Civic Intelligence
Filing

Wright & Lestrange Profit Sharing/401K Plan

Wright & Lestrange • EIN 95-3843080 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

11 → 10

-1 • -9.09%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$3,814,870$107,259$11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,814,870$107,259$11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%.
202319$3,500,315$32,533$3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,500,315$32,533$3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%.
202219$3,371,705$53,692$5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,430 at 6%; with 50% employer match about $99,430 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,371,705$53,692$5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,430 at 6%; with 50% employer match about $99,430 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%.
202119$3,955,973$81,178$9,020iApproximate average salary by contribution assumption: employee only about $225,494 at 4% or $150,330 at 6%; with 50% employer match about $150,330 at 4% or $100,220 at 6%; with 100% employer match about $112,747 at 4% or $75,165 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,955,973$81,178$9,020iApproximate average salary by contribution assumption: employee only about $225,494 at 4% or $150,330 at 6%; with 50% employer match about $150,330 at 4% or $100,220 at 6%; with 100% employer match about $112,747 at 4% or $75,165 at 6%.
202019$3,649,182$43,232$4,804iApproximate average salary by contribution assumption: employee only about $120,089 at 4% or $80,059 at 6%; with 50% employer match about $80,059 at 4% or $53,373 at 6%; with 100% employer match about $60,044 at 4% or $40,030 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,649,182$43,232$4,804iApproximate average salary by contribution assumption: employee only about $120,089 at 4% or $80,059 at 6%; with 50% employer match about $80,059 at 4% or $53,373 at 6%; with 100% employer match about $60,044 at 4% or $40,030 at 6%.
201919$3,437,027$48,042$5,338iApproximate average salary by contribution assumption: employee only about $133,450 at 4% or $88,967 at 6%; with 50% employer match about $88,967 at 4% or $59,311 at 6%; with 100% employer match about $66,725 at 4% or $44,483 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-9$3,437,027$48,042$5,338iApproximate average salary by contribution assumption: employee only about $133,450 at 4% or $88,967 at 6%; with 50% employer match about $88,967 at 4% or $59,311 at 6%; with 100% employer match about $66,725 at 4% or $44,483 at 6%.
201818$3,072,500$41,413$5,177iApproximate average salary by contribution assumption: employee only about $129,416 at 4% or $86,277 at 6%; with 50% employer match about $86,277 at 4% or $57,518 at 6%; with 100% employer match about $64,708 at 4% or $43,139 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-8$3,072,500$41,413$5,177iApproximate average salary by contribution assumption: employee only about $129,416 at 4% or $86,277 at 6%; with 50% employer match about $86,277 at 4% or $57,518 at 6%; with 100% employer match about $64,708 at 4% or $43,139 at 6%.
2017110$3,184,505$26,838$2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-10$3,184,505$26,838$2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%.
2016110$3,106,442$22,370$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-10$3,106,442$22,370$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
2015110$2,911,477$21,642$2,164iApproximate average salary by contribution assumption: employee only about $54,105 at 4% or $36,070 at 6%; with 50% employer match about $36,070 at 4% or $24,047 at 6%; with 100% employer match about $27,052 at 4% or $18,035 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-10$2,911,477$21,642$2,164iApproximate average salary by contribution assumption: employee only about $54,105 at 4% or $36,070 at 6%; with 50% employer match about $36,070 at 4% or $24,047 at 6%; with 100% employer match about $27,052 at 4% or $18,035 at 6%.
2014113$3,143,241$33,467$2,574iApproximate average salary by contribution assumption: employee only about $64,360 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-13$3,143,241$33,467$2,574iApproximate average salary by contribution assumption: employee only about $64,360 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%.
2013115$5,206,786$57,598$3,840iApproximate average salary by contribution assumption: employee only about $95,997 at 4% or $63,998 at 6%; with 50% employer match about $63,998 at 4% or $42,665 at 6%; with 100% employer match about $47,998 at 4% or $31,999 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-15$5,206,786$57,598$3,840iApproximate average salary by contribution assumption: employee only about $95,997 at 4% or $63,998 at 6%; with 50% employer match about $63,998 at 4% or $42,665 at 6%; with 100% employer match about $47,998 at 4% or $31,999 at 6%.
2012116$4,732,221$143,890$8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,924 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-16$4,732,221$143,890$8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,924 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%.
2011116$4,117,818$158,693$9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-16$4,117,818$158,693$9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%.
2010115$4,006,741$143,816$9,588iApproximate average salary by contribution assumption: employee only about $239,693 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,530 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%.
Wright & Lestrange Profit Sharing/401K Plan-15$4,006,741$143,816$9,588iApproximate average salary by contribution assumption: employee only about $239,693 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,530 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%.
2009112$0$0-
Wright & Lestrange Profit Sharing/401K Plan-12---
2008110$0$0-
Wright & Lestrange Profit Sharing/401K Plan-10---
2007110$0$0-
Wright & Lestrange Profit Sharing/401K PlanCurrent10---
200618$0$0-
Wright & Lestrange Profit Sharing/401K Plan-8---
2005110$0$0-
Wright & Lestrange Profit Sharing/401K Plan-10---
2004114$0$0-
Wright & Lestrange Profit Sharing/401K Plan-14---
2003115$0$0-
Wright & Lestrange Profit Sharing/401K Plan-15---
2002113$0$0-
Wright & Lestrange Profit Sharing/401K Plan-13---
2001113$0$0-
Wright & Lestrange Profit Sharing/401K Plan-13---
2000112$0$0-
Wright & Lestrange Profit Sharing/401K Plan-12---
1999110$0$0-
Wright & Lestrange Profit Sharing/401K Plan-10---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$3,557,003

Balance Sheet

Beginning and end of plan year.

Total assets$3,167,957$3,557,003Increase +$389,046 (12.28%)
Total liabilities$0$0No change $0
Net assets$3,167,957$3,557,003Increase +$389,046 (12.28%)

Contributions

Employer contributions$56,221
Participant contributions$117,549
Other contributions$0

Income & Expenses

Total income$389,334
Total expenses$288
Net income$389,046
Source fields
Schedule I source fields
Filing Id
84037184162298
Schedule I EIN
95-3843080
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small Total Assets Beginning of year Amount
$3,167,957
Small Total Liabilities Beginning of year Amount
$0
Small Net Assets Beginning of year Amount
$3,167,957
Small Total Assets End of year Amount
$3,557,003
Small Total Liabilities End of year Amount
$0
Small Net Assets End of year Amount
$3,557,003
Small Employer Contribution Income Amount
$56,221
Small Participant Contribution Amount
$117,549
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$215,564
Small Total Income Amount
$389,334
Small Total Distribution Bnft Amount
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$288
Small Total Expenses Amount
$288
Small Net Income Amount
$389,046
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small Loans In Default Indicator
No
Small Loans In Default Amount
$0
Small Leases In Default Indicator
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small Plan Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$350,000
Small Loss Discovered Dur Year Indicator
No
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Indicator
No
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Indicator
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small All Plan Asset Distribution Indicator
No
Waiver Annual Iqpa Report
1
Small Res Terminate Plan Adpt Indicator
No
Small Res Terminate Plan Adpt Amount
$0