Lockwood, Kessler & Bartlett Inc.
Plan context: Lockwood, Kessler & Bartlett Inc.
EIN 11-1015370 • Syosset, NY • 96 filings • 24 plans
Current Snapshot
Latest Year
2022
2022 Participants
75
2022 Assets
$144
2022 Contributions
$872,236
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $144 | $0 | - |
| Lockwood, Kessler & Bartlett Inc. | - | 0 | $144 | - | - |
| 2021 | 4 | 75 | $24,998,013 | $872,236 | $11,630iApproximate average salary by contribution assumption: employee only about $290,745 at 4% or $193,830 at 6%; with 50% employer match about $193,830 at 4% or $129,220 at 6%; with 100% employer match about $145,373 at 4% or $96,915 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 7 | $24,998,013 | $872,236 | $124,605iApproximate average salary by contribution assumption: employee only about $3,115,129 at 4% or $2,076,752 at 6%; with 50% employer match about $2,076,752 at 4% or $1,384,502 at 6%; with 100% employer match about $1,557,564 at 4% or $1,038,376 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 68 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 68 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 75 | - | - | - |
| 2020 | 4 | 74 | $24,327,261 | $1,029,848 | $13,917iApproximate average salary by contribution assumption: employee only about $347,922 at 4% or $231,948 at 6%; with 50% employer match about $231,948 at 4% or $154,632 at 6%; with 100% employer match about $173,961 at 4% or $115,974 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 74 | $24,327,261 | $1,029,848 | $13,917iApproximate average salary by contribution assumption: employee only about $347,922 at 4% or $231,948 at 6%; with 50% employer match about $231,948 at 4% or $154,632 at 6%; with 100% employer match about $173,961 at 4% or $115,974 at 6%. |
| Lockwoodikesslertbartlett Inc I | - | 67 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 67 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 67 | - | - | - |
| 2019 | 4 | 71 | $20,847,645 | $959,949 | $13,520iApproximate average salary by contribution assumption: employee only about $338,010 at 4% or $225,340 at 6%; with 50% employer match about $225,340 at 4% or $150,227 at 6%; with 100% employer match about $169,005 at 4% or $112,670 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 71 | $20,847,645 | $959,949 | $13,520iApproximate average salary by contribution assumption: employee only about $338,010 at 4% or $225,340 at 6%; with 50% employer match about $225,340 at 4% or $150,227 at 6%; with 100% employer match about $169,005 at 4% or $112,670 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 70 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 70 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 64 | - | - | - |
| 2018 | 4 | 71 | $15,882,246 | $932,748 | $13,137iApproximate average salary by contribution assumption: employee only about $328,432 at 4% or $218,955 at 6%; with 50% employer match about $218,955 at 4% or $145,970 at 6%; with 100% employer match about $164,216 at 4% or $109,477 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 71 | $15,882,246 | $932,748 | $13,137iApproximate average salary by contribution assumption: employee only about $328,432 at 4% or $218,955 at 6%; with 50% employer match about $218,955 at 4% or $145,970 at 6%; with 100% employer match about $164,216 at 4% or $109,477 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 67 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 68 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 71 | - | - | - |
| 2017 | 4 | 76 | $16,261,891 | $1,204,443 | $15,848iApproximate average salary by contribution assumption: employee only about $396,198 at 4% or $264,132 at 6%; with 50% employer match about $264,132 at 4% or $176,088 at 6%; with 100% employer match about $198,099 at 4% or $132,066 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 71 | $16,261,891 | $1,204,443 | $16,964iApproximate average salary by contribution assumption: employee only about $424,100 at 4% or $282,733 at 6%; with 50% employer match about $282,733 at 4% or $188,489 at 6%; with 100% employer match about $212,050 at 4% or $141,367 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 63 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 63 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 76 | - | - | - |
| 2016 | 4 | 71 | $12,761,398 | $738,433 | $10,400iApproximate average salary by contribution assumption: employee only about $260,012 at 4% or $173,341 at 6%; with 50% employer match about $173,341 at 4% or $115,561 at 6%; with 100% employer match about $130,006 at 4% or $86,671 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 64 | $12,761,398 | $738,433 | $11,538iApproximate average salary by contribution assumption: employee only about $288,450 at 4% or $192,300 at 6%; with 50% employer match about $192,300 at 4% or $128,200 at 6%; with 100% employer match about $144,225 at 4% or $96,150 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 64 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 64 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 71 | - | - | - |
| 2015 | 4 | 74 | $11,337,315 | $585,183 | $7,908iApproximate average salary by contribution assumption: employee only about $197,697 at 4% or $131,798 at 6%; with 50% employer match about $131,798 at 4% or $87,865 at 6%; with 100% employer match about $98,848 at 4% or $65,899 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 67 | $11,337,315 | $585,183 | $8,734iApproximate average salary by contribution assumption: employee only about $218,352 at 4% or $145,568 at 6%; with 50% employer match about $145,568 at 4% or $97,045 at 6%; with 100% employer match about $109,176 at 4% or $72,784 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 72 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 72 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 74 | - | - | - |
