Civic Intelligence

Locher & Locher

Plan context: John Locher Self-Employed Retirement Plan & Trust

EIN 42-0948497 • Dubuque, IA • 20 filings • 4 plans

Atsb, PO Box 938Dubuque, IA 52004-0938
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$492,244

2012 Contributions

$60,137

Historical Graphs

Total Assets Over Time

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

$2,120,013$1,060,007$0199920072012YearValue
$492,244Latest year 2012

Participants Over Time

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

630199920062012YearValue
6Latest year 2012

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
201216$492,244$60,137$10,023iApproximate average salary by contribution assumption: employee only about $250,571 at 4% or $167,047 at 6%; with 50% employer match about $167,047 at 4% or $111,365 at 6%; with 100% employer match about $125,285 at 4% or $83,524 at 6%.
John Locher Self-Employed Retirement Plan & Trust-6$492,244$60,137$10,023iApproximate average salary by contribution assumption: employee only about $250,571 at 4% or $167,047 at 6%; with 50% employer match about $167,047 at 4% or $111,365 at 6%; with 100% employer match about $125,285 at 4% or $83,524 at 6%.
201116$374,067$47,423$7,904iApproximate average salary by contribution assumption: employee only about $197,596 at 4% or $131,731 at 6%; with 50% employer match about $131,731 at 4% or $87,820 at 6%; with 100% employer match about $98,798 at 4% or $65,865 at 6%.
John Locher Self-Employed Retirement Plan & Trust-6$374,067$47,423$7,904iApproximate average salary by contribution assumption: employee only about $197,596 at 4% or $131,731 at 6%; with 50% employer match about $131,731 at 4% or $87,820 at 6%; with 100% employer match about $98,798 at 4% or $65,865 at 6%.
201015$392,402$49,793$9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,977 at 6%; with 50% employer match about $165,977 at 4% or $110,651 at 6%; with 100% employer match about $124,483 at 4% or $82,988 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$392,402$49,793$9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,977 at 6%; with 50% employer match about $165,977 at 4% or $110,651 at 6%; with 100% employer match about $124,483 at 4% or $82,988 at 6%.
200915$546,597$51,837$10,367iApproximate average salary by contribution assumption: employee only about $259,185 at 4% or $172,790 at 6%; with 50% employer match about $172,790 at 4% or $115,193 at 6%; with 100% employer match about $129,593 at 4% or $86,395 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$546,597$51,837$10,367iApproximate average salary by contribution assumption: employee only about $259,185 at 4% or $172,790 at 6%; with 50% employer match about $172,790 at 4% or $115,193 at 6%; with 100% employer match about $129,593 at 4% or $86,395 at 6%.
200815$391,048$53,550$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$391,048$53,550$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
200715$528,538$51,986$10,397iApproximate average salary by contribution assumption: employee only about $259,930 at 4% or $173,287 at 6%; with 50% employer match about $173,287 at 4% or $115,524 at 6%; with 100% employer match about $129,965 at 4% or $86,643 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$528,538$51,986$10,397iApproximate average salary by contribution assumption: employee only about $259,930 at 4% or $173,287 at 6%; with 50% employer match about $173,287 at 4% or $115,524 at 6%; with 100% employer match about $129,965 at 4% or $86,643 at 6%.
200615$463,139$61,917$12,383iApproximate average salary by contribution assumption: employee only about $309,585 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,593 at 6%; with 100% employer match about $154,793 at 4% or $103,195 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$463,139$61,917$12,383iApproximate average salary by contribution assumption: employee only about $309,585 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,593 at 6%; with 100% employer match about $154,793 at 4% or $103,195 at 6%.
200515$1,354,392$28,508$5,702iApproximate average salary by contribution assumption: employee only about $142,540 at 4% or $95,027 at 6%; with 50% employer match about $95,027 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$1,354,392$28,508$5,702iApproximate average salary by contribution assumption: employee only about $142,540 at 4% or $95,027 at 6%; with 50% employer match about $95,027 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%.
200435$2,120,013$297,777$59,555iApproximate average salary by contribution assumption: employee only about $1,488,885 at 4% or $992,590 at 6%; with 50% employer match about $992,590 at 4% or $661,727 at 6%; with 100% employer match about $744,443 at 4% or $496,295 at 6%.
John Locher Self-Employed Retirement Plan & Trust-5$1,241,432$297,777$59,555iApproximate average salary by contribution assumption: employee only about $1,488,885 at 4% or $992,590 at 6%; with 50% employer match about $992,590 at 4% or $661,727 at 6%; with 100% employer match about $744,443 at 4% or $496,295 at 6%.
John Locher Self-Employed Retirement Plan & Trust-3$878,581--
Locher & Locher Defined Benefit Plan-0---
200324$877,275$0-
John Locher Self-Employed Retirement Plan & Trust-3$877,275--
Locher & Locher Defined Benefit Plan-4---
200224$778,920$5,286$1,322iApproximate average salary by contribution assumption: employee only about $33,038 at 4% or $22,025 at 6%; with 50% employer match about $22,025 at 4% or $14,683 at 6%; with 100% employer match about $16,519 at 4% or $11,013 at 6%.
John Locher Self-Employed Retirement Plan & Trust-3$778,920$5,286$1,762iApproximate average salary by contribution assumption: employee only about $44,050 at 4% or $29,367 at 6%; with 50% employer match about $29,367 at 4% or $19,578 at 6%; with 100% employer match about $22,025 at 4% or $14,683 at 6%.
Locher & Locher Defined Benefit Plan-4---
200124$0$0-
John Locher Self-Employed Retirement Plan & Trust-4---
Locher & Locher Defined Benefit Plan-3---
200024$0$0-
John Locher Self-Employed Retirement Plan & Trust-4---
Locher & Locher Defined Benefit Plan-4---
199914$59,124$57,929$14,482iApproximate average salary by contribution assumption: employee only about $362,056 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,685 at 6%.
Locher & Locher Defined Benefit Plan-4$59,124$57,929$14,482iApproximate average salary by contribution assumption: employee only about $362,056 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,685 at 6%.