Patricia Locke Limited
Plan context: Patricia Locke Limited Profit Sharing Plan
EIN 36-3678565 • Mundelein, IL • 33 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
12
2023 Assets
$2,903,310
2023 Contributions
$17,472
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $17,472 | - |
| Patricia Locke Limited Profit Sharing Plan | - | 0 | $0 | $17,472 | - |
| 2022 | 1 | 12 | $2,903,310 | $27,781 | $2,315iApproximate average salary by contribution assumption: employee only about $57,877 at 4% or $38,585 at 6%; with 50% employer match about $38,585 at 4% or $25,723 at 6%; with 100% employer match about $28,939 at 4% or $19,292 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 12 | $2,903,310 | $27,781 | $2,315iApproximate average salary by contribution assumption: employee only about $57,877 at 4% or $38,585 at 6%; with 50% employer match about $38,585 at 4% or $25,723 at 6%; with 100% employer match about $28,939 at 4% or $19,292 at 6%. |
| 2021 | 1 | 14 | $3,385,532 | $13,499 | $964iApproximate average salary by contribution assumption: employee only about $24,105 at 4% or $16,070 at 6%; with 50% employer match about $16,070 at 4% or $10,713 at 6%; with 100% employer match about $12,053 at 4% or $8,035 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 14 | $3,385,532 | $13,499 | $964iApproximate average salary by contribution assumption: employee only about $24,105 at 4% or $16,070 at 6%; with 50% employer match about $16,070 at 4% or $10,713 at 6%; with 100% employer match about $12,053 at 4% or $8,035 at 6%. |
| 2020 | 1 | 14 | $3,396,195 | $20,519 | $1,466iApproximate average salary by contribution assumption: employee only about $36,641 at 4% or $24,427 at 6%; with 50% employer match about $24,427 at 4% or $16,285 at 6%; with 100% employer match about $18,321 at 4% or $12,214 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 14 | $3,396,195 | $20,519 | $1,466iApproximate average salary by contribution assumption: employee only about $36,641 at 4% or $24,427 at 6%; with 50% employer match about $24,427 at 4% or $16,285 at 6%; with 100% employer match about $18,321 at 4% or $12,214 at 6%. |
| 2019 | 1 | 15 | $3,811,472 | $53,968 | $3,598iApproximate average salary by contribution assumption: employee only about $89,947 at 4% or $59,964 at 6%; with 50% employer match about $59,964 at 4% or $39,976 at 6%; with 100% employer match about $44,973 at 4% or $29,982 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 15 | $3,811,472 | $53,968 | $3,598iApproximate average salary by contribution assumption: employee only about $89,947 at 4% or $59,964 at 6%; with 50% employer match about $59,964 at 4% or $39,976 at 6%; with 100% employer match about $44,973 at 4% or $29,982 at 6%. |
| 2018 | 1 | 17 | $3,202,542 | $110,819 | $6,519iApproximate average salary by contribution assumption: employee only about $162,969 at 4% or $108,646 at 6%; with 50% employer match about $108,646 at 4% or $72,431 at 6%; with 100% employer match about $81,485 at 4% or $54,323 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 17 | $3,202,542 | $110,819 | $6,519iApproximate average salary by contribution assumption: employee only about $162,969 at 4% or $108,646 at 6%; with 50% employer match about $108,646 at 4% or $72,431 at 6%; with 100% employer match about $81,485 at 4% or $54,323 at 6%. |
| 2017 | 1 | 16 | $3,242,780 | $111,780 | $6,986iApproximate average salary by contribution assumption: employee only about $174,656 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 16 | $3,242,780 | $111,780 | $6,986iApproximate average salary by contribution assumption: employee only about $174,656 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%. |
| 2016 | 1 | 19 | $2,915,804 | $165,656 | $8,719iApproximate average salary by contribution assumption: employee only about $217,968 at 4% or $145,312 at 6%; with 50% employer match about $145,312 at 4% or $96,875 at 6%; with 100% employer match about $108,984 at 4% or $72,656 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 19 | $2,915,804 | $165,656 | $8,719iApproximate average salary by contribution assumption: employee only about $217,968 at 4% or $145,312 at 6%; with 50% employer match about $145,312 at 4% or $96,875 at 6%; with 100% employer match about $108,984 at 4% or $72,656 at 6%. |
| 2015 | 1 | 18 | $2,543,968 | $120,494 | $6,694iApproximate average salary by contribution assumption: employee only about $167,353 at 4% or $111,569 at 6%; with 50% employer match about $111,569 at 4% or $74,379 at 6%; with 100% employer match about $83,676 at 4% or $55,784 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 18 | $2,543,968 | $120,494 | $6,694iApproximate average salary by contribution assumption: employee only about $167,353 at 4% or $111,569 at 6%; with 50% employer match about $111,569 at 4% or $74,379 at 6%; with 100% employer match about $83,676 at 4% or $55,784 at 6%. |
