Civic Intelligence

Lacey & Jones

Plan context: Lacey & Jones 401K Plan and Trust

EIN 38-1424148 • Troy, MI • 31 filings • 5 plans

3001 W Big Beaver Rd Ste 206Troy, MI 48084-3103
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$12,262,407

2024 Contributions

$215,526

Historical Graphs

Total Assets Over Time

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

$28,258,746$14,129,373$0199920122024YearValue
$12,262,407Latest year 2024

Participants Over Time

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

62310199920122024YearValue
14Latest 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
2024114$12,262,407$215,526$15,395iApproximate average salary by contribution assumption: employee only about $384,868 at 4% or $256,579 at 6%; with 50% employer match about $256,579 at 4% or $171,052 at 6%; with 100% employer match about $192,434 at 4% or $128,289 at 6%.
Lacey & Jones 401K Plan and Trust-14$12,262,407$215,526$15,395iApproximate average salary by contribution assumption: employee only about $384,868 at 4% or $256,579 at 6%; with 50% employer match about $256,579 at 4% or $171,052 at 6%; with 100% employer match about $192,434 at 4% or $128,289 at 6%.
2023114$11,507,331$162,964$11,640iApproximate average salary by contribution assumption: employee only about $291,007 at 4% or $194,005 at 6%; with 50% employer match about $194,005 at 4% or $129,337 at 6%; with 100% employer match about $145,504 at 4% or $97,002 at 6%.
Lacey & Jones 401K Plan and Trust-14$11,507,331$162,964$11,640iApproximate average salary by contribution assumption: employee only about $291,007 at 4% or $194,005 at 6%; with 50% employer match about $194,005 at 4% or $129,337 at 6%; with 100% employer match about $145,504 at 4% or $97,002 at 6%.
2022114$10,719,118$155,831$11,131iApproximate average salary by contribution assumption: employee only about $278,270 at 4% or $185,513 at 6%; with 50% employer match about $185,513 at 4% or $123,675 at 6%; with 100% employer match about $139,135 at 4% or $92,757 at 6%.
Lacey & Jones 401K Plan and Trust-14$10,719,118$155,831$11,131iApproximate average salary by contribution assumption: employee only about $278,270 at 4% or $185,513 at 6%; with 50% employer match about $185,513 at 4% or $123,675 at 6%; with 100% employer match about $139,135 at 4% or $92,757 at 6%.
2021114$12,626,105$155,427$11,102iApproximate average salary by contribution assumption: employee only about $277,548 at 4% or $185,032 at 6%; with 50% employer match about $185,032 at 4% or $123,355 at 6%; with 100% employer match about $138,774 at 4% or $92,516 at 6%.
Lacey & Jones 401K Plan and Trust-14$12,626,105$155,427$11,102iApproximate average salary by contribution assumption: employee only about $277,548 at 4% or $185,032 at 6%; with 50% employer match about $185,032 at 4% or $123,355 at 6%; with 100% employer match about $138,774 at 4% or $92,516 at 6%.
2020113$11,839,109$152,752$11,750iApproximate average salary by contribution assumption: employee only about $293,754 at 4% or $195,836 at 6%; with 50% employer match about $195,836 at 4% or $130,557 at 6%; with 100% employer match about $146,877 at 4% or $97,918 at 6%.
Lacey & Jones 401K Plan and Trust-13$11,839,109$152,752$11,750iApproximate average salary by contribution assumption: employee only about $293,754 at 4% or $195,836 at 6%; with 50% employer match about $195,836 at 4% or $130,557 at 6%; with 100% employer match about $146,877 at 4% or $97,918 at 6%.
2019114$10,449,085$316,495$22,607iApproximate average salary by contribution assumption: employee only about $565,170 at 4% or $376,780 at 6%; with 50% employer match about $376,780 at 4% or $251,187 at 6%; with 100% employer match about $282,585 at 4% or $188,390 at 6%.
Lacey & Jones 401K Plan and Trust-14$10,449,085$316,495$22,607iApproximate average salary by contribution assumption: employee only about $565,170 at 4% or $376,780 at 6%; with 50% employer match about $376,780 at 4% or $251,187 at 6%; with 100% employer match about $282,585 at 4% or $188,390 at 6%.
