Civic Intelligence

HARRY S. LODGE & ASSOCIATES, LLC

Plan context: HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN

EIN 20-0998592 • Tucson, AZ • 4 filings • 1 plans

190 W. Magee Rd., Ste. 182Tucson, AZ 85704
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$366,708

2025 Contributions

$42,648

Historical Graphs

Total Assets Over Time

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

$366,708$183,354$0202220242025YearValue
$366,708Latest year 2025

Participants Over Time

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

320202220242025YearValue
3Latest year 2025

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
202513$366,708$42,648$14,216iApproximate average salary by contribution assumption: employee only about $355,400 at 4% or $236,933 at 6%; with 50% employer match about $236,933 at 4% or $157,956 at 6%; with 100% employer match about $177,700 at 4% or $118,467 at 6%.
HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN-3$366,708$42,648$14,216iApproximate average salary by contribution assumption: employee only about $355,400 at 4% or $236,933 at 6%; with 50% employer match about $236,933 at 4% or $157,956 at 6%; with 100% employer match about $177,700 at 4% or $118,467 at 6%.
202412$277,444$40,088$20,044iApproximate average salary by contribution assumption: employee only about $501,100 at 4% or $334,067 at 6%; with 50% employer match about $334,067 at 4% or $222,711 at 6%; with 100% employer match about $250,550 at 4% or $167,033 at 6%.
HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN-2$277,444$40,088$20,044iApproximate average salary by contribution assumption: employee only about $501,100 at 4% or $334,067 at 6%; with 50% employer match about $334,067 at 4% or $222,711 at 6%; with 100% employer match about $250,550 at 4% or $167,033 at 6%.
202312$186,614$36,675$18,338iApproximate average salary by contribution assumption: employee only about $458,438 at 4% or $305,625 at 6%; with 50% employer match about $305,625 at 4% or $203,750 at 6%; with 100% employer match about $229,219 at 4% or $152,813 at 6%.
HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN-2$186,614$36,675$18,338iApproximate average salary by contribution assumption: employee only about $458,438 at 4% or $305,625 at 6%; with 50% employer match about $305,625 at 4% or $203,750 at 6%; with 100% employer match about $229,219 at 4% or $152,813 at 6%.
202213$104,875$111,700$37,233iApproximate average salary by contribution assumption: employee only about $930,833 at 4% or $620,556 at 6%; with 50% employer match about $620,556 at 4% or $413,704 at 6%; with 100% employer match about $465,417 at 4% or $310,278 at 6%.
HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN-3$104,875$111,700$37,233iApproximate average salary by contribution assumption: employee only about $930,833 at 4% or $620,556 at 6%; with 50% employer match about $620,556 at 4% or $413,704 at 6%; with 100% employer match about $465,417 at 4% or $310,278 at 6%.