Civic Intelligence

Lockart Spohrer & Associates

Plan context: Lockart Associates PLLC 401 K Profit Sharing Plan Trust

EIN 27-1572422 • Austin, TX • 7 filings • 4 plans

7719 Wood Hollow Dr Ste 150Austin, TX 78731-1653
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$255,360

2016 Contributions

$60,133

Historical Graphs

Total Assets Over Time

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

$295,503$147,752$0201020132015YearValue
$255,360Latest year 2015

Participants Over Time

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

1050201020132015YearValue
7Latest year 2015

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
201610$0$0-
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-0$0$0-
201517$255,360$60,133$8,590iApproximate average salary by contribution assumption: employee only about $214,761 at 4% or $143,174 at 6%; with 50% employer match about $143,174 at 4% or $95,449 at 6%; with 100% employer match about $107,380 at 4% or $71,587 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-7$255,360$60,133$8,590iApproximate average salary by contribution assumption: employee only about $214,761 at 4% or $143,174 at 6%; with 50% employer match about $143,174 at 4% or $95,449 at 6%; with 100% employer match about $107,380 at 4% or $71,587 at 6%.
201418$270,631$59,417$7,427iApproximate average salary by contribution assumption: employee only about $185,678 at 4% or $123,785 at 6%; with 50% employer match about $123,785 at 4% or $82,524 at 6%; with 100% employer match about $92,839 at 4% or $61,893 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-8$270,631$59,417$7,427iApproximate average salary by contribution assumption: employee only about $185,678 at 4% or $123,785 at 6%; with 50% employer match about $123,785 at 4% or $82,524 at 6%; with 100% employer match about $92,839 at 4% or $61,893 at 6%.
201319$295,503$76,865$8,541iApproximate average salary by contribution assumption: employee only about $213,514 at 4% or $142,343 at 6%; with 50% employer match about $142,343 at 4% or $94,895 at 6%; with 100% employer match about $106,757 at 4% or $71,171 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-9$295,503$76,865$8,541iApproximate average salary by contribution assumption: employee only about $213,514 at 4% or $142,343 at 6%; with 50% employer match about $142,343 at 4% or $94,895 at 6%; with 100% employer match about $106,757 at 4% or $71,171 at 6%.
201219$217,489$75,652$8,406iApproximate average salary by contribution assumption: employee only about $210,144 at 4% or $140,096 at 6%; with 50% employer match about $140,096 at 4% or $93,398 at 6%; with 100% employer match about $105,072 at 4% or $70,048 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-9$217,489$75,652$8,406iApproximate average salary by contribution assumption: employee only about $210,144 at 4% or $140,096 at 6%; with 50% employer match about $140,096 at 4% or $93,398 at 6%; with 100% employer match about $105,072 at 4% or $70,048 at 6%.
2011110$142,969$78,398$7,840iApproximate average salary by contribution assumption: employee only about $195,995 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,998 at 4% or $65,332 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-10$142,969$78,398$7,840iApproximate average salary by contribution assumption: employee only about $195,995 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,998 at 4% or $65,332 at 6%.
201019$64,915$62,386$6,932iApproximate average salary by contribution assumption: employee only about $173,294 at 4% or $115,530 at 6%; with 50% employer match about $115,530 at 4% or $77,020 at 6%; with 100% employer match about $86,647 at 4% or $57,765 at 6%.
Lockart Associates PLLC 401 K Profit Sharing Plan Trust-9$64,915$62,386$6,932iApproximate average salary by contribution assumption: employee only about $173,294 at 4% or $115,530 at 6%; with 50% employer match about $115,530 at 4% or $77,020 at 6%; with 100% employer match about $86,647 at 4% or $57,765 at 6%.