Civic Intelligence

The Lockwood Group LLC

Plan context: The Lockwood Group LLC 401K Profit Sharing Plan & Trust

EIN 20-8025205 • Stamford, CT • 25 filings • 6 plans

1055 Washington Blvd8th FloorStamford, CT 06901
Current Snapshot

Latest Year

2024

2024 Participants

351

2024 Assets

$44,964,501

2024 Contributions

$7,829,866

Historical Graphs

Total Assets Over Time

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

$44,964,501$22,482,251$0200720162024YearValue
$44,964,501Latest year 2024

Participants Over Time

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

3861930200720162024YearValue
351Latest 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
20242351$44,964,501$7,829,866$22,307iApproximate average salary by contribution assumption: employee only about $557,683 at 4% or $371,789 at 6%; with 50% employer match about $371,789 at 4% or $247,859 at 6%; with 100% employer match about $278,841 at 4% or $185,894 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-351$44,964,501$7,829,866$22,307iApproximate average salary by contribution assumption: employee only about $557,683 at 4% or $371,789 at 6%; with 50% employer match about $371,789 at 4% or $247,859 at 6%; with 100% employer match about $278,841 at 4% or $185,894 at 6%.
The Lockwood Group Health and Welfare Plan-349---
20232386$34,420,931$6,768,949$17,536iApproximate average salary by contribution assumption: employee only about $438,403 at 4% or $292,269 at 6%; with 50% employer match about $292,269 at 4% or $194,846 at 6%; with 100% employer match about $219,202 at 4% or $146,134 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-373$34,420,931$6,768,949$18,147iApproximate average salary by contribution assumption: employee only about $453,683 at 4% or $302,455 at 6%; with 50% employer match about $302,455 at 4% or $201,637 at 6%; with 100% employer match about $226,841 at 4% or $151,228 at 6%.
The Lockwood Group Health and Welfare Plan-386---
20222364$25,027,052$6,351,341$17,449iApproximate average salary by contribution assumption: employee only about $436,218 at 4% or $290,812 at 6%; with 50% employer match about $290,812 at 4% or $193,875 at 6%; with 100% employer match about $218,109 at 4% or $145,406 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-353$25,027,052$6,351,341$17,992iApproximate average salary by contribution assumption: employee only about $449,812 at 4% or $299,874 at 6%; with 50% employer match about $299,874 at 4% or $199,916 at 6%; with 100% employer match about $224,906 at 4% or $149,937 at 6%.
The Lockwood Group Health and Welfare Plan-364---
20212344$24,347,070$5,365,015$15,596iApproximate average salary by contribution assumption: employee only about $389,899 at 4% or $259,933 at 6%; with 50% employer match about $259,933 at 4% or $173,289 at 6%; with 100% employer match about $194,950 at 4% or $129,966 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-344$24,347,070$5,365,015$15,596iApproximate average salary by contribution assumption: employee only about $389,899 at 4% or $259,933 at 6%; with 50% employer match about $259,933 at 4% or $173,289 at 6%; with 100% employer match about $194,950 at 4% or $129,966 at 6%.
The Lockwood Group Health and Welfare Plan-283---
20202249$17,408,346$3,607,537$14,488iApproximate average salary by contribution assumption: employee only about $362,203 at 4% or $241,468 at 6%; with 50% employer match about $241,468 at 4% or $160,979 at 6%; with 100% employer match about $181,101 at 4% or $120,734 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-249$17,408,346$3,607,537$14,488iApproximate average salary by contribution assumption: employee only about $362,203 at 4% or $241,468 at 6%; with 50% employer match about $241,468 at 4% or $160,979 at 6%; with 100% employer match about $181,101 at 4% or $120,734 at 6%.
The Lockwood Group Health and Welfare Plan-232---
20192241$12,929,848$3,355,037$13,921iApproximate average salary by contribution assumption: employee only about $348,033 at 4% or $232,022 at 6%; with 50% employer match about $232,022 at 4% or $154,681 at 6%; with 100% employer match about $174,016 at 4% or $116,011 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-241$12,929,848$3,355,037$13,921iApproximate average salary by contribution assumption: employee only about $348,033 at 4% or $232,022 at 6%; with 50% employer match about $232,022 at 4% or $154,681 at 6%; with 100% employer match about $174,016 at 4% or $116,011 at 6%.
The Lockwood Group Health and Welfare Plan-222---
20182203$7,805,208$3,431,134$16,902iApproximate average salary by contribution assumption: employee only about $422,553 at 4% or $281,702 at 6%; with 50% employer match about $281,702 at 4% or $187,802 at 6%; with 100% employer match about $211,277 at 4% or $140,851 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-203$7,805,208$3,431,134$16,902iApproximate average salary by contribution assumption: employee only about $422,553 at 4% or $281,702 at 6%; with 50% employer match about $281,702 at 4% or $187,802 at 6%; with 100% employer match about $211,277 at 4% or $140,851 at 6%.
The Lockwood Group Health and Welfare Plan-180---
20171161$5,459,168$1,923,934$11,950iApproximate average salary by contribution assumption: employee only about $298,748 at 4% or $199,165 at 6%; with 50% employer match about $199,165 at 4% or $132,777 at 6%; with 100% employer match about $149,374 at 4% or $99,583 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-161$5,459,168$1,923,934$11,950iApproximate average salary by contribution assumption: employee only about $298,748 at 4% or $199,165 at 6%; with 50% employer match about $199,165 at 4% or $132,777 at 6%; with 100% employer match about $149,374 at 4% or $99,583 at 6%.
