Civic Intelligence

Harris Welsh Lukmann

Plan context: Harris Welsh Lukmann Self Employed Retirement Plan

EIN 35-1263977 • Chesterton, IN • 21 filings • 4 plans

107 BroadwayChesterton, IN 46304-2464
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$6,309,288

2024 Contributions

$161,023

Historical Graphs

Total Assets Over Time

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

$8,600,231$4,300,116$0199920152024YearValue
$6,309,288Latest year 2024

Participants Over Time

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

1370199920152024YearValue
11Latest 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
2024111$6,309,288$161,023$14,638iApproximate average salary by contribution assumption: employee only about $365,961 at 4% or $243,974 at 6%; with 50% employer match about $243,974 at 4% or $162,649 at 6%; with 100% employer match about $182,981 at 4% or $121,987 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$6,309,288$161,023$14,638iApproximate average salary by contribution assumption: employee only about $365,961 at 4% or $243,974 at 6%; with 50% employer match about $243,974 at 4% or $162,649 at 6%; with 100% employer match about $182,981 at 4% or $121,987 at 6%.
2023111$5,352,944$166,413$15,128iApproximate average salary by contribution assumption: employee only about $378,211 at 4% or $252,141 at 6%; with 50% employer match about $252,141 at 4% or $168,094 at 6%; with 100% employer match about $189,106 at 4% or $126,070 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$5,352,944$166,413$15,128iApproximate average salary by contribution assumption: employee only about $378,211 at 4% or $252,141 at 6%; with 50% employer match about $252,141 at 4% or $168,094 at 6%; with 100% employer match about $189,106 at 4% or $126,070 at 6%.
2022112$4,583,485$165,382$13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,131 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-12$4,583,485$165,382$13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,131 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%.
2021110$5,540,810$166,734$16,673iApproximate average salary by contribution assumption: employee only about $416,835 at 4% or $277,890 at 6%; with 50% employer match about $277,890 at 4% or $185,260 at 6%; with 100% employer match about $208,418 at 4% or $138,945 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-10$5,540,810$166,734$16,673iApproximate average salary by contribution assumption: employee only about $416,835 at 4% or $277,890 at 6%; with 50% employer match about $277,890 at 4% or $185,260 at 6%; with 100% employer match about $208,418 at 4% or $138,945 at 6%.
2020111$5,322,499$139,131$12,648iApproximate average salary by contribution assumption: employee only about $316,207 at 4% or $210,805 at 6%; with 50% employer match about $210,805 at 4% or $140,536 at 6%; with 100% employer match about $158,103 at 4% or $105,402 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$5,322,499$139,131$12,648iApproximate average salary by contribution assumption: employee only about $316,207 at 4% or $210,805 at 6%; with 50% employer match about $210,805 at 4% or $140,536 at 6%; with 100% employer match about $158,103 at 4% or $105,402 at 6%.
2019110$5,008,537$158,017$15,802iApproximate average salary by contribution assumption: employee only about $395,043 at 4% or $263,362 at 6%; with 50% employer match about $263,362 at 4% or $175,574 at 6%; with 100% employer match about $197,521 at 4% or $131,681 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-10$5,008,537$158,017$15,802iApproximate average salary by contribution assumption: employee only about $395,043 at 4% or $263,362 at 6%; with 50% employer match about $263,362 at 4% or $175,574 at 6%; with 100% employer match about $197,521 at 4% or $131,681 at 6%.
2018111$7,144,884$145,675$13,243iApproximate average salary by contribution assumption: employee only about $331,080 at 4% or $220,720 at 6%; with 50% employer match about $220,720 at 4% or $147,146 at 6%; with 100% employer match about $165,540 at 4% or $110,360 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$7,144,884$145,675$13,243iApproximate average salary by contribution assumption: employee only about $331,080 at 4% or $220,720 at 6%; with 50% employer match about $220,720 at 4% or $147,146 at 6%; with 100% employer match about $165,540 at 4% or $110,360 at 6%.
2017113$8,224,311$172,797$13,292iApproximate average salary by contribution assumption: employee only about $332,302 at 4% or $221,535 at 6%; with 50% employer match about $221,535 at 4% or $147,690 at 6%; with 100% employer match about $166,151 at 4% or $110,767 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-13$8,224,311$172,797$13,292iApproximate average salary by contribution assumption: employee only about $332,302 at 4% or $221,535 at 6%; with 50% employer match about $221,535 at 4% or $147,690 at 6%; with 100% employer match about $166,151 at 4% or $110,767 at 6%.
2016111$7,386,997$169,992$15,454iApproximate average salary by contribution assumption: employee only about $386,345 at 4% or $257,564 at 6%; with 50% employer match about $257,564 at 4% or $171,709 at 6%; with 100% employer match about $193,173 at 4% or $128,782 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$7,386,997$169,992$15,454iApproximate average salary by contribution assumption: employee only about $386,345 at 4% or $257,564 at 6%; with 50% employer match about $257,564 at 4% or $171,709 at 6%; with 100% employer match about $193,173 at 4% or $128,782 at 6%.
