Civic Intelligence

Loy, Hartley & Company

Plan context: Loy Hartley & Company 401(K) Profit Sharing & Trust

EIN 38-2521436 • Ann Arbor, MI • 26 filings • 6 plans

2211 Jackson AveAnn Arbor, MI 48103-3919
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,721,234

2025 Contributions

$184,840

Historical Graphs

Total Assets Over Time

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

$2,721,234$1,360,617$0200020142025YearValue
$2,721,234Latest year 2025

Participants Over Time

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

1160200020132025YearValue
11Latest year 2025

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
2025111$2,721,234$184,840$16,804iApproximate average salary by contribution assumption: employee only about $420,091 at 4% or $280,061 at 6%; with 50% employer match about $280,061 at 4% or $186,707 at 6%; with 100% employer match about $210,045 at 4% or $140,030 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-11$2,721,234$184,840$16,804iApproximate average salary by contribution assumption: employee only about $420,091 at 4% or $280,061 at 6%; with 50% employer match about $280,061 at 4% or $186,707 at 6%; with 100% employer match about $210,045 at 4% or $140,030 at 6%.
2024110$2,038,214$183,772$18,377iApproximate average salary by contribution assumption: employee only about $459,430 at 4% or $306,287 at 6%; with 50% employer match about $306,287 at 4% or $204,191 at 6%; with 100% employer match about $229,715 at 4% or $153,143 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-10$2,038,214$183,772$18,377iApproximate average salary by contribution assumption: employee only about $459,430 at 4% or $306,287 at 6%; with 50% employer match about $306,287 at 4% or $204,191 at 6%; with 100% employer match about $229,715 at 4% or $153,143 at 6%.
202317$1,433,571$138,734$19,819iApproximate average salary by contribution assumption: employee only about $495,479 at 4% or $330,319 at 6%; with 50% employer match about $330,319 at 4% or $220,213 at 6%; with 100% employer match about $247,739 at 4% or $165,160 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-7$1,433,571$138,734$19,819iApproximate average salary by contribution assumption: employee only about $495,479 at 4% or $330,319 at 6%; with 50% employer match about $330,319 at 4% or $220,213 at 6%; with 100% employer match about $247,739 at 4% or $165,160 at 6%.
202217$1,023,818$154,384$22,055iApproximate average salary by contribution assumption: employee only about $551,371 at 4% or $367,581 at 6%; with 50% employer match about $367,581 at 4% or $245,054 at 6%; with 100% employer match about $275,686 at 4% or $183,790 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-7$1,023,818$154,384$22,055iApproximate average salary by contribution assumption: employee only about $551,371 at 4% or $367,581 at 6%; with 50% employer match about $367,581 at 4% or $245,054 at 6%; with 100% employer match about $275,686 at 4% or $183,790 at 6%.
202119$1,195,952$140,450$15,606iApproximate average salary by contribution assumption: employee only about $390,139 at 4% or $260,093 at 6%; with 50% employer match about $260,093 at 4% or $173,395 at 6%; with 100% employer match about $195,069 at 4% or $130,046 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-9$1,195,952$140,450$15,606iApproximate average salary by contribution assumption: employee only about $390,139 at 4% or $260,093 at 6%; with 50% employer match about $260,093 at 4% or $173,395 at 6%; with 100% employer match about $195,069 at 4% or $130,046 at 6%.
202019$890,587$132,681$14,742iApproximate average salary by contribution assumption: employee only about $368,558 at 4% or $245,706 at 6%; with 50% employer match about $245,706 at 4% or $163,804 at 6%; with 100% employer match about $184,279 at 4% or $122,853 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-9$890,587$132,681$14,742iApproximate average salary by contribution assumption: employee only about $368,558 at 4% or $245,706 at 6%; with 50% employer match about $245,706 at 4% or $163,804 at 6%; with 100% employer match about $184,279 at 4% or $122,853 at 6%.
2019110$744,755$112,514$11,251iApproximate average salary by contribution assumption: employee only about $281,285 at 4% or $187,523 at 6%; with 50% employer match about $187,523 at 4% or $125,016 at 6%; with 100% employer match about $140,643 at 4% or $93,762 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-10$744,755$112,514$11,251iApproximate average salary by contribution assumption: employee only about $281,285 at 4% or $187,523 at 6%; with 50% employer match about $187,523 at 4% or $125,016 at 6%; with 100% employer match about $140,643 at 4% or $93,762 at 6%.
201819$578,061$112,667$12,519iApproximate average salary by contribution assumption: employee only about $312,964 at 4% or $208,643 at 6%; with 50% employer match about $208,643 at 4% or $139,095 at 6%; with 100% employer match about $156,482 at 4% or $104,321 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-9$578,061$112,667$12,519iApproximate average salary by contribution assumption: employee only about $312,964 at 4% or $208,643 at 6%; with 50% employer match about $208,643 at 4% or $139,095 at 6%; with 100% employer match about $156,482 at 4% or $104,321 at 6%.
