Civic Intelligence

Shepard, Lambert & Levy

Plan context: Shepard, Lambert & Levy Profit Sharing Plan

EIN 94-2320592 • 12 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

6

2010 Assets

$1,502,971

2010 Contributions

$89,992

Historical Graphs

Total Assets Over Time

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

$1,502,971$751,486$0199920052010YearValue
$1,502,971Latest year 2010

Participants Over Time

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

1160199920052010YearValue
6Latest year 2010

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
201016$1,502,971$89,992$14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,502,971$89,992$14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%.
200916$1,303,619$88,747$14,791iApproximate average salary by contribution assumption: employee only about $369,779 at 4% or $246,519 at 6%; with 50% employer match about $246,519 at 4% or $164,346 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,303,619$88,747$14,791iApproximate average salary by contribution assumption: employee only about $369,779 at 4% or $246,519 at 6%; with 50% employer match about $246,519 at 4% or $164,346 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%.
200816$1,047,170$89,684$14,947iApproximate average salary by contribution assumption: employee only about $373,683 at 4% or $249,122 at 6%; with 50% employer match about $249,122 at 4% or $166,081 at 6%; with 100% employer match about $186,842 at 4% or $124,561 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,047,170$89,684$14,947iApproximate average salary by contribution assumption: employee only about $373,683 at 4% or $249,122 at 6%; with 50% employer match about $249,122 at 4% or $166,081 at 6%; with 100% employer match about $186,842 at 4% or $124,561 at 6%.
200716$1,119,802$80,950$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,119,802$80,950$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
200616$1,078,666$60,811$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,690 at 4% or $84,460 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,078,666$60,811$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,690 at 4% or $84,460 at 6%.
200516$1,292,300$84,049$14,008iApproximate average salary by contribution assumption: employee only about $350,204 at 4% or $233,469 at 6%; with 50% employer match about $233,469 at 4% or $155,646 at 6%; with 100% employer match about $175,102 at 4% or $116,735 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,292,300$84,049$14,008iApproximate average salary by contribution assumption: employee only about $350,204 at 4% or $233,469 at 6%; with 50% employer match about $233,469 at 4% or $155,646 at 6%; with 100% employer match about $175,102 at 4% or $116,735 at 6%.
2004110$1,170,811$71,735$7,174iApproximate average salary by contribution assumption: employee only about $179,338 at 4% or $119,558 at 6%; with 50% employer match about $119,558 at 4% or $79,706 at 6%; with 100% employer match about $89,669 at 4% or $59,779 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-10$1,170,811$71,735$7,174iApproximate average salary by contribution assumption: employee only about $179,338 at 4% or $119,558 at 6%; with 50% employer match about $119,558 at 4% or $79,706 at 6%; with 100% employer match about $89,669 at 4% or $59,779 at 6%.
200319$1,016,329$57,000$6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-9$1,016,329$57,000$6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
2002110$763,399$65,012$6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,236 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-10$763,399$65,012$6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,236 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%.
2001111$0$0-
Shepard, Lambert & Levy Profit Sharing Plan-11---
2000110$1,016,593$54,373$5,437iApproximate average salary by contribution assumption: employee only about $135,933 at 4% or $90,622 at 6%; with 50% employer match about $90,622 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,311 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-10$1,016,593$54,373$5,437iApproximate average salary by contribution assumption: employee only about $135,933 at 4% or $90,622 at 6%; with 50% employer match about $90,622 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,311 at 6%.
199916$1,134,299$65,050$10,842iApproximate average salary by contribution assumption: employee only about $271,042 at 4% or $180,694 at 6%; with 50% employer match about $180,694 at 4% or $120,463 at 6%; with 100% employer match about $135,521 at 4% or $90,347 at 6%.
Shepard, Lambert & Levy Profit Sharing Plan-6$1,134,299$65,050$10,842iApproximate average salary by contribution assumption: employee only about $271,042 at 4% or $180,694 at 6%; with 50% employer match about $180,694 at 4% or $120,463 at 6%; with 100% employer match about $135,521 at 4% or $90,347 at 6%.