Civic Intelligence

Lockwood Partners LLC

Plan context: Lockwood Partners LLC 401(K) and Profit Sharing Plan

EIN 32-0575861 • 8 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$6,001,888

2024 Contributions

$317,727

Historical Graphs

Total Assets Over Time

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

$11,026,149$5,513,075$0201820212024YearValue
$6,001,888Latest year 2024

Participants Over Time

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

171860201820212024YearValue
42Latest 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
2024142$6,001,888$317,727$7,565iApproximate average salary by contribution assumption: employee only about $189,123 at 4% or $126,082 at 6%; with 50% employer match about $126,082 at 4% or $84,055 at 6%; with 100% employer match about $94,562 at 4% or $63,041 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-42$6,001,888$317,727$7,565iApproximate average salary by contribution assumption: employee only about $189,123 at 4% or $126,082 at 6%; with 50% employer match about $126,082 at 4% or $84,055 at 6%; with 100% employer match about $94,562 at 4% or $63,041 at 6%.
2023131$5,805,829$263,469$8,499iApproximate average salary by contribution assumption: employee only about $212,475 at 4% or $141,650 at 6%; with 50% employer match about $141,650 at 4% or $94,433 at 6%; with 100% employer match about $106,238 at 4% or $70,825 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-31$5,805,829$263,469$8,499iApproximate average salary by contribution assumption: employee only about $212,475 at 4% or $141,650 at 6%; with 50% employer match about $141,650 at 4% or $94,433 at 6%; with 100% employer match about $106,238 at 4% or $70,825 at 6%.
2022133$5,333,399$304,589$9,230iApproximate average salary by contribution assumption: employee only about $230,749 at 4% or $153,833 at 6%; with 50% employer match about $153,833 at 4% or $102,555 at 6%; with 100% employer match about $115,375 at 4% or $76,916 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-33$5,333,399$304,589$9,230iApproximate average salary by contribution assumption: employee only about $230,749 at 4% or $153,833 at 6%; with 50% employer match about $153,833 at 4% or $102,555 at 6%; with 100% employer match about $115,375 at 4% or $76,916 at 6%.
2021134$7,671,305$191,868$5,643iApproximate average salary by contribution assumption: employee only about $141,079 at 4% or $94,053 at 6%; with 50% employer match about $94,053 at 4% or $62,702 at 6%; with 100% employer match about $70,540 at 4% or $47,026 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-34$7,671,305$191,868$5,643iApproximate average salary by contribution assumption: employee only about $141,079 at 4% or $94,053 at 6%; with 50% employer match about $94,053 at 4% or $62,702 at 6%; with 100% employer match about $70,540 at 4% or $47,026 at 6%.
2020135$7,686,214$206,045$5,887iApproximate average salary by contribution assumption: employee only about $147,175 at 4% or $98,117 at 6%; with 50% employer match about $98,117 at 4% or $65,411 at 6%; with 100% employer match about $73,588 at 4% or $49,058 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-35$7,686,214$206,045$5,887iApproximate average salary by contribution assumption: employee only about $147,175 at 4% or $98,117 at 6%; with 50% employer match about $98,117 at 4% or $65,411 at 6%; with 100% employer match about $73,588 at 4% or $49,058 at 6%.
2019142$9,796,621$180,543$4,299iApproximate average salary by contribution assumption: employee only about $107,466 at 4% or $71,644 at 6%; with 50% employer match about $71,644 at 4% or $47,763 at 6%; with 100% employer match about $53,733 at 4% or $35,822 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-42$9,796,621$180,543$4,299iApproximate average salary by contribution assumption: employee only about $107,466 at 4% or $71,644 at 6%; with 50% employer match about $71,644 at 4% or $47,763 at 6%; with 100% employer match about $53,733 at 4% or $35,822 at 6%.
20182171$11,026,149$318,793$1,864iApproximate average salary by contribution assumption: employee only about $46,607 at 4% or $31,071 at 6%; with 50% employer match about $31,071 at 4% or $20,714 at 6%; with 100% employer match about $23,304 at 4% or $15,536 at 6%.
Lockwood Partners LLC 401(K) and Profit Sharing Plan-54$11,026,149$318,793$5,904iApproximate average salary by contribution assumption: employee only about $147,589 at 4% or $98,393 at 6%; with 50% employer match about $98,393 at 4% or $65,595 at 6%; with 100% employer match about $73,795 at 4% or $49,196 at 6%.
LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN-171---