Lombardi & Perry LLP
Plan context: Lombardi & Perry LLP Profit Sharing Plan
EIN 93-1218151 • Long Beach, CA • 30 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
8
2017 Assets
$3,672,073
2017 Contributions
$27,655
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $27,655 | - |
| Lombardi & Perry LLP Profit Sharing Plan | - | 0 | $0 | $27,655 | - |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2016 | 2 | 8 | $3,672,073 | $235,655 | $29,457iApproximate average salary by contribution assumption: employee only about $736,422 at 4% or $490,948 at 6%; with 50% employer match about $490,948 at 4% or $327,299 at 6%; with 100% employer match about $368,211 at 4% or $245,474 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 8 | $2,161,739 | $27,655 | $3,457iApproximate average salary by contribution assumption: employee only about $86,422 at 4% or $57,615 at 6%; with 50% employer match about $57,615 at 4% or $38,410 at 6%; with 100% employer match about $43,211 at 4% or $28,807 at 6%. |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 8 | $1,510,334 | $208,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2015 | 2 | 8 | $3,541,246 | $347,468 | $43,434iApproximate average salary by contribution assumption: employee only about $1,085,838 at 4% or $723,892 at 6%; with 50% employer match about $723,892 at 4% or $482,594 at 6%; with 100% employer match about $542,919 at 4% or $361,946 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 8 | $2,209,909 | $43,888 | $5,486iApproximate average salary by contribution assumption: employee only about $137,150 at 4% or $91,433 at 6%; with 50% employer match about $91,433 at 4% or $60,956 at 6%; with 100% employer match about $68,575 at 4% or $45,717 at 6%. |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 7 | $1,331,337 | $303,580 | $43,369iApproximate average salary by contribution assumption: employee only about $1,084,214 at 4% or $722,810 at 6%; with 50% employer match about $722,810 at 4% or $481,873 at 6%; with 100% employer match about $542,107 at 4% or $361,405 at 6%. |
| 2014 | 2 | 9 | $3,292,973 | $316,644 | $35,183iApproximate average salary by contribution assumption: employee only about $879,567 at 4% or $586,378 at 6%; with 50% employer match about $586,378 at 4% or $390,919 at 6%; with 100% employer match about $439,783 at 4% or $293,189 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 9 | $2,210,862 | $32,769 | $3,641iApproximate average salary by contribution assumption: employee only about $91,025 at 4% or $60,683 at 6%; with 50% employer match about $60,683 at 4% or $40,456 at 6%; with 100% employer match about $45,513 at 4% or $30,342 at 6%. |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 7 | $1,082,111 | $283,875 | $40,554iApproximate average salary by contribution assumption: employee only about $1,013,839 at 4% or $675,893 at 6%; with 50% employer match about $675,893 at 4% or $450,595 at 6%; with 100% employer match about $506,920 at 4% or $337,946 at 6%. |
| 2013 | 1 | 9 | $2,132,123 | $31,360 | $3,484iApproximate average salary by contribution assumption: employee only about $87,111 at 4% or $58,074 at 6%; with 50% employer match about $58,074 at 4% or $38,716 at 6%; with 100% employer match about $43,556 at 4% or $29,037 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 9 | $2,132,123 | $31,360 | $3,484iApproximate average salary by contribution assumption: employee only about $87,111 at 4% or $58,074 at 6%; with 50% employer match about $58,074 at 4% or $38,716 at 6%; with 100% employer match about $43,556 at 4% or $29,037 at 6%. |
| 2012 | 2 | 9 | $2,480,385 | $223,171 | $24,797iApproximate average salary by contribution assumption: employee only about $619,919 at 4% or $413,280 at 6%; with 50% employer match about $413,280 at 4% or $275,520 at 6%; with 100% employer match about $309,960 at 4% or $206,640 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 9 | $1,974,113 | $33,171 | $3,686iApproximate average salary by contribution assumption: employee only about $92,142 at 4% or $61,428 at 6%; with 50% employer match about $61,428 at 4% or $40,952 at 6%; with 100% employer match about $46,071 at 4% or $30,714 at 6%. |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 7 | $506,272 | $190,000 | $27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%. |