2018115$9,032,067$166,440$11,096iApproximate average salary by contribution assumption: employee only about $277,400 at 4% or $184,933 at 6%; with 50% employer match about $184,933 at 4% or $123,289 at 6%; with 100% employer match about $138,700 at 4% or $92,467 at 6%.
Lacey & Jones 401K Plan and Trust-15$9,032,067$166,440$11,096iApproximate average salary by contribution assumption: employee only about $277,400 at 4% or $184,933 at 6%; with 50% employer match about $184,933 at 4% or $123,289 at 6%; with 100% employer match about $138,700 at 4% or $92,467 at 6%.
2017123$11,827,757$270,897$11,778iApproximate average salary by contribution assumption: employee only about $294,453 at 4% or $196,302 at 6%; with 50% employer match about $196,302 at 4% or $130,868 at 6%; with 100% employer match about $147,227 at 4% or $98,151 at 6%.
Lacey & Jones 401K Plan and Trust-23$11,827,757$270,897$11,778iApproximate average salary by contribution assumption: employee only about $294,453 at 4% or $196,302 at 6%; with 50% employer match about $196,302 at 4% or $130,868 at 6%; with 100% employer match about $147,227 at 4% or $98,151 at 6%.
2016127$9,768,319$178,992$6,629iApproximate average salary by contribution assumption: employee only about $165,733 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,659 at 6%; with 100% employer match about $82,867 at 4% or $55,244 at 6%.
Lacey & Jones 401K Plan and Trust-27$9,768,319$178,992$6,629iApproximate average salary by contribution assumption: employee only about $165,733 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,659 at 6%; with 100% employer match about $82,867 at 4% or $55,244 at 6%.
2015127$9,437,874$202,062$7,484iApproximate average salary by contribution assumption: employee only about $187,094 at 4% or $124,730 at 6%; with 50% employer match about $124,730 at 4% or $83,153 at 6%; with 100% employer match about $93,547 at 4% or $62,365 at 6%.
Lacey & Jones 401K Plan and Trust-27$9,437,874$202,062$7,484iApproximate average salary by contribution assumption: employee only about $187,094 at 4% or $124,730 at 6%; with 50% employer match about $124,730 at 4% or $83,153 at 6%; with 100% employer match about $93,547 at 4% or $62,365 at 6%.
2014131$11,793,956$232,234$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,428 at 6%.
Lacey & Jones 401K Plan and Trust-31$11,793,956$232,234$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,428 at 6%.
2013131$11,201,497$248,738$8,024iApproximate average salary by contribution assumption: employee only about $200,595 at 4% or $133,730 at 6%; with 50% employer match about $133,730 at 4% or $89,153 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
Lacey & Jones 401K Plan and Trust-31$11,201,497$248,738$8,024iApproximate average salary by contribution assumption: employee only about $200,595 at 4% or $133,730 at 6%; with 50% employer match about $133,730 at 4% or $89,153 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
2012134$9,487,330$284,767$8,376iApproximate average salary by contribution assumption: employee only about $209,388 at 4% or $139,592 at 6%; with 50% employer match about $139,592 at 4% or $93,061 at 6%; with 100% employer match about $104,694 at 4% or $69,796 at 6%.
Lacey & Jones 401K Plan and Trust-34$9,487,330$284,767$8,376iApproximate average salary by contribution assumption: employee only about $209,388 at 4% or $139,592 at 6%; with 50% employer match about $139,592 at 4% or $93,061 at 6%; with 100% employer match about $104,694 at 4% or $69,796 at 6%.
2011136$9,301,857$513,056$14,252iApproximate average salary by contribution assumption: employee only about $356,289 at 4% or $237,526 at 6%; with 50% employer match about $237,526 at 4% or $158,351 at 6%; with 100% employer match about $178,144 at 4% or $118,763 at 6%.
