LOBO & ASSOCIATES, LLC
Plan context: LOBO & ASSOCIATES, LLC 401(K) PLAN
EIN 34-2038281 • Manchester, CT • 14 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,200,000
2025 Contributions
$52,464
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,200,000 | $52,464 | $17,488iApproximate average salary by contribution assumption: employee only about $437,200 at 4% or $291,467 at 6%; with 50% employer match about $291,467 at 4% or $194,311 at 6%; with 100% employer match about $218,600 at 4% or $145,733 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $2,200,000 | $52,464 | $17,488iApproximate average salary by contribution assumption: employee only about $437,200 at 4% or $291,467 at 6%; with 50% employer match about $291,467 at 4% or $194,311 at 6%; with 100% employer match about $218,600 at 4% or $145,733 at 6%. |
| 2024 | 1 | 3 | $1,860,577 | $55,177 | $18,392iApproximate average salary by contribution assumption: employee only about $459,808 at 4% or $306,539 at 6%; with 50% employer match about $306,539 at 4% or $204,359 at 6%; with 100% employer match about $229,904 at 4% or $153,269 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $1,860,577 | $55,177 | $18,392iApproximate average salary by contribution assumption: employee only about $459,808 at 4% or $306,539 at 6%; with 50% employer match about $306,539 at 4% or $204,359 at 6%; with 100% employer match about $229,904 at 4% or $153,269 at 6%. |
| 2023 | 1 | 3 | $1,604,506 | $54,918 | $18,306iApproximate average salary by contribution assumption: employee only about $457,650 at 4% or $305,100 at 6%; with 50% employer match about $305,100 at 4% or $203,400 at 6%; with 100% employer match about $228,825 at 4% or $152,550 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $1,604,506 | $54,918 | $18,306iApproximate average salary by contribution assumption: employee only about $457,650 at 4% or $305,100 at 6%; with 50% employer match about $305,100 at 4% or $203,400 at 6%; with 100% employer match about $228,825 at 4% or $152,550 at 6%. |
| 2022 | 1 | 3 | $1,344,915 | $53,333 | $17,778iApproximate average salary by contribution assumption: employee only about $444,442 at 4% or $296,294 at 6%; with 50% employer match about $296,294 at 4% or $197,530 at 6%; with 100% employer match about $222,221 at 4% or $148,147 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $1,344,915 | $53,333 | $17,778iApproximate average salary by contribution assumption: employee only about $444,442 at 4% or $296,294 at 6%; with 50% employer match about $296,294 at 4% or $197,530 at 6%; with 100% employer match about $222,221 at 4% or $148,147 at 6%. |
| 2021 | 1 | 3 | $1,504,019 | $53,533 | $17,844iApproximate average salary by contribution assumption: employee only about $446,108 at 4% or $297,406 at 6%; with 50% employer match about $297,406 at 4% or $198,270 at 6%; with 100% employer match about $223,054 at 4% or $148,703 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $1,504,019 | $53,533 | $17,844iApproximate average salary by contribution assumption: employee only about $446,108 at 4% or $297,406 at 6%; with 50% employer match about $297,406 at 4% or $198,270 at 6%; with 100% employer match about $223,054 at 4% or $148,703 at 6%. |
| 2020 | 1 | 3 | $1,224,709 | $127,783 | $42,594iApproximate average salary by contribution assumption: employee only about $1,064,858 at 4% or $709,906 at 6%; with 50% employer match about $709,906 at 4% or $473,270 at 6%; with 100% employer match about $532,429 at 4% or $354,953 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $1,224,709 | $127,783 | $42,594iApproximate average salary by contribution assumption: employee only about $1,064,858 at 4% or $709,906 at 6%; with 50% employer match about $709,906 at 4% or $473,270 at 6%; with 100% employer match about $532,429 at 4% or $354,953 at 6%. |
| 2019 | 1 | 2 | $954,732 | $32,063 | $16,032iApproximate average salary by contribution assumption: employee only about $400,788 at 4% or $267,192 at 6%; with 50% employer match about $267,192 at 4% or $178,128 at 6%; with 100% employer match about $200,394 at 4% or $133,596 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 2 | $954,732 | $32,063 | $16,032iApproximate average salary by contribution assumption: employee only about $400,788 at 4% or $267,192 at 6%; with 50% employer match about $267,192 at 4% or $178,128 at 6%; with 100% employer match about $200,394 at 4% or $133,596 at 6%. |
