Civic Intelligence

Lundberg Survey Incorporated

Plan context: Lundberg Survey Incorporated Stock Bonus Retirement Plan

EIN 95-2231252 • Camarillo, CA • 21 filings • 3 plans

911 Via AlondraCamarillo, CA 93012-8048
Current Snapshot

Latest Year

2010

2010 Participants

22

2010 Assets

$459,291

2010 Contributions

$78,236

Historical Graphs

Total Assets Over Time

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

$2,104,657$1,052,329$0199920062009YearValue
$459,291Latest year 2009

Participants Over Time

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

30150199920042009YearValue
22Latest 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-
Lundberg Survey Incorporated Stock Bonus Retirement Plan-0$0$0-
2009122$459,291$78,236$3,556iApproximate average salary by contribution assumption: employee only about $88,905 at 4% or $59,270 at 6%; with 50% employer match about $59,270 at 4% or $39,513 at 6%; with 100% employer match about $44,452 at 4% or $29,635 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-22$459,291$78,236$3,556iApproximate average salary by contribution assumption: employee only about $88,905 at 4% or $59,270 at 6%; with 50% employer match about $59,270 at 4% or $39,513 at 6%; with 100% employer match about $44,452 at 4% or $29,635 at 6%.
2008225$1,500,865$163,016$6,521iApproximate average salary by contribution assumption: employee only about $163,016 at 4% or $108,677 at 6%; with 50% employer match about $108,677 at 4% or $72,452 at 6%; with 100% employer match about $81,508 at 4% or $54,339 at 6%.
LUNDBERG SURVEY, INCORPORATED 401K PLAN-25$1,180,449$109,780$4,391iApproximate average salary by contribution assumption: employee only about $109,780 at 4% or $73,187 at 6%; with 50% employer match about $73,187 at 4% or $48,791 at 6%; with 100% employer match about $54,890 at 4% or $36,593 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-20$320,416$53,236$2,662iApproximate average salary by contribution assumption: employee only about $66,545 at 4% or $44,363 at 6%; with 50% employer match about $44,363 at 4% or $29,576 at 6%; with 100% employer match about $33,273 at 4% or $22,182 at 6%.
2007230$2,104,657$153,882$5,129iApproximate average salary by contribution assumption: employee only about $128,235 at 4% or $85,490 at 6%; with 50% employer match about $85,490 at 4% or $56,993 at 6%; with 100% employer match about $64,117 at 4% or $42,745 at 6%.
LUNDBERG SURVEY, INCORPORATED 401K PLAN-30$1,678,062$100,646$3,355iApproximate average salary by contribution assumption: employee only about $83,872 at 4% or $55,914 at 6%; with 50% employer match about $55,914 at 4% or $37,276 at 6%; with 100% employer match about $41,936 at 4% or $27,957 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-21$426,595$53,236$2,535iApproximate average salary by contribution assumption: employee only about $63,376 at 4% or $42,251 at 6%; with 50% employer match about $42,251 at 4% or $28,167 at 6%; with 100% employer match about $31,688 at 4% or $21,125 at 6%.
2006228$1,817,564$160,366$5,727iApproximate average salary by contribution assumption: employee only about $143,184 at 4% or $95,456 at 6%; with 50% employer match about $95,456 at 4% or $63,637 at 6%; with 100% employer match about $71,592 at 4% or $47,728 at 6%.
LUNDBERG SURVEY, INCORPORATED 401K PLAN-28$1,448,128$107,130$3,826iApproximate average salary by contribution assumption: employee only about $95,652 at 4% or $63,768 at 6%; with 50% employer match about $63,768 at 4% or $42,512 at 6%; with 100% employer match about $47,826 at 4% or $31,884 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-20$369,436$53,236$2,662iApproximate average salary by contribution assumption: employee only about $66,545 at 4% or $44,363 at 6%; with 50% employer match about $44,363 at 4% or $29,576 at 6%; with 100% employer match about $33,273 at 4% or $22,182 at 6%.
2005224$1,585,794$247,055$10,294iApproximate average salary by contribution assumption: employee only about $257,349 at 4% or $171,566 at 6%; with 50% employer match about $171,566 at 4% or $114,377 at 6%; with 100% employer match about $128,674 at 4% or $85,783 at 6%.
LUNDBERG SURVEY, INCORPORATED 401K PLAN-24$1,256,742$170,819$7,117iApproximate average salary by contribution assumption: employee only about $177,936 at 4% or $118,624 at 6%; with 50% employer match about $118,624 at 4% or $79,083 at 6%; with 100% employer match about $88,968 at 4% or $59,312 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-20$329,052$76,236$3,812iApproximate average salary by contribution assumption: employee only about $95,295 at 4% or $63,530 at 6%; with 50% employer match about $63,530 at 4% or $42,353 at 6%; with 100% employer match about $47,648 at 4% or $31,765 at 6%.
2004222$1,253,157$277,281$12,604iApproximate average salary by contribution assumption: employee only about $315,092 at 4% or $210,061 at 6%; with 50% employer match about $210,061 at 4% or $140,041 at 6%; with 100% employer match about $157,546 at 4% or $105,031 at 6%.
LUNDBERG SURVEY, INC. PROFIT SHARING PLAN-22$998,864$204,045$9,275iApproximate average salary by contribution assumption: employee only about $231,869 at 4% or $154,580 at 6%; with 50% employer match about $154,580 at 4% or $103,053 at 6%; with 100% employer match about $115,935 at 4% or $77,290 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-22$254,293$73,236$3,329iApproximate average salary by contribution assumption: employee only about $83,223 at 4% or $55,482 at 6%; with 50% employer match about $55,482 at 4% or $36,988 at 6%; with 100% employer match about $41,611 at 4% or $27,741 at 6%.
2003227$174,530$53,236$1,972iApproximate average salary by contribution assumption: employee only about $49,293 at 4% or $32,862 at 6%; with 50% employer match about $32,862 at 4% or $21,908 at 6%; with 100% employer match about $24,646 at 4% or $16,431 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-26$174,530$53,236$2,048iApproximate average salary by contribution assumption: employee only about $51,188 at 4% or $34,126 at 6%; with 50% employer match about $34,126 at 4% or $22,750 at 6%; with 100% employer match about $25,594 at 4% or $17,063 at 6%.
LUNDBERG SURVEY, INC. PROFIT SHARING PLAN-27---
2002228$0$0-
Lundberg Survey Incorporated Stock Bonus Retirement Plan-25---
LUNDBERG SURVEY, INC. PROFIT SHARING PLAN-28---
2001224$0$0-
LUNDBERG SURVEY, INC. PROFIT SHARING PLAN-24---
Lundberg Survey Incorporated Stock Bonus Retirement Plan-21---
2000226$0$0-
Lundberg Survey Incorporated Stock Bonus Retirement Plan-24---
LUNDBERG SURVEY, INC. PROFIT SHARING PLAN-26---
1999125$44,000$44,000$1,760iApproximate average salary by contribution assumption: employee only about $44,000 at 4% or $29,333 at 6%; with 50% employer match about $29,333 at 4% or $19,556 at 6%; with 100% employer match about $22,000 at 4% or $14,667 at 6%.
Lundberg Survey Incorporated Stock Bonus Retirement Plan-25$44,000$44,000$1,760iApproximate average salary by contribution assumption: employee only about $44,000 at 4% or $29,333 at 6%; with 50% employer match about $29,333 at 4% or $19,556 at 6%; with 100% employer match about $22,000 at 4% or $14,667 at 6%.