Civic Intelligence

Robert E Lundquist P C

Plan context: Robert E Lundquist P C Profit Sharing Plan and Trust Agreement

EIN 86-0783021 • 14 filings • 10 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$457,982

2008 Contributions

$29,617

Historical Graphs

Total Assets Over Time

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

$638,294$319,147$0199920052008YearValue
$457,982Latest year 2008

Participants Over Time

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

210199920042008YearValue
1Latest year 2008

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
200811$457,982$0-
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$457,982--
200711$638,294$0-
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$638,294--
200611$624,895$0-
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$624,895--
200512$560,647$29,617$14,809iApproximate average salary by contribution assumption: employee only about $370,213 at 4% or $246,808 at 6%; with 50% employer match about $246,808 at 4% or $164,539 at 6%; with 100% employer match about $185,106 at 4% or $123,404 at 6%.
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-2$560,647$29,617$14,809iApproximate average salary by contribution assumption: employee only about $370,213 at 4% or $246,808 at 6%; with 50% employer match about $246,808 at 4% or $164,539 at 6%; with 100% employer match about $185,106 at 4% or $123,404 at 6%.
200411$526,511$12,147$12,147iApproximate average salary by contribution assumption: employee only about $303,675 at 4% or $202,450 at 6%; with 50% employer match about $202,450 at 4% or $134,967 at 6%; with 100% employer match about $151,838 at 4% or $101,225 at 6%.
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$526,511$12,147$12,147iApproximate average salary by contribution assumption: employee only about $303,675 at 4% or $202,450 at 6%; with 50% employer match about $202,450 at 4% or $134,967 at 6%; with 100% employer match about $151,838 at 4% or $101,225 at 6%.
200311$471,370$27,625$27,625iApproximate average salary by contribution assumption: employee only about $690,625 at 4% or $460,417 at 6%; with 50% employer match about $460,417 at 4% or $306,944 at 6%; with 100% employer match about $345,313 at 4% or $230,208 at 6%.
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$471,370$27,625$27,625iApproximate average salary by contribution assumption: employee only about $690,625 at 4% or $460,417 at 6%; with 50% employer match about $460,417 at 4% or $306,944 at 6%; with 100% employer match about $345,313 at 4% or $230,208 at 6%.
200221$0$0-
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1---
Robert E Lundquist PC Money Purchase Pension Plan and Trust Agreement-0---
200122$0$0-
Robert E Lundquist PC Money Purchase Pension Plan and Trust Agreement-2---
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-2---
200021$378,548$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Robert E Lundquist PC Money Purchase Pension Plan and Trust Agreement-1$233,651$9,277$9,277iApproximate average salary by contribution assumption: employee only about $231,925 at 4% or $154,617 at 6%; with 50% employer match about $154,617 at 4% or $103,078 at 6%; with 100% employer match about $115,963 at 4% or $77,308 at 6%.
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-1$144,897$6,723$6,723iApproximate average salary by contribution assumption: employee only about $168,075 at 4% or $112,050 at 6%; with 50% employer match about $112,050 at 4% or $74,700 at 6%; with 100% employer match about $84,038 at 4% or $56,025 at 6%.
199922$350,654$35,939$17,970iApproximate average salary by contribution assumption: employee only about $449,238 at 4% or $299,492 at 6%; with 50% employer match about $299,492 at 4% or $199,661 at 6%; with 100% employer match about $224,619 at 4% or $149,746 at 6%.
Robert E Lundquist PC Money Purchase Pension Plan and Trust Agreement-2$231,472$20,588$10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%.
Robert E Lundquist P C Profit Sharing Plan and Trust Agreement-2$119,182$15,351$7,676iApproximate average salary by contribution assumption: employee only about $191,888 at 4% or $127,925 at 6%; with 50% employer match about $127,925 at 4% or $85,283 at 6%; with 100% employer match about $95,944 at 4% or $63,963 at 6%.