Lovelace & Associates LLC
Plan context: Lovelace & Associates Retirement Plan
EIN 43-1853091 • Lees Summit, MO • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,378,301
2024 Contributions
$62,361
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,378,301 | $62,361 | $10,394iApproximate average salary by contribution assumption: employee only about $259,838 at 4% or $173,225 at 6%; with 50% employer match about $173,225 at 4% or $115,483 at 6%; with 100% employer match about $129,919 at 4% or $86,613 at 6%. |
| Lovelace & Associates Retirement Plan | - | 6 | $1,378,301 | $62,361 | $10,394iApproximate average salary by contribution assumption: employee only about $259,838 at 4% or $173,225 at 6%; with 50% employer match about $173,225 at 4% or $115,483 at 6%; with 100% employer match about $129,919 at 4% or $86,613 at 6%. |
| 2023 | 1 | 7 | $1,254,009 | $63,276 | $9,039iApproximate average salary by contribution assumption: employee only about $225,986 at 4% or $150,657 at 6%; with 50% employer match about $150,657 at 4% or $100,438 at 6%; with 100% employer match about $112,993 at 4% or $75,329 at 6%. |
| Lovelace & Associates Retirement Plan | - | 7 | $1,254,009 | $63,276 | $9,039iApproximate average salary by contribution assumption: employee only about $225,986 at 4% or $150,657 at 6%; with 50% employer match about $150,657 at 4% or $100,438 at 6%; with 100% employer match about $112,993 at 4% or $75,329 at 6%. |
| 2022 | 1 | 8 | $1,065,087 | $62,434 | $7,804iApproximate average salary by contribution assumption: employee only about $195,106 at 4% or $130,071 at 6%; with 50% employer match about $130,071 at 4% or $86,714 at 6%; with 100% employer match about $97,553 at 4% or $65,035 at 6%. |
| Lovelace & Associates Retirement Plan | - | 8 | $1,065,087 | $62,434 | $7,804iApproximate average salary by contribution assumption: employee only about $195,106 at 4% or $130,071 at 6%; with 50% employer match about $130,071 at 4% or $86,714 at 6%; with 100% employer match about $97,553 at 4% or $65,035 at 6%. |
| 2021 | 1 | 8 | $1,212,189 | $58,551 | $7,319iApproximate average salary by contribution assumption: employee only about $182,972 at 4% or $121,981 at 6%; with 50% employer match about $121,981 at 4% or $81,321 at 6%; with 100% employer match about $91,486 at 4% or $60,991 at 6%. |
| Lovelace & Associates Retirement Plan | - | 8 | $1,212,189 | $58,551 | $7,319iApproximate average salary by contribution assumption: employee only about $182,972 at 4% or $121,981 at 6%; with 50% employer match about $121,981 at 4% or $81,321 at 6%; with 100% employer match about $91,486 at 4% or $60,991 at 6%. |
| 2020 | 1 | 10 | $1,063,823 | $55,010 | $5,501iApproximate average salary by contribution assumption: employee only about $137,525 at 4% or $91,683 at 6%; with 50% employer match about $91,683 at 4% or $61,122 at 6%; with 100% employer match about $68,763 at 4% or $45,842 at 6%. |
| Lovelace & Associates Retirement Plan | - | 10 | $1,063,823 | $55,010 | $5,501iApproximate average salary by contribution assumption: employee only about $137,525 at 4% or $91,683 at 6%; with 50% employer match about $91,683 at 4% or $61,122 at 6%; with 100% employer match about $68,763 at 4% or $45,842 at 6%. |
| 2019 | 1 | 10 | $872,004 | $53,600 | $5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%. |
| Lovelace & Associates Retirement Plan | - | 10 | $872,004 | $53,600 | $5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%. |
| 2018 | 1 | 9 | $680,427 | $46,429 | $5,159iApproximate average salary by contribution assumption: employee only about $128,969 at 4% or $85,980 at 6%; with 50% employer match about $85,980 at 4% or $57,320 at 6%; with 100% employer match about $64,485 at 4% or $42,990 at 6%. |
| Lovelace & Associates Retirement Plan | - | 9 | $680,427 | $46,429 | $5,159iApproximate average salary by contribution assumption: employee only about $128,969 at 4% or $85,980 at 6%; with 50% employer match about $85,980 at 4% or $57,320 at 6%; with 100% employer match about $64,485 at 4% or $42,990 at 6%. |