2015111$6,359,522$171,473$15,588iApproximate average salary by contribution assumption: employee only about $389,711 at 4% or $259,808 at 6%; with 50% employer match about $259,808 at 4% or $173,205 at 6%; with 100% employer match about $194,856 at 4% or $129,904 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$6,359,522$171,473$15,588iApproximate average salary by contribution assumption: employee only about $389,711 at 4% or $259,808 at 6%; with 50% employer match about $259,808 at 4% or $173,205 at 6%; with 100% employer match about $194,856 at 4% or $129,904 at 6%.
2014111$8,600,231$150,771$13,706iApproximate average salary by contribution assumption: employee only about $342,661 at 4% or $228,441 at 6%; with 50% employer match about $228,441 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,220 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-11$8,600,231$150,771$13,706iApproximate average salary by contribution assumption: employee only about $342,661 at 4% or $228,441 at 6%; with 50% employer match about $228,441 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,220 at 6%.
2013112$8,329,099$158,723$13,227iApproximate average salary by contribution assumption: employee only about $330,673 at 4% or $220,449 at 6%; with 50% employer match about $220,449 at 4% or $146,966 at 6%; with 100% employer match about $165,336 at 4% or $110,224 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-12$8,329,099$158,723$13,227iApproximate average salary by contribution assumption: employee only about $330,673 at 4% or $220,449 at 6%; with 50% employer match about $220,449 at 4% or $146,966 at 6%; with 100% employer match about $165,336 at 4% or $110,224 at 6%.
2012112$7,172,395$161,873$13,489iApproximate average salary by contribution assumption: employee only about $337,235 at 4% or $224,824 at 6%; with 50% employer match about $224,824 at 4% or $149,882 at 6%; with 100% employer match about $168,618 at 4% or $112,412 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-12$7,172,395$161,873$13,489iApproximate average salary by contribution assumption: employee only about $337,235 at 4% or $224,824 at 6%; with 50% employer match about $224,824 at 4% or $149,882 at 6%; with 100% employer match about $168,618 at 4% or $112,412 at 6%.
200927$5,620,037$130,021$18,574iApproximate average salary by contribution assumption: employee only about $464,361 at 4% or $309,574 at 6%; with 50% employer match about $309,574 at 4% or $206,383 at 6%; with 100% employer match about $232,180 at 4% or $154,787 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-7$5,620,037$130,021$18,574iApproximate average salary by contribution assumption: employee only about $464,361 at 4% or $309,574 at 6%; with 50% employer match about $309,574 at 4% or $206,383 at 6%; with 100% employer match about $232,180 at 4% or $154,787 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-----
200617$5,644,640$120,087$17,155iApproximate average salary by contribution assumption: employee only about $428,882 at 4% or $285,921 at 6%; with 50% employer match about $285,921 at 4% or $190,614 at 6%; with 100% employer match about $214,441 at 4% or $142,961 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-7$5,644,640$120,087$17,155iApproximate average salary by contribution assumption: employee only about $428,882 at 4% or $285,921 at 6%; with 50% employer match about $285,921 at 4% or $190,614 at 6%; with 100% employer match about $214,441 at 4% or $142,961 at 6%.
200518$4,766,883$129,538$16,192iApproximate average salary by contribution assumption: employee only about $404,806 at 4% or $269,871 at 6%; with 50% employer match about $269,871 at 4% or $179,914 at 6%; with 100% employer match about $202,403 at 4% or $134,935 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-8$4,766,883$129,538$16,192iApproximate average salary by contribution assumption: employee only about $404,806 at 4% or $269,871 at 6%; with 50% employer match about $269,871 at 4% or $179,914 at 6%; with 100% employer match about $202,403 at 4% or $134,935 at 6%.
200319$4,397,976$115,043$12,783iApproximate average salary by contribution assumption: employee only about $319,564 at 4% or $213,043 at 6%; with 50% employer match about $213,043 at 4% or $142,028 at 6%; with 100% employer match about $159,782 at 4% or $106,521 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-9$4,397,976$115,043$12,783iApproximate average salary by contribution assumption: employee only about $319,564 at 4% or $213,043 at 6%; with 50% employer match about $213,043 at 4% or $142,028 at 6%; with 100% employer match about $159,782 at 4% or $106,521 at 6%.
200217$3,775,060$115,265$16,466iApproximate average salary by contribution assumption: employee only about $411,661 at 4% or $274,440 at 6%; with 50% employer match about $274,440 at 4% or $182,960 at 6%; with 100% employer match about $205,830 at 4% or $137,220 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-7$3,775,060$115,265$16,466iApproximate average salary by contribution assumption: employee only about $411,661 at 4% or $274,440 at 6%; with 50% employer match about $274,440 at 4% or $182,960 at 6%; with 100% employer match about $205,830 at 4% or $137,220 at 6%.
200017$0$0-
Harris Welsh Lukmann Self Employed Retirement Plan-7---
199919$4,540,003$89,946$9,994iApproximate average salary by contribution assumption: employee only about $249,850 at 4% or $166,567 at 6%; with 50% employer match about $166,567 at 4% or $111,044 at 6%; with 100% employer match about $124,925 at 4% or $83,283 at 6%.
Harris Welsh Lukmann Self Employed Retirement Plan-9$4,540,003$89,946$9,994iApproximate average salary by contribution assumption: employee only about $249,850 at 4% or $166,567 at 6%; with 50% employer match about $166,567 at 4% or $111,044 at 6%; with 100% employer match about $124,925 at 4% or $83,283 at 6%.