Civic Intelligence

Lord Securities Corporation

Plan context: Lord Securities 401K Plan

EIN 13-3238746 • New York, NY • 22 filings • 2 plans

48 Wall Street27th FLNew York, NY 10005
Current Snapshot

Latest Year

2023

2023 Participants

22

2023 Assets

$4,460,998

2023 Contributions

$418,807

Historical Graphs

Total Assets Over Time

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

$4,460,998$2,230,499$0200020142023YearValue
$4,460,998Latest year 2023

Participants Over Time

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

22110200020132023YearValue
22Latest year 2023

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
2023122$4,460,998$418,807$19,037iApproximate average salary by contribution assumption: employee only about $475,917 at 4% or $317,278 at 6%; with 50% employer match about $317,278 at 4% or $211,519 at 6%; with 100% employer match about $237,959 at 4% or $158,639 at 6%.
Lord Securities 401K Plan-22$4,460,998$418,807$19,037iApproximate average salary by contribution assumption: employee only about $475,917 at 4% or $317,278 at 6%; with 50% employer match about $317,278 at 4% or $211,519 at 6%; with 100% employer match about $237,959 at 4% or $158,639 at 6%.
2022120$3,454,902$563,371$28,169iApproximate average salary by contribution assumption: employee only about $704,214 at 4% or $469,476 at 6%; with 50% employer match about $469,476 at 4% or $312,984 at 6%; with 100% employer match about $352,107 at 4% or $234,738 at 6%.
Lord Securities 401K Plan-20$3,454,902$563,371$28,169iApproximate average salary by contribution assumption: employee only about $704,214 at 4% or $469,476 at 6%; with 50% employer match about $469,476 at 4% or $312,984 at 6%; with 100% employer match about $352,107 at 4% or $234,738 at 6%.
2021117$3,366,233$270,024$15,884iApproximate average salary by contribution assumption: employee only about $397,094 at 4% or $264,729 at 6%; with 50% employer match about $264,729 at 4% or $176,486 at 6%; with 100% employer match about $198,547 at 4% or $132,365 at 6%.
Lord Securities 401K Plan-17$3,366,233$270,024$15,884iApproximate average salary by contribution assumption: employee only about $397,094 at 4% or $264,729 at 6%; with 50% employer match about $264,729 at 4% or $176,486 at 6%; with 100% employer match about $198,547 at 4% or $132,365 at 6%.
2020116$2,671,272$259,476$16,217iApproximate average salary by contribution assumption: employee only about $405,431 at 4% or $270,288 at 6%; with 50% employer match about $270,288 at 4% or $180,192 at 6%; with 100% employer match about $202,716 at 4% or $135,144 at 6%.
Lord Securities 401K Plan-16$2,671,272$259,476$16,217iApproximate average salary by contribution assumption: employee only about $405,431 at 4% or $270,288 at 6%; with 50% employer match about $270,288 at 4% or $180,192 at 6%; with 100% employer match about $202,716 at 4% or $135,144 at 6%.
2019116$2,089,775$209,507$13,094iApproximate average salary by contribution assumption: employee only about $327,355 at 4% or $218,236 at 6%; with 50% employer match about $218,236 at 4% or $145,491 at 6%; with 100% employer match about $163,677 at 4% or $109,118 at 6%.
Lord Securities 401K Plan-16$2,089,775$209,507$13,094iApproximate average salary by contribution assumption: employee only about $327,355 at 4% or $218,236 at 6%; with 50% employer match about $218,236 at 4% or $145,491 at 6%; with 100% employer match about $163,677 at 4% or $109,118 at 6%.
2018116$1,531,789$187,181$11,699iApproximate average salary by contribution assumption: employee only about $292,470 at 4% or $194,980 at 6%; with 50% employer match about $194,980 at 4% or $129,987 at 6%; with 100% employer match about $146,235 at 4% or $97,490 at 6%.
Lord Securities 401K Plan-16$1,531,789$187,181$11,699iApproximate average salary by contribution assumption: employee only about $292,470 at 4% or $194,980 at 6%; with 50% employer match about $194,980 at 4% or $129,987 at 6%; with 100% employer match about $146,235 at 4% or $97,490 at 6%.
