LOVETT INVESTMENT CONSULTING LLC
Plan context: Lovett Investment Consulting Profit Sharing Plan
EIN 20-8180846 • Steamboat Springs, CO • 14 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$283,001
2021 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $283,001 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $283,001 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 1 | 1 | $241,163 | $0 | - |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $241,163 | $0 | - |
| 2019 | 1 | 1 | $221,024 | $0 | - |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $221,024 | - | - |
| 2018 | 1 | 1 | $212,753 | $21,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $212,753 | $21,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2016 | 1 | 1 | $168,413 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $168,413 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2015 | 1 | 1 | $144,345 | $15,740 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $144,345 | $15,740 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| 2014 | 1 | 1 | $134,247 | $22,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $134,247 | $22,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| 2013 | 1 | 1 | $112,237 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $112,237 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2012 | 1 | 1 | $93,835 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $93,835 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2011 | 1 | 1 | $74,606 | $18,500 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $74,606 | $18,500 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2010 | 1 | 1 | $56,300 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $56,300 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2009 | 1 | 1 | $37,449 | $0 | - |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $37,449 | - | - |
| 2008 | 1 | 1 | $37,681 | $33,091 | $33,091iApproximate average salary by contribution assumption: employee only about $827,275 at 4% or $551,517 at 6%; with 50% employer match about $551,517 at 4% or $367,678 at 6%; with 100% employer match about $413,638 at 4% or $275,758 at 6%. |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | $37,681 | $33,091 | $33,091iApproximate average salary by contribution assumption: employee only about $827,275 at 4% or $551,517 at 6%; with 50% employer match about $551,517 at 4% or $367,678 at 6%; with 100% employer match about $413,638 at 4% or $275,758 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Lovett Investment Consulting Profit Sharing Plan | - | 1 | - | - | - |