| 2014 | 1 | 16 | $2,584,785 | $210,147 | $13,134iApproximate average salary by contribution assumption: employee only about $328,355 at 4% or $218,903 at 6%; with 50% employer match about $218,903 at 4% or $145,935 at 6%; with 100% employer match about $164,177 at 4% or $109,452 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 16 | $2,584,785 | $210,147 | $13,134iApproximate average salary by contribution assumption: employee only about $328,355 at 4% or $218,903 at 6%; with 50% employer match about $218,903 at 4% or $145,935 at 6%; with 100% employer match about $164,177 at 4% or $109,452 at 6%. |
| 2013 | 1 | 18 | $2,284,686 | $199,727 | $11,096iApproximate average salary by contribution assumption: employee only about $277,399 at 4% or $184,932 at 6%; with 50% employer match about $184,932 at 4% or $123,288 at 6%; with 100% employer match about $138,699 at 4% or $92,466 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 18 | $2,284,686 | $199,727 | $11,096iApproximate average salary by contribution assumption: employee only about $277,399 at 4% or $184,932 at 6%; with 50% employer match about $184,932 at 4% or $123,288 at 6%; with 100% employer match about $138,699 at 4% or $92,466 at 6%. |
| 2012 | 1 | 19 | $1,926,127 | $205,724 | $10,828iApproximate average salary by contribution assumption: employee only about $270,689 at 4% or $180,460 at 6%; with 50% employer match about $180,460 at 4% or $120,306 at 6%; with 100% employer match about $135,345 at 4% or $90,230 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 19 | $1,926,127 | $205,724 | $10,828iApproximate average salary by contribution assumption: employee only about $270,689 at 4% or $180,460 at 6%; with 50% employer match about $180,460 at 4% or $120,306 at 6%; with 100% employer match about $135,345 at 4% or $90,230 at 6%. |
| 2011 | 2 | 21 | $1,564,993 | $207,262 | $9,870iApproximate average salary by contribution assumption: employee only about $246,740 at 4% or $164,494 at 6%; with 50% employer match about $164,494 at 4% or $109,662 at 6%; with 100% employer match about $123,370 at 4% or $82,247 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 21 | $1,564,993 | $149,314 | $7,110iApproximate average salary by contribution assumption: employee only about $177,755 at 4% or $118,503 at 6%; with 50% employer match about $118,503 at 4% or $79,002 at 6%; with 100% employer match about $88,877 at 4% or $59,252 at 6%. |
| PATRICIA LOCKE LTD, 401(K) PLAN AND TRUST | - | 0 | $0 | $57,948 | - |
| 2010 | 2 | 21 | $1,402,037 | $201,990 | $9,619iApproximate average salary by contribution assumption: employee only about $240,464 at 4% or $160,310 at 6%; with 50% employer match about $160,310 at 4% or $106,873 at 6%; with 100% employer match about $120,232 at 4% or $80,155 at 6%. |
| PATRICIA LOCKE LTD, 401(K) PLAN AND TRUST | - | 20 | $726,602 | $118,952 | $5,948iApproximate average salary by contribution assumption: employee only about $148,690 at 4% or $99,127 at 6%; with 50% employer match about $99,127 at 4% or $66,084 at 6%; with 100% employer match about $74,345 at 4% or $49,563 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 21 | $675,435 | $83,038 | $3,954iApproximate average salary by contribution assumption: employee only about $98,855 at 4% or $65,903 at 6%; with 50% employer match about $65,903 at 4% or $43,935 at 6%; with 100% employer match about $49,427 at 4% or $32,952 at 6%. |
| 2009 | 2 | 22 | $1,174,386 | $137,919 | $6,269iApproximate average salary by contribution assumption: employee only about $156,726 at 4% or $104,484 at 6%; with 50% employer match about $104,484 at 4% or $69,656 at 6%; with 100% employer match about $78,363 at 4% or $52,242 at 6%. |
| PATRICIA LOCKE LTD, 401(K) PLAN AND TRUST | - | 22 | $604,272 | $117,915 | $5,360iApproximate average salary by contribution assumption: employee only about $133,994 at 4% or $89,330 at 6%; with 50% employer match about $89,330 at 4% or $59,553 at 6%; with 100% employer match about $66,997 at 4% or $44,665 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 20 | $570,114 | $20,004 | $1,000iApproximate average salary by contribution assumption: employee only about $25,005 at 4% or $16,670 at 6%; with 50% employer match about $16,670 at 4% or $11,113 at 6%; with 100% employer match about $12,503 at 4% or $8,335 at 6%. |
