Civic Intelligence

Lowe Scott Fisher Co., Lpa

Plan context: Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust

EIN 34-1862671 • Chardon, OH • 40 filings • 6 plans

115 Main StreetChardon, OH 44024
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,924,663

2024 Contributions

$275,595

Historical Graphs

Total Assets Over Time

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

$7,700,602$3,850,301$0199920122024YearValue
$4,924,663Latest year 2024

Participants Over Time

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

20100199920122024YearValue
16Latest 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
2024316$4,924,663$275,595$17,225iApproximate average salary by contribution assumption: employee only about $430,617 at 4% or $287,078 at 6%; with 50% employer match about $287,078 at 4% or $191,385 at 6%; with 100% employer match about $215,309 at 4% or $143,539 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-16$4,148,737$160,144$10,009iApproximate average salary by contribution assumption: employee only about $250,225 at 4% or $166,817 at 6%; with 50% employer match about $166,817 at 4% or $111,211 at 6%; with 100% employer match about $125,113 at 4% or $83,408 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-10$768,783$13,500$1,350iApproximate average salary by contribution assumption: employee only about $33,750 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%.
LOWE SCOTT FISHER CO LPA SOCA BENEFIT PLAN-7$7,143$101,951$14,564iApproximate average salary by contribution assumption: employee only about $364,111 at 4% or $242,740 at 6%; with 50% employer match about $242,740 at 4% or $161,827 at 6%; with 100% employer match about $182,055 at 4% or $121,370 at 6%.
2023320$6,134,855$232,237$11,612iApproximate average salary by contribution assumption: employee only about $290,296 at 4% or $193,531 at 6%; with 50% employer match about $193,531 at 4% or $129,021 at 6%; with 100% employer match about $145,148 at 4% or $96,765 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-20$4,844,463$142,907$7,145iApproximate average salary by contribution assumption: employee only about $178,634 at 4% or $119,089 at 6%; with 50% employer match about $119,089 at 4% or $79,393 at 6%; with 100% employer match about $89,317 at 4% or $59,545 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-8$1,283,249$0-
LOWE SCOTT FISHER CO LPA SOCA BENEFIT PLAN-7$7,143$89,330$12,761iApproximate average salary by contribution assumption: employee only about $319,036 at 4% or $212,690 at 6%; with 50% employer match about $212,690 at 4% or $141,794 at 6%; with 100% employer match about $159,518 at 4% or $106,345 at 6%.
2022318$5,425,473$551,799$30,656iApproximate average salary by contribution assumption: employee only about $766,388 at 4% or $510,925 at 6%; with 50% employer match about $510,925 at 4% or $340,617 at 6%; with 100% employer match about $383,194 at 4% or $255,463 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-18$4,218,854$135,677$7,538iApproximate average salary by contribution assumption: employee only about $188,440 at 4% or $125,627 at 6%; with 50% employer match about $125,627 at 4% or $83,751 at 6%; with 100% employer match about $94,220 at 4% or $62,813 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-12$1,200,404$320,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
LOWE SCOTT FISHER CO LPA SOCA BENEFIT PLAN-8$6,215$96,122$12,015iApproximate average salary by contribution assumption: employee only about $300,381 at 4% or $200,254 at 6%; with 50% employer match about $200,254 at 4% or $133,503 at 6%; with 100% employer match about $150,191 at 4% or $100,127 at 6%.
2021317$7,700,602$545,386$32,082iApproximate average salary by contribution assumption: employee only about $802,038 at 4% or $534,692 at 6%; with 50% employer match about $534,692 at 4% or $356,461 at 6%; with 100% employer match about $401,019 at 4% or $267,346 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-17$6,725,637$109,875$6,463iApproximate average salary by contribution assumption: employee only about $161,581 at 4% or $107,721 at 6%; with 50% employer match about $107,721 at 4% or $71,814 at 6%; with 100% employer match about $80,790 at 4% or $53,860 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-12$972,276$320,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
LOWE SCOTT FISHER CO LPA SOCA BENEFIT PLAN-10$2,689$115,511$11,551iApproximate average salary by contribution assumption: employee only about $288,778 at 4% or $192,518 at 6%; with 50% employer match about $192,518 at 4% or $128,346 at 6%; with 100% employer match about $144,389 at 4% or $96,259 at 6%.