2017115$1,506,000$175,090$11,673iApproximate average salary by contribution assumption: employee only about $291,817 at 4% or $194,544 at 6%; with 50% employer match about $194,544 at 4% or $129,696 at 6%; with 100% employer match about $145,908 at 4% or $97,272 at 6%.
Lord Securities 401K Plan-15$1,506,000$175,090$11,673iApproximate average salary by contribution assumption: employee only about $291,817 at 4% or $194,544 at 6%; with 50% employer match about $194,544 at 4% or $129,696 at 6%; with 100% employer match about $145,908 at 4% or $97,272 at 6%.
2016114$1,190,534$179,978$12,856iApproximate average salary by contribution assumption: employee only about $321,389 at 4% or $214,260 at 6%; with 50% employer match about $214,260 at 4% or $142,840 at 6%; with 100% employer match about $160,695 at 4% or $107,130 at 6%.
Lord Securities 401K Plan-14$1,190,534$179,978$12,856iApproximate average salary by contribution assumption: employee only about $321,389 at 4% or $214,260 at 6%; with 50% employer match about $214,260 at 4% or $142,840 at 6%; with 100% employer match about $160,695 at 4% or $107,130 at 6%.
2015115$1,087,632$189,164$12,611iApproximate average salary by contribution assumption: employee only about $315,273 at 4% or $210,182 at 6%; with 50% employer match about $210,182 at 4% or $140,121 at 6%; with 100% employer match about $157,637 at 4% or $105,091 at 6%.
Lord Securities 401K Plan-15$1,087,632$189,164$12,611iApproximate average salary by contribution assumption: employee only about $315,273 at 4% or $210,182 at 6%; with 50% employer match about $210,182 at 4% or $140,121 at 6%; with 100% employer match about $157,637 at 4% or $105,091 at 6%.
2014117$1,199,472$236,644$13,920iApproximate average salary by contribution assumption: employee only about $348,006 at 4% or $232,004 at 6%; with 50% employer match about $232,004 at 4% or $154,669 at 6%; with 100% employer match about $174,003 at 4% or $116,002 at 6%.
Lord Securities 401K Plan-17$1,199,472$236,644$13,920iApproximate average salary by contribution assumption: employee only about $348,006 at 4% or $232,004 at 6%; with 50% employer match about $232,004 at 4% or $154,669 at 6%; with 100% employer match about $174,003 at 4% or $116,002 at 6%.
2013117$974,012$198,261$11,662iApproximate average salary by contribution assumption: employee only about $291,560 at 4% or $194,374 at 6%; with 50% employer match about $194,374 at 4% or $129,582 at 6%; with 100% employer match about $145,780 at 4% or $97,187 at 6%.
Lord Securities 401K Plan-17$974,012$198,261$11,662iApproximate average salary by contribution assumption: employee only about $291,560 at 4% or $194,374 at 6%; with 50% employer match about $194,374 at 4% or $129,582 at 6%; with 100% employer match about $145,780 at 4% or $97,187 at 6%.
2012118$857,132$192,320$10,684iApproximate average salary by contribution assumption: employee only about $267,111 at 4% or $178,074 at 6%; with 50% employer match about $178,074 at 4% or $118,716 at 6%; with 100% employer match about $133,556 at 4% or $89,037 at 6%.
Lord Securities 401K Plan-18$857,132$192,320$10,684iApproximate average salary by contribution assumption: employee only about $267,111 at 4% or $178,074 at 6%; with 50% employer match about $178,074 at 4% or $118,716 at 6%; with 100% employer match about $133,556 at 4% or $89,037 at 6%.
2011117$628,092$233,010$13,706iApproximate average salary by contribution assumption: employee only about $342,662 at 4% or $228,441 at 6%; with 50% employer match about $228,441 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,221 at 6%.
Lord Securities 401K Plan-17$628,092$233,010$13,706iApproximate average salary by contribution assumption: employee only about $342,662 at 4% or $228,441 at 6%; with 50% employer match about $228,441 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,221 at 6%.
