Civic Intelligence

Nancy Lewis Associates Inc.

Plan context: Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan

EIN 95-4235997 • Encino, CA • 13 filings • 2 plans

16030 Ventura Blvd., Suite B-490Encino, CA 91436
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$876,596

2017 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$876,596$438,298$0200520112017YearValue
$876,596Latest year 2017

Participants Over Time

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

210200520112017YearValue
1Latest year 2017

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
201711$876,596$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$876,596$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201612$708,459$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$708,459$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201512$598,997$58,381$29,191iApproximate average salary by contribution assumption: employee only about $729,763 at 4% or $486,508 at 6%; with 50% employer match about $486,508 at 4% or $324,339 at 6%; with 100% employer match about $364,881 at 4% or $243,254 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$598,997$58,381$29,191iApproximate average salary by contribution assumption: employee only about $729,763 at 4% or $486,508 at 6%; with 50% employer match about $486,508 at 4% or $324,339 at 6%; with 100% employer match about $364,881 at 4% or $243,254 at 6%.
201411$566,816$56,600$56,600iApproximate average salary by contribution assumption: employee only about $1,415,000 at 4% or $943,333 at 6%; with 50% employer match about $943,333 at 4% or $628,889 at 6%; with 100% employer match about $707,500 at 4% or $471,667 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$566,816$56,600$56,600iApproximate average salary by contribution assumption: employee only about $1,415,000 at 4% or $943,333 at 6%; with 50% employer match about $943,333 at 4% or $628,889 at 6%; with 100% employer match about $707,500 at 4% or $471,667 at 6%.
201312$492,832$52,255$26,128iApproximate average salary by contribution assumption: employee only about $653,188 at 4% or $435,458 at 6%; with 50% employer match about $435,458 at 4% or $290,306 at 6%; with 100% employer match about $326,594 at 4% or $217,729 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$492,832$52,255$26,128iApproximate average salary by contribution assumption: employee only about $653,188 at 4% or $435,458 at 6%; with 50% employer match about $435,458 at 4% or $290,306 at 6%; with 100% employer match about $326,594 at 4% or $217,729 at 6%.
201211$373,911$55,500$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$373,911$55,500$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
201111$286,388$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$286,388$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201011$235,945$25,625$25,625iApproximate average salary by contribution assumption: employee only about $640,625 at 4% or $427,083 at 6%; with 50% employer match about $427,083 at 4% or $284,722 at 6%; with 100% employer match about $320,313 at 4% or $213,542 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$235,945$25,625$25,625iApproximate average salary by contribution assumption: employee only about $640,625 at 4% or $427,083 at 6%; with 50% employer match about $427,083 at 4% or $284,722 at 6%; with 100% employer match about $320,313 at 4% or $213,542 at 6%.
200912$193,662$46,993$23,497iApproximate average salary by contribution assumption: employee only about $587,413 at 4% or $391,608 at 6%; with 50% employer match about $391,608 at 4% or $261,072 at 6%; with 100% employer match about $293,706 at 4% or $195,804 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$193,662$46,993$23,497iApproximate average salary by contribution assumption: employee only about $587,413 at 4% or $391,608 at 6%; with 50% employer match about $391,608 at 4% or $261,072 at 6%; with 100% employer match about $293,706 at 4% or $195,804 at 6%.
200812$122,444$49,107$24,554iApproximate average salary by contribution assumption: employee only about $613,838 at 4% or $409,225 at 6%; with 50% employer match about $409,225 at 4% or $272,817 at 6%; with 100% employer match about $306,919 at 4% or $204,613 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$122,444$49,107$24,554iApproximate average salary by contribution assumption: employee only about $613,838 at 4% or $409,225 at 6%; with 50% employer match about $409,225 at 4% or $272,817 at 6%; with 100% employer match about $306,919 at 4% or $204,613 at 6%.
200712$126,898$47,252$23,626iApproximate average salary by contribution assumption: employee only about $590,650 at 4% or $393,767 at 6%; with 50% employer match about $393,767 at 4% or $262,511 at 6%; with 100% employer match about $295,325 at 4% or $196,883 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-2$126,898$47,252$23,626iApproximate average salary by contribution assumption: employee only about $590,650 at 4% or $393,767 at 6%; with 50% employer match about $393,767 at 4% or $262,511 at 6%; with 100% employer match about $295,325 at 4% or $196,883 at 6%.
200611$72,915$28,150$28,150iApproximate average salary by contribution assumption: employee only about $703,750 at 4% or $469,167 at 6%; with 50% employer match about $469,167 at 4% or $312,778 at 6%; with 100% employer match about $351,875 at 4% or $234,583 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$72,915$28,150$28,150iApproximate average salary by contribution assumption: employee only about $703,750 at 4% or $469,167 at 6%; with 50% employer match about $469,167 at 4% or $312,778 at 6%; with 100% employer match about $351,875 at 4% or $234,583 at 6%.
200511$43,150$43,150$43,150iApproximate average salary by contribution assumption: employee only about $1,078,750 at 4% or $719,167 at 6%; with 50% employer match about $719,167 at 4% or $479,444 at 6%; with 100% employer match about $539,375 at 4% or $359,583 at 6%.
Nancy Lewis Associates Inc. 401(K)Profit Sharing Plan-1$43,150$43,150$43,150iApproximate average salary by contribution assumption: employee only about $1,078,750 at 4% or $719,167 at 6%; with 50% employer match about $719,167 at 4% or $479,444 at 6%; with 100% employer match about $539,375 at 4% or $359,583 at 6%.