Civic Intelligence

Kent M. LIM & Co. Inc.

Plan context: Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan

EIN 94-2954164 • San Francisco, CA • 17 filings • 3 plans

1260 Egbert AvenueSan Francisco, CA 94124
Current Snapshot

Latest Year

2013

2013 Participants

17

2013 Assets

$1,033,892

2013 Contributions

$260

Historical Graphs

Total Assets Over Time

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

$1,033,892$516,946$0199920072012YearValue
$1,033,892Latest year 2012

Participants Over Time

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

1890199920062012YearValue
17Latest year 2012

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
201310$0$260-
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-0$0$260-
2012117$1,033,892$67,928$3,996iApproximate average salary by contribution assumption: employee only about $99,894 at 4% or $66,596 at 6%; with 50% employer match about $66,596 at 4% or $44,397 at 6%; with 100% employer match about $49,947 at 4% or $33,298 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-17$1,033,892$67,928$3,996iApproximate average salary by contribution assumption: employee only about $99,894 at 4% or $66,596 at 6%; with 50% employer match about $66,596 at 4% or $44,397 at 6%; with 100% employer match about $49,947 at 4% or $33,298 at 6%.
2011118$917,754$66,569$3,698iApproximate average salary by contribution assumption: employee only about $92,457 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-18$917,754$66,569$3,698iApproximate average salary by contribution assumption: employee only about $92,457 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%.
2010117$876,049$38,534$2,267iApproximate average salary by contribution assumption: employee only about $56,668 at 4% or $37,778 at 6%; with 50% employer match about $37,778 at 4% or $25,186 at 6%; with 100% employer match about $28,334 at 4% or $18,889 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-17$876,049$38,534$2,267iApproximate average salary by contribution assumption: employee only about $56,668 at 4% or $37,778 at 6%; with 50% employer match about $37,778 at 4% or $25,186 at 6%; with 100% employer match about $28,334 at 4% or $18,889 at 6%.
2009118$808,245$83,815$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-18$808,245$83,815$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
2008112$596,047$76,747$6,396iApproximate average salary by contribution assumption: employee only about $159,890 at 4% or $106,593 at 6%; with 50% employer match about $106,593 at 4% or $71,062 at 6%; with 100% employer match about $79,945 at 4% or $53,297 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-12$596,047$76,747$6,396iApproximate average salary by contribution assumption: employee only about $159,890 at 4% or $106,593 at 6%; with 50% employer match about $106,593 at 4% or $71,062 at 6%; with 100% employer match about $79,945 at 4% or $53,297 at 6%.
2007114$792,729$92,838$6,631iApproximate average salary by contribution assumption: employee only about $165,782 at 4% or $110,521 at 6%; with 50% employer match about $110,521 at 4% or $73,681 at 6%; with 100% employer match about $82,891 at 4% or $55,261 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-14$792,729$92,838$6,631iApproximate average salary by contribution assumption: employee only about $165,782 at 4% or $110,521 at 6%; with 50% employer match about $110,521 at 4% or $73,681 at 6%; with 100% employer match about $82,891 at 4% or $55,261 at 6%.
2006113$669,694$88,926$6,840iApproximate average salary by contribution assumption: employee only about $171,012 at 4% or $114,008 at 6%; with 50% employer match about $114,008 at 4% or $76,005 at 6%; with 100% employer match about $85,506 at 4% or $57,004 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-13$669,694$88,926$6,840iApproximate average salary by contribution assumption: employee only about $171,012 at 4% or $114,008 at 6%; with 50% employer match about $114,008 at 4% or $76,005 at 6%; with 100% employer match about $85,506 at 4% or $57,004 at 6%.
2005215$516,390$75,768$5,051iApproximate average salary by contribution assumption: employee only about $126,280 at 4% or $84,187 at 6%; with 50% employer match about $84,187 at 4% or $56,124 at 6%; with 100% employer match about $63,140 at 4% or $42,093 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-15$516,390$75,768$5,051iApproximate average salary by contribution assumption: employee only about $126,280 at 4% or $84,187 at 6%; with 50% employer match about $84,187 at 4% or $56,124 at 6%; with 100% employer match about $63,140 at 4% or $42,093 at 6%.
KENT M. LIM & COMPANY, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST TRUSTEE PROFESSIONAL BENEFIT TRUST LTD-0---
2004213$979,386$61,229$4,710iApproximate average salary by contribution assumption: employee only about $117,748 at 4% or $78,499 at 6%; with 50% employer match about $78,499 at 4% or $52,332 at 6%; with 100% employer match about $58,874 at 4% or $39,249 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-13$586,123$61,229$4,710iApproximate average salary by contribution assumption: employee only about $117,748 at 4% or $78,499 at 6%; with 50% employer match about $78,499 at 4% or $52,332 at 6%; with 100% employer match about $58,874 at 4% or $39,249 at 6%.
KENT M. LIM & COMPANY, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST TRUSTEE PROFESSIONAL BENEFIT TRUST LTD-3$393,263--
2003118$503,628$59,216$3,290iApproximate average salary by contribution assumption: employee only about $82,244 at 4% or $54,830 at 6%; with 50% employer match about $54,830 at 4% or $36,553 at 6%; with 100% employer match about $41,122 at 4% or $27,415 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-18$503,628$59,216$3,290iApproximate average salary by contribution assumption: employee only about $82,244 at 4% or $54,830 at 6%; with 50% employer match about $54,830 at 4% or $36,553 at 6%; with 100% employer match about $41,122 at 4% or $27,415 at 6%.
2002117$0$0-
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-17---
2001115$0$0-
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-15---
200019$478,837$90,368$10,041iApproximate average salary by contribution assumption: employee only about $251,022 at 4% or $167,348 at 6%; with 50% employer match about $167,348 at 4% or $111,565 at 6%; with 100% employer match about $125,511 at 4% or $83,674 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-9$478,837$90,368$10,041iApproximate average salary by contribution assumption: employee only about $251,022 at 4% or $167,348 at 6%; with 50% employer match about $167,348 at 4% or $111,565 at 6%; with 100% employer match about $125,511 at 4% or $83,674 at 6%.
199919$446,844$63,179$7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,749 at 4% or $58,499 at 6%.
Kent M. LIM & Co. Inc. 401K Savings and Retirement Plan-9$446,844$63,179$7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,749 at 4% or $58,499 at 6%.