Civic Intelligence

Lewis & Partners LLC

Plan context: L&P CASH BALANCE PLAN

EIN 22-3914981 • Houston, TX • 20 filings • 2 plans

2221 Maconda LaneHouston, TX 77027
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$2,867,039

2024 Contributions

$263,459

Historical Graphs

Total Assets Over Time

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

$2,867,039$1,433,520$0201520202024YearValue
$2,867,039Latest year 2024

Participants Over Time

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

20100201520202024YearValue
20Latest 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
2024220$2,867,039$263,459$13,173iApproximate average salary by contribution assumption: employee only about $329,324 at 4% or $219,549 at 6%; with 50% employer match about $219,549 at 4% or $146,366 at 6%; with 100% employer match about $164,662 at 4% or $109,775 at 6%.
L&P CASH BALANCE PLAN-20$1,651,877$100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
L&P 401(K) Plan-17$1,215,162$163,459$9,615iApproximate average salary by contribution assumption: employee only about $240,381 at 4% or $160,254 at 6%; with 50% employer match about $160,254 at 4% or $106,836 at 6%; with 100% employer match about $120,190 at 4% or $80,127 at 6%.
2023219$2,360,023$234,144$12,323iApproximate average salary by contribution assumption: employee only about $308,084 at 4% or $205,389 at 6%; with 50% employer match about $205,389 at 4% or $136,926 at 6%; with 100% employer match about $154,042 at 4% or $102,695 at 6%.
L&P CASH BALANCE PLAN-19$1,409,077$93,330$4,912iApproximate average salary by contribution assumption: employee only about $122,803 at 4% or $81,868 at 6%; with 50% employer match about $81,868 at 4% or $54,579 at 6%; with 100% employer match about $61,401 at 4% or $40,934 at 6%.
L&P 401(K) Plan-14$950,946$140,814$10,058iApproximate average salary by contribution assumption: employee only about $251,454 at 4% or $167,636 at 6%; with 50% employer match about $167,636 at 4% or $111,757 at 6%; with 100% employer match about $125,727 at 4% or $83,818 at 6%.
2022217$1,866,646$311,445$18,320iApproximate average salary by contribution assumption: employee only about $458,007 at 4% or $305,338 at 6%; with 50% employer match about $305,338 at 4% or $203,559 at 6%; with 100% employer match about $229,004 at 4% or $152,669 at 6%.
L&P CASH BALANCE PLAN-17$1,212,706$167,994$9,882iApproximate average salary by contribution assumption: employee only about $247,050 at 4% or $164,700 at 6%; with 50% employer match about $164,700 at 4% or $109,800 at 6%; with 100% employer match about $123,525 at 4% or $82,350 at 6%.
L&P 401(K) Plan-12$653,940$143,451$11,954iApproximate average salary by contribution assumption: employee only about $298,856 at 4% or $199,238 at 6%; with 50% employer match about $199,238 at 4% or $132,825 at 6%; with 100% employer match about $149,428 at 4% or $99,619 at 6%.
2021216$2,057,136$308,286$19,268iApproximate average salary by contribution assumption: employee only about $481,697 at 4% or $321,131 at 6%; with 50% employer match about $321,131 at 4% or $214,088 at 6%; with 100% employer match about $240,848 at 4% or $160,566 at 6%.
L&P CASH BALANCE PLAN-16$1,161,598$167,994$10,500iApproximate average salary by contribution assumption: employee only about $262,491 at 4% or $174,994 at 6%; with 50% employer match about $174,994 at 4% or $116,663 at 6%; with 100% employer match about $131,245 at 4% or $87,497 at 6%.
L&P 401(K) Plan-14$895,538$140,292$10,021iApproximate average salary by contribution assumption: employee only about $250,521 at 4% or $167,014 at 6%; with 50% employer match about $167,014 at 4% or $111,343 at 6%; with 100% employer match about $125,261 at 4% or $83,507 at 6%.
2020214$1,610,382$273,808$19,558iApproximate average salary by contribution assumption: employee only about $488,943 at 4% or $325,962 at 6%; with 50% employer match about $325,962 at 4% or $217,308 at 6%; with 100% employer match about $244,471 at 4% or $162,981 at 6%.
L&P CASH BALANCE PLAN-13$916,533$139,287$10,714iApproximate average salary by contribution assumption: employee only about $267,860 at 4% or $178,573 at 6%; with 50% employer match about $178,573 at 4% or $119,049 at 6%; with 100% employer match about $133,930 at 4% or $89,287 at 6%.