| 2008 | 2 | 23 | $434,029 | $124,575 | $5,416iApproximate average salary by contribution assumption: employee only about $135,408 at 4% or $90,272 at 6%; with 50% employer match about $90,272 at 4% or $60,181 at 6%; with 100% employer match about $67,704 at 4% or $45,136 at 6%. |
| PATRICIA LOCKE LTD, 401 K PLAN AND TRUST | - | 23 | $434,029 | $124,575 | $5,416iApproximate average salary by contribution assumption: employee only about $135,408 at 4% or $90,272 at 6%; with 50% employer match about $90,272 at 4% or $60,181 at 6%; with 100% employer match about $67,704 at 4% or $45,136 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 23 | - | - | - |
| 2007 | 2 | 21 | $0 | $0 | - |
| Patricia Locke Limited Profit Sharing Plan | - | 21 | - | - | - |
| PATRICIA LOCKE LTD, 401 K PLAN AND TRUST | - | 21 | - | - | - |
| 2006 | 2 | 24 | $1,008,476 | $147,108 | $6,130iApproximate average salary by contribution assumption: employee only about $153,238 at 4% or $102,158 at 6%; with 50% employer match about $102,158 at 4% or $68,106 at 6%; with 100% employer match about $76,619 at 4% or $51,079 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 24 | $679,472 | $34,223 | $1,426iApproximate average salary by contribution assumption: employee only about $35,649 at 4% or $23,766 at 6%; with 50% employer match about $23,766 at 4% or $15,844 at 6%; with 100% employer match about $17,824 at 4% or $11,883 at 6%. |
| PATRICIA LOCKE LTD, 401 K PLAN AND TRUST | - | 24 | $329,004 | $112,885 | $4,704iApproximate average salary by contribution assumption: employee only about $117,589 at 4% or $78,392 at 6%; with 50% employer match about $78,392 at 4% or $52,262 at 6%; with 100% employer match about $58,794 at 4% or $39,196 at 6%. |
| 2005 | 2 | 22 | $796,096 | $138,888 | $6,313iApproximate average salary by contribution assumption: employee only about $157,827 at 4% or $105,218 at 6%; with 50% employer match about $105,218 at 4% or $70,145 at 6%; with 100% employer match about $78,914 at 4% or $52,609 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 22 | $602,835 | $32,793 | $1,491iApproximate average salary by contribution assumption: employee only about $37,265 at 4% or $24,843 at 6%; with 50% employer match about $24,843 at 4% or $16,562 at 6%; with 100% employer match about $18,632 at 4% or $12,422 at 6%. |
| PATRICIA LOCKE LTD, 401 K PLAN AND TRUST | - | 22 | $193,261 | $106,095 | $4,823iApproximate average salary by contribution assumption: employee only about $120,563 at 4% or $80,375 at 6%; with 50% employer match about $80,375 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,188 at 6%. |
| 2004 | 2 | 19 | $636,865 | $104,422 | $5,496iApproximate average salary by contribution assumption: employee only about $137,397 at 4% or $91,598 at 6%; with 50% employer match about $91,598 at 4% or $61,065 at 6%; with 100% employer match about $68,699 at 4% or $45,799 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 19 | $555,347 | $26,786 | $1,410iApproximate average salary by contribution assumption: employee only about $35,245 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%. |
| PATRICIA LOCKE LTD, 401K PLAN AND TRUST | - | 19 | $81,518 | $77,636 | $4,086iApproximate average salary by contribution assumption: employee only about $102,153 at 4% or $68,102 at 6%; with 50% employer match about $68,102 at 4% or $45,401 at 6%; with 100% employer match about $51,076 at 4% or $34,051 at 6%. |
| 2003 | 1 | 20 | $504,821 | $28,525 | $1,426iApproximate average salary by contribution assumption: employee only about $35,656 at 4% or $23,771 at 6%; with 50% employer match about $23,771 at 4% or $15,847 at 6%; with 100% employer match about $17,828 at 4% or $11,885 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 20 | $504,821 | $28,525 | $1,426iApproximate average salary by contribution assumption: employee only about $35,656 at 4% or $23,771 at 6%; with 50% employer match about $23,771 at 4% or $15,847 at 6%; with 100% employer match about $17,828 at 4% or $11,885 at 6%. |
| 2002 | 1 | 19 | $433,740 | $25,000 | $1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 19 | $433,740 | $25,000 | $1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| Patricia Locke Limited Profit Sharing Plan | - | 22 | - | - | - |
| 2000 | 1 | 16 | $451,704 | $0 | - |
| Patricia Locke Limited Profit Sharing Plan | - | 16 | $451,704 | - | - |
| 1999 | 1 | 21 | $511,796 | $116,758 | $5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%. |
| Patricia Locke Limited Profit Sharing Plan | - | 21 | $511,796 | $116,758 | $5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%. |