2020214$6,479,472$215,091$15,364iApproximate average salary by contribution assumption: employee only about $384,091 at 4% or $256,061 at 6%; with 50% employer match about $256,061 at 4% or $170,707 at 6%; with 100% employer match about $192,046 at 4% or $128,030 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-14$5,864,229$184,949$13,211iApproximate average salary by contribution assumption: employee only about $330,266 at 4% or $220,177 at 6%; with 50% employer match about $220,177 at 4% or $146,785 at 6%; with 100% employer match about $165,133 at 4% or $110,089 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-10$615,243$30,142$3,014iApproximate average salary by contribution assumption: employee only about $75,355 at 4% or $50,237 at 6%; with 50% employer match about $50,237 at 4% or $33,491 at 6%; with 100% employer match about $37,678 at 4% or $25,118 at 6%.
2019213$5,608,686$425,870$32,759iApproximate average salary by contribution assumption: employee only about $818,981 at 4% or $545,987 at 6%; with 50% employer match about $545,987 at 4% or $363,991 at 6%; with 100% employer match about $409,490 at 4% or $272,994 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$4,997,891$231,572$17,813iApproximate average salary by contribution assumption: employee only about $445,331 at 4% or $296,887 at 6%; with 50% employer match about $296,887 at 4% or $197,925 at 6%; with 100% employer match about $222,665 at 4% or $148,444 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-10$610,795$194,298$19,430iApproximate average salary by contribution assumption: employee only about $485,745 at 4% or $323,830 at 6%; with 50% employer match about $323,830 at 4% or $215,887 at 6%; with 100% employer match about $242,873 at 4% or $161,915 at 6%.
2018213$4,385,046$440,391$33,876iApproximate average salary by contribution assumption: employee only about $846,906 at 4% or $564,604 at 6%; with 50% employer match about $564,604 at 4% or $376,403 at 6%; with 100% employer match about $423,453 at 4% or $282,302 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$3,942,422$190,391$14,645iApproximate average salary by contribution assumption: employee only about $366,137 at 4% or $244,091 at 6%; with 50% employer match about $244,091 at 4% or $162,727 at 6%; with 100% employer match about $183,068 at 4% or $122,046 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-8$442,624$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
2017313$4,393,887$407,810$31,370iApproximate average salary by contribution assumption: employee only about $784,250 at 4% or $522,833 at 6%; with 50% employer match about $522,833 at 4% or $348,556 at 6%; with 100% employer match about $392,125 at 4% or $261,417 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$4,143,887$97,329$7,487iApproximate average salary by contribution assumption: employee only about $187,171 at 4% or $124,781 at 6%; with 50% employer match about $124,781 at 4% or $83,187 at 6%; with 100% employer match about $93,586 at 4% or $62,390 at 6%.
Lowe Scott Fisher Co., Lpa Cash Balance Plan-11$250,000$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
LOWE, EKLUND & WAKEFIELD CO., LPA SOCA BENEFIT PLAN-0$0$60,481-
2016214$3,641,675$252,508$18,036iApproximate average salary by contribution assumption: employee only about $450,907 at 4% or $300,605 at 6%; with 50% employer match about $300,605 at 4% or $200,403 at 6%; with 100% employer match about $225,454 at 4% or $150,302 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-14$3,630,202$156,792$11,199iApproximate average salary by contribution assumption: employee only about $279,986 at 4% or $186,657 at 6%; with 50% employer match about $186,657 at 4% or $124,438 at 6%; with 100% employer match about $139,993 at 4% or $93,329 at 6%.
LOWE, EKLUND & WAKEFIELD CO., LPA SOCA BENEFIT PLAN-9$11,473$95,716$10,635iApproximate average salary by contribution assumption: employee only about $265,878 at 4% or $177,252 at 6%; with 50% employer match about $177,252 at 4% or $118,168 at 6%; with 100% employer match about $132,939 at 4% or $88,626 at 6%.
2015113$3,209,381$135,234$10,403iApproximate average salary by contribution assumption: employee only about $260,065 at 4% or $173,377 at 6%; with 50% employer match about $173,377 at 4% or $115,585 at 6%; with 100% employer match about $130,033 at 4% or $86,688 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$3,209,381$135,234$10,403iApproximate average salary by contribution assumption: employee only about $260,065 at 4% or $173,377 at 6%; with 50% employer match about $173,377 at 4% or $115,585 at 6%; with 100% employer match about $130,033 at 4% or $86,688 at 6%.
