Civic Intelligence

Lund-Heitman Smith Inc.

Plan context: Lund-Heitman Smith Inc. Profit Sharing Plan

EIN 99-0106458 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$123,730

2007 Contributions

$9,382

Historical Graphs

Total Assets Over Time

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

$456,901$228,451$019992004YearValue
$123,730Latest year 2004

Participants Over Time

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

420199920032006YearValue
1Latest year 2006

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
200710$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-0---
200611$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-1---
200511$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-1---
200411$123,730$9,382$9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%.
Lund-Heitman Smith Inc. Profit Sharing Plan-1$123,730$9,382$9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%.
200314$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-4---
200214$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-4---
200113$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-3---
200012$0$0-
Lund-Heitman Smith Inc. Profit Sharing Plan-2---
199912$456,901$15,018$7,509iApproximate average salary by contribution assumption: employee only about $187,725 at 4% or $125,150 at 6%; with 50% employer match about $125,150 at 4% or $83,433 at 6%; with 100% employer match about $93,863 at 4% or $62,575 at 6%.
Lund-Heitman Smith Inc. Profit Sharing Plan-2$456,901$15,018$7,509iApproximate average salary by contribution assumption: employee only about $187,725 at 4% or $125,150 at 6%; with 50% employer match about $125,150 at 4% or $83,433 at 6%; with 100% employer match about $93,863 at 4% or $62,575 at 6%.