Lorence & Vander Zwart
Plan context: J. Lorence & Associates 401(K) Profit Sharing Plan
EIN 38-3154499 • Holland, MI • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$2,519,549
2024 Contributions
$358,457
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $2,519,549 | $358,457 | $25,604iApproximate average salary by contribution assumption: employee only about $640,102 at 4% or $426,735 at 6%; with 50% employer match about $426,735 at 4% or $284,490 at 6%; with 100% employer match about $320,051 at 4% or $213,367 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 14 | $2,519,549 | $358,457 | $25,604iApproximate average salary by contribution assumption: employee only about $640,102 at 4% or $426,735 at 6%; with 50% employer match about $426,735 at 4% or $284,490 at 6%; with 100% employer match about $320,051 at 4% or $213,367 at 6%. |
| 2023 | 1 | 10 | $1,781,093 | $267,589 | $26,759iApproximate average salary by contribution assumption: employee only about $668,973 at 4% or $445,982 at 6%; with 50% employer match about $445,982 at 4% or $297,321 at 6%; with 100% employer match about $334,486 at 4% or $222,991 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 10 | $1,781,093 | $267,589 | $26,759iApproximate average salary by contribution assumption: employee only about $668,973 at 4% or $445,982 at 6%; with 50% employer match about $445,982 at 4% or $297,321 at 6%; with 100% employer match about $334,486 at 4% or $222,991 at 6%. |
| 2022 | 1 | 11 | $1,293,431 | $129,199 | $11,745iApproximate average salary by contribution assumption: employee only about $293,634 at 4% or $195,756 at 6%; with 50% employer match about $195,756 at 4% or $130,504 at 6%; with 100% employer match about $146,817 at 4% or $97,878 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 11 | $1,293,431 | $129,199 | $11,745iApproximate average salary by contribution assumption: employee only about $293,634 at 4% or $195,756 at 6%; with 50% employer match about $195,756 at 4% or $130,504 at 6%; with 100% employer match about $146,817 at 4% or $97,878 at 6%. |
| 2021 | 1 | 12 | $1,500,363 | $224,376 | $18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 12 | $1,500,363 | $224,376 | $18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%. |
| 2020 | 1 | 12 | $1,183,691 | $180,965 | $15,080iApproximate average salary by contribution assumption: employee only about $377,010 at 4% or $251,340 at 6%; with 50% employer match about $251,340 at 4% or $167,560 at 6%; with 100% employer match about $188,505 at 4% or $125,670 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 12 | $1,183,691 | $180,965 | $15,080iApproximate average salary by contribution assumption: employee only about $377,010 at 4% or $251,340 at 6%; with 50% employer match about $251,340 at 4% or $167,560 at 6%; with 100% employer match about $188,505 at 4% or $125,670 at 6%. |
| 2019 | 1 | 12 | $1,414,692 | $140,067 | $11,672iApproximate average salary by contribution assumption: employee only about $291,806 at 4% or $194,538 at 6%; with 50% employer match about $194,538 at 4% or $129,692 at 6%; with 100% employer match about $145,903 at 4% or $97,269 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 12 | $1,414,692 | $140,067 | $11,672iApproximate average salary by contribution assumption: employee only about $291,806 at 4% or $194,538 at 6%; with 50% employer match about $194,538 at 4% or $129,692 at 6%; with 100% employer match about $145,903 at 4% or $97,269 at 6%. |
| 2018 | 1 | 10 | $1,016,485 | $160,191 | $16,019iApproximate average salary by contribution assumption: employee only about $400,478 at 4% or $266,985 at 6%; with 50% employer match about $266,985 at 4% or $177,990 at 6%; with 100% employer match about $200,239 at 4% or $133,493 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 10 | $1,016,485 | $160,191 | $16,019iApproximate average salary by contribution assumption: employee only about $400,478 at 4% or $266,985 at 6%; with 50% employer match about $266,985 at 4% or $177,990 at 6%; with 100% employer match about $200,239 at 4% or $133,493 at 6%. |
| 2017 | 1 | 10 | $980,455 | $176,905 | $17,691iApproximate average salary by contribution assumption: employee only about $442,263 at 4% or $294,842 at 6%; with 50% employer match about $294,842 at 4% or $196,561 at 6%; with 100% employer match about $221,131 at 4% or $147,421 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 10 | $980,455 | $176,905 | $17,691iApproximate average salary by contribution assumption: employee only about $442,263 at 4% or $294,842 at 6%; with 50% employer match about $294,842 at 4% or $196,561 at 6%; with 100% employer match about $221,131 at 4% or $147,421 at 6%. |
| 2016 | 1 | 12 | $942,775 | $138,302 | $11,525iApproximate average salary by contribution assumption: employee only about $288,129 at 4% or $192,086 at 6%; with 50% employer match about $192,086 at 4% or $128,057 at 6%; with 100% employer match about $144,065 at 4% or $96,043 at 6%. |
| J. Lorence & Associates 401(K) Profit Sharing Plan | - | 12 | $942,775 | $138,302 | $11,525iApproximate average salary by contribution assumption: employee only about $288,129 at 4% or $192,086 at 6%; with 50% employer match about $192,086 at 4% or $128,057 at 6%; with 100% employer match about $144,065 at 4% or $96,043 at 6%. |