Civic Intelligence

Philip Lebherz Insurance Service

Plan context: Philip Lebherz Insurance Services Inc Profit Sharing Plan

EIN 94-2757978 • 33 filings • 6 plans

Current Snapshot

Latest Year

2019

2019 Participants

222

2019 Assets

$31,282,739

2019 Contributions

$1,369,143

Historical Graphs

Total Assets Over Time

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

$33,766,166$16,883,083$0199920112018YearValue
$31,282,739Latest year 2018

Participants Over Time

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

2221110199920092018YearValue
222Latest year 2018

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
201920$0$1,369,143-
Philip Lebherz Insurance Services Inc Profit Sharing Plan-0-$1,369,143-
Lisi Inc. Welfare Benefits Plan-0---
20182222$31,282,739$1,994,957$8,986iApproximate average salary by contribution assumption: employee only about $224,657 at 4% or $149,772 at 6%; with 50% employer match about $149,772 at 4% or $99,848 at 6%; with 100% employer match about $112,329 at 4% or $74,886 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-161$31,282,739$1,994,957$12,391iApproximate average salary by contribution assumption: employee only about $309,776 at 4% or $206,517 at 6%; with 50% employer match about $206,517 at 4% or $137,678 at 6%; with 100% employer match about $154,888 at 4% or $103,259 at 6%.
Lisi Inc. Welfare Benefits Plan-222---
20173221$33,766,166$1,997,547$9,039iApproximate average salary by contribution assumption: employee only about $225,967 at 4% or $150,645 at 6%; with 50% employer match about $150,645 at 4% or $100,430 at 6%; with 100% employer match about $112,983 at 4% or $75,322 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-157$33,766,166$1,997,547$12,723iApproximate average salary by contribution assumption: employee only about $318,081 at 4% or $212,054 at 6%; with 50% employer match about $212,054 at 4% or $141,369 at 6%; with 100% employer match about $159,040 at 4% or $106,027 at 6%.
Lisi Inc. Welfare Benefits Plan-145---
Lisi Inc. Welfare Benefits Plan-221---
20162174$29,515,452$1,636,582$9,406iApproximate average salary by contribution assumption: employee only about $235,141 at 4% or $156,761 at 6%; with 50% employer match about $156,761 at 4% or $104,507 at 6%; with 100% employer match about $117,571 at 4% or $78,380 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-174$29,515,452$1,636,582$9,406iApproximate average salary by contribution assumption: employee only about $235,141 at 4% or $156,761 at 6%; with 50% employer match about $156,761 at 4% or $104,507 at 6%; with 100% employer match about $117,571 at 4% or $78,380 at 6%.
Lisi Inc. Welfare Benefits Plan-168---
20152151$27,238,078$1,984,938$13,145iApproximate average salary by contribution assumption: employee only about $328,632 at 4% or $219,088 at 6%; with 50% employer match about $219,088 at 4% or $146,059 at 6%; with 100% employer match about $164,316 at 4% or $109,544 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-151$27,238,078$1,984,938$13,145iApproximate average salary by contribution assumption: employee only about $328,632 at 4% or $219,088 at 6%; with 50% employer match about $219,088 at 4% or $146,059 at 6%; with 100% employer match about $164,316 at 4% or $109,544 at 6%.
Lisi Inc. Welfare Benefits Plan-135---
20142138$26,222,963$1,779,380$12,894iApproximate average salary by contribution assumption: employee only about $322,351 at 4% or $214,901 at 6%; with 50% employer match about $214,901 at 4% or $143,267 at 6%; with 100% employer match about $161,176 at 4% or $107,450 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-138$26,222,963$1,779,380$12,894iApproximate average salary by contribution assumption: employee only about $322,351 at 4% or $214,901 at 6%; with 50% employer match about $214,901 at 4% or $143,267 at 6%; with 100% employer match about $161,176 at 4% or $107,450 at 6%.
Lisi Inc. Welfare Benefits Plan-136---
20132132$23,445,026$1,496,884$11,340iApproximate average salary by contribution assumption: employee only about $283,501 at 4% or $189,001 at 6%; with 50% employer match about $189,001 at 4% or $126,000 at 6%; with 100% employer match about $141,750 at 4% or $94,500 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-127$23,445,026$1,496,884$11,786iApproximate average salary by contribution assumption: employee only about $294,662 at 4% or $196,441 at 6%; with 50% employer match about $196,441 at 4% or $130,961 at 6%; with 100% employer match about $147,331 at 4% or $98,221 at 6%.
Lisi Inc. Welfare Benefits Plan-132---
20122125$18,854,806$1,634,729$13,078iApproximate average salary by contribution assumption: employee only about $326,946 at 4% or $217,964 at 6%; with 50% employer match about $217,964 at 4% or $145,309 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-123$18,854,806$1,634,729$13,290iApproximate average salary by contribution assumption: employee only about $332,262 at 4% or $221,508 at 6%; with 50% employer match about $221,508 at 4% or $147,672 at 6%; with 100% employer match about $166,131 at 4% or $110,754 at 6%.
Lisi Inc. Welfare Benefits Plan-125---