| 2011 | 2 | 8 | $2,036,679 | $311,991 | $38,999iApproximate average salary by contribution assumption: employee only about $974,972 at 4% or $649,981 at 6%; with 50% employer match about $649,981 at 4% or $433,321 at 6%; with 100% employer match about $487,486 at 4% or $324,991 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 8 | $1,767,229 | $42,541 | $5,318iApproximate average salary by contribution assumption: employee only about $132,941 at 4% or $88,627 at 6%; with 50% employer match about $88,627 at 4% or $59,085 at 6%; with 100% employer match about $66,470 at 4% or $44,314 at 6%. |
| Lombardi & Perry LLP Defined Benefit Pension Plan | - | 7 | $269,450 | $269,450 | $38,493iApproximate average salary by contribution assumption: employee only about $962,321 at 4% or $641,548 at 6%; with 50% employer match about $641,548 at 4% or $427,698 at 6%; with 100% employer match about $481,161 at 4% or $320,774 at 6%. |
| 2010 | 1 | 8 | $1,635,480 | $108,860 | $13,608iApproximate average salary by contribution assumption: employee only about $340,188 at 4% or $226,792 at 6%; with 50% employer match about $226,792 at 4% or $151,194 at 6%; with 100% employer match about $170,094 at 4% or $113,396 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 8 | $1,635,480 | $108,860 | $13,608iApproximate average salary by contribution assumption: employee only about $340,188 at 4% or $226,792 at 6%; with 50% employer match about $226,792 at 4% or $151,194 at 6%; with 100% employer match about $170,094 at 4% or $113,396 at 6%. |
| 2009 | 1 | 6 | $1,393,911 | $107,118 | $17,853iApproximate average salary by contribution assumption: employee only about $446,325 at 4% or $297,550 at 6%; with 50% employer match about $297,550 at 4% or $198,367 at 6%; with 100% employer match about $223,163 at 4% or $148,775 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 6 | $1,393,911 | $107,118 | $17,853iApproximate average salary by contribution assumption: employee only about $446,325 at 4% or $297,550 at 6%; with 50% employer match about $297,550 at 4% or $198,367 at 6%; with 100% employer match about $223,163 at 4% or $148,775 at 6%. |
| 2008 | 1 | 6 | $1,218,860 | $100,838 | $16,806iApproximate average salary by contribution assumption: employee only about $420,158 at 4% or $280,106 at 6%; with 50% employer match about $280,106 at 4% or $186,737 at 6%; with 100% employer match about $210,079 at 4% or $140,053 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 6 | $1,218,860 | $100,838 | $16,806iApproximate average salary by contribution assumption: employee only about $420,158 at 4% or $280,106 at 6%; with 50% employer match about $280,106 at 4% or $186,737 at 6%; with 100% employer match about $210,079 at 4% or $140,053 at 6%. |
| 2007 | 1 | 6 | $1,225,674 | $96,801 | $16,134iApproximate average salary by contribution assumption: employee only about $403,338 at 4% or $268,892 at 6%; with 50% employer match about $268,892 at 4% or $179,261 at 6%; with 100% employer match about $201,669 at 4% or $134,446 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 6 | $1,225,674 | $96,801 | $16,134iApproximate average salary by contribution assumption: employee only about $403,338 at 4% or $268,892 at 6%; with 50% employer match about $268,892 at 4% or $179,261 at 6%; with 100% employer match about $201,669 at 4% or $134,446 at 6%. |
| 2006 | 1 | 6 | $1,071,273 | $96,710 | $16,118iApproximate average salary by contribution assumption: employee only about $402,958 at 4% or $268,639 at 6%; with 50% employer match about $268,639 at 4% or $179,093 at 6%; with 100% employer match about $201,479 at 4% or $134,319 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 6 | $1,071,273 | $96,710 | $16,118iApproximate average salary by contribution assumption: employee only about $402,958 at 4% or $268,639 at 6%; with 50% employer match about $268,639 at 4% or $179,093 at 6%; with 100% employer match about $201,479 at 4% or $134,319 at 6%. |
