Civic Intelligence

Howard Lum, D.D.S. Inc.

Plan context: Howard Lum, D.D.S. Inc. Profit Sharing Plan

EIN 94-2215454 • 14 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$2,330,096

2008 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$4,020,040$2,010,020$0199920042008YearValue
$2,330,096Latest year 2008

Participants Over Time

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

530199920042008YearValue
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$2,330,096$0-
Howard Lum, D.D.S. Inc. Profit Sharing Plan-1$2,330,096--
200711$3,499,816$0-
Howard Lum, D.D.S. Inc. Profit Sharing Plan-1$3,499,816--
200615$3,674,572$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-5$3,674,572$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200514$3,327,126$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-4$3,327,126$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200415$3,325,413$35,678$7,136iApproximate average salary by contribution assumption: employee only about $178,390 at 4% or $118,927 at 6%; with 50% employer match about $118,927 at 4% or $79,284 at 6%; with 100% employer match about $89,195 at 4% or $59,463 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-5$3,325,413$35,678$7,136iApproximate average salary by contribution assumption: employee only about $178,390 at 4% or $118,927 at 6%; with 50% employer match about $118,927 at 4% or $79,284 at 6%; with 100% employer match about $89,195 at 4% or $59,463 at 6%.
200315$3,245,640$41,000$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-5$3,245,640$41,000$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
200224$2,907,722$41,500$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-4$2,907,722$41,500$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
Howard Lum, D.D.S. Inc. Money Purchase Pension Plan-0---
200124$0$0-
Howard Lum, D.D.S. Inc. Profit Sharing Plan-4---
Howard Lum, D.D.S. Inc. Money Purchase Pension Plan-4---
200023$3,543,020$48,953$16,318iApproximate average salary by contribution assumption: employee only about $407,942 at 4% or $271,961 at 6%; with 50% employer match about $271,961 at 4% or $181,307 at 6%; with 100% employer match about $203,971 at 4% or $135,981 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-3$1,919,898$40,794$13,598iApproximate average salary by contribution assumption: employee only about $339,950 at 4% or $226,633 at 6%; with 50% employer match about $226,633 at 4% or $151,089 at 6%; with 100% employer match about $169,975 at 4% or $113,317 at 6%.
Howard Lum, D.D.S. Inc. Money Purchase Pension Plan-3$1,623,122$8,159$2,720iApproximate average salary by contribution assumption: employee only about $67,992 at 4% or $45,328 at 6%; with 50% employer match about $45,328 at 4% or $30,219 at 6%; with 100% employer match about $33,996 at 4% or $22,664 at 6%.
199923$4,020,040$48,528$16,176iApproximate average salary by contribution assumption: employee only about $404,400 at 4% or $269,600 at 6%; with 50% employer match about $269,600 at 4% or $179,733 at 6%; with 100% employer match about $202,200 at 4% or $134,800 at 6%.
Howard Lum, D.D.S. Inc. Profit Sharing Plan-3$2,199,887$40,440$13,480iApproximate average salary by contribution assumption: employee only about $337,000 at 4% or $224,667 at 6%; with 50% employer match about $224,667 at 4% or $149,778 at 6%; with 100% employer match about $168,500 at 4% or $112,333 at 6%.
Howard Lum, D.D.S. Inc. Money Purchase Pension Plan-3$1,820,153$8,088$2,696iApproximate average salary by contribution assumption: employee only about $67,400 at 4% or $44,933 at 6%; with 50% employer match about $44,933 at 4% or $29,956 at 6%; with 100% employer match about $33,700 at 4% or $22,467 at 6%.