Tracy H. Lewis & Associates
Plan context: Tracy H. Lewis & Associates 401(K) Plan
EIN 06-1521777 • Monroe, CT • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$499,904
2024 Contributions
$3,710
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $499,904 | $3,710 | $1,237iApproximate average salary by contribution assumption: employee only about $30,917 at 4% or $20,611 at 6%; with 50% employer match about $20,611 at 4% or $13,741 at 6%; with 100% employer match about $15,458 at 4% or $10,306 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $499,904 | $3,710 | $1,237iApproximate average salary by contribution assumption: employee only about $30,917 at 4% or $20,611 at 6%; with 50% employer match about $20,611 at 4% or $13,741 at 6%; with 100% employer match about $15,458 at 4% or $10,306 at 6%. |
| 2023 | 1 | 3 | $428,762 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $428,762 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| 2022 | 1 | 3 | $342,884 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $342,884 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| 2021 | 1 | 3 | $460,931 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $460,931 | $3,640 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| 2020 | 1 | 3 | $370,778 | $2,785 | $928iApproximate average salary by contribution assumption: employee only about $23,208 at 4% or $15,472 at 6%; with 50% employer match about $15,472 at 4% or $10,315 at 6%; with 100% employer match about $11,604 at 4% or $7,736 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $370,778 | $2,785 | $928iApproximate average salary by contribution assumption: employee only about $23,208 at 4% or $15,472 at 6%; with 50% employer match about $15,472 at 4% or $10,315 at 6%; with 100% employer match about $11,604 at 4% or $7,736 at 6%. |
| 2019 | 1 | 3 | $295,962 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $295,962 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| 2018 | 1 | 3 | $230,642 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $230,642 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| 2017 | 1 | 3 | $244,534 | $1,775 | $592iApproximate average salary by contribution assumption: employee only about $14,792 at 4% or $9,861 at 6%; with 50% employer match about $9,861 at 4% or $6,574 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $244,534 | $1,775 | $592iApproximate average salary by contribution assumption: employee only about $14,792 at 4% or $9,861 at 6%; with 50% employer match about $9,861 at 4% or $6,574 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%. |
| 2016 | 1 | 3 | $205,200 | $2,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $205,200 | $2,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| 2015 | 1 | 3 | $192,473 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $192,473 | $0 | - |
| 2014 | 1 | 3 | $197,992 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $197,992 | $0 | - |
| 2013 | 1 | 3 | $199,339 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $199,339 | $0 | - |
| 2012 | 1 | 4 | $182,769 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 4 | $182,769 | $0 | - |
| 2011 | 1 | 4 | $165,747 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 4 | $165,747 | - | - |
| 2010 | 1 | 4 | $174,992 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 4 | $174,992 | - | - |
| 2009 | 1 | 3 | $174,357 | $400 | $133iApproximate average salary by contribution assumption: employee only about $3,333 at 4% or $2,222 at 6%; with 50% employer match about $2,222 at 4% or $1,481 at 6%; with 100% employer match about $1,667 at 4% or $1,111 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $174,357 | $400 | $133iApproximate average salary by contribution assumption: employee only about $3,333 at 4% or $2,222 at 6%; with 50% employer match about $2,222 at 4% or $1,481 at 6%; with 100% employer match about $1,667 at 4% or $1,111 at 6%. |
| 2008 | 1 | 3 | $144,907 | $8,413 | $2,804iApproximate average salary by contribution assumption: employee only about $70,108 at 4% or $46,739 at 6%; with 50% employer match about $46,739 at 4% or $31,159 at 6%; with 100% employer match about $35,054 at 4% or $23,369 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $144,907 | $8,413 | $2,804iApproximate average salary by contribution assumption: employee only about $70,108 at 4% or $46,739 at 6%; with 50% employer match about $46,739 at 4% or $31,159 at 6%; with 100% employer match about $35,054 at 4% or $23,369 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $177,736 | $72,843 | $14,569iApproximate average salary by contribution assumption: employee only about $364,215 at 4% or $242,810 at 6%; with 50% employer match about $242,810 at 4% or $161,873 at 6%; with 100% employer match about $182,108 at 4% or $121,405 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 5 | $177,736 | $72,843 | $14,569iApproximate average salary by contribution assumption: employee only about $364,215 at 4% or $242,810 at 6%; with 50% employer match about $242,810 at 4% or $161,873 at 6%; with 100% employer match about $182,108 at 4% or $121,405 at 6%. |
| 2005 | 1 | 4 | $94,190 | $29,330 | $7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,208 at 6%; with 50% employer match about $122,208 at 4% or $81,472 at 6%; with 100% employer match about $91,656 at 4% or $61,104 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 4 | $94,190 | $29,330 | $7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,208 at 6%; with 50% employer match about $122,208 at 4% or $81,472 at 6%; with 100% employer match about $91,656 at 4% or $61,104 at 6%. |
| 2004 | 1 | 3 | $61,588 | $22,213 | $7,404iApproximate average salary by contribution assumption: employee only about $185,108 at 4% or $123,406 at 6%; with 50% employer match about $123,406 at 4% or $82,270 at 6%; with 100% employer match about $92,554 at 4% or $61,703 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 3 | $61,588 | $22,213 | $7,404iApproximate average salary by contribution assumption: employee only about $185,108 at 4% or $123,406 at 6%; with 50% employer match about $123,406 at 4% or $82,270 at 6%; with 100% employer match about $92,554 at 4% or $61,703 at 6%. |
| 2003 | 1 | 2 | $35,790 | $22,440 | $11,220iApproximate average salary by contribution assumption: employee only about $280,500 at 4% or $187,000 at 6%; with 50% employer match about $187,000 at 4% or $124,667 at 6%; with 100% employer match about $140,250 at 4% or $93,500 at 6%. |
| Tracy H. Lewis & Associates 401(K) Plan | - | 2 | $35,790 | $22,440 | $11,220iApproximate average salary by contribution assumption: employee only about $280,500 at 4% or $187,000 at 6%; with 50% employer match about $187,000 at 4% or $124,667 at 6%; with 100% employer match about $140,250 at 4% or $93,500 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Tracy H. Lewis & Associates 401(K) Plan | - | 2 | - | - | - |