Civic Intelligence

Lewis & Greer PC

Plan context: Lewis & Greer PC 401K Profit Sharing Plan & Trus

EIN 14-1682157 • Poughkeepsie, NY • 28 filings • 4 plans

PO Box 2990Poughkeepsie, NY 12603
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$31,591

2024 Contributions

$69,554

Historical Graphs

Total Assets Over Time

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

$2,905,916$1,452,958$0199920122024YearValue
$31,591Latest year 2024

Participants Over Time

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

1160199920122024YearValue
3Latest year 2024

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
202423$31,591$0-
Lewis & Greer PC 401K Profit Sharing Plan & Trus-3$31,591$0-
Lewis & Greer PC 401K Profit Sharing Plan & Trus-0$0$0-
202319$1,641,594$69,554$7,728iApproximate average salary by contribution assumption: employee only about $193,206 at 4% or $128,804 at 6%; with 50% employer match about $128,804 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,641,594$69,554$7,728iApproximate average salary by contribution assumption: employee only about $193,206 at 4% or $128,804 at 6%; with 50% employer match about $128,804 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
202218$1,405,492$109,513$13,689iApproximate average salary by contribution assumption: employee only about $342,228 at 4% or $228,152 at 6%; with 50% employer match about $228,152 at 4% or $152,101 at 6%; with 100% employer match about $171,114 at 4% or $114,076 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-8$1,405,492$109,513$13,689iApproximate average salary by contribution assumption: employee only about $342,228 at 4% or $228,152 at 6%; with 50% employer match about $228,152 at 4% or $152,101 at 6%; with 100% employer match about $171,114 at 4% or $114,076 at 6%.
202119$1,441,172$107,948$11,994iApproximate average salary by contribution assumption: employee only about $299,856 at 4% or $199,904 at 6%; with 50% employer match about $199,904 at 4% or $133,269 at 6%; with 100% employer match about $149,928 at 4% or $99,952 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,441,172$107,948$11,994iApproximate average salary by contribution assumption: employee only about $299,856 at 4% or $199,904 at 6%; with 50% employer match about $199,904 at 4% or $133,269 at 6%; with 100% employer match about $149,928 at 4% or $99,952 at 6%.
202019$1,229,062$74,939$8,327iApproximate average salary by contribution assumption: employee only about $208,164 at 4% or $138,776 at 6%; with 50% employer match about $138,776 at 4% or $92,517 at 6%; with 100% employer match about $104,082 at 4% or $69,388 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,229,062$74,939$8,327iApproximate average salary by contribution assumption: employee only about $208,164 at 4% or $138,776 at 6%; with 50% employer match about $138,776 at 4% or $92,517 at 6%; with 100% employer match about $104,082 at 4% or $69,388 at 6%.
201918$1,384,769$83,536$10,442iApproximate average salary by contribution assumption: employee only about $261,050 at 4% or $174,033 at 6%; with 50% employer match about $174,033 at 4% or $116,022 at 6%; with 100% employer match about $130,525 at 4% or $87,017 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-8$1,384,769$83,536$10,442iApproximate average salary by contribution assumption: employee only about $261,050 at 4% or $174,033 at 6%; with 50% employer match about $174,033 at 4% or $116,022 at 6%; with 100% employer match about $130,525 at 4% or $87,017 at 6%.
2018110$1,325,712$72,691$7,269iApproximate average salary by contribution assumption: employee only about $181,728 at 4% or $121,152 at 6%; with 50% employer match about $121,152 at 4% or $80,768 at 6%; with 100% employer match about $90,864 at 4% or $60,576 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-10$1,325,712$72,691$7,269iApproximate average salary by contribution assumption: employee only about $181,728 at 4% or $121,152 at 6%; with 50% employer match about $121,152 at 4% or $80,768 at 6%; with 100% employer match about $90,864 at 4% or $60,576 at 6%.
201719$1,313,097$71,693$7,966iApproximate average salary by contribution assumption: employee only about $199,147 at 4% or $132,765 at 6%; with 50% employer match about $132,765 at 4% or $88,510 at 6%; with 100% employer match about $99,574 at 4% or $66,382 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,313,097$71,693$7,966iApproximate average salary by contribution assumption: employee only about $199,147 at 4% or $132,765 at 6%; with 50% employer match about $132,765 at 4% or $88,510 at 6%; with 100% employer match about $99,574 at 4% or $66,382 at 6%.