| 2005 | 2 | 7 | $854,915 | $249,545 | $35,649iApproximate average salary by contribution assumption: employee only about $891,232 at 4% or $594,155 at 6%; with 50% employer match about $594,155 at 4% or $396,103 at 6%; with 100% employer match about $445,616 at 4% or $297,077 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 7 | $854,915 | $249,545 | $35,649iApproximate average salary by contribution assumption: employee only about $891,232 at 4% or $594,155 at 6%; with 50% employer match about $594,155 at 4% or $396,103 at 6%; with 100% employer match about $445,616 at 4% or $297,077 at 6%. |
| LOMBARDI & PERRY, LLP DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2004 | 2 | 6 | $768,628 | $90,438 | $15,073iApproximate average salary by contribution assumption: employee only about $376,825 at 4% or $251,217 at 6%; with 50% employer match about $251,217 at 4% or $167,478 at 6%; with 100% employer match about $188,413 at 4% or $125,608 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 6 | $611,079 | $90,438 | $15,073iApproximate average salary by contribution assumption: employee only about $376,825 at 4% or $251,217 at 6%; with 50% employer match about $251,217 at 4% or $167,478 at 6%; with 100% employer match about $188,413 at 4% or $125,608 at 6%. |
| LOMBARDI & PERRY, LLP DEFINED BENEFIT PENSION PLAN | - | 5 | $157,549 | - | - |
| 2003 | 2 | 4 | $670,832 | $85,601 | $21,400iApproximate average salary by contribution assumption: employee only about $535,006 at 4% or $356,671 at 6%; with 50% employer match about $356,671 at 4% or $237,781 at 6%; with 100% employer match about $267,503 at 4% or $178,335 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 4 | $508,120 | $85,601 | $21,400iApproximate average salary by contribution assumption: employee only about $535,006 at 4% or $356,671 at 6%; with 50% employer match about $356,671 at 4% or $237,781 at 6%; with 100% employer match about $267,503 at 4% or $178,335 at 6%. |
| LOMBARDI & PERRY, LLP DEFINED BENEFIT PENSION PLAN | - | 4 | $162,712 | - | - |
| 2002 | 2 | 5 | $395,720 | $103,669 | $20,734iApproximate average salary by contribution assumption: employee only about $518,345 at 4% or $345,563 at 6%; with 50% employer match about $345,563 at 4% or $230,376 at 6%; with 100% employer match about $259,173 at 4% or $172,782 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 5 | $395,720 | $103,669 | $20,734iApproximate average salary by contribution assumption: employee only about $518,345 at 4% or $345,563 at 6%; with 50% employer match about $345,563 at 4% or $230,376 at 6%; with 100% employer match about $259,173 at 4% or $172,782 at 6%. |
| LOMBARDI & PERRY, LLP DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Lombardi & Perry LLP Profit Sharing Plan | - | 5 | - | - | - |
| LOMBARDI & PERRY, LLP DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2000 | 1 | 5 | $273,809 | $65,199 | $13,040iApproximate average salary by contribution assumption: employee only about $325,995 at 4% or $217,330 at 6%; with 50% employer match about $217,330 at 4% or $144,887 at 6%; with 100% employer match about $162,998 at 4% or $108,665 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 5 | $273,809 | $65,199 | $13,040iApproximate average salary by contribution assumption: employee only about $325,995 at 4% or $217,330 at 6%; with 50% employer match about $217,330 at 4% or $144,887 at 6%; with 100% employer match about $162,998 at 4% or $108,665 at 6%. |
| 1999 | 1 | 5 | $247,851 | $64,130 | $12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%. |
| Lombardi & Perry LLP Profit Sharing Plan | - | 5 | $247,851 | $64,130 | $12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%. |