Civic Intelligence

John P. Lochen Company Inc.

Plan context: John P. Lochen Co. Inc. Savings and Retirement Plan

EIN 39-0918471 • West Bend, WI • 26 filings • 2 plans

512 Franklin StWest Bend, WI 53090
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,302,779

2024 Contributions

$144,599

Historical Graphs

Total Assets Over Time

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

$4,516,859$2,258,430$0199920122024YearValue
$4,302,779Latest year 2024

Participants Over Time

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

30150199920122024YearValue
26Latest 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
2024126$4,302,779$144,599$5,562iApproximate average salary by contribution assumption: employee only about $139,038 at 4% or $92,692 at 6%; with 50% employer match about $92,692 at 4% or $61,794 at 6%; with 100% employer match about $69,519 at 4% or $46,346 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-26$4,302,779$144,599$5,562iApproximate average salary by contribution assumption: employee only about $139,038 at 4% or $92,692 at 6%; with 50% employer match about $92,692 at 4% or $61,794 at 6%; with 100% employer match about $69,519 at 4% or $46,346 at 6%.
2023126$4,087,586$161,486$6,211iApproximate average salary by contribution assumption: employee only about $155,275 at 4% or $103,517 at 6%; with 50% employer match about $103,517 at 4% or $69,011 at 6%; with 100% employer match about $77,638 at 4% or $51,758 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-26$4,087,586$161,486$6,211iApproximate average salary by contribution assumption: employee only about $155,275 at 4% or $103,517 at 6%; with 50% employer match about $103,517 at 4% or $69,011 at 6%; with 100% employer match about $77,638 at 4% or $51,758 at 6%.
2022130$3,758,338$198,847$6,628iApproximate average salary by contribution assumption: employee only about $165,706 at 4% or $110,471 at 6%; with 50% employer match about $110,471 at 4% or $73,647 at 6%; with 100% employer match about $82,853 at 4% or $55,235 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-30$3,758,338$198,847$6,628iApproximate average salary by contribution assumption: employee only about $165,706 at 4% or $110,471 at 6%; with 50% employer match about $110,471 at 4% or $73,647 at 6%; with 100% employer match about $82,853 at 4% or $55,235 at 6%.
2021126$4,516,859$131,684$5,065iApproximate average salary by contribution assumption: employee only about $126,619 at 4% or $84,413 at 6%; with 50% employer match about $84,413 at 4% or $56,275 at 6%; with 100% employer match about $63,310 at 4% or $42,206 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-26$4,516,859$131,684$5,065iApproximate average salary by contribution assumption: employee only about $126,619 at 4% or $84,413 at 6%; with 50% employer match about $84,413 at 4% or $56,275 at 6%; with 100% employer match about $63,310 at 4% or $42,206 at 6%.
2020115$3,788,382$91,103$6,074iApproximate average salary by contribution assumption: employee only about $151,838 at 4% or $101,226 at 6%; with 50% employer match about $101,226 at 4% or $67,484 at 6%; with 100% employer match about $75,919 at 4% or $50,613 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-15$3,788,382$91,103$6,074iApproximate average salary by contribution assumption: employee only about $151,838 at 4% or $101,226 at 6%; with 50% employer match about $101,226 at 4% or $67,484 at 6%; with 100% employer match about $75,919 at 4% or $50,613 at 6%.
2019122$3,279,394$90,040$4,093iApproximate average salary by contribution assumption: employee only about $102,318 at 4% or $68,212 at 6%; with 50% employer match about $68,212 at 4% or $45,475 at 6%; with 100% employer match about $51,159 at 4% or $34,106 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-22$3,279,394$90,040$4,093iApproximate average salary by contribution assumption: employee only about $102,318 at 4% or $68,212 at 6%; with 50% employer match about $68,212 at 4% or $45,475 at 6%; with 100% employer match about $51,159 at 4% or $34,106 at 6%.
2018123$2,683,783$85,627$3,723iApproximate average salary by contribution assumption: employee only about $93,073 at 4% or $62,049 at 6%; with 50% employer match about $62,049 at 4% or $41,366 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-23$2,683,783$85,627$3,723iApproximate average salary by contribution assumption: employee only about $93,073 at 4% or $62,049 at 6%; with 50% employer match about $62,049 at 4% or $41,366 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
2017121$2,888,307$68,112$3,243iApproximate average salary by contribution assumption: employee only about $81,086 at 4% or $54,057 at 6%; with 50% employer match about $54,057 at 4% or $36,038 at 6%; with 100% employer match about $40,543 at 4% or $27,029 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-21$2,888,307$68,112$3,243iApproximate average salary by contribution assumption: employee only about $81,086 at 4% or $54,057 at 6%; with 50% employer match about $54,057 at 4% or $36,038 at 6%; with 100% employer match about $40,543 at 4% or $27,029 at 6%.