201718$524,585$92,099$11,512iApproximate average salary by contribution assumption: employee only about $287,809 at 4% or $191,873 at 6%; with 50% employer match about $191,873 at 4% or $127,915 at 6%; with 100% employer match about $143,905 at 4% or $95,936 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-8$524,585$92,099$11,512iApproximate average salary by contribution assumption: employee only about $287,809 at 4% or $191,873 at 6%; with 50% employer match about $191,873 at 4% or $127,915 at 6%; with 100% employer match about $143,905 at 4% or $95,936 at 6%.
201617$373,113$92,669$13,238iApproximate average salary by contribution assumption: employee only about $330,961 at 4% or $220,640 at 6%; with 50% employer match about $220,640 at 4% or $147,094 at 6%; with 100% employer match about $165,480 at 4% or $110,320 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-7$373,113$92,669$13,238iApproximate average salary by contribution assumption: employee only about $330,961 at 4% or $220,640 at 6%; with 50% employer match about $220,640 at 4% or $147,094 at 6%; with 100% employer match about $165,480 at 4% or $110,320 at 6%.
201516$278,313$51,992$8,665iApproximate average salary by contribution assumption: employee only about $216,633 at 4% or $144,422 at 6%; with 50% employer match about $144,422 at 4% or $96,281 at 6%; with 100% employer match about $108,317 at 4% or $72,211 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-6$278,313$51,992$8,665iApproximate average salary by contribution assumption: employee only about $216,633 at 4% or $144,422 at 6%; with 50% employer match about $144,422 at 4% or $96,281 at 6%; with 100% employer match about $108,317 at 4% or $72,211 at 6%.
201415$268,500$22,716$4,543iApproximate average salary by contribution assumption: employee only about $113,580 at 4% or $75,720 at 6%; with 50% employer match about $75,720 at 4% or $50,480 at 6%; with 100% employer match about $56,790 at 4% or $37,860 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-5$268,500$22,716$4,543iApproximate average salary by contribution assumption: employee only about $113,580 at 4% or $75,720 at 6%; with 50% employer match about $75,720 at 4% or $50,480 at 6%; with 100% employer match about $56,790 at 4% or $37,860 at 6%.
201313$228,133$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$228,133$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
201213$169,088$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$169,088$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
201113$135,644$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$135,644$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
201013$132,345$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$132,345$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
200913$106,019$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$106,019$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
200813$0$0-
Loy Hartley & Company 401(K) Profit Sharing & Trust-3---
200713$0$0-
Loy Hartley & Company 401(K) Profit Sharing & Trust-3---
200614$89,574$10,960$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-4$89,574$10,960$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.
200514$72,091$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-4$72,091$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200414$61,003$1,410$353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-4$61,003$1,410$353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%.
200314$64,948$14,204$3,551iApproximate average salary by contribution assumption: employee only about $88,775 at 4% or $59,183 at 6%; with 50% employer match about $59,183 at 4% or $39,456 at 6%; with 100% employer match about $44,388 at 4% or $29,592 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-4$64,948$14,204$3,551iApproximate average salary by contribution assumption: employee only about $88,775 at 4% or $59,183 at 6%; with 50% employer match about $59,183 at 4% or $39,456 at 6%; with 100% employer match about $44,388 at 4% or $29,592 at 6%.
200214$42,940$21,287$5,322iApproximate average salary by contribution assumption: employee only about $133,044 at 4% or $88,696 at 6%; with 50% employer match about $88,696 at 4% or $59,131 at 6%; with 100% employer match about $66,522 at 4% or $44,348 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-4$42,940$21,287$5,322iApproximate average salary by contribution assumption: employee only about $133,044 at 4% or $88,696 at 6%; with 50% employer match about $88,696 at 4% or $59,131 at 6%; with 100% employer match about $66,522 at 4% or $44,348 at 6%.
200113$0$0-
Loy Hartley & Company 401(K) Profit Sharing & Trust-3---
200013$26,052$18,959$6,320iApproximate average salary by contribution assumption: employee only about $157,992 at 4% or $105,328 at 6%; with 50% employer match about $105,328 at 4% or $70,219 at 6%; with 100% employer match about $78,996 at 4% or $52,664 at 6%.
Loy Hartley & Company 401(K) Profit Sharing & Trust-3$26,052$18,959$6,320iApproximate average salary by contribution assumption: employee only about $157,992 at 4% or $105,328 at 6%; with 50% employer match about $105,328 at 4% or $70,219 at 6%; with 100% employer match about $78,996 at 4% or $52,664 at 6%.