Civic Intelligence

Curtis Lockhart, MD Inc.

Plan context: Curtis Lockhart, MD Inc. 401K Plan

EIN 34-1853963 • Ashtabula, OH • 24 filings • 6 plans

P.O. Box 694Ashtabula, OH 44005
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,978,448

2024 Contributions

$984

Historical Graphs

Total Assets Over Time

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

$2,978,448$1,489,224$0200020142024YearValue
$2,978,448Latest year 2024

Participants Over Time

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

1050200020142024YearValue
9Latest 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
202419$2,978,448$0-
Curtis Lockhart, MD Inc. 401K Plan-9$2,978,448$0-
202319$2,605,874$0-
Curtis Lockhart, MD Inc. 401K Plan-9$2,605,874$0-
202219$2,279,105$0-
Curtis Lockhart, MD Inc. 401K Plan-9$2,279,105$0-
2021110$2,757,910$984$98iApproximate average salary by contribution assumption: employee only about $2,460 at 4% or $1,640 at 6%; with 50% employer match about $1,640 at 4% or $1,093 at 6%; with 100% employer match about $1,230 at 4% or $820 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$2,757,910$984$98iApproximate average salary by contribution assumption: employee only about $2,460 at 4% or $1,640 at 6%; with 50% employer match about $1,640 at 4% or $1,093 at 6%; with 100% employer match about $1,230 at 4% or $820 at 6%.
2020110$2,658,052$1,138$114iApproximate average salary by contribution assumption: employee only about $2,845 at 4% or $1,897 at 6%; with 50% employer match about $1,897 at 4% or $1,264 at 6%; with 100% employer match about $1,423 at 4% or $948 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$2,658,052$1,138$114iApproximate average salary by contribution assumption: employee only about $2,845 at 4% or $1,897 at 6%; with 50% employer match about $1,897 at 4% or $1,264 at 6%; with 100% employer match about $1,423 at 4% or $948 at 6%.
2019110$2,344,830$1,299$130iApproximate average salary by contribution assumption: employee only about $3,248 at 4% or $2,165 at 6%; with 50% employer match about $2,165 at 4% or $1,443 at 6%; with 100% employer match about $1,624 at 4% or $1,083 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$2,344,830$1,299$130iApproximate average salary by contribution assumption: employee only about $3,248 at 4% or $2,165 at 6%; with 50% employer match about $2,165 at 4% or $1,443 at 6%; with 100% employer match about $1,624 at 4% or $1,083 at 6%.
2018110$1,930,527$2,500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$1,930,527$2,500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
2017110$1,933,999$2,468$247iApproximate average salary by contribution assumption: employee only about $6,170 at 4% or $4,113 at 6%; with 50% employer match about $4,113 at 4% or $2,742 at 6%; with 100% employer match about $3,085 at 4% or $2,057 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$1,933,999$2,468$247iApproximate average salary by contribution assumption: employee only about $6,170 at 4% or $4,113 at 6%; with 50% employer match about $4,113 at 4% or $2,742 at 6%; with 100% employer match about $3,085 at 4% or $2,057 at 6%.
2016110$1,644,690$3,044$304iApproximate average salary by contribution assumption: employee only about $7,610 at 4% or $5,073 at 6%; with 50% employer match about $5,073 at 4% or $3,382 at 6%; with 100% employer match about $3,805 at 4% or $2,537 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$1,644,690$3,044$304iApproximate average salary by contribution assumption: employee only about $7,610 at 4% or $5,073 at 6%; with 50% employer match about $5,073 at 4% or $3,382 at 6%; with 100% employer match about $3,805 at 4% or $2,537 at 6%.
2015110$1,649,821$52,766$5,277iApproximate average salary by contribution assumption: employee only about $131,915 at 4% or $87,943 at 6%; with 50% employer match about $87,943 at 4% or $58,629 at 6%; with 100% employer match about $65,958 at 4% or $43,972 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-10$1,649,821$52,766$5,277iApproximate average salary by contribution assumption: employee only about $131,915 at 4% or $87,943 at 6%; with 50% employer match about $87,943 at 4% or $58,629 at 6%; with 100% employer match about $65,958 at 4% or $43,972 at 6%.
201419$1,606,555$6,080$676iApproximate average salary by contribution assumption: employee only about $16,889 at 4% or $11,259 at 6%; with 50% employer match about $11,259 at 4% or $7,506 at 6%; with 100% employer match about $8,444 at 4% or $5,630 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-9$1,606,555$6,080$676iApproximate average salary by contribution assumption: employee only about $16,889 at 4% or $11,259 at 6%; with 50% employer match about $11,259 at 4% or $7,506 at 6%; with 100% employer match about $8,444 at 4% or $5,630 at 6%.
201319$1,490,399$7,380$820iApproximate average salary by contribution assumption: employee only about $20,500 at 4% or $13,667 at 6%; with 50% employer match about $13,667 at 4% or $9,111 at 6%; with 100% employer match about $10,250 at 4% or $6,833 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-9$1,490,399$7,380$820iApproximate average salary by contribution assumption: employee only about $20,500 at 4% or $13,667 at 6%; with 50% employer match about $13,667 at 4% or $9,111 at 6%; with 100% employer match about $10,250 at 4% or $6,833 at 6%.
