Civic Intelligence

Bernie Lowe & Associates Inc.

Plan context: Bernie Lowe & Associates Inc. 401(K) Plan

EIN 42-1385881 • Grinnell, IA • 20 filings • 4 plans

615 HorseshoeSuite GGrinnell, IA 50112-4711
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$1,191,800

2020 Contributions

$104,490

Historical Graphs

Total Assets Over Time

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

$1,191,800$595,900$0200020122019YearValue
$1,191,800Latest year 2019

Participants Over Time

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

19100200020112019YearValue
13Latest year 2019

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
202010$0$0-
Bernie Lowe & Associates Inc. 401(K) Plan-0$0$0-
2019113$1,191,800$104,490$8,038iApproximate average salary by contribution assumption: employee only about $200,942 at 4% or $133,962 at 6%; with 50% employer match about $133,962 at 4% or $89,308 at 6%; with 100% employer match about $100,471 at 4% or $66,981 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-13$1,191,800$104,490$8,038iApproximate average salary by contribution assumption: employee only about $200,942 at 4% or $133,962 at 6%; with 50% employer match about $133,962 at 4% or $89,308 at 6%; with 100% employer match about $100,471 at 4% or $66,981 at 6%.
2018112$1,056,099$102,772$8,564iApproximate average salary by contribution assumption: employee only about $214,108 at 4% or $142,739 at 6%; with 50% employer match about $142,739 at 4% or $95,159 at 6%; with 100% employer match about $107,054 at 4% or $71,369 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-12$1,056,099$102,772$8,564iApproximate average salary by contribution assumption: employee only about $214,108 at 4% or $142,739 at 6%; with 50% employer match about $142,739 at 4% or $95,159 at 6%; with 100% employer match about $107,054 at 4% or $71,369 at 6%.
2017116$997,204$106,760$6,673iApproximate average salary by contribution assumption: employee only about $166,813 at 4% or $111,208 at 6%; with 50% employer match about $111,208 at 4% or $74,139 at 6%; with 100% employer match about $83,406 at 4% or $55,604 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-16$997,204$106,760$6,673iApproximate average salary by contribution assumption: employee only about $166,813 at 4% or $111,208 at 6%; with 50% employer match about $111,208 at 4% or $74,139 at 6%; with 100% employer match about $83,406 at 4% or $55,604 at 6%.
2016117$1,123,688$102,481$6,028iApproximate average salary by contribution assumption: employee only about $150,707 at 4% or $100,472 at 6%; with 50% employer match about $100,472 at 4% or $66,981 at 6%; with 100% employer match about $75,354 at 4% or $50,236 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-17$1,123,688$102,481$6,028iApproximate average salary by contribution assumption: employee only about $150,707 at 4% or $100,472 at 6%; with 50% employer match about $100,472 at 4% or $66,981 at 6%; with 100% employer match about $75,354 at 4% or $50,236 at 6%.
2015114$1,032,236$102,553$7,325iApproximate average salary by contribution assumption: employee only about $183,130 at 4% or $122,087 at 6%; with 50% employer match about $122,087 at 4% or $81,391 at 6%; with 100% employer match about $91,565 at 4% or $61,043 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-14$1,032,236$102,553$7,325iApproximate average salary by contribution assumption: employee only about $183,130 at 4% or $122,087 at 6%; with 50% employer match about $122,087 at 4% or $81,391 at 6%; with 100% employer match about $91,565 at 4% or $61,043 at 6%.
2014113$972,053$88,895$6,838iApproximate average salary by contribution assumption: employee only about $170,952 at 4% or $113,968 at 6%; with 50% employer match about $113,968 at 4% or $75,979 at 6%; with 100% employer match about $85,476 at 4% or $56,984 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-13$972,053$88,895$6,838iApproximate average salary by contribution assumption: employee only about $170,952 at 4% or $113,968 at 6%; with 50% employer match about $113,968 at 4% or $75,979 at 6%; with 100% employer match about $85,476 at 4% or $56,984 at 6%.
2013117$866,400$121,779$7,163iApproximate average salary by contribution assumption: employee only about $179,087 at 4% or $119,391 at 6%; with 50% employer match about $119,391 at 4% or $79,594 at 6%; with 100% employer match about $89,543 at 4% or $59,696 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-17$866,400$121,779$7,163iApproximate average salary by contribution assumption: employee only about $179,087 at 4% or $119,391 at 6%; with 50% employer match about $119,391 at 4% or $79,594 at 6%; with 100% employer match about $89,543 at 4% or $59,696 at 6%.
