Civic Intelligence

Locus Management

Plan context: Locus Management 401(K)

EIN 38-4038952 • 4 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

87

2023 Assets

$3,998,917

2023 Contributions

$1,530,802

Historical Graphs

Total Assets Over Time

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

$3,998,917$1,999,459$0202020222023YearValue
$3,998,917Latest year 2023

Participants Over Time

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

128640202020222023YearValue
87Latest year 2023

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
2023187$3,998,917$1,530,802$17,595iApproximate average salary by contribution assumption: employee only about $439,886 at 4% or $293,257 at 6%; with 50% employer match about $293,257 at 4% or $195,505 at 6%; with 100% employer match about $219,943 at 4% or $146,629 at 6%.
Locus Management 401(K)-87$3,998,917$1,530,802$17,595iApproximate average salary by contribution assumption: employee only about $439,886 at 4% or $293,257 at 6%; with 50% employer match about $293,257 at 4% or $195,505 at 6%; with 100% employer match about $219,943 at 4% or $146,629 at 6%.
20221128$2,669,023$1,308,156$10,220iApproximate average salary by contribution assumption: employee only about $255,499 at 4% or $170,333 at 6%; with 50% employer match about $170,333 at 4% or $113,555 at 6%; with 100% employer match about $127,750 at 4% or $85,166 at 6%.
Locus Management 401(K)-128$2,669,023$1,308,156$10,220iApproximate average salary by contribution assumption: employee only about $255,499 at 4% or $170,333 at 6%; with 50% employer match about $170,333 at 4% or $113,555 at 6%; with 100% employer match about $127,750 at 4% or $85,166 at 6%.
2021186$2,166,735$713,369$8,295iApproximate average salary by contribution assumption: employee only about $207,375 at 4% or $138,250 at 6%; with 50% employer match about $138,250 at 4% or $92,167 at 6%; with 100% employer match about $103,687 at 4% or $69,125 at 6%.
Locus Management 401(K)-86$2,166,735$713,369$8,295iApproximate average salary by contribution assumption: employee only about $207,375 at 4% or $138,250 at 6%; with 50% employer match about $138,250 at 4% or $92,167 at 6%; with 100% employer match about $103,687 at 4% or $69,125 at 6%.
2020188$1,507,770$636,593$7,234iApproximate average salary by contribution assumption: employee only about $180,850 at 4% or $120,567 at 6%; with 50% employer match about $120,567 at 4% or $80,378 at 6%; with 100% employer match about $90,425 at 4% or $60,283 at 6%.
Locus Management 401(K)-88$1,507,770$636,593$7,234iApproximate average salary by contribution assumption: employee only about $180,850 at 4% or $120,567 at 6%; with 50% employer match about $120,567 at 4% or $80,378 at 6%; with 100% employer match about $90,425 at 4% or $60,283 at 6%.