| 2018 | 1 | 3 | $927,977 | $25,522 | $8,507iApproximate average salary by contribution assumption: employee only about $212,683 at 4% or $141,789 at 6%; with 50% employer match about $141,789 at 4% or $94,526 at 6%; with 100% employer match about $106,342 at 4% or $70,894 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $927,977 | $25,522 | $8,507iApproximate average salary by contribution assumption: employee only about $212,683 at 4% or $141,789 at 6%; with 50% employer match about $141,789 at 4% or $94,526 at 6%; with 100% employer match about $106,342 at 4% or $70,894 at 6%. |
| 2017 | 1 | 3 | $985,086 | $32,641 | $10,880iApproximate average salary by contribution assumption: employee only about $272,008 at 4% or $181,339 at 6%; with 50% employer match about $181,339 at 4% or $120,893 at 6%; with 100% employer match about $136,004 at 4% or $90,669 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 3 | $985,086 | $32,641 | $10,880iApproximate average salary by contribution assumption: employee only about $272,008 at 4% or $181,339 at 6%; with 50% employer match about $181,339 at 4% or $120,893 at 6%; with 100% employer match about $136,004 at 4% or $90,669 at 6%. |
| 2016 | 1 | 4 | $830,593 | $48,657 | $12,164iApproximate average salary by contribution assumption: employee only about $304,106 at 4% or $202,738 at 6%; with 50% employer match about $202,738 at 4% or $135,158 at 6%; with 100% employer match about $152,053 at 4% or $101,369 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 4 | $830,593 | $48,657 | $12,164iApproximate average salary by contribution assumption: employee only about $304,106 at 4% or $202,738 at 6%; with 50% employer match about $202,738 at 4% or $135,158 at 6%; with 100% employer match about $152,053 at 4% or $101,369 at 6%. |
| 2015 | 1 | 5 | $720,389 | $21,597 | $4,319iApproximate average salary by contribution assumption: employee only about $107,985 at 4% or $71,990 at 6%; with 50% employer match about $71,990 at 4% or $47,993 at 6%; with 100% employer match about $53,992 at 4% or $35,995 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 5 | $720,389 | $21,597 | $4,319iApproximate average salary by contribution assumption: employee only about $107,985 at 4% or $71,990 at 6%; with 50% employer match about $71,990 at 4% or $47,993 at 6%; with 100% employer match about $53,992 at 4% or $35,995 at 6%. |
| 2014 | 1 | 6 | $758,640 | $28,922 | $4,820iApproximate average salary by contribution assumption: employee only about $120,508 at 4% or $80,339 at 6%; with 50% employer match about $80,339 at 4% or $53,559 at 6%; with 100% employer match about $60,254 at 4% or $40,169 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 6 | $758,640 | $28,922 | $4,820iApproximate average salary by contribution assumption: employee only about $120,508 at 4% or $80,339 at 6%; with 50% employer match about $80,339 at 4% or $53,559 at 6%; with 100% employer match about $60,254 at 4% or $40,169 at 6%. |
| 2013 | 1 | 5 | $696,541 | $31,833 | $6,367iApproximate average salary by contribution assumption: employee only about $159,165 at 4% or $106,110 at 6%; with 50% employer match about $106,110 at 4% or $70,740 at 6%; with 100% employer match about $79,583 at 4% or $53,055 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 5 | $696,541 | $31,833 | $6,367iApproximate average salary by contribution assumption: employee only about $159,165 at 4% or $106,110 at 6%; with 50% employer match about $106,110 at 4% or $70,740 at 6%; with 100% employer match about $79,583 at 4% or $53,055 at 6%. |
| 2012 | 1 | 4 | $547,240 | $29,036 | $7,259iApproximate average salary by contribution assumption: employee only about $181,475 at 4% or $120,983 at 6%; with 50% employer match about $120,983 at 4% or $80,656 at 6%; with 100% employer match about $90,738 at 4% or $60,492 at 6%. |
| LOBO & ASSOCIATES, LLC 401(K) PLAN | - | 4 | $547,240 | $29,036 | $7,259iApproximate average salary by contribution assumption: employee only about $181,475 at 4% or $120,983 at 6%; with 50% employer match about $120,983 at 4% or $80,656 at 6%; with 100% employer match about $90,738 at 4% or $60,492 at 6%. |