Civic Intelligence

Thomas S. Locke Self Employed Retirement Plan and Trust

Plan context: Thomas S. Locke Self Employed Retirement Plan and Trust

EIN 35-1348234 • 13 filings • 2 plans

Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$1,369,254

2012 Contributions

$38,449

Historical Graphs

Total Assets Over Time

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

$1,369,254$684,627$0200020062011YearValue
$1,369,254Latest year 2011

Participants Over Time

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

110200020062012YearValue
1Latest year 2012

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
201211$0$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1---
201111$1,369,254$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,369,254--
201011$1,328,298$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,328,298--
200911$1,215,494$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,215,494--
200811$975,465$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$975,465--
200711$1,336,635$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,336,635--
200611$1,225,367$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,225,367--
200511$1,108,113$0-
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,108,113--
200411$1,042,037$38,449$38,449iApproximate average salary by contribution assumption: employee only about $961,225 at 4% or $640,817 at 6%; with 50% employer match about $640,817 at 4% or $427,211 at 6%; with 100% employer match about $480,613 at 4% or $320,408 at 6%.
Thomas S. Locke Self Employed Retirement Plan and Trust-1$1,042,037$38,449$38,449iApproximate average salary by contribution assumption: employee only about $961,225 at 4% or $640,817 at 6%; with 50% employer match about $640,817 at 4% or $427,211 at 6%; with 100% employer match about $480,613 at 4% or $320,408 at 6%.
200311$905,324$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Thomas S. Locke Self Employed Retirement Plan and Trust-1$905,324$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
200211$730,637$25,276$25,276iApproximate average salary by contribution assumption: employee only about $631,900 at 4% or $421,267 at 6%; with 50% employer match about $421,267 at 4% or $280,844 at 6%; with 100% employer match about $315,950 at 4% or $210,633 at 6%.
Thomas S. Locke Self Employed Retirement Plan and Trust-1$730,637$25,276$25,276iApproximate average salary by contribution assumption: employee only about $631,900 at 4% or $421,267 at 6%; with 50% employer match about $421,267 at 4% or $280,844 at 6%; with 100% employer match about $315,950 at 4% or $210,633 at 6%.
200111$782,094$23,062$23,062iApproximate average salary by contribution assumption: employee only about $576,550 at 4% or $384,367 at 6%; with 50% employer match about $384,367 at 4% or $256,244 at 6%; with 100% employer match about $288,275 at 4% or $192,183 at 6%.
Thomas S. Locke Self Employed Retirement Plan and Trust-1$782,094$23,062$23,062iApproximate average salary by contribution assumption: employee only about $576,550 at 4% or $384,367 at 6%; with 50% employer match about $384,367 at 4% or $256,244 at 6%; with 100% employer match about $288,275 at 4% or $192,183 at 6%.
200011$821,925$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Thomas S. Locke Self Employed Retirement Plan and Trust-1$821,925$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.