| 2017 | 1 | 15 | $680,108 | $41,121 | $2,741iApproximate average salary by contribution assumption: employee only about $68,535 at 4% or $45,690 at 6%; with 50% employer match about $45,690 at 4% or $30,460 at 6%; with 100% employer match about $34,268 at 4% or $22,845 at 6%. |
| Lovelace & Associates Retirement Plan | - | 15 | $680,108 | $41,121 | $2,741iApproximate average salary by contribution assumption: employee only about $68,535 at 4% or $45,690 at 6%; with 50% employer match about $45,690 at 4% or $30,460 at 6%; with 100% employer match about $34,268 at 4% or $22,845 at 6%. |
| 2016 | 1 | 7 | $546,490 | $37,377 | $5,340iApproximate average salary by contribution assumption: employee only about $133,489 at 4% or $88,993 at 6%; with 50% employer match about $88,993 at 4% or $59,329 at 6%; with 100% employer match about $66,745 at 4% or $44,496 at 6%. |
| Lovelace & Associates Retirement Plan | - | 7 | $546,490 | $37,377 | $5,340iApproximate average salary by contribution assumption: employee only about $133,489 at 4% or $88,993 at 6%; with 50% employer match about $88,993 at 4% or $59,329 at 6%; with 100% employer match about $66,745 at 4% or $44,496 at 6%. |
| 2015 | 1 | 8 | $510,897 | $39,098 | $4,887iApproximate average salary by contribution assumption: employee only about $122,181 at 4% or $81,454 at 6%; with 50% employer match about $81,454 at 4% or $54,303 at 6%; with 100% employer match about $61,091 at 4% or $40,727 at 6%. |
| Lovelace & Associates Retirement Plan | - | 8 | $510,897 | $39,098 | $4,887iApproximate average salary by contribution assumption: employee only about $122,181 at 4% or $81,454 at 6%; with 50% employer match about $81,454 at 4% or $54,303 at 6%; with 100% employer match about $61,091 at 4% or $40,727 at 6%. |
| 2014 | 1 | 9 | $517,409 | $38,129 | $4,237iApproximate average salary by contribution assumption: employee only about $105,914 at 4% or $70,609 at 6%; with 50% employer match about $70,609 at 4% or $47,073 at 6%; with 100% employer match about $52,957 at 4% or $35,305 at 6%. |
| Lovelace & Associates Retirement Plan | - | 9 | $517,409 | $38,129 | $4,237iApproximate average salary by contribution assumption: employee only about $105,914 at 4% or $70,609 at 6%; with 50% employer match about $70,609 at 4% or $47,073 at 6%; with 100% employer match about $52,957 at 4% or $35,305 at 6%. |
| 2013 | 1 | 9 | $459,922 | $35,143 | $3,905iApproximate average salary by contribution assumption: employee only about $97,619 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,386 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%. |
| Lovelace & Associates Retirement Plan | - | 9 | $459,922 | $35,143 | $3,905iApproximate average salary by contribution assumption: employee only about $97,619 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,386 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%. |
| 2012 | 1 | 9 | $394,283 | $34,470 | $3,830iApproximate average salary by contribution assumption: employee only about $95,750 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,556 at 6%; with 100% employer match about $47,875 at 4% or $31,917 at 6%. |
| Lovelace & Associates Retirement Plan | - | 9 | $394,283 | $34,470 | $3,830iApproximate average salary by contribution assumption: employee only about $95,750 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,556 at 6%; with 100% employer match about $47,875 at 4% or $31,917 at 6%. |
| 2011 | 1 | 10 | $329,278 | $31,680 | $3,168iApproximate average salary by contribution assumption: employee only about $79,200 at 4% or $52,800 at 6%; with 50% employer match about $52,800 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%. |
| Lovelace & Associates Retirement Plan | - | 10 | $329,278 | $31,680 | $3,168iApproximate average salary by contribution assumption: employee only about $79,200 at 4% or $52,800 at 6%; with 50% employer match about $52,800 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%. |
| 2010 | 1 | 10 | $317,873 | $24,232 | $2,423iApproximate average salary by contribution assumption: employee only about $60,580 at 4% or $40,387 at 6%; with 50% employer match about $40,387 at 4% or $26,924 at 6%; with 100% employer match about $30,290 at 4% or $20,193 at 6%. |