L&P 401(K) Plan-14$693,849$134,521$9,609iApproximate average salary by contribution assumption: employee only about $240,216 at 4% or $160,144 at 6%; with 50% employer match about $160,144 at 4% or $106,763 at 6%; with 100% employer match about $120,108 at 4% or $80,072 at 6%.
2019213$1,134,531$266,116$20,470iApproximate average salary by contribution assumption: employee only about $511,762 at 4% or $341,174 at 6%; with 50% employer match about $341,174 at 4% or $227,450 at 6%; with 100% employer match about $255,881 at 4% or $170,587 at 6%.
L&P CASH BALANCE PLAN-11$691,837$130,662$11,878iApproximate average salary by contribution assumption: employee only about $296,959 at 4% or $197,973 at 6%; with 50% employer match about $197,973 at 4% or $131,982 at 6%; with 100% employer match about $148,480 at 4% or $98,986 at 6%.
L&P 401(K) Plan-13$442,694$135,454$10,420iApproximate average salary by contribution assumption: employee only about $260,488 at 4% or $173,659 at 6%; with 50% employer match about $173,659 at 4% or $115,773 at 6%; with 100% employer match about $130,244 at 4% or $86,829 at 6%.
2018213$762,035$221,172$17,013iApproximate average salary by contribution assumption: employee only about $425,331 at 4% or $283,554 at 6%; with 50% employer match about $283,554 at 4% or $189,036 at 6%; with 100% employer match about $212,665 at 4% or $141,777 at 6%.
L&P CASH BALANCE PLAN-13$497,206$123,301$9,485iApproximate average salary by contribution assumption: employee only about $237,117 at 4% or $158,078 at 6%; with 50% employer match about $158,078 at 4% or $105,385 at 6%; with 100% employer match about $118,559 at 4% or $79,039 at 6%.
L&P 401(K) Plan-13$264,829$97,871$7,529iApproximate average salary by contribution assumption: employee only about $188,213 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,650 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%.
2017212$598,068$249,652$20,804iApproximate average salary by contribution assumption: employee only about $520,108 at 4% or $346,739 at 6%; with 50% employer match about $346,739 at 4% or $231,159 at 6%; with 100% employer match about $260,054 at 4% or $173,369 at 6%.
L&P CASH BALANCE PLAN-10$387,272$146,000$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
L&P 401(K) Plan-12$210,796$103,652$8,638iApproximate average salary by contribution assumption: employee only about $215,942 at 4% or $143,961 at 6%; with 50% employer match about $143,961 at 4% or $95,974 at 6%; with 100% employer match about $107,971 at 4% or $71,981 at 6%.
2016212$332,223$174,591$14,549iApproximate average salary by contribution assumption: employee only about $363,731 at 4% or $242,488 at 6%; with 50% employer match about $242,488 at 4% or $161,658 at 6%; with 100% employer match about $181,866 at 4% or $121,244 at 6%.
L&P CASH BALANCE PLAN-12$234,497$123,096$10,258iApproximate average salary by contribution assumption: employee only about $256,450 at 4% or $170,967 at 6%; with 50% employer match about $170,967 at 4% or $113,978 at 6%; with 100% employer match about $128,225 at 4% or $85,483 at 6%.
L&P 401(K) Plan-12$97,726$51,495$4,291iApproximate average salary by contribution assumption: employee only about $107,281 at 4% or $71,521 at 6%; with 50% employer match about $71,521 at 4% or $47,681 at 6%; with 100% employer match about $53,641 at 4% or $35,760 at 6%.
2015212$156,233$156,233$13,019iApproximate average salary by contribution assumption: employee only about $325,485 at 4% or $216,990 at 6%; with 50% employer match about $216,990 at 4% or $144,660 at 6%; with 100% employer match about $162,743 at 4% or $108,495 at 6%.
L&P CASH BALANCE PLAN-12$110,929$110,929$9,244iApproximate average salary by contribution assumption: employee only about $231,102 at 4% or $154,068 at 6%; with 50% employer match about $154,068 at 4% or $102,712 at 6%; with 100% employer match about $115,551 at 4% or $77,034 at 6%.
L&P 401(K) Plan-12$45,304$45,304$3,775iApproximate average salary by contribution assumption: employee only about $94,383 at 4% or $62,922 at 6%; with 50% employer match about $62,922 at 4% or $41,948 at 6%; with 100% employer match about $47,192 at 4% or $31,461 at 6%.