201619$1,098,071$52,949$5,883iApproximate average salary by contribution assumption: employee only about $147,081 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,369 at 6%; with 100% employer match about $73,540 at 4% or $49,027 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,098,071$52,949$5,883iApproximate average salary by contribution assumption: employee only about $147,081 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,369 at 6%; with 100% employer match about $73,540 at 4% or $49,027 at 6%.
201519$1,008,821$67,664$7,518iApproximate average salary by contribution assumption: employee only about $187,956 at 4% or $125,304 at 6%; with 50% employer match about $125,304 at 4% or $83,536 at 6%; with 100% employer match about $93,978 at 4% or $62,652 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-9$1,008,821$67,664$7,518iApproximate average salary by contribution assumption: employee only about $187,956 at 4% or $125,304 at 6%; with 50% employer match about $125,304 at 4% or $83,536 at 6%; with 100% employer match about $93,978 at 4% or $62,652 at 6%.
2014110$979,366$84,523$8,452iApproximate average salary by contribution assumption: employee only about $211,307 at 4% or $140,872 at 6%; with 50% employer match about $140,872 at 4% or $93,914 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-10$979,366$84,523$8,452iApproximate average salary by contribution assumption: employee only about $211,307 at 4% or $140,872 at 6%; with 50% employer match about $140,872 at 4% or $93,914 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%.
2013110$813,696$116,672$11,667iApproximate average salary by contribution assumption: employee only about $291,680 at 4% or $194,453 at 6%; with 50% employer match about $194,453 at 4% or $129,636 at 6%; with 100% employer match about $145,840 at 4% or $97,227 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-10$813,696$116,672$11,667iApproximate average salary by contribution assumption: employee only about $291,680 at 4% or $194,453 at 6%; with 50% employer match about $194,453 at 4% or $129,636 at 6%; with 100% employer match about $145,840 at 4% or $97,227 at 6%.
2012110$587,780$101,973$10,197iApproximate average salary by contribution assumption: employee only about $254,932 at 4% or $169,955 at 6%; with 50% employer match about $169,955 at 4% or $113,303 at 6%; with 100% employer match about $127,466 at 4% or $84,978 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-10$587,780$101,973$10,197iApproximate average salary by contribution assumption: employee only about $254,932 at 4% or $169,955 at 6%; with 50% employer match about $169,955 at 4% or $113,303 at 6%; with 100% employer match about $127,466 at 4% or $84,978 at 6%.
2011111$542,569$79,140$7,195iApproximate average salary by contribution assumption: employee only about $179,864 at 4% or $119,909 at 6%; with 50% employer match about $119,909 at 4% or $79,939 at 6%; with 100% employer match about $89,932 at 4% or $59,955 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-11$542,569$79,140$7,195iApproximate average salary by contribution assumption: employee only about $179,864 at 4% or $119,909 at 6%; with 50% employer match about $119,909 at 4% or $79,939 at 6%; with 100% employer match about $89,932 at 4% or $59,955 at 6%.
2010110$486,575$85,171$8,517iApproximate average salary by contribution assumption: employee only about $212,928 at 4% or $141,952 at 6%; with 50% employer match about $141,952 at 4% or $94,634 at 6%; with 100% employer match about $106,464 at 4% or $70,976 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-10$486,575$85,171$8,517iApproximate average salary by contribution assumption: employee only about $212,928 at 4% or $141,952 at 6%; with 50% employer match about $141,952 at 4% or $94,634 at 6%; with 100% employer match about $106,464 at 4% or $70,976 at 6%.
200918$352,306$84,282$10,535iApproximate average salary by contribution assumption: employee only about $263,381 at 4% or $175,588 at 6%; with 50% employer match about $175,588 at 4% or $117,058 at 6%; with 100% employer match about $131,691 at 4% or $87,794 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-8$352,306$84,282$10,535iApproximate average salary by contribution assumption: employee only about $263,381 at 4% or $175,588 at 6%; with 50% employer match about $175,588 at 4% or $117,058 at 6%; with 100% employer match about $131,691 at 4% or $87,794 at 6%.
200818$222,613$82,428$10,304iApproximate average salary by contribution assumption: employee only about $257,588 at 4% or $171,725 at 6%; with 50% employer match about $171,725 at 4% or $114,483 at 6%; with 100% employer match about $128,794 at 4% or $85,863 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-8$222,613$82,428$10,304iApproximate average salary by contribution assumption: employee only about $257,588 at 4% or $171,725 at 6%; with 50% employer match about $171,725 at 4% or $114,483 at 6%; with 100% employer match about $128,794 at 4% or $85,863 at 6%.
