Watkins, Lourie, Roll & Chance PC
Plan context: Watkins, Lourie, Roll & Chance PC 401(K) Plan
EIN 20-1274403 • Atlanta, GA • 18 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
12
2022 Assets
$6,468,642
2022 Contributions
$246,153
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 | 12 | $6,468,642 | $246,153 | $20,513iApproximate average salary by contribution assumption: employee only about $512,819 at 4% or $341,879 at 6%; with 50% employer match about $341,879 at 4% or $227,919 at 6%; with 100% employer match about $256,409 at 4% or $170,940 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 12 | $6,468,642 | $246,153 | $20,513iApproximate average salary by contribution assumption: employee only about $512,819 at 4% or $341,879 at 6%; with 50% employer match about $341,879 at 4% or $227,919 at 6%; with 100% employer match about $256,409 at 4% or $170,940 at 6%. |
| 2021 | 1 | 13 | $7,074,178 | $171,824 | $13,217iApproximate average salary by contribution assumption: employee only about $330,431 at 4% or $220,287 at 6%; with 50% employer match about $220,287 at 4% or $146,858 at 6%; with 100% employer match about $165,215 at 4% or $110,144 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 13 | $7,074,178 | $171,824 | $13,217iApproximate average salary by contribution assumption: employee only about $330,431 at 4% or $220,287 at 6%; with 50% employer match about $220,287 at 4% or $146,858 at 6%; with 100% employer match about $165,215 at 4% or $110,144 at 6%. |
| 2020 | 1 | 13 | $9,596,738 | $302,666 | $23,282iApproximate average salary by contribution assumption: employee only about $582,050 at 4% or $388,033 at 6%; with 50% employer match about $388,033 at 4% or $258,689 at 6%; with 100% employer match about $291,025 at 4% or $194,017 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 13 | $9,596,738 | $302,666 | $23,282iApproximate average salary by contribution assumption: employee only about $582,050 at 4% or $388,033 at 6%; with 50% employer match about $388,033 at 4% or $258,689 at 6%; with 100% employer match about $291,025 at 4% or $194,017 at 6%. |
| 2019 | 1 | 11 | $8,485,214 | $294,987 | $26,817iApproximate average salary by contribution assumption: employee only about $670,425 at 4% or $446,950 at 6%; with 50% employer match about $446,950 at 4% or $297,967 at 6%; with 100% employer match about $335,213 at 4% or $223,475 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 11 | $8,485,214 | $294,987 | $26,817iApproximate average salary by contribution assumption: employee only about $670,425 at 4% or $446,950 at 6%; with 50% employer match about $446,950 at 4% or $297,967 at 6%; with 100% employer match about $335,213 at 4% or $223,475 at 6%. |
| 2018 | 1 | 9 | $7,054,099 | $296,984 | $32,998iApproximate average salary by contribution assumption: employee only about $824,956 at 4% or $549,970 at 6%; with 50% employer match about $549,970 at 4% or $366,647 at 6%; with 100% employer match about $412,478 at 4% or $274,985 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $7,054,099 | $296,984 | $32,998iApproximate average salary by contribution assumption: employee only about $824,956 at 4% or $549,970 at 6%; with 50% employer match about $549,970 at 4% or $366,647 at 6%; with 100% employer match about $412,478 at 4% or $274,985 at 6%. |
| 2017 | 1 | 9 | $7,110,521 | $290,164 | $32,240iApproximate average salary by contribution assumption: employee only about $806,011 at 4% or $537,341 at 6%; with 50% employer match about $537,341 at 4% or $358,227 at 6%; with 100% employer match about $403,006 at 4% or $268,670 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $7,110,521 | $290,164 | $32,240iApproximate average salary by contribution assumption: employee only about $806,011 at 4% or $537,341 at 6%; with 50% employer match about $537,341 at 4% or $358,227 at 6%; with 100% employer match about $403,006 at 4% or $268,670 at 6%. |
| 2016 | 1 | 10 | $6,119,244 | $256,667 | $25,667iApproximate average salary by contribution assumption: employee only about $641,668 at 4% or $427,778 at 6%; with 50% employer match about $427,778 at 4% or $285,186 at 6%; with 100% employer match about $320,834 at 4% or $213,889 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 10 | $6,119,244 | $256,667 | $25,667iApproximate average salary by contribution assumption: employee only about $641,668 at 4% or $427,778 at 6%; with 50% employer match about $427,778 at 4% or $285,186 at 6%; with 100% employer match about $320,834 at 4% or $213,889 at 6%. |
| 2015 | 1 | 9 | $5,604,831 | $276,548 | $30,728iApproximate average salary by contribution assumption: employee only about $768,189 at 4% or $512,126 at 6%; with 50% employer match about $512,126 at 4% or $341,417 at 6%; with 100% employer match about $384,094 at 4% or $256,063 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $5,604,831 | $276,548 | $30,728iApproximate average salary by contribution assumption: employee only about $768,189 at 4% or $512,126 at 6%; with 50% employer match about $512,126 at 4% or $341,417 at 6%; with 100% employer match about $384,094 at 4% or $256,063 at 6%. |
| 2014 | 1 | 8 | $5,595,856 | $270,245 | $33,781iApproximate average salary by contribution assumption: employee only about $844,516 at 4% or $563,010 at 6%; with 50% employer match about $563,010 at 4% or $375,340 at 6%; with 100% employer match about $422,258 at 4% or $281,505 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 8 | $5,595,856 | $270,245 | $33,781iApproximate average salary by contribution assumption: employee only about $844,516 at 4% or $563,010 at 6%; with 50% employer match about $563,010 at 4% or $375,340 at 6%; with 100% employer match about $422,258 at 4% or $281,505 at 6%. |
