Civic Intelligence

Loveless & Kline Inc

Plan context: Loveless & Kline Inc Profit Sharing Plan

EIN 94-3022954 • San Francisco, CA • 12 filings • 3 plans

2870 Filbert StreetSan Francisco, CA 94123
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$3,058,623

2010 Contributions

$66,000

Historical Graphs

Total Assets Over Time

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

$3,058,623$1,529,312$0199920052009YearValue
$3,058,623Latest year 2009

Participants Over Time

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

320199920042009YearValue
2Latest year 2009

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
201010$0$0-
Loveless & Kline Inc Profit Sharing Plan-0$0--
200912$3,058,623$0-
Loveless & Kline Inc Profit Sharing Plan-2$3,058,623--
200812$2,449,385$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,449,385$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
200712$2,934,136$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,934,136$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
200612$2,756,312$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,756,312$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
200512$2,472,883$78,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,472,883$78,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
200412$2,351,764$74,500$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,351,764$74,500$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
200312$2,096,061$43,050$21,525iApproximate average salary by contribution assumption: employee only about $538,125 at 4% or $358,750 at 6%; with 50% employer match about $358,750 at 4% or $239,167 at 6%; with 100% employer match about $269,063 at 4% or $179,375 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$2,096,061$43,050$21,525iApproximate average salary by contribution assumption: employee only about $538,125 at 4% or $358,750 at 6%; with 50% employer match about $358,750 at 4% or $239,167 at 6%; with 100% employer match about $269,063 at 4% or $179,375 at 6%.
200212$1,662,233$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$1,662,233$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
200112$1,947,196$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
Loveless & Kline Inc Profit Sharing Plan-2$1,947,196$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
200012$0$0-
Loveless & Kline Inc Profit Sharing Plan-2---
199913$2,851,146$60,160$20,053iApproximate average salary by contribution assumption: employee only about $501,333 at 4% or $334,222 at 6%; with 50% employer match about $334,222 at 4% or $222,815 at 6%; with 100% employer match about $250,667 at 4% or $167,111 at 6%.
Loveless & Kline Inc Profit Sharing Plan-3$2,851,146$60,160$20,053iApproximate average salary by contribution assumption: employee only about $501,333 at 4% or $334,222 at 6%; with 50% employer match about $334,222 at 4% or $222,815 at 6%; with 100% employer match about $250,667 at 4% or $167,111 at 6%.