6%; with 50% employer match about $279,406 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,703 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$900,930$50,293$16,764iApproximate average salary by contribution assumption: employee only about $419,108 at 4% or $279,406 at 6%; with 50% employer match about $279,406 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,703 at 6%.
200213$667,056$49,883$16,628iApproximate average salary by contribution assumption: employee only about $415,692 at 4% or $277,128 at 6%; with 50% employer match about $277,128 at 4% or $184,752 at 6%; with 100% employer match about $207,846 at 4% or $138,564 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$667,056$49,883$16,628iApproximate average salary by contribution assumption: employee only about $415,692 at 4% or $277,128 at 6%; with 50% employer match about $277,128 at 4% or $184,752 at 6%; with 100% employer match about $207,846 at 4% or $138,564 at 6%.
200113$719,709$29,071$9,690iApproximate average salary by contribution assumption: employee only about $242,258 at 4% or $161,506 at 6%; with 50% employer match about $161,506 at 4% or $107,670 at 6%; with 100% employer match about $121,129 at 4% or $80,753 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$719,709$29,071$9,690iApproximate average salary by contribution assumption: employee only about $242,258 at 4% or $161,506 at 6%; with 50% employer match about $161,506 at 4% or $107,670 at 6%; with 100% employer match about $121,129 at 4% or $80,753 at 6%.
200013$741,973$28,214$9,405iApproximate average salary by contribution assumption: employee only about $235,117 at 4% or $156,744 at 6%; with 50% employer match about $156,744 at 4% or $104,496 at 6%; with 100% employer match about $117,558 at 4% or $78,372 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$741,973$28,214$9,405iApproximate average salary by contribution assumption: employee only about $235,117 at 4% or $156,744 at 6%; with 50% employer match about $156,744 at 4% or $104,496 at 6%; with 100% employer match about $117,558 at 4% or $78,372 at 6%.
199913$748,094$27,575$9,192iApproximate average salary by contribution assumption: employee only about $229,792 at 4% or $153,194 at 6%; with 50% employer match about $153,194 at 4% or $102,130 at 6%; with 100% employer match about $114,896 at 4% or $76,597 at 6%.
Lerdall Agency Money Purchase Pension Plan-3$748,094$27,575$9,192iApproximate average salary by contribution assumption: employee only about $229,792 at 4% or $153,194 at 6%; with 50% employer match about $153,194 at 4% or $102,130 at 6%; with 100% employer match about $114,896 at 4% or $76,597 at 6%.