2014111$3,322,618$78,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-11$3,322,618$78,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
2013113$3,657,183$179,952$13,842iApproximate average salary by contribution assumption: employee only about $346,062 at 4% or $230,708 at 6%; with 50% employer match about $230,708 at 4% or $153,805 at 6%; with 100% employer match about $173,031 at 4% or $115,354 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$3,657,183$179,952$13,842iApproximate average salary by contribution assumption: employee only about $346,062 at 4% or $230,708 at 6%; with 50% employer match about $230,708 at 4% or $153,805 at 6%; with 100% employer match about $173,031 at 4% or $115,354 at 6%.
2012114$2,901,840$300,308$21,451iApproximate average salary by contribution assumption: employee only about $536,264 at 4% or $357,510 at 6%; with 50% employer match about $357,510 at 4% or $238,340 at 6%; with 100% employer match about $268,132 at 4% or $178,755 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-14$2,901,840$300,308$21,451iApproximate average salary by contribution assumption: employee only about $536,264 at 4% or $357,510 at 6%; with 50% employer match about $357,510 at 4% or $238,340 at 6%; with 100% employer match about $268,132 at 4% or $178,755 at 6%.
2011113$2,274,702$195,510$15,039iApproximate average salary by contribution assumption: employee only about $375,981 at 4% or $250,654 at 6%; with 50% employer match about $250,654 at 4% or $167,103 at 6%; with 100% employer match about $187,990 at 4% or $125,327 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-13$2,274,702$195,510$15,039iApproximate average salary by contribution assumption: employee only about $375,981 at 4% or $250,654 at 6%; with 50% employer match about $250,654 at 4% or $167,103 at 6%; with 100% employer match about $187,990 at 4% or $125,327 at 6%.
2010114$2,198,447$160,528$11,466iApproximate average salary by contribution assumption: employee only about $286,657 at 4% or $191,105 at 6%; with 50% employer match about $191,105 at 4% or $127,403 at 6%; with 100% employer match about $143,329 at 4% or $95,552 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-14$2,198,447$160,528$11,466iApproximate average salary by contribution assumption: employee only about $286,657 at 4% or $191,105 at 6%; with 50% employer match about $191,105 at 4% or $127,403 at 6%; with 100% employer match about $143,329 at 4% or $95,552 at 6%.
2009112$1,813,286$209,044$17,420iApproximate average salary by contribution assumption: employee only about $435,508 at 4% or $290,339 at 6%; with 50% employer match about $290,339 at 4% or $193,559 at 6%; with 100% employer match about $217,754 at 4% or $145,169 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-12$1,813,286$209,044$17,420iApproximate average salary by contribution assumption: employee only about $435,508 at 4% or $290,339 at 6%; with 50% employer match about $290,339 at 4% or $193,559 at 6%; with 100% employer match about $217,754 at 4% or $145,169 at 6%.
200818$1,247,833$201,912$25,239iApproximate average salary by contribution assumption: employee only about $630,975 at 4% or $420,650 at 6%; with 50% employer match about $420,650 at 4% or $280,433 at 6%; with 100% employer match about $315,488 at 4% or $210,325 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-8$1,247,833$201,912$25,239iApproximate average salary by contribution assumption: employee only about $630,975 at 4% or $420,650 at 6%; with 50% employer match about $420,650 at 4% or $280,433 at 6%; with 100% employer match about $315,488 at 4% or $210,325 at 6%.
2007110$2,044,855$199,784$19,978iApproximate average salary by contribution assumption: employee only about $499,460 at 4% or $332,973 at 6%; with 50% employer match about $332,973 at 4% or $221,982 at 6%; with 100% employer match about $249,730 at 4% or $166,487 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-10$2,044,855$199,784$19,978iApproximate average salary by contribution assumption: employee only about $499,460 at 4% or $332,973 at 6%; with 50% employer match about $332,973 at 4% or $221,982 at 6%; with 100% employer match about $249,730 at 4% or $166,487 at 6%.
