Civic Intelligence

Locke-Brothers Inc.

Plan context: Locke-Brothers Inc. 401K Plan

EIN 39-1261075 • Racine, WI • 23 filings • 3 plans

555 Main St Ste 250Racine, WI 53403-4613
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,610,926

2021 Contributions

$233

Historical Graphs

Total Assets Over Time

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

$4,101,595$2,050,798$0199920102020YearValue
$1,610,926Latest year 2020

Participants Over Time

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

740199920102020YearValue
2Latest year 2020

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
202110$0$233-
Locke-Brothers Inc. 401K Plan-0$0$233-
202012$1,610,926$28,300$14,150iApproximate average salary by contribution assumption: employee only about $353,750 at 4% or $235,833 at 6%; with 50% employer match about $235,833 at 4% or $157,222 at 6%; with 100% employer match about $176,875 at 4% or $117,917 at 6%.
Locke-Brothers Inc. 401K Plan-2$1,610,926$28,300$14,150iApproximate average salary by contribution assumption: employee only about $353,750 at 4% or $235,833 at 6%; with 50% employer match about $235,833 at 4% or $157,222 at 6%; with 100% employer match about $176,875 at 4% or $117,917 at 6%.
201914$2,477,827$79,476$19,869iApproximate average salary by contribution assumption: employee only about $496,725 at 4% or $331,150 at 6%; with 50% employer match about $331,150 at 4% or $220,767 at 6%; with 100% employer match about $248,363 at 4% or $165,575 at 6%.
Locke-Brothers Inc. 401K Plan-4$2,477,827$79,476$19,869iApproximate average salary by contribution assumption: employee only about $496,725 at 4% or $331,150 at 6%; with 50% employer match about $331,150 at 4% or $220,767 at 6%; with 100% employer match about $248,363 at 4% or $165,575 at 6%.
201813$1,902,094$85,620$28,540iApproximate average salary by contribution assumption: employee only about $713,500 at 4% or $475,667 at 6%; with 50% employer match about $475,667 at 4% or $317,111 at 6%; with 100% employer match about $356,750 at 4% or $237,833 at 6%.
Locke-Brothers Inc. 401K Plan-3$1,902,094$85,620$28,540iApproximate average salary by contribution assumption: employee only about $713,500 at 4% or $475,667 at 6%; with 50% employer match about $475,667 at 4% or $317,111 at 6%; with 100% employer match about $356,750 at 4% or $237,833 at 6%.
201715$4,101,595$85,972$17,194iApproximate average salary by contribution assumption: employee only about $429,860 at 4% or $286,573 at 6%; with 50% employer match about $286,573 at 4% or $191,049 at 6%; with 100% employer match about $214,930 at 4% or $143,287 at 6%.
Locke-Brothers Inc. 401K Plan-5$4,101,595$85,972$17,194iApproximate average salary by contribution assumption: employee only about $429,860 at 4% or $286,573 at 6%; with 50% employer match about $286,573 at 4% or $191,049 at 6%; with 100% employer match about $214,930 at 4% or $143,287 at 6%.
201615$3,356,743$92,444$18,489iApproximate average salary by contribution assumption: employee only about $462,220 at 4% or $308,147 at 6%; with 50% employer match about $308,147 at 4% or $205,431 at 6%; with 100% employer match about $231,110 at 4% or $154,073 at 6%.
Locke-Brothers Inc. 401K Plan-5$3,356,743$92,444$18,489iApproximate average salary by contribution assumption: employee only about $462,220 at 4% or $308,147 at 6%; with 50% employer match about $308,147 at 4% or $205,431 at 6%; with 100% employer match about $231,110 at 4% or $154,073 at 6%.
201515$3,116,354$105,332$21,066iApproximate average salary by contribution assumption: employee only about $526,660 at 4% or $351,107 at 6%; with 50% employer match about $351,107 at 4% or $234,071 at 6%; with 100% employer match about $263,330 at 4% or $175,553 at 6%.
Locke-Brothers Inc. 401K Plan-5$3,116,354$105,332$21,066iApproximate average salary by contribution assumption: employee only about $526,660 at 4% or $351,107 at 6%; with 50% employer match about $351,107 at 4% or $234,071 at 6%; with 100% employer match about $263,330 at 4% or $175,553 at 6%.
