Civic Intelligence

Locke & Herbert

Plan context: Locke & Herbert Retirement Plan

EIN 13-3253801 • Pound Ridge, NY • 23 filings • 4 plans

15 Old Pound RdPound Ridge, NY 10576-1737
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$7,461,826

2023 Contributions

$34,000

Historical Graphs

Total Assets Over Time

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

$8,090,207$4,045,104$0199920132023YearValue
$7,461,826Latest year 2023

Participants Over Time

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

320199920122023YearValue
2Latest 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
202312$7,461,826$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Locke & Herbert Retirement Plan-2$7,461,826$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
202212$6,501,729$0-
Locke & Herbert Retirement Plan-2$6,501,729--
202112$8,090,207$0-
Locke & Herbert Retirement Plan-2$8,090,207--
202012$7,337,226$0-
Locke & Herbert Retirement Plan-2$7,337,226--
201912$6,315,934$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Locke & Herbert Retirement Plan-2$6,315,934$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201813$5,337,428$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Locke & Herbert Retirement Plan-3$5,337,428$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201713$5,532,773$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Locke & Herbert Retirement Plan-3$5,532,773$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201613$4,822,600$108,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Locke & Herbert Retirement Plan-3$4,822,600$108,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201513$4,657,531$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Locke & Herbert Retirement Plan-3$4,657,531$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
201413$4,616,325$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Locke & Herbert Retirement Plan-3$4,616,325$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
201313$4,194,691$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
Locke & Herbert Retirement Plan-3$4,194,691$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
201213$4,194,692$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Locke & Herbert Retirement Plan-3$4,194,692$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201113$3,340,800$88,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Locke & Herbert Retirement Plan-3$3,340,800$88,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201013$3,171,317$125,782$41,927iApproximate average salary by contribution assumption: employee only about $1,048,183 at 4% or $698,789 at 6%; with 50% employer match about $698,789 at 4% or $465,859 at 6%; with 100% employer match about $524,092 at 4% or $349,394 at 6%.
Locke & Herbert Retirement Plan-3$3,171,317$125,782$41,927iApproximate average salary by contribution assumption: employee only about $1,048,183 at 4% or $698,789 at 6%; with 50% employer match about $698,789 at 4% or $465,859 at 6%; with 100% employer match about $524,092 at 4% or $349,394 at 6%.
200913$2,782,020$108,232$36,077iApproximate average salary by contribution assumption: employee only about $901,933 at 4% or $601,289 at 6%; with 50% employer match about $601,289 at 4% or $400,859 at 6%; with 100% employer match about $450,967 at 4% or $300,644 at 6%.
Locke & Herbert Retirement Plan-3$2,782,020$108,232$36,077iApproximate average salary by contribution assumption: employee only about $901,933 at 4% or $601,289 at 6%; with 50% employer match about $601,289 at 4% or $400,859 at 6%; with 100% employer match about $450,967 at 4% or $300,644 at 6%.
200713$0$0-
Locke & Herbert Retirement Plan-3---
200613$2,459,686$97,055$32,352iApproximate average salary by contribution assumption: employee only about $808,792 at 4% or $539,194 at 6%; with 50% employer match about $539,194 at 4% or $359,463 at 6%; with 100% employer match about $404,396 at 4% or $269,597 at 6%.
Locke & Herbert Retirement Plan-3$2,459,686$97,055$32,352iApproximate average salary by contribution assumption: employee only about $808,792 at 4% or $539,194 at 6%; with 50% employer match about $539,194 at 4% or $359,463 at 6%; with 100% employer match about $404,396 at 4% or $269,597 at 6%.
200513$2,149,727$92,135$30,712iApproximate average salary by contribution assumption: employee only about $767,792 at 4% or $511,861 at 6%; with 50% employer match about $511,861 at 4% or $341,241 at 6%; with 100% employer match about $383,896 at 4% or $255,931 at 6%.
Locke & Herbert Retirement Plan-3$2,149,727$92,135$30,712iApproximate average salary by contribution assumption: employee only about $767,792 at 4% or $511,861 at 6%; with 50% employer match about $511,861 at 4% or $341,241 at 6%; with 100% employer match about $383,896 at 4% or $255,931 at 6%.
200413$1,975,609$89,974$29,991iApproximate average salary by contribution assumption: employee only about $749,783 at 4% or $499,856 at 6%; with 50% employer match about $499,856 at 4% or $333,237 at 6%; with 100% employer match about $374,892 at 4% or $249,928 at 6%.
Locke & Herbert Retirement Plan-3$1,975,609$89,974$29,991iApproximate average salary by contribution assumption: employee only about $749,783 at 4% or $499,856 at 6%; with 50% employer match about $499,856 at 4% or $333,237 at 6%; with 100% employer match about $374,892 at 4% or $249,928 at 6%.
200313$1,802,594$88,250$29,417iApproximate average salary by contribution assumption: employee only about $735,417 at 4% or $490,278 at 6%; with 50% employer match about $490,278 at 4% or $326,852 at 6%; with 100% employer match about $367,708 at 4% or $245,139 at 6%.
Locke & Herbert Retirement Plan-3$1,802,594$88,250$29,417iApproximate average salary by contribution assumption: employee only about $735,417 at 4% or $490,278 at 6%; with 50% employer match about $490,278 at 4% or $326,852 at 6%; with 100% employer match about $367,708 at 4% or $245,139 at 6%.
200213$1,599,133$84,348$28,116iApproximate average salary by contribution assumption: employee only about $702,900 at 4% or $468,600 at 6%; with 50% employer match about $468,600 at 4% or $312,400 at 6%; with 100% employer match about $351,450 at 4% or $234,300 at 6%.
Locke & Herbert Retirement Plan-3$1,599,133$84,348$28,116iApproximate average salary by contribution assumption: employee only about $702,900 at 4% or $468,600 at 6%; with 50% employer match about $468,600 at 4% or $312,400 at 6%; with 100% employer match about $351,450 at 4% or $234,300 at 6%.
200013$0$0-
Locke & Herbert Retirement Plan-3---
199913$1,366,691$68,683$22,894iApproximate average salary by contribution assumption: employee only about $572,358 at 4% or $381,572 at 6%; with 50% employer match about $381,572 at 4% or $254,381 at 6%; with 100% employer match about $286,179 at 4% or $190,786 at 6%.
Locke & Herbert Retirement Plan-3$1,366,691$68,683$22,894iApproximate average salary by contribution assumption: employee only about $572,358 at 4% or $381,572 at 6%; with 50% employer match about $381,572 at 4% or $254,381 at 6%; with 100% employer match about $286,179 at 4% or $190,786 at 6%.