2016117$2,376,105$63,207$3,718iApproximate average salary by contribution assumption: employee only about $92,951 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$2,376,105$63,207$3,718iApproximate average salary by contribution assumption: employee only about $92,951 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%.
2015115$2,645,898$59,084$3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,649 at 6%; with 50% employer match about $65,649 at 4% or $43,766 at 6%; with 100% employer match about $49,237 at 4% or $32,824 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-15$2,645,898$59,084$3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,649 at 6%; with 50% employer match about $65,649 at 4% or $43,766 at 6%; with 100% employer match about $49,237 at 4% or $32,824 at 6%.
2014117$3,376,297$69,872$4,110iApproximate average salary by contribution assumption: employee only about $102,753 at 4% or $68,502 at 6%; with 50% employer match about $68,502 at 4% or $45,668 at 6%; with 100% employer match about $51,376 at 4% or $34,251 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$3,376,297$69,872$4,110iApproximate average salary by contribution assumption: employee only about $102,753 at 4% or $68,502 at 6%; with 50% employer match about $68,502 at 4% or $45,668 at 6%; with 100% employer match about $51,376 at 4% or $34,251 at 6%.
2013116$3,230,519$60,275$3,767iApproximate average salary by contribution assumption: employee only about $94,180 at 4% or $62,786 at 6%; with 50% employer match about $62,786 at 4% or $41,858 at 6%; with 100% employer match about $47,090 at 4% or $31,393 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-16$3,230,519$60,275$3,767iApproximate average salary by contribution assumption: employee only about $94,180 at 4% or $62,786 at 6%; with 50% employer match about $62,786 at 4% or $41,858 at 6%; with 100% employer match about $47,090 at 4% or $31,393 at 6%.
2012112$2,746,370$47,710$3,976iApproximate average salary by contribution assumption: employee only about $99,396 at 4% or $66,264 at 6%; with 50% employer match about $66,264 at 4% or $44,176 at 6%; with 100% employer match about $49,698 at 4% or $33,132 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-12$2,746,370$47,710$3,976iApproximate average salary by contribution assumption: employee only about $99,396 at 4% or $66,264 at 6%; with 50% employer match about $66,264 at 4% or $44,176 at 6%; with 100% employer match about $49,698 at 4% or $33,132 at 6%.
2011116$2,501,636$49,137$3,071iApproximate average salary by contribution assumption: employee only about $76,777 at 4% or $51,184 at 6%; with 50% employer match about $51,184 at 4% or $34,123 at 6%; with 100% employer match about $38,388 at 4% or $25,592 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-16$2,501,636$49,137$3,071iApproximate average salary by contribution assumption: employee only about $76,777 at 4% or $51,184 at 6%; with 50% employer match about $51,184 at 4% or $34,123 at 6%; with 100% employer match about $38,388 at 4% or $25,592 at 6%.
2010116$2,949,162$52,814$3,301iApproximate average salary by contribution assumption: employee only about $82,522 at 4% or $55,015 at 6%; with 50% employer match about $55,015 at 4% or $36,676 at 6%; with 100% employer match about $41,261 at 4% or $27,507 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-16$2,949,162$52,814$3,301iApproximate average salary by contribution assumption: employee only about $82,522 at 4% or $55,015 at 6%; with 50% employer match about $55,015 at 4% or $36,676 at 6%; with 100% employer match about $41,261 at 4% or $27,507 at 6%.
2009117$2,741,564$52,587$3,093iApproximate average salary by contribution assumption: employee only about $77,334 at 4% or $51,556 at 6%; with 50% employer match about $51,556 at 4% or $34,371 at 6%; with 100% employer match about $38,667 at 4% or $25,778 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$2,741,564$52,587$3,093iApproximate average salary by contribution assumption: employee only about $77,334 at 4% or $51,556 at 6%; with 50% employer match about $51,556 at 4% or $34,371 at 6%; with 100% employer match about $38,667 at 4% or $25,778 at 6%.
2008119$2,285,627$48,578$2,557iApproximate average salary by contribution assumption: employee only about $63,918 at 4% or $42,612 at 6%; with 50% employer match about $42,612 at 4% or $28,408 at 6%; with 100% employer match about $31,959 at 4% or $21,306 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-19$2,285,627$48,578$2,557iApproximate average salary by contribution assumption: employee only about $63,918 at 4% or $42,612 at 6%; with 50% employer match about $42,612 at 4% or $28,408 at 6%; with 100% employer match about $31,959 at 4% or $21,306 at 6%.