| Lovelace & Associates Retirement Plan | - | 10 | $317,873 | $24,232 | $2,423iApproximate average salary by contribution assumption: employee only about $60,580 at 4% or $40,387 at 6%; with 50% employer match about $40,387 at 4% or $26,924 at 6%; with 100% employer match about $30,290 at 4% or $20,193 at 6%. |
| 2009 | 1 | 10 | $252,317 | $35,081 | $3,508iApproximate average salary by contribution assumption: employee only about $87,703 at 4% or $58,468 at 6%; with 50% employer match about $58,468 at 4% or $38,979 at 6%; with 100% employer match about $43,851 at 4% or $29,234 at 6%. |
| Lovelace & Associates Retirement Plan | - | 10 | $252,317 | $35,081 | $3,508iApproximate average salary by contribution assumption: employee only about $87,703 at 4% or $58,468 at 6%; with 50% employer match about $58,468 at 4% or $38,979 at 6%; with 100% employer match about $43,851 at 4% or $29,234 at 6%. |
| 2008 | 1 | 19 | $205,439 | $57,807 | $3,042iApproximate average salary by contribution assumption: employee only about $76,062 at 4% or $50,708 at 6%; with 50% employer match about $50,708 at 4% or $33,805 at 6%; with 100% employer match about $38,031 at 4% or $25,354 at 6%. |
| Lovelace & Associates Retirement Plan | - | 19 | $205,439 | $57,807 | $3,042iApproximate average salary by contribution assumption: employee only about $76,062 at 4% or $50,708 at 6%; with 50% employer match about $50,708 at 4% or $33,805 at 6%; with 100% employer match about $38,031 at 4% or $25,354 at 6%. |
| 2007 | 1 | 18 | $288,906 | $66,734 | $3,707iApproximate average salary by contribution assumption: employee only about $92,686 at 4% or $61,791 at 6%; with 50% employer match about $61,791 at 4% or $41,194 at 6%; with 100% employer match about $46,343 at 4% or $30,895 at 6%. |
| Lovelace & Associates Retirement Plan | - | 18 | $288,906 | $66,734 | $3,707iApproximate average salary by contribution assumption: employee only about $92,686 at 4% or $61,791 at 6%; with 50% employer match about $61,791 at 4% or $41,194 at 6%; with 100% employer match about $46,343 at 4% or $30,895 at 6%. |
| 2006 | 1 | 15 | $263,675 | $57,293 | $3,820iApproximate average salary by contribution assumption: employee only about $95,488 at 4% or $63,659 at 6%; with 50% employer match about $63,659 at 4% or $42,439 at 6%; with 100% employer match about $47,744 at 4% or $31,829 at 6%. |
| Lovelace & Associates Retirement Plan | - | 15 | $263,675 | $57,293 | $3,820iApproximate average salary by contribution assumption: employee only about $95,488 at 4% or $63,659 at 6%; with 50% employer match about $63,659 at 4% or $42,439 at 6%; with 100% employer match about $47,744 at 4% or $31,829 at 6%. |
| 2005 | 1 | 15 | $193,671 | $57,819 | $3,855iApproximate average salary by contribution assumption: employee only about $96,365 at 4% or $64,243 at 6%; with 50% employer match about $64,243 at 4% or $42,829 at 6%; with 100% employer match about $48,183 at 4% or $32,122 at 6%. |
| Lovelace & Associates Retirement Plan | - | 15 | $193,671 | $57,819 | $3,855iApproximate average salary by contribution assumption: employee only about $96,365 at 4% or $64,243 at 6%; with 50% employer match about $64,243 at 4% or $42,829 at 6%; with 100% employer match about $48,183 at 4% or $32,122 at 6%. |
| 2004 | 1 | 14 | $134,273 | $52,828 | $3,773iApproximate average salary by contribution assumption: employee only about $94,336 at 4% or $62,890 at 6%; with 50% employer match about $62,890 at 4% or $41,927 at 6%; with 100% employer match about $47,168 at 4% or $31,445 at 6%. |
| Lovelace & Associates Retirement Plan | - | 14 | $134,273 | $52,828 | $3,773iApproximate average salary by contribution assumption: employee only about $94,336 at 4% or $62,890 at 6%; with 50% employer match about $62,890 at 4% or $41,927 at 6%; with 100% employer match about $47,168 at 4% or $31,445 at 6%. |
| 2003 | 1 | 12 | $0 | $0 | - |
| Lovelace & Associates Retirement Plan | - | 12 | - | - | - |
| 2002 | 1 | 13 | $0 | $0 | - |
| Lovelace & Associates Retirement Plan | - | 13 | - | - | - |