| 2014 | 4 | 75 | $10,966,996 | $566,592 | $7,555iApproximate average salary by contribution assumption: employee only about $188,864 at 4% or $125,909 at 6%; with 50% employer match about $125,909 at 4% or $83,940 at 6%; with 100% employer match about $94,432 at 4% or $62,955 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 61 | $10,966,996 | $566,592 | $9,288iApproximate average salary by contribution assumption: employee only about $232,210 at 4% or $154,807 at 6%; with 50% employer match about $154,807 at 4% or $103,204 at 6%; with 100% employer match about $116,105 at 4% or $77,403 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 67 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 67 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 75 | - | - | - |
| 2013 | 4 | 83 | $10,010,328 | $493,624 | $5,947iApproximate average salary by contribution assumption: employee only about $148,682 at 4% or $99,121 at 6%; with 50% employer match about $99,121 at 4% or $66,081 at 6%; with 100% employer match about $74,341 at 4% or $49,561 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 62 | $10,010,328 | $493,624 | $7,962iApproximate average salary by contribution assumption: employee only about $199,042 at 4% or $132,695 at 6%; with 50% employer match about $132,695 at 4% or $88,463 at 6%; with 100% employer match about $99,521 at 4% or $66,347 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 63 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 63 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 83 | - | - | - |
| 2012 | 4 | 88 | $9,144,168 | $505,893 | $5,749iApproximate average salary by contribution assumption: employee only about $143,720 at 4% or $95,813 at 6%; with 50% employer match about $95,813 at 4% or $63,875 at 6%; with 100% employer match about $71,860 at 4% or $47,907 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 75 | $9,144,168 | $505,893 | $6,745iApproximate average salary by contribution assumption: employee only about $168,631 at 4% or $112,421 at 6%; with 50% employer match about $112,421 at 4% or $74,947 at 6%; with 100% employer match about $84,316 at 4% or $56,210 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 69 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 88 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 69 | - | - | - |
| 2011 | 4 | 77 | $8,086,208 | $600,760 | $7,802iApproximate average salary by contribution assumption: employee only about $195,052 at 4% or $130,035 at 6%; with 50% employer match about $130,035 at 4% or $86,690 at 6%; with 100% employer match about $97,526 at 4% or $65,017 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 68 | $8,086,208 | $600,760 | $8,835iApproximate average salary by contribution assumption: employee only about $220,868 at 4% or $147,245 at 6%; with 50% employer match about $147,245 at 4% or $98,163 at 6%; with 100% employer match about $110,434 at 4% or $73,623 at 6%. |
| Lockwoodikesslertbartlett Inc I | - | 54 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 77 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 77 | - | - | - |
| 2010 | 4 | 76 | $8,368,261 | $578,554 | $7,613iApproximate average salary by contribution assumption: employee only about $190,314 at 4% or $126,876 at 6%; with 50% employer match about $126,876 at 4% or $84,584 at 6%; with 100% employer match about $95,157 at 4% or $63,438 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 76 | $8,368,261 | $578,554 | $7,613iApproximate average salary by contribution assumption: employee only about $190,314 at 4% or $126,876 at 6%; with 50% employer match about $126,876 at 4% or $84,584 at 6%; with 100% employer match about $95,157 at 4% or $63,438 at 6%. |
| Lockwoodikesslertbartlett Inc I | - | 53 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 71 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 71 | - | - | - |
| 2009 | 4 | 92 | $7,287,881 | $647,440 | $7,037iApproximate average salary by contribution assumption: employee only about $175,935 at 4% or $117,290 at 6%; with 50% employer match about $117,290 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,645 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 92 | $7,287,881 | $647,440 | $7,037iApproximate average salary by contribution assumption: employee only about $175,935 at 4% or $117,290 at 6%; with 50% employer match about $117,290 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,645 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 84 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 84 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 63 | - | - | - |
| 2008 | 4 | 83 | $5,749,458 | $716,796 | $8,636iApproximate average salary by contribution assumption: employee only about $215,902 at 4% or $143,935 at 6%; with 50% employer match about $143,935 at 4% or $95,957 at 6%; with 100% employer match about $107,951 at 4% or $71,967 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 83 | $5,749,458 | $716,796 | $8,636iApproximate average salary by contribution assumption: employee only about $215,902 at 4% or $143,935 at 6%; with 50% employer match about $143,935 at 4% or $95,957 at 6%; with 100% employer match about $107,951 at 4% or $71,967 at 6%. |
| Lockwoodikesslertbartlett Inc I | - | 59 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 82 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 82 | - | - | - |
| 2007 | 4 | 80 | $8,911,454 | $733,039 | $9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,716 at 6%; with 50% employer match about $152,716 at 4% or $101,811 at 6%; with 100% employer match about $114,537 at 4% or $76,358 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 80 | $8,911,454 | $733,039 | $9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,716 at 6%; with 50% employer match about $152,716 at 4% or $101,811 at 6%; with 100% employer match about $114,537 at 4% or $76,358 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 78 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 61 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 78 | - | - | - |