2012116$775,764$107,932$6,746iApproximate average salary by contribution assumption: employee only about $168,644 at 4% or $112,429 at 6%; with 50% employer match about $112,429 at 4% or $74,953 at 6%; with 100% employer match about $84,322 at 4% or $56,215 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-16$775,764$107,932$6,746iApproximate average salary by contribution assumption: employee only about $168,644 at 4% or $112,429 at 6%; with 50% employer match about $112,429 at 4% or $74,953 at 6%; with 100% employer match about $84,322 at 4% or $56,215 at 6%.
2011118$747,620$131,817$7,323iApproximate average salary by contribution assumption: employee only about $183,079 at 4% or $122,053 at 6%; with 50% employer match about $122,053 at 4% or $81,369 at 6%; with 100% employer match about $91,540 at 4% or $61,026 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-18$747,620$131,817$7,323iApproximate average salary by contribution assumption: employee only about $183,079 at 4% or $122,053 at 6%; with 50% employer match about $122,053 at 4% or $81,369 at 6%; with 100% employer match about $91,540 at 4% or $61,026 at 6%.
2010115$756,260$138,650$9,243iApproximate average salary by contribution assumption: employee only about $231,083 at 4% or $154,056 at 6%; with 50% employer match about $154,056 at 4% or $102,704 at 6%; with 100% employer match about $115,542 at 4% or $77,028 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-15$756,260$138,650$9,243iApproximate average salary by contribution assumption: employee only about $231,083 at 4% or $154,056 at 6%; with 50% employer match about $154,056 at 4% or $102,704 at 6%; with 100% employer match about $115,542 at 4% or $77,028 at 6%.
2009119$632,866$138,588$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-19$632,866$138,588$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
2008115$684,315$137,097$9,140iApproximate average salary by contribution assumption: employee only about $228,495 at 4% or $152,330 at 6%; with 50% employer match about $152,330 at 4% or $101,553 at 6%; with 100% employer match about $114,247 at 4% or $76,165 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-15$684,315$137,097$9,140iApproximate average salary by contribution assumption: employee only about $228,495 at 4% or $152,330 at 6%; with 50% employer match about $152,330 at 4% or $101,553 at 6%; with 100% employer match about $114,247 at 4% or $76,165 at 6%.
2007212$0$0-
Bernie Lowe & Associates Inc Profit Sharing Plan-0---
Bernie Lowe & Associates Inc. 401(K) Plan-12---
200618$284,863$107,326$13,416iApproximate average salary by contribution assumption: employee only about $335,394 at 4% or $223,596 at 6%; with 50% employer match about $223,596 at 4% or $149,064 at 6%; with 100% employer match about $167,697 at 4% or $111,798 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-8$284,863$107,326$13,416iApproximate average salary by contribution assumption: employee only about $335,394 at 4% or $223,596 at 6%; with 50% employer match about $223,596 at 4% or $149,064 at 6%; with 100% employer match about $167,697 at 4% or $111,798 at 6%.
200517$163,547$97,000$13,857iApproximate average salary by contribution assumption: employee only about $346,429 at 4% or $230,952 at 6%; with 50% employer match about $230,952 at 4% or $153,968 at 6%; with 100% employer match about $173,214 at 4% or $115,476 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-7$163,547$97,000$13,857iApproximate average salary by contribution assumption: employee only about $346,429 at 4% or $230,952 at 6%; with 50% employer match about $230,952 at 4% or $153,968 at 6%; with 100% employer match about $173,214 at 4% or $115,476 at 6%.
200417$64,878$64,958$9,280iApproximate average salary by contribution assumption: employee only about $231,993 at 4% or $154,662 at 6%; with 50% employer match about $154,662 at 4% or $103,108 at 6%; with 100% employer match about $115,996 at 4% or $77,331 at 6%.
Bernie Lowe & Associates Inc. 401(K) Plan-7$64,878$64,958$9,280iApproximate average salary by contribution assumption: employee only about $231,993 at 4% or $154,662 at 6%; with 50% employer match about $154,662 at 4% or $103,108 at 6%; with 100% employer match about $115,996 at 4% or $77,331 at 6%.
200116$0$0-
Bernie Lowe & Associates Inc Profit Sharing Plan-6---
200017$375,165$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
Bernie Lowe & Associates Inc Profit Sharing Plan-7$375,165$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.