Civic Intelligence

Lougheed & Associates, Inc.

Plan context: Lougheed & Associates Individual 401K Plan

EIN 35-2080137 • Fort Wayne, IN • 15 filings • 2 plans

1017 S. Hadley RoadFort Wayne, IN 46804
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$410,507

2020 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$410,507$205,254$0200620132019YearValue
$410,507Latest year 2019

Participants Over Time

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

420200620132019YearValue
3Latest year 2019

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
202010$0$0-
Lougheed & Associates Individual 401K Plan-0$0--
201913$410,507$0-
Lougheed & Associates Individual 401K Plan-3$410,507--
201813$331,688$0-
Lougheed & Associates Individual 401K Plan-3$331,688--
201713$358,599$0-
Lougheed & Associates Individual 401K Plan-3$358,599--
201613$302,639$0-
Lougheed & Associates Individual 401K Plan-3$302,639--
201513$284,709$0-
Lougheed & Associates Individual 401K Plan-3$284,709--
201413$288,896$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Lougheed & Associates Individual 401K Plan-3$288,896$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201313$255,283$59,926$19,975iApproximate average salary by contribution assumption: employee only about $499,383 at 4% or $332,922 at 6%; with 50% employer match about $332,922 at 4% or $221,948 at 6%; with 100% employer match about $249,692 at 4% or $166,461 at 6%.
Lougheed & Associates Individual 401K Plan-3$255,283$59,926$19,975iApproximate average salary by contribution assumption: employee only about $499,383 at 4% or $332,922 at 6%; with 50% employer match about $332,922 at 4% or $221,948 at 6%; with 100% employer match about $249,692 at 4% or $166,461 at 6%.
201213$195,357$25,900$8,633iApproximate average salary by contribution assumption: employee only about $215,833 at 4% or $143,889 at 6%; with 50% employer match about $143,889 at 4% or $95,926 at 6%; with 100% employer match about $107,917 at 4% or $71,944 at 6%.
Lougheed & Associates Individual 401K Plan-3$195,357$25,900$8,633iApproximate average salary by contribution assumption: employee only about $215,833 at 4% or $143,889 at 6%; with 50% employer match about $143,889 at 4% or $95,926 at 6%; with 100% employer match about $107,917 at 4% or $71,944 at 6%.
201113$149,143$3,900$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Lougheed & Associates Individual 401K Plan-3$149,143$3,900$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
201013$151,456$3,900$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Lougheed & Associates Individual 401K Plan-3$151,456$3,900$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
200914$129,933$3,675$919iApproximate average salary by contribution assumption: employee only about $22,969 at 4% or $15,313 at 6%; with 50% employer match about $15,313 at 4% or $10,208 at 6%; with 100% employer match about $11,484 at 4% or $7,656 at 6%.
Lougheed & Associates Individual 401K Plan-4$129,933$3,675$919iApproximate average salary by contribution assumption: employee only about $22,969 at 4% or $15,313 at 6%; with 50% employer match about $15,313 at 4% or $10,208 at 6%; with 100% employer match about $11,484 at 4% or $7,656 at 6%.
200814$97,071$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Lougheed & Associates Individual 401K Plan-4$97,071$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
200713$0$0-
Lougheed & Associates Individual 401K Plan-3---
200612$63,612$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Lougheed & Associates Individual 401K Plan-2$63,612$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.