| 2013 | 1 | 9 | $5,230,819 | $276,112 | $30,679iApproximate average salary by contribution assumption: employee only about $766,978 at 4% or $511,319 at 6%; with 50% employer match about $511,319 at 4% or $340,879 at 6%; with 100% employer match about $383,489 at 4% or $255,659 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $5,230,819 | $276,112 | $30,679iApproximate average salary by contribution assumption: employee only about $766,978 at 4% or $511,319 at 6%; with 50% employer match about $511,319 at 4% or $340,879 at 6%; with 100% employer match about $383,489 at 4% or $255,659 at 6%. |
| 2012 | 1 | 10 | $4,492,281 | $285,125 | $28,513iApproximate average salary by contribution assumption: employee only about $712,813 at 4% or $475,208 at 6%; with 50% employer match about $475,208 at 4% or $316,806 at 6%; with 100% employer match about $356,406 at 4% or $237,604 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 10 | $4,492,281 | $285,125 | $28,513iApproximate average salary by contribution assumption: employee only about $712,813 at 4% or $475,208 at 6%; with 50% employer match about $475,208 at 4% or $316,806 at 6%; with 100% employer match about $356,406 at 4% or $237,604 at 6%. |
| 2011 | 1 | 9 | $3,824,163 | $267,136 | $29,682iApproximate average salary by contribution assumption: employee only about $742,044 at 4% or $494,696 at 6%; with 50% employer match about $494,696 at 4% or $329,798 at 6%; with 100% employer match about $371,022 at 4% or $247,348 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $3,824,163 | $267,136 | $29,682iApproximate average salary by contribution assumption: employee only about $742,044 at 4% or $494,696 at 6%; with 50% employer match about $494,696 at 4% or $329,798 at 6%; with 100% employer match about $371,022 at 4% or $247,348 at 6%. |
| 2010 | 1 | 9 | $3,686,082 | $273,024 | $30,336iApproximate average salary by contribution assumption: employee only about $758,400 at 4% or $505,600 at 6%; with 50% employer match about $505,600 at 4% or $337,067 at 6%; with 100% employer match about $379,200 at 4% or $252,800 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 9 | $3,686,082 | $273,024 | $30,336iApproximate average salary by contribution assumption: employee only about $758,400 at 4% or $505,600 at 6%; with 50% employer match about $505,600 at 4% or $337,067 at 6%; with 100% employer match about $379,200 at 4% or $252,800 at 6%. |
| 2009 | 1 | 8 | $3,192,018 | $326,077 | $40,760iApproximate average salary by contribution assumption: employee only about $1,018,991 at 4% or $679,327 at 6%; with 50% employer match about $679,327 at 4% or $452,885 at 6%; with 100% employer match about $509,495 at 4% or $339,664 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 8 | $3,192,018 | $326,077 | $40,760iApproximate average salary by contribution assumption: employee only about $1,018,991 at 4% or $679,327 at 6%; with 50% employer match about $679,327 at 4% or $452,885 at 6%; with 100% employer match about $509,495 at 4% or $339,664 at 6%. |
| 2008 | 1 | 8 | $2,540,182 | $227,984 | $28,498iApproximate average salary by contribution assumption: employee only about $712,450 at 4% or $474,967 at 6%; with 50% employer match about $474,967 at 4% or $316,644 at 6%; with 100% employer match about $356,225 at 4% or $237,483 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 8 | $2,540,182 | $227,984 | $28,498iApproximate average salary by contribution assumption: employee only about $712,450 at 4% or $474,967 at 6%; with 50% employer match about $474,967 at 4% or $316,644 at 6%; with 100% employer match about $356,225 at 4% or $237,483 at 6%. |
| 2007 | 1 | 8 | $3,556,846 | $213,903 | $26,738iApproximate average salary by contribution assumption: employee only about $668,447 at 4% or $445,631 at 6%; with 50% employer match about $445,631 at 4% or $297,088 at 6%; with 100% employer match about $334,223 at 4% or $222,816 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 8 | $3,556,846 | $213,903 | $26,738iApproximate average salary by contribution assumption: employee only about $668,447 at 4% or $445,631 at 6%; with 50% employer match about $445,631 at 4% or $297,088 at 6%; with 100% employer match about $334,223 at 4% or $222,816 at 6%. |
| 2006 | 1 | 8 | $3,064,026 | $145,097 | $18,137iApproximate average salary by contribution assumption: employee only about $453,428 at 4% or $302,285 at 6%; with 50% employer match about $302,285 at 4% or $201,524 at 6%; with 100% employer match about $226,714 at 4% or $151,143 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 8 | $3,064,026 | $145,097 | $18,137iApproximate average salary by contribution assumption: employee only about $453,428 at 4% or $302,285 at 6%; with 50% employer match about $302,285 at 4% or $201,524 at 6%; with 100% employer match about $226,714 at 4% or $151,143 at 6%. |
| 2005 | 1 | 7 | $2,535,372 | $197,036 | $28,148iApproximate average salary by contribution assumption: employee only about $703,700 at 4% or $469,133 at 6%; with 50% employer match about $469,133 at 4% or $312,756 at 6%; with 100% employer match about $351,850 at 4% or $234,567 at 6%. |
| Watkins, Lourie, Roll & Chance PC 401(K) Plan | - | 7 | $2,535,372 | $197,036 | $28,148iApproximate average salary by contribution assumption: employee only about $703,700 at 4% or $469,133 at 6%; with 50% employer match about $469,133 at 4% or $312,756 at 6%; with 100% employer match about $351,850 at 4% or $234,567 at 6%. |