200716$201,423$73,082$12,180iApproximate average salary by contribution assumption: employee only about $304,508 at 4% or $203,006 at 6%; with 50% employer match about $203,006 at 4% or $135,337 at 6%; with 100% employer match about $152,254 at 4% or $101,503 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-6$201,423$73,082$12,180iApproximate average salary by contribution assumption: employee only about $304,508 at 4% or $203,006 at 6%; with 50% employer match about $203,006 at 4% or $135,337 at 6%; with 100% employer match about $152,254 at 4% or $101,503 at 6%.
200615$126,691$65,321$13,064iApproximate average salary by contribution assumption: employee only about $326,605 at 4% or $217,737 at 6%; with 50% employer match about $217,737 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,868 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-5$126,691$65,321$13,064iApproximate average salary by contribution assumption: employee only about $326,605 at 4% or $217,737 at 6%; with 50% employer match about $217,737 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,868 at 6%.
200528$62,881$62,881$7,860iApproximate average salary by contribution assumption: employee only about $196,503 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Lewis & Greer PC 401K Profit Sharing Plan & Trus-8$62,881$62,881$7,860iApproximate average salary by contribution assumption: employee only about $196,503 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-0---
200418$2,905,916$82,155$10,269iApproximate average salary by contribution assumption: employee only about $256,734 at 4% or $171,156 at 6%; with 50% employer match about $171,156 at 4% or $114,104 at 6%; with 100% employer match about $128,367 at 4% or $85,578 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-8$2,905,916$82,155$10,269iApproximate average salary by contribution assumption: employee only about $256,734 at 4% or $171,156 at 6%; with 50% employer match about $171,156 at 4% or $114,104 at 6%; with 100% employer match about $128,367 at 4% or $85,578 at 6%.
200317$2,647,337$93,250$13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-7$2,647,337$93,250$13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%.
200217$1,924,138$158,330$22,619iApproximate average salary by contribution assumption: employee only about $565,464 at 4% or $376,976 at 6%; with 50% employer match about $376,976 at 4% or $251,317 at 6%; with 100% employer match about $282,732 at 4% or $188,488 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-7$1,924,138$158,330$22,619iApproximate average salary by contribution assumption: employee only about $565,464 at 4% or $376,976 at 6%; with 50% employer match about $376,976 at 4% or $251,317 at 6%; with 100% employer match about $282,732 at 4% or $188,488 at 6%.
200116$2,373,005$78,378$13,063iApproximate average salary by contribution assumption: employee only about $326,575 at 4% or $217,717 at 6%; with 50% employer match about $217,717 at 4% or $145,144 at 6%; with 100% employer match about $163,288 at 4% or $108,858 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-6$2,373,005$78,378$13,063iApproximate average salary by contribution assumption: employee only about $326,575 at 4% or $217,717 at 6%; with 50% employer match about $217,717 at 4% or $145,144 at 6%; with 100% employer match about $163,288 at 4% or $108,858 at 6%.
200018$1,530,220$48,253$6,032iApproximate average salary by contribution assumption: employee only about $150,791 at 4% or $100,527 at 6%; with 50% employer match about $100,527 at 4% or $67,018 at 6%; with 100% employer match about $75,395 at 4% or $50,264 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-8$1,530,220$48,253$6,032iApproximate average salary by contribution assumption: employee only about $150,791 at 4% or $100,527 at 6%; with 50% employer match about $100,527 at 4% or $67,018 at 6%; with 100% employer match about $75,395 at 4% or $50,264 at 6%.
199917$2,727,417$81,742$11,677iApproximate average salary by contribution assumption: employee only about $291,936 at 4% or $194,624 at 6%; with 50% employer match about $194,624 at 4% or $129,749 at 6%; with 100% employer match about $145,968 at 4% or $97,312 at 6%.
Lewis & Greer PC Self Directed Profit Sharing Plan-7$2,727,417$81,742$11,677iApproximate average salary by contribution assumption: employee only about $291,936 at 4% or $194,624 at 6%; with 50% employer match about $194,624 at 4% or $129,749 at 6%; with 100% employer match about $145,968 at 4% or $97,312 at 6%.