Lockwood Financial Group Ltd.
Plan context: Lockwood Financial Group 401K/Profit Sharing Plan
EIN 23-2840839 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
109
2003 Assets
$111,060
2003 Contributions
$264,201
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Lockwood Financial Group 401K/Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $111,060 | $264,201 | - |
| Lockwood Financial Group 401K/Profit Sharing Plan | - | 0 | $111,060 | $264,201 | - |
| 2001 | 1 | 109 | $2,270,781 | $643,387 | $5,903iApproximate average salary by contribution assumption: employee only about $147,566 at 4% or $98,377 at 6%; with 50% employer match about $98,377 at 4% or $65,585 at 6%; with 100% employer match about $73,783 at 4% or $49,189 at 6%. |
| Lockwood Financial Group 401K/Profit Sharing Plan | - | 109 | $2,270,781 | $643,387 | $5,903iApproximate average salary by contribution assumption: employee only about $147,566 at 4% or $98,377 at 6%; with 50% employer match about $98,377 at 4% or $65,585 at 6%; with 100% employer match about $73,783 at 4% or $49,189 at 6%. |
| 2000 | 1 | 148 | $0 | $0 | - |
| Lockwood Financial Group 401K/Profit Sharing Plan | - | 148 | - | - | - |
| 1999 | 1 | 73 | $1,672,886 | $371,000 | $5,082iApproximate average salary by contribution assumption: employee only about $127,055 at 4% or $84,703 at 6%; with 50% employer match about $84,703 at 4% or $56,469 at 6%; with 100% employer match about $63,527 at 4% or $42,352 at 6%. |
| Lockwood Financial Group 401K/Profit Sharing Plan | - | 73 | $1,672,886 | $371,000 | $5,082iApproximate average salary by contribution assumption: employee only about $127,055 at 4% or $84,703 at 6%; with 50% employer match about $84,703 at 4% or $56,469 at 6%; with 100% employer match about $63,527 at 4% or $42,352 at 6%. |