201415$2,872,195$117,174$23,435iApproximate average salary by contribution assumption: employee only about $585,870 at 4% or $390,580 at 6%; with 50% employer match about $390,580 at 4% or $260,387 at 6%; with 100% employer match about $292,935 at 4% or $195,290 at 6%.
Locke-Brothers Inc. 401K Plan-5$2,872,195$117,174$23,435iApproximate average salary by contribution assumption: employee only about $585,870 at 4% or $390,580 at 6%; with 50% employer match about $390,580 at 4% or $260,387 at 6%; with 100% employer match about $292,935 at 4% or $195,290 at 6%.
201317$2,590,193$91,238$13,034iApproximate average salary by contribution assumption: employee only about $325,850 at 4% or $217,233 at 6%; with 50% employer match about $217,233 at 4% or $144,822 at 6%; with 100% employer match about $162,925 at 4% or $108,617 at 6%.
Locke-Brothers Inc. 401K Plan-7$2,590,193$91,238$13,034iApproximate average salary by contribution assumption: employee only about $325,850 at 4% or $217,233 at 6%; with 50% employer match about $217,233 at 4% or $144,822 at 6%; with 100% employer match about $162,925 at 4% or $108,617 at 6%.
201217$2,170,307$104,518$14,931iApproximate average salary by contribution assumption: employee only about $373,279 at 4% or $248,852 at 6%; with 50% employer match about $248,852 at 4% or $165,902 at 6%; with 100% employer match about $186,639 at 4% or $124,426 at 6%.
Locke-Brothers Inc. 401K Plan-7$2,170,307$104,518$14,931iApproximate average salary by contribution assumption: employee only about $373,279 at 4% or $248,852 at 6%; with 50% employer match about $248,852 at 4% or $165,902 at 6%; with 100% employer match about $186,639 at 4% or $124,426 at 6%.
201116$1,866,991$85,150$14,192iApproximate average salary by contribution assumption: employee only about $354,792 at 4% or $236,528 at 6%; with 50% employer match about $236,528 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
Locke-Brothers Inc. 401K Plan-6$1,866,991$85,150$14,192iApproximate average salary by contribution assumption: employee only about $354,792 at 4% or $236,528 at 6%; with 50% employer match about $236,528 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
201015$1,811,504$61,327$12,265iApproximate average salary by contribution assumption: employee only about $306,635 at 4% or $204,423 at 6%; with 50% employer match about $204,423 at 4% or $136,282 at 6%; with 100% employer match about $153,318 at 4% or $102,212 at 6%.
Locke-Brothers Inc. 401K Plan-5$1,811,504$61,327$12,265iApproximate average salary by contribution assumption: employee only about $306,635 at 4% or $204,423 at 6%; with 50% employer match about $204,423 at 4% or $136,282 at 6%; with 100% employer match about $153,318 at 4% or $102,212 at 6%.
200916$2,298,320$58,674$9,779iApproximate average salary by contribution assumption: employee only about $244,475 at 4% or $162,983 at 6%; with 50% employer match about $162,983 at 4% or $108,656 at 6%; with 100% employer match about $122,238 at 4% or $81,492 at 6%.
Locke-Brothers Inc. 401K Plan-6$2,298,320$58,674$9,779iApproximate average salary by contribution assumption: employee only about $244,475 at 4% or $162,983 at 6%; with 50% employer match about $162,983 at 4% or $108,656 at 6%; with 100% employer match about $122,238 at 4% or $81,492 at 6%.
200816$1,952,127$97,959$16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,108 at 6%; with 50% employer match about $272,108 at 4% or $181,406 at 6%; with 100% employer match about $204,081 at 4% or $136,054 at 6%.
Locke-Brothers Inc. 401K Plan-6$1,952,127$97,959$16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,108 at 6%; with 50% employer match about $272,108 at 4% or $181,406 at 6%; with 100% employer match about $204,081 at 4% or $136,054 at 6%.
200716$3,138,005$100,936$16,823iApproximate average salary by contribution assumption: employee only about $420,567 at 4% or $280,378 at 6%; with 50% employer match about $280,378 at 4% or $186,919 at 6%; with 100% employer match about $210,283 at 4% or $140,189 at 6%.
Locke-Brothers Inc. 401K Plan-6$3,138,005$100,936$16,823iApproximate average salary by contribution assumption: employee only about $420,567 at 4% or $280,378 at 6%; with 50% employer match about $280,378 at 4% or $186,919 at 6%; with 100% employer match about $210,283 at 4% or $140,189 at 6%.