200619$1,717,035$206,153$22,906iApproximate average salary by contribution assumption: employee only about $572,647 at 4% or $381,765 at 6%; with 50% employer match about $381,765 at 4% or $254,510 at 6%; with 100% employer match about $286,324 at 4% or $190,882 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-9$1,717,035$206,153$22,906iApproximate average salary by contribution assumption: employee only about $572,647 at 4% or $381,765 at 6%; with 50% employer match about $381,765 at 4% or $254,510 at 6%; with 100% employer match about $286,324 at 4% or $190,882 at 6%.
200519$1,362,230$134,920$14,991iApproximate average salary by contribution assumption: employee only about $374,778 at 4% or $249,852 at 6%; with 50% employer match about $249,852 at 4% or $166,568 at 6%; with 100% employer match about $187,389 at 4% or $124,926 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-9$1,362,230$134,920$14,991iApproximate average salary by contribution assumption: employee only about $374,778 at 4% or $249,852 at 6%; with 50% employer match about $249,852 at 4% or $166,568 at 6%; with 100% employer match about $187,389 at 4% or $124,926 at 6%.
2004112$1,133,955$185,849$15,487iApproximate average salary by contribution assumption: employee only about $387,185 at 4% or $258,124 at 6%; with 50% employer match about $258,124 at 4% or $172,082 at 6%; with 100% employer match about $193,593 at 4% or $129,062 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-12$1,133,955$185,849$15,487iApproximate average salary by contribution assumption: employee only about $387,185 at 4% or $258,124 at 6%; with 50% employer match about $258,124 at 4% or $172,082 at 6%; with 100% employer match about $193,593 at 4% or $129,062 at 6%.
2003110$849,002$188,688$18,869iApproximate average salary by contribution assumption: employee only about $471,720 at 4% or $314,480 at 6%; with 50% employer match about $314,480 at 4% or $209,653 at 6%; with 100% employer match about $235,860 at 4% or $157,240 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-10$849,002$188,688$18,869iApproximate average salary by contribution assumption: employee only about $471,720 at 4% or $314,480 at 6%; with 50% employer match about $314,480 at 4% or $209,653 at 6%; with 100% employer match about $235,860 at 4% or $157,240 at 6%.
2002110$500,693$187,161$18,716iApproximate average salary by contribution assumption: employee only about $467,902 at 4% or $311,935 at 6%; with 50% employer match about $311,935 at 4% or $207,957 at 6%; with 100% employer match about $233,951 at 4% or $155,968 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-10$500,693$187,161$18,716iApproximate average salary by contribution assumption: employee only about $467,902 at 4% or $311,935 at 6%; with 50% employer match about $311,935 at 4% or $207,957 at 6%; with 100% employer match about $233,951 at 4% or $155,968 at 6%.
200119$419,475$131,248$14,583iApproximate average salary by contribution assumption: employee only about $364,578 at 4% or $243,052 at 6%; with 50% employer match about $243,052 at 4% or $162,035 at 6%; with 100% employer match about $182,289 at 4% or $121,526 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-9$419,475$131,248$14,583iApproximate average salary by contribution assumption: employee only about $364,578 at 4% or $243,052 at 6%; with 50% employer match about $243,052 at 4% or $162,035 at 6%; with 100% employer match about $182,289 at 4% or $121,526 at 6%.
200019$314,369$111,010$12,334iApproximate average salary by contribution assumption: employee only about $308,361 at 4% or $205,574 at 6%; with 50% employer match about $205,574 at 4% or $137,049 at 6%; with 100% employer match about $154,181 at 4% or $102,787 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-9$314,369$111,010$12,334iApproximate average salary by contribution assumption: employee only about $308,361 at 4% or $205,574 at 6%; with 50% employer match about $205,574 at 4% or $137,049 at 6%; with 100% employer match about $154,181 at 4% or $102,787 at 6%.
1999111$216,746$106,231$9,657iApproximate average salary by contribution assumption: employee only about $241,434 at 4% or $160,956 at 6%; with 50% employer match about $160,956 at 4% or $107,304 at 6%; with 100% employer match about $120,717 at 4% or $80,478 at 6%.
Lowe Eklund Wakefield Co., L.P.A. 401K Profit Sharing Plan & Trust-11$216,746$106,231$9,657iApproximate average salary by contribution assumption: employee only about $241,434 at 4% or $160,956 at 6%; with 50% employer match about $160,956 at 4% or $107,304 at 6%; with 100% employer match about $120,717 at 4% or $80,478 at 6%.