Lacey & Jones 401K Plan and Trust-36$9,301,857$513,056$14,252iApproximate average salary by contribution assumption: employee only about $356,289 at 4% or $237,526 at 6%; with 50% employer match about $237,526 at 4% or $158,351 at 6%; with 100% employer match about $178,144 at 4% or $118,763 at 6%.
2010135$9,274,606$305,501$8,729iApproximate average salary by contribution assumption: employee only about $218,215 at 4% or $145,477 at 6%; with 50% employer match about $145,477 at 4% or $96,984 at 6%; with 100% employer match about $109,108 at 4% or $72,738 at 6%.
Lacey & Jones 401K Plan and Trust-35$9,274,606$305,501$8,729iApproximate average salary by contribution assumption: employee only about $218,215 at 4% or $145,477 at 6%; with 50% employer match about $145,477 at 4% or $96,984 at 6%; with 100% employer match about $109,108 at 4% or $72,738 at 6%.
2009130$9,472,118$507,397$16,913iApproximate average salary by contribution assumption: employee only about $422,831 at 4% or $281,887 at 6%; with 50% employer match about $281,887 at 4% or $187,925 at 6%; with 100% employer match about $211,415 at 4% or $140,944 at 6%.
Lacey & Jones 401K Plan and Trust-30$9,472,118$507,397$16,913iApproximate average salary by contribution assumption: employee only about $422,831 at 4% or $281,887 at 6%; with 50% employer match about $281,887 at 4% or $187,925 at 6%; with 100% employer match about $211,415 at 4% or $140,944 at 6%.
2008126$8,310,199$488,814$18,801iApproximate average salary by contribution assumption: employee only about $470,013 at 4% or $313,342 at 6%; with 50% employer match about $313,342 at 4% or $208,895 at 6%; with 100% employer match about $235,007 at 4% or $156,671 at 6%.
Lacey & Jones 401K Plan and Trust-26$8,310,199$488,814$18,801iApproximate average salary by contribution assumption: employee only about $470,013 at 4% or $313,342 at 6%; with 50% employer match about $313,342 at 4% or $208,895 at 6%; with 100% employer match about $235,007 at 4% or $156,671 at 6%.
2007137$0$0-
Lacey & Jones 401K Plan and Trust-37---
2006148$14,049,615$783,790$16,329iApproximate average salary by contribution assumption: employee only about $408,224 at 4% or $272,149 at 6%; with 50% employer match about $272,149 at 4% or $181,433 at 6%; with 100% employer match about $204,112 at 4% or $136,075 at 6%.
Lacey & Jones 401K Plan and Trust-48$14,049,615$783,790$16,329iApproximate average salary by contribution assumption: employee only about $408,224 at 4% or $272,149 at 6%; with 50% employer match about $272,149 at 4% or $181,433 at 6%; with 100% employer match about $204,112 at 4% or $136,075 at 6%.
2005249$28,258,746$1,598,624$32,625iApproximate average salary by contribution assumption: employee only about $815,624 at 4% or $543,750 at 6%; with 50% employer match about $543,750 at 4% or $362,500 at 6%; with 100% employer match about $407,812 at 4% or $271,875 at 6%.
Lacey & Jones 401K Plan and Trust-49$14,129,373$799,312$16,312iApproximate average salary by contribution assumption: employee only about $407,812 at 4% or $271,875 at 6%; with 50% employer match about $271,875 at 4% or $181,250 at 6%; with 100% employer match about $203,906 at 4% or $135,937 at 6%.
Lacey & Jones 401K Plan and Trust-49$14,129,373$799,312$16,312iApproximate average salary by contribution assumption: employee only about $407,812 at 4% or $271,875 at 6%; with 50% employer match about $271,875 at 4% or $181,250 at 6%; with 100% employer match about $203,906 at 4% or $135,937 at 6%.
2004153$14,981,208$1,048,710$19,787iApproximate average salary by contribution assumption: employee only about $494,675 at 4% or $329,783 at 6%; with 50% employer match about $329,783 at 4% or $219,855 at 6%; with 100% employer match about $247,337 at 4% or $164,892 at 6%.
Lacey & Jones 401K Plan and Trust-53$14,981,208$1,048,710$19,787iApproximate average salary by contribution assumption: employee only about $494,675 at 4% or $329,783 at 6%; with 50% employer match about $329,783 at 4% or $219,855 at 6%; with 100% employer match about $247,337 at 4% or $164,892 at 6%.