200617$2,836,933$124,638$17,805iApproximate average salary by contribution assumption: employee only about $445,136 at 4% or $296,757 at 6%; with 50% employer match about $296,757 at 4% or $197,838 at 6%; with 100% employer match about $222,568 at 4% or $148,379 at 6%.
Locke-Brothers Inc. 401K Plan-7$2,836,933$124,638$17,805iApproximate average salary by contribution assumption: employee only about $445,136 at 4% or $296,757 at 6%; with 50% employer match about $296,757 at 4% or $197,838 at 6%; with 100% employer match about $222,568 at 4% or $148,379 at 6%.
200517$2,424,414$102,194$14,599iApproximate average salary by contribution assumption: employee only about $364,979 at 4% or $243,319 at 6%; with 50% employer match about $243,319 at 4% or $162,213 at 6%; with 100% employer match about $182,489 at 4% or $121,660 at 6%.
Locke-Brothers Inc. 401K Plan-7$2,424,414$102,194$14,599iApproximate average salary by contribution assumption: employee only about $364,979 at 4% or $243,319 at 6%; with 50% employer match about $243,319 at 4% or $162,213 at 6%; with 100% employer match about $182,489 at 4% or $121,660 at 6%.
200417$2,121,823$106,936$15,277iApproximate average salary by contribution assumption: employee only about $381,914 at 4% or $254,610 at 6%; with 50% employer match about $254,610 at 4% or $169,740 at 6%; with 100% employer match about $190,957 at 4% or $127,305 at 6%.
Locke-Brothers Inc. 401K Plan-7$2,121,823$106,936$15,277iApproximate average salary by contribution assumption: employee only about $381,914 at 4% or $254,610 at 6%; with 50% employer match about $254,610 at 4% or $169,740 at 6%; with 100% employer match about $190,957 at 4% or $127,305 at 6%.
200317$1,759,161$98,083$14,012iApproximate average salary by contribution assumption: employee only about $350,296 at 4% or $233,531 at 6%; with 50% employer match about $233,531 at 4% or $155,687 at 6%; with 100% employer match about $175,148 at 4% or $116,765 at 6%.
Locke-Brothers Inc. 401K Plan-7$1,759,161$98,083$14,012iApproximate average salary by contribution assumption: employee only about $350,296 at 4% or $233,531 at 6%; with 50% employer match about $233,531 at 4% or $155,687 at 6%; with 100% employer match about $175,148 at 4% or $116,765 at 6%.
200217$1,277,249$98,377$14,054iApproximate average salary by contribution assumption: employee only about $351,346 at 4% or $234,231 at 6%; with 50% employer match about $234,231 at 4% or $156,154 at 6%; with 100% employer match about $175,673 at 4% or $117,115 at 6%.
Locke-Brothers Inc. 401K Plan-7$1,277,249$98,377$14,054iApproximate average salary by contribution assumption: employee only about $351,346 at 4% or $234,231 at 6%; with 50% employer match about $234,231 at 4% or $156,154 at 6%; with 100% employer match about $175,673 at 4% or $117,115 at 6%.
200117$1,553,419$164,381$23,483iApproximate average salary by contribution assumption: employee only about $587,075 at 4% or $391,383 at 6%; with 50% employer match about $391,383 at 4% or $260,922 at 6%; with 100% employer match about $293,538 at 4% or $195,692 at 6%.
Locke-Brothers Inc. 401K Plan-7$1,553,419$164,381$23,483iApproximate average salary by contribution assumption: employee only about $587,075 at 4% or $391,383 at 6%; with 50% employer match about $391,383 at 4% or $260,922 at 6%; with 100% employer match about $293,538 at 4% or $195,692 at 6%.
200017$1,520,096$0-
Locke-Brothers Inc. 401K Plan-7$1,520,096--
199917$1,455,471$137,072$19,582iApproximate average salary by contribution assumption: employee only about $489,543 at 4% or $326,362 at 6%; with 50% employer match about $326,362 at 4% or $217,575 at 6%; with 100% employer match about $244,771 at 4% or $163,181 at 6%.
Locke-Brothers Inc. 401K Plan-7$1,455,471$137,072$19,582iApproximate average salary by contribution assumption: employee only about $489,543 at 4% or $326,362 at 6%; with 50% employer match about $326,362 at 4% or $217,575 at 6%; with 100% employer match about $244,771 at 4% or $163,181 at 6%.