20112117$16,217,914$1,626,420$13,901iApproximate average salary by contribution assumption: employee only about $347,526 at 4% or $231,684 at 6%; with 50% employer match about $231,684 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-117$16,217,914$1,626,420$13,901iApproximate average salary by contribution assumption: employee only about $347,526 at 4% or $231,684 at 6%; with 50% employer match about $231,684 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
Lisi Inc. Welfare Benefits Plan-117---
20102138$15,650,387$1,665,292$12,067iApproximate average salary by contribution assumption: employee only about $301,683 at 4% or $201,122 at 6%; with 50% employer match about $201,122 at 4% or $134,081 at 6%; with 100% employer match about $150,842 at 4% or $100,561 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-138$15,650,387$1,665,292$12,067iApproximate average salary by contribution assumption: employee only about $301,683 at 4% or $201,122 at 6%; with 50% employer match about $201,122 at 4% or $134,081 at 6%; with 100% employer match about $150,842 at 4% or $100,561 at 6%.
Lisi Inc. Welfare Benefits Plan-133---
20092136$12,586,637$1,670,663$12,284iApproximate average salary by contribution assumption: employee only about $307,107 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,554 at 4% or $102,369 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-134$12,586,637$1,670,663$12,468iApproximate average salary by contribution assumption: employee only about $311,691 at 4% or $207,794 at 6%; with 50% employer match about $207,794 at 4% or $138,529 at 6%; with 100% employer match about $155,845 at 4% or $103,897 at 6%.
Lisi Inc. Welfare Benefits Plan-136---
20082156$8,856,188$1,900,667$12,184iApproximate average salary by contribution assumption: employee only about $304,594 at 4% or $203,063 at 6%; with 50% employer match about $203,063 at 4% or $135,375 at 6%; with 100% employer match about $152,297 at 4% or $101,531 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-156$8,856,188$1,900,667$12,184iApproximate average salary by contribution assumption: employee only about $304,594 at 4% or $203,063 at 6%; with 50% employer match about $203,063 at 4% or $135,375 at 6%; with 100% employer match about $152,297 at 4% or $101,531 at 6%.
Lisi Inc. Welfare Benefits Plan-155---
20071156$11,434,796$1,777,844$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,941 at 6%; with 50% employer match about $189,941 at 4% or $126,627 at 6%; with 100% employer match about $142,455 at 4% or $94,970 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-156$11,434,796$1,777,844$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,941 at 6%; with 50% employer match about $189,941 at 4% or $126,627 at 6%; with 100% employer match about $142,455 at 4% or $94,970 at 6%.
20061170$8,830,168$1,601,367$9,420iApproximate average salary by contribution assumption: employee only about $235,495 at 4% or $156,997 at 6%; with 50% employer match about $156,997 at 4% or $104,665 at 6%; with 100% employer match about $117,748 at 4% or $78,498 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-170$8,830,168$1,601,367$9,420iApproximate average salary by contribution assumption: employee only about $235,495 at 4% or $156,997 at 6%; with 50% employer match about $156,997 at 4% or $104,665 at 6%; with 100% employer match about $117,748 at 4% or $78,498 at 6%.
20051159$7,097,355$334,479$2,104iApproximate average salary by contribution assumption: employee only about $52,591 at 4% or $35,061 at 6%; with 50% employer match about $35,061 at 4% or $23,374 at 6%; with 100% employer match about $26,296 at 4% or $17,530 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-159$7,097,355$334,479$2,104iApproximate average salary by contribution assumption: employee only about $52,591 at 4% or $35,061 at 6%; with 50% employer match about $35,061 at 4% or $23,374 at 6%; with 100% employer match about $26,296 at 4% or $17,530 at 6%.
20041163$6,772,798$1,243,506$7,629iApproximate average salary by contribution assumption: employee only about $190,722 at 4% or $127,148 at 6%; with 50% employer match about $127,148 at 4% or $84,765 at 6%; with 100% employer match about $95,361 at 4% or $63,574 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-163$6,772,798$1,243,506$7,629iApproximate average salary by contribution assumption: employee only about $190,722 at 4% or $127,148 at 6%; with 50% employer match about $127,148 at 4% or $84,765 at 6%; with 100% employer match about $95,361 at 4% or $63,574 at 6%.
20021119$0$0-
Philip Lebherz Insurance Services Inc Profit Sharing Plan-119---
2001176$0$0-
Philip Lebherz Insurance Services Inc Profit Sharing Plan-76---
2000185$0$0-
Philip Lebherz Insurance Services Inc Profit Sharing Plan-85---
19991100$2,012,062$175,111$1,751iApproximate average salary by contribution assumption: employee only about $43,778 at 4% or $29,185 at 6%; with 50% employer match about $29,185 at 4% or $19,457 at 6%; with 100% employer match about $21,889 at 4% or $14,593 at 6%.
Philip Lebherz Insurance Services Inc Profit Sharing Plan-100$2,012,062$175,111$1,751iApproximate average salary by contribution assumption: employee only about $43,778 at 4% or $29,185 at 6%; with 50% employer match about $29,185 at 4% or $19,457 at 6%; with 100% employer match about $21,889 at 4% or $14,593 at 6%.
Philip Lebherz Insurance Service | EIN 94-2757978 | 2019 Form 5500 Company Profile