2003156$15,986,362$1,002,014$17,893iApproximate average salary by contribution assumption: employee only about $447,328 at 4% or $298,218 at 6%; with 50% employer match about $298,218 at 4% or $198,812 at 6%; with 100% employer match about $223,664 at 4% or $149,109 at 6%.
Lacey & Jones 401K Plan and Trust-56$15,986,362$1,002,014$17,893iApproximate average salary by contribution assumption: employee only about $447,328 at 4% or $298,218 at 6%; with 50% employer match about $298,218 at 4% or $198,812 at 6%; with 100% employer match about $223,664 at 4% or $149,109 at 6%.
2002261$13,966,442$1,050,431$17,220iApproximate average salary by contribution assumption: employee only about $430,505 at 4% or $287,003 at 6%; with 50% employer match about $287,003 at 4% or $191,335 at 6%; with 100% employer match about $215,252 at 4% or $143,502 at 6%.
Lacey & Jones 401K Plan and Trust-61$13,966,442$1,050,431$17,220iApproximate average salary by contribution assumption: employee only about $430,505 at 4% or $287,003 at 6%; with 50% employer match about $287,003 at 4% or $191,335 at 6%; with 100% employer match about $215,252 at 4% or $143,502 at 6%.
Lacey & Jones Money Purchase Plan and Trust-0---
2001262$16,679,878$928,471$14,975iApproximate average salary by contribution assumption: employee only about $374,383 at 4% or $249,589 at 6%; with 50% employer match about $249,589 at 4% or $166,393 at 6%; with 100% employer match about $187,192 at 4% or $124,794 at 6%.
Lacey & Jones 401K Plan and Trust-62$15,215,365$710,884$11,466iApproximate average salary by contribution assumption: employee only about $286,647 at 4% or $191,098 at 6%; with 50% employer match about $191,098 at 4% or $127,399 at 6%; with 100% employer match about $143,323 at 4% or $95,549 at 6%.
Lacey & Jones Money Purchase Plan and Trust-59$1,464,513$217,587$3,688iApproximate average salary by contribution assumption: employee only about $92,198 at 4% or $61,465 at 6%; with 50% employer match about $61,465 at 4% or $40,977 at 6%; with 100% employer match about $46,099 at 4% or $30,733 at 6%.
2000254$17,083,709$825,273$15,283iApproximate average salary by contribution assumption: employee only about $382,071 at 4% or $254,714 at 6%; with 50% employer match about $254,714 at 4% or $169,809 at 6%; with 100% employer match about $191,035 at 4% or $127,357 at 6%.
Lacey & Jones 401K Plan and Trust-54$15,743,123$649,879$12,035iApproximate average salary by contribution assumption: employee only about $300,870 at 4% or $200,580 at 6%; with 50% employer match about $200,580 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
Lacey & Jones Money Purchase Plan and Trust-54$1,340,586$175,394$3,248iApproximate average salary by contribution assumption: employee only about $81,201 at 4% or $54,134 at 6%; with 50% employer match about $54,134 at 4% or $36,089 at 6%; with 100% employer match about $40,600 at 4% or $27,067 at 6%.
1999257$16,987,667$783,044$13,738iApproximate average salary by contribution assumption: employee only about $343,440 at 4% or $228,960 at 6%; with 50% employer match about $228,960 at 4% or $152,640 at 6%; with 100% employer match about $171,720 at 4% or $114,480 at 6%.
Lacey & Jones 401K Plan and Trust-57$15,751,607$623,494$10,938iApproximate average salary by contribution assumption: employee only about $273,462 at 4% or $182,308 at 6%; with 50% employer match about $182,308 at 4% or $121,539 at 6%; with 100% employer match about $136,731 at 4% or $91,154 at 6%.
Lacey & Jones Money Purchase Plan and Trust-57$1,236,060$159,550$2,799iApproximate average salary by contribution assumption: employee only about $69,978 at 4% or $46,652 at 6%; with 50% employer match about $46,652 at 4% or $31,101 at 6%; with 100% employer match about $34,989 at 4% or $23,326 at 6%.
Lacey & Jones | EIN 38-1424148 | 2024 Form 5500 Company Profile