2007117$3,014,248$56,992$3,352iApproximate average salary by contribution assumption: employee only about $83,812 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,937 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$3,014,248$56,992$3,352iApproximate average salary by contribution assumption: employee only about $83,812 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,937 at 6%.
2006117$2,776,851$44,158$2,598iApproximate average salary by contribution assumption: employee only about $64,938 at 4% or $43,292 at 6%; with 50% employer match about $43,292 at 4% or $28,861 at 6%; with 100% employer match about $32,469 at 4% or $21,646 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$2,776,851$44,158$2,598iApproximate average salary by contribution assumption: employee only about $64,938 at 4% or $43,292 at 6%; with 50% employer match about $43,292 at 4% or $28,861 at 6%; with 100% employer match about $32,469 at 4% or $21,646 at 6%.
2005116$3,062,083$43,764$2,735iApproximate average salary by contribution assumption: employee only about $68,381 at 4% or $45,588 at 6%; with 50% employer match about $45,588 at 4% or $30,392 at 6%; with 100% employer match about $34,191 at 4% or $22,794 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-16$3,062,083$43,764$2,735iApproximate average salary by contribution assumption: employee only about $68,381 at 4% or $45,588 at 6%; with 50% employer match about $45,588 at 4% or $30,392 at 6%; with 100% employer match about $34,191 at 4% or $22,794 at 6%.
2004117$2,952,348$49,045$2,885iApproximate average salary by contribution assumption: employee only about $72,125 at 4% or $48,083 at 6%; with 50% employer match about $48,083 at 4% or $32,056 at 6%; with 100% employer match about $36,063 at 4% or $24,042 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-17$2,952,348$49,045$2,885iApproximate average salary by contribution assumption: employee only about $72,125 at 4% or $48,083 at 6%; with 50% employer match about $48,083 at 4% or $32,056 at 6%; with 100% employer match about $36,063 at 4% or $24,042 at 6%.
2003121$2,950,610$53,479$2,547iApproximate average salary by contribution assumption: employee only about $63,665 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-21$2,950,610$53,479$2,547iApproximate average salary by contribution assumption: employee only about $63,665 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
2002120$2,433,291$62,148$3,107iApproximate average salary by contribution assumption: employee only about $77,685 at 4% or $51,790 at 6%; with 50% employer match about $51,790 at 4% or $34,527 at 6%; with 100% employer match about $38,843 at 4% or $25,895 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-20$2,433,291$62,148$3,107iApproximate average salary by contribution assumption: employee only about $77,685 at 4% or $51,790 at 6%; with 50% employer match about $51,790 at 4% or $34,527 at 6%; with 100% employer match about $38,843 at 4% or $25,895 at 6%.
2001121$2,551,798$71,241$3,392iApproximate average salary by contribution assumption: employee only about $84,811 at 4% or $56,540 at 6%; with 50% employer match about $56,540 at 4% or $37,694 at 6%; with 100% employer match about $42,405 at 4% or $28,270 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-21$2,551,798$71,241$3,392iApproximate average salary by contribution assumption: employee only about $84,811 at 4% or $56,540 at 6%; with 50% employer match about $56,540 at 4% or $37,694 at 6%; with 100% employer match about $42,405 at 4% or $28,270 at 6%.
2000120$2,480,839$85,494$4,275iApproximate average salary by contribution assumption: employee only about $106,868 at 4% or $71,245 at 6%; with 50% employer match about $71,245 at 4% or $47,497 at 6%; with 100% employer match about $53,434 at 4% or $35,623 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-20$2,480,839$85,494$4,275iApproximate average salary by contribution assumption: employee only about $106,868 at 4% or $71,245 at 6%; with 50% employer match about $71,245 at 4% or $47,497 at 6%; with 100% employer match about $53,434 at 4% or $35,623 at 6%.
1999118$2,315,042$78,973$4,387iApproximate average salary by contribution assumption: employee only about $109,685 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,749 at 6%; with 100% employer match about $54,842 at 4% or $36,562 at 6%.
John P. Lochen Co. Inc. Savings and Retirement Plan-18$2,315,042$78,973$4,387iApproximate average salary by contribution assumption: employee only about $109,685 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,749 at 6%; with 100% employer match about $54,842 at 4% or $36,562 at 6%.