| 2006 | 4 | 96 | $8,005,435 | $790,881 | $8,238iApproximate average salary by contribution assumption: employee only about $205,959 at 4% or $137,306 at 6%; with 50% employer match about $137,306 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 96 | $8,005,435 | $790,881 | $8,238iApproximate average salary by contribution assumption: employee only about $205,959 at 4% or $137,306 at 6%; with 50% employer match about $137,306 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 86 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 84 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 69 | - | - | - |
| 2005 | 4 | 110 | $7,181,878 | $720,795 | $6,553iApproximate average salary by contribution assumption: employee only about $163,817 at 4% or $109,211 at 6%; with 50% employer match about $109,211 at 4% or $72,808 at 6%; with 100% employer match about $81,909 at 4% or $54,606 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 107 | $7,181,878 | $720,795 | $6,736iApproximate average salary by contribution assumption: employee only about $168,410 at 4% or $112,273 at 6%; with 50% employer match about $112,273 at 4% or $74,849 at 6%; with 100% employer match about $84,205 at 4% or $56,137 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 110 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 86 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 100 | - | - | - |
| 2004 | 4 | 114 | $6,824,137 | $802,658 | $7,041iApproximate average salary by contribution assumption: employee only about $176,021 at 4% or $117,348 at 6%; with 50% employer match about $117,348 at 4% or $78,232 at 6%; with 100% employer match about $88,011 at 4% or $58,674 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 114 | $6,824,137 | $802,658 | $7,041iApproximate average salary by contribution assumption: employee only about $176,021 at 4% or $117,348 at 6%; with 50% employer match about $117,348 at 4% or $78,232 at 6%; with 100% employer match about $88,011 at 4% or $58,674 at 6%. |
| Lockwoodikesslertbartlett Inc I | - | 88 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 112 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 105 | - | - | - |
| 2003 | 4 | 120 | $5,794,522 | $602,848 | $5,024iApproximate average salary by contribution assumption: employee only about $125,593 at 4% or $83,729 at 6%; with 50% employer match about $83,729 at 4% or $55,819 at 6%; with 100% employer match about $62,797 at 4% or $41,864 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 111 | $5,794,522 | $602,848 | $5,431iApproximate average salary by contribution assumption: employee only about $135,777 at 4% or $90,518 at 6%; with 50% employer match about $90,518 at 4% or $60,345 at 6%; with 100% employer match about $67,888 at 4% or $45,259 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 120 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 120 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 75 | - | - | - |
| 2002 | 4 | 108 | $4,286,974 | $529,173 | $4,900iApproximate average salary by contribution assumption: employee only about $122,494 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,831 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 94 | $4,286,974 | $529,173 | $5,630iApproximate average salary by contribution assumption: employee only about $140,738 at 4% or $93,825 at 6%; with 50% employer match about $93,825 at 4% or $62,550 at 6%; with 100% employer match about $70,369 at 4% or $46,913 at 6%. |
| Lockweed, Kessler & Bartlett Inc. | - | 108 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 80 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 106 | - | - | - |
| 2001 | 5 | 100 | $4,446,146 | $543,341 | $5,433iApproximate average salary by contribution assumption: employee only about $135,835 at 4% or $90,557 at 6%; with 50% employer match about $90,557 at 4% or $60,371 at 6%; with 100% employer match about $67,918 at 4% or $45,278 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 91 | $4,446,146 | $543,341 | $5,971iApproximate average salary by contribution assumption: employee only about $149,270 at 4% or $99,513 at 6%; with 50% employer match about $99,513 at 4% or $66,342 at 6%; with 100% employer match about $74,635 at 4% or $49,757 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 96 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 84 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 100 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 99 | - | - | - |
| 2000 | 5 | 105 | $4,621,640 | $553,892 | $5,275iApproximate average salary by contribution assumption: employee only about $131,879 at 4% or $87,919 at 6%; with 50% employer match about $87,919 at 4% or $58,613 at 6%; with 100% employer match about $65,940 at 4% or $43,960 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 96 | $4,621,640 | $553,892 | $5,770iApproximate average salary by contribution assumption: employee only about $144,243 at 4% or $96,162 at 6%; with 50% employer match about $96,162 at 4% or $64,108 at 6%; with 100% employer match about $72,121 at 4% or $48,081 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 105 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 83 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 100 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 102 | - | - | - |
| 1999 | 5 | 110 | $4,357,185 | $455,977 | $4,145iApproximate average salary by contribution assumption: employee only about $103,631 at 4% or $69,087 at 6%; with 50% employer match about $69,087 at 4% or $46,058 at 6%; with 100% employer match about $51,816 at 4% or $34,544 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 96 | $4,357,185 | $455,977 | $4,750iApproximate average salary by contribution assumption: employee only about $118,744 at 4% or $79,163 at 6%; with 50% employer match about $79,163 at 4% or $52,775 at 6%; with 100% employer match about $59,372 at 4% or $39,581 at 6%. |
| Lockwood, Kessler & Bartlett Inc. | - | 106 | - | - | - |
| Lockwood, Kessler & Bartlett Inc. | - | 110 | - | - | - |
| Lockwoodikesslertbartlett Inc I | - | 87 | - | - | - |
| Lockweed, Kessler & Bartlett Inc. | - | 108 | - | - | - |