Civic Intelligence

Lkv Management LLC

Plan context: The Vickar Group Retirement Plan

EIN 20-4398157 • Charlotte, NC • 6 filings • 1 plans

112 S. Tryon Street, Suite 200Charlotte, NC 28284
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$598,951

2024 Contributions

$108,953

Historical Graphs

Total Assets Over Time

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

$598,951$299,476$0201920222024YearValue
$598,951Latest year 2024

Participants Over Time

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

530201920222024YearValue
4Latest 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
202414$598,951$108,953$27,238iApproximate average salary by contribution assumption: employee only about $680,956 at 4% or $453,971 at 6%; with 50% employer match about $453,971 at 4% or $302,647 at 6%; with 100% employer match about $340,478 at 4% or $226,985 at 6%.
The Vickar Group Retirement Plan-4$598,951$108,953$27,238iApproximate average salary by contribution assumption: employee only about $680,956 at 4% or $453,971 at 6%; with 50% employer match about $453,971 at 4% or $302,647 at 6%; with 100% employer match about $340,478 at 4% or $226,985 at 6%.
202315$480,141$96,172$19,234iApproximate average salary by contribution assumption: employee only about $480,860 at 4% or $320,573 at 6%; with 50% employer match about $320,573 at 4% or $213,716 at 6%; with 100% employer match about $240,430 at 4% or $160,287 at 6%.
The Vickar Group Retirement Plan-5$480,141$96,172$19,234iApproximate average salary by contribution assumption: employee only about $480,860 at 4% or $320,573 at 6%; with 50% employer match about $320,573 at 4% or $213,716 at 6%; with 100% employer match about $240,430 at 4% or $160,287 at 6%.
202215$324,551$96,771$19,354iApproximate average salary by contribution assumption: employee only about $483,855 at 4% or $322,570 at 6%; with 50% employer match about $322,570 at 4% or $215,047 at 6%; with 100% employer match about $241,928 at 4% or $161,285 at 6%.
The Vickar Group Retirement Plan-5$324,551$96,771$19,354iApproximate average salary by contribution assumption: employee only about $483,855 at 4% or $322,570 at 6%; with 50% employer match about $322,570 at 4% or $215,047 at 6%; with 100% employer match about $241,928 at 4% or $161,285 at 6%.
202114$282,599$88,600$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
The Vickar Group Retirement Plan-4$282,599$88,600$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
202014$170,007$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
The Vickar Group Retirement Plan-4$170,007$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201914$73,081$68,634$17,159iApproximate average salary by contribution assumption: employee only about $428,963 at 4% or $285,975 at 6%; with 50% employer match about $285,975 at 4% or $190,650 at 6%; with 100% employer match about $214,481 at 4% or $142,988 at 6%.
The Vickar Group Retirement Plan-4$73,081$68,634$17,159iApproximate average salary by contribution assumption: employee only about $428,963 at 4% or $285,975 at 6%; with 50% employer match about $285,975 at 4% or $190,650 at 6%; with 100% employer match about $214,481 at 4% or $142,988 at 6%.