2010115$404,355$190,315$12,688iApproximate average salary by contribution assumption: employee only about $317,192 at 4% or $211,461 at 6%; with 50% employer match about $211,461 at 4% or $140,974 at 6%; with 100% employer match about $158,596 at 4% or $105,731 at 6%.
Lord Securities 401K Plan-15$404,355$190,315$12,688iApproximate average salary by contribution assumption: employee only about $317,192 at 4% or $211,461 at 6%; with 50% employer match about $211,461 at 4% or $140,974 at 6%; with 100% employer match about $158,596 at 4% or $105,731 at 6%.
2009115$198,334$192,339$12,823iApproximate average salary by contribution assumption: employee only about $320,565 at 4% or $213,710 at 6%; with 50% employer match about $213,710 at 4% or $142,473 at 6%; with 100% employer match about $160,283 at 4% or $106,855 at 6%.
Lord Securities 401K Plan-15$198,334$192,339$12,823iApproximate average salary by contribution assumption: employee only about $320,565 at 4% or $213,710 at 6%; with 50% employer match about $213,710 at 4% or $142,473 at 6%; with 100% employer match about $160,283 at 4% or $106,855 at 6%.
200610$0$0-
Lord Securities 401K Plan-0---
2005116$1,421,541$47,581$2,974iApproximate average salary by contribution assumption: employee only about $74,345 at 4% or $49,564 at 6%; with 50% employer match about $49,564 at 4% or $33,042 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
Lord Securities 401K Plan-16$1,421,541$47,581$2,974iApproximate average salary by contribution assumption: employee only about $74,345 at 4% or $49,564 at 6%; with 50% employer match about $49,564 at 4% or $33,042 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
2004117$1,497,616$137,124$8,066iApproximate average salary by contribution assumption: employee only about $201,653 at 4% or $134,435 at 6%; with 50% employer match about $134,435 at 4% or $89,624 at 6%; with 100% employer match about $100,826 at 4% or $67,218 at 6%.
Lord Securities 401K Plan-17$1,497,616$137,124$8,066iApproximate average salary by contribution assumption: employee only about $201,653 at 4% or $134,435 at 6%; with 50% employer match about $134,435 at 4% or $89,624 at 6%; with 100% employer match about $100,826 at 4% or $67,218 at 6%.
2003116$1,276,716$99,138$6,196iApproximate average salary by contribution assumption: employee only about $154,903 at 4% or $103,269 at 6%; with 50% employer match about $103,269 at 4% or $68,846 at 6%; with 100% employer match about $77,452 at 4% or $51,634 at 6%.
Lord Securities 401K Plan-16$1,276,716$99,138$6,196iApproximate average salary by contribution assumption: employee only about $154,903 at 4% or $103,269 at 6%; with 50% employer match about $103,269 at 4% or $68,846 at 6%; with 100% employer match about $77,452 at 4% or $51,634 at 6%.
2002113$1,032,193$139,217$10,709iApproximate average salary by contribution assumption: employee only about $267,725 at 4% or $178,483 at 6%; with 50% employer match about $178,483 at 4% or $118,989 at 6%; with 100% employer match about $133,863 at 4% or $89,242 at 6%.
Lord Securities 401K Plan-13$1,032,193$139,217$10,709iApproximate average salary by contribution assumption: employee only about $267,725 at 4% or $178,483 at 6%; with 50% employer match about $178,483 at 4% or $118,989 at 6%; with 100% employer match about $133,863 at 4% or $89,242 at 6%.
2001112$0$0-
Lord Securities 401K Plan-12---
2000112$1,237,211$77,403$6,450iApproximate average salary by contribution assumption: employee only about $161,256 at 4% or $107,504 at 6%; with 50% employer match about $107,504 at 4% or $71,669 at 6%; with 100% employer match about $80,628 at 4% or $53,752 at 6%.
Lord Securities 401K Plan-12$1,237,211$77,403$6,450iApproximate average salary by contribution assumption: employee only about $161,256 at 4% or $107,504 at 6%; with 50% employer match about $107,504 at 4% or $71,669 at 6%; with 100% employer match about $80,628 at 4% or $53,752 at 6%.