2016170$2,871,627$910,882$13,013iApproximate average salary by contribution assumption: employee only about $325,315 at 4% or $216,877 at 6%; with 50% employer match about $216,877 at 4% or $144,584 at 6%; with 100% employer match about $162,658 at 4% or $108,438 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-70$2,871,627$910,882$13,013iApproximate average salary by contribution assumption: employee only about $325,315 at 4% or $216,877 at 6%; with 50% employer match about $216,877 at 4% or $144,584 at 6%; with 100% employer match about $162,658 at 4% or $108,438 at 6%.
2015155$1,872,420$600,027$10,910iApproximate average salary by contribution assumption: employee only about $272,740 at 4% or $181,826 at 6%; with 50% employer match about $181,826 at 4% or $121,218 at 6%; with 100% employer match about $136,370 at 4% or $90,913 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-55$1,872,420$600,027$10,910iApproximate average salary by contribution assumption: employee only about $272,740 at 4% or $181,826 at 6%; with 50% employer match about $181,826 at 4% or $121,218 at 6%; with 100% employer match about $136,370 at 4% or $90,913 at 6%.
2014150$1,519,249$468,976$9,380iApproximate average salary by contribution assumption: employee only about $234,488 at 4% or $156,325 at 6%; with 50% employer match about $156,325 at 4% or $104,217 at 6%; with 100% employer match about $117,244 at 4% or $78,163 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-50$1,519,249$468,976$9,380iApproximate average salary by contribution assumption: employee only about $234,488 at 4% or $156,325 at 6%; with 50% employer match about $156,325 at 4% or $104,217 at 6%; with 100% employer match about $117,244 at 4% or $78,163 at 6%.
2013136$1,063,931$304,358$8,454iApproximate average salary by contribution assumption: employee only about $211,360 at 4% or $140,906 at 6%; with 50% employer match about $140,906 at 4% or $93,938 at 6%; with 100% employer match about $105,680 at 4% or $70,453 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-36$1,063,931$304,358$8,454iApproximate average salary by contribution assumption: employee only about $211,360 at 4% or $140,906 at 6%; with 50% employer match about $140,906 at 4% or $93,938 at 6%; with 100% employer match about $105,680 at 4% or $70,453 at 6%.
2012118$583,913$167,679$9,316iApproximate average salary by contribution assumption: employee only about $232,888 at 4% or $155,258 at 6%; with 50% employer match about $155,258 at 4% or $103,506 at 6%; with 100% employer match about $116,444 at 4% or $77,629 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-18$583,913$167,679$9,316iApproximate average salary by contribution assumption: employee only about $232,888 at 4% or $155,258 at 6%; with 50% employer match about $155,258 at 4% or $103,506 at 6%; with 100% employer match about $116,444 at 4% or $77,629 at 6%.
2011113$395,414$153,407$11,801iApproximate average salary by contribution assumption: employee only about $295,013 at 4% or $196,676 at 6%; with 50% employer match about $196,676 at 4% or $131,117 at 6%; with 100% employer match about $147,507 at 4% or $98,338 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-13$395,414$153,407$11,801iApproximate average salary by contribution assumption: employee only about $295,013 at 4% or $196,676 at 6%; with 50% employer match about $196,676 at 4% or $131,117 at 6%; with 100% employer match about $147,507 at 4% or $98,338 at 6%.
2010112$288,350$106,736$8,895iApproximate average salary by contribution assumption: employee only about $222,367 at 4% or $148,244 at 6%; with 50% employer match about $148,244 at 4% or $98,830 at 6%; with 100% employer match about $111,183 at 4% or $74,122 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-12$288,350$106,736$8,895iApproximate average salary by contribution assumption: employee only about $222,367 at 4% or $148,244 at 6%; with 50% employer match about $148,244 at 4% or $98,830 at 6%; with 100% employer match about $111,183 at 4% or $74,122 at 6%.
200918$142,911$84,418$10,552iApproximate average salary by contribution assumption: employee only about $263,806 at 4% or $175,871 at 6%; with 50% employer match about $175,871 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-8$142,911$84,418$10,552iApproximate average salary by contribution assumption: employee only about $263,806 at 4% or $175,871 at 6%; with 50% employer match about $175,871 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%.
200813$46,324$42,057$14,019iApproximate average salary by contribution assumption: employee only about $350,475 at 4% or $233,650 at 6%; with 50% employer match about $233,650 at 4% or $155,767 at 6%; with 100% employer match about $175,238 at 4% or $116,825 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-3$46,324$42,057$14,019iApproximate average salary by contribution assumption: employee only about $350,475 at 4% or $233,650 at 6%; with 50% employer match about $233,650 at 4% or $155,767 at 6%; with 100% employer match about $175,238 at 4% or $116,825 at 6%.
200714$29,290$29,179$7,295iApproximate average salary by contribution assumption: employee only about $182,369 at 4% or $121,579 at 6%; with 50% employer match about $121,579 at 4% or $81,053 at 6%; with 100% employer match about $91,184 at 4% or $60,790 at 6%.
The Lockwood Group LLC 401K Profit Sharing Plan & Trust-4$29,290$29,179$7,295iApproximate average salary by contribution assumption: employee only about $182,369 at 4% or $121,579 at 6%; with 50% employer match about $121,579 at 4% or $81,053 at 6%; with 100% employer match about $91,184 at 4% or $60,790 at 6%.