201215$1,290,956$84,712$16,942iApproximate average salary by contribution assumption: employee only about $423,560 at 4% or $282,373 at 6%; with 50% employer match about $282,373 at 4% or $188,249 at 6%; with 100% employer match about $211,780 at 4% or $141,187 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-5$1,290,956$84,712$16,942iApproximate average salary by contribution assumption: employee only about $423,560 at 4% or $282,373 at 6%; with 50% employer match about $282,373 at 4% or $188,249 at 6%; with 100% employer match about $211,780 at 4% or $141,187 at 6%.
201114$1,192,564$4,881$1,220iApproximate average salary by contribution assumption: employee only about $30,506 at 4% or $20,338 at 6%; with 50% employer match about $20,338 at 4% or $13,558 at 6%; with 100% employer match about $15,253 at 4% or $10,169 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-4$1,192,564$4,881$1,220iApproximate average salary by contribution assumption: employee only about $30,506 at 4% or $20,338 at 6%; with 50% employer match about $20,338 at 4% or $13,558 at 6%; with 100% employer match about $15,253 at 4% or $10,169 at 6%.
201014$1,191,450$93,612$23,403iApproximate average salary by contribution assumption: employee only about $585,075 at 4% or $390,050 at 6%; with 50% employer match about $390,050 at 4% or $260,033 at 6%; with 100% employer match about $292,538 at 4% or $195,025 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-4$1,191,450$93,612$23,403iApproximate average salary by contribution assumption: employee only about $585,075 at 4% or $390,050 at 6%; with 50% employer match about $390,050 at 4% or $260,033 at 6%; with 100% employer match about $292,538 at 4% or $195,025 at 6%.
200914$1,101,987$132,357$33,089iApproximate average salary by contribution assumption: employee only about $827,231 at 4% or $551,488 at 6%; with 50% employer match about $551,488 at 4% or $367,658 at 6%; with 100% employer match about $413,616 at 4% or $275,744 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-4$1,101,987$132,357$33,089iApproximate average salary by contribution assumption: employee only about $827,231 at 4% or $551,488 at 6%; with 50% employer match about $551,488 at 4% or $367,658 at 6%; with 100% employer match about $413,616 at 4% or $275,744 at 6%.
200714$0$0-
Curtis Lockhart, MD Inc. 401K Plan-4---
200615$1,045,486$101,852$20,370iApproximate average salary by contribution assumption: employee only about $509,260 at 4% or $339,507 at 6%; with 50% employer match about $339,507 at 4% or $226,338 at 6%; with 100% employer match about $254,630 at 4% or $169,753 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-5$1,045,486$101,852$20,370iApproximate average salary by contribution assumption: employee only about $509,260 at 4% or $339,507 at 6%; with 50% employer match about $339,507 at 4% or $226,338 at 6%; with 100% employer match about $254,630 at 4% or $169,753 at 6%.
200415$681,135$71,679$14,336iApproximate average salary by contribution assumption: employee only about $358,395 at 4% or $238,930 at 6%; with 50% employer match about $238,930 at 4% or $159,287 at 6%; with 100% employer match about $179,198 at 4% or $119,465 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-5$681,135$71,679$14,336iApproximate average salary by contribution assumption: employee only about $358,395 at 4% or $238,930 at 6%; with 50% employer match about $238,930 at 4% or $159,287 at 6%; with 100% employer match about $179,198 at 4% or $119,465 at 6%.
200315$559,128$65,105$13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-5$559,128$65,105$13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%.
200126$419,024$66,391$11,065iApproximate average salary by contribution assumption: employee only about $276,629 at 4% or $184,419 at 6%; with 50% employer match about $184,419 at 4% or $122,946 at 6%; with 100% employer match about $138,315 at 4% or $92,210 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-6$380,480$49,213$8,202iApproximate average salary by contribution assumption: employee only about $205,054 at 4% or $136,703 at 6%; with 50% employer match about $136,703 at 4% or $91,135 at 6%; with 100% employer match about $102,527 at 4% or $68,351 at 6%.
CURTIS LOCKHART M.D., INC. MONEY PURCHASE PENSION PLAN-6$38,544$17,178$2,863iApproximate average salary by contribution assumption: employee only about $71,575 at 4% or $47,717 at 6%; with 50% employer match about $47,717 at 4% or $31,811 at 6%; with 100% employer match about $35,788 at 4% or $23,858 at 6%.
200025$454,038$56,722$11,344iApproximate average salary by contribution assumption: employee only about $283,610 at 4% or $189,073 at 6%; with 50% employer match about $189,073 at 4% or $126,049 at 6%; with 100% employer match about $141,805 at 4% or $94,537 at 6%.
Curtis Lockhart, MD Inc. 401K Plan-5$426,134$43,865$8,773iApproximate average salary by contribution assumption: employee only about $219,325 at 4% or $146,217 at 6%; with 50% employer match about $146,217 at 4% or $97,478 at 6%; with 100% employer match about $109,663 at 4% or $73,108 at 6%.
CURTIS LOCKHART M.D., INC. MONEY PURCHASE PENSION PLAN-5$27,904$12,857$2,571iApproximate average salary by contribution assumption: employee only about $64,285 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,428 at 6%.
Curtis Lockhart, MD Inc. | EIN 34-1853963 | 2024 Form 5500 Company Profile