Civic Intelligence

David W. Lofton

Plan context: David W. Lofton 401(K) Plan

EIN 45-2511148 • Collierville, TN • 11 filings • 2 plans

1196 Poplar View Lane SouthCollierville, TN 38017
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$3,119,964

2022 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$3,604,065$1,802,033$0201520192022YearValue
$3,119,964Latest year 2022

Participants Over Time

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

210201520192022YearValue
2Latest year 2022

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
202212$3,119,964$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
David W. Lofton 401(K) Plan-2$3,119,964$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
202112$3,604,065$494,579$247,290iApproximate average salary by contribution assumption: employee only about $6,182,238 at 4% or $4,121,492 at 6%; with 50% employer match about $4,121,492 at 4% or $2,747,661 at 6%; with 100% employer match about $3,091,119 at 4% or $2,060,746 at 6%.
David W. Lofton 401(K) Plan-2$3,604,065$494,579$247,290iApproximate average salary by contribution assumption: employee only about $6,182,238 at 4% or $4,121,492 at 6%; with 50% employer match about $4,121,492 at 4% or $2,747,661 at 6%; with 100% employer match about $3,091,119 at 4% or $2,060,746 at 6%.
202011$2,403,386$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
David W. Lofton 401(K) Plan-1$2,403,386$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201911$2,009,038$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
David W. Lofton 401(K) Plan-1$2,009,038$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201811$1,492,454$56,764$56,764iApproximate average salary by contribution assumption: employee only about $1,419,100 at 4% or $946,067 at 6%; with 50% employer match about $946,067 at 4% or $630,711 at 6%; with 100% employer match about $709,550 at 4% or $473,033 at 6%.
David W. Lofton 401(K) Plan-1$1,492,454$56,764$56,764iApproximate average salary by contribution assumption: employee only about $1,419,100 at 4% or $946,067 at 6%; with 50% employer match about $946,067 at 4% or $630,711 at 6%; with 100% employer match about $709,550 at 4% or $473,033 at 6%.
201722$1,276,302$37,825$18,913iApproximate average salary by contribution assumption: employee only about $472,813 at 4% or $315,208 at 6%; with 50% employer match about $315,208 at 4% or $210,139 at 6%; with 100% employer match about $236,406 at 4% or $157,604 at 6%.
David W. Lofton 401(K) Plan-2$1,276,302$37,825$18,913iApproximate average salary by contribution assumption: employee only about $472,813 at 4% or $315,208 at 6%; with 50% employer match about $315,208 at 4% or $210,139 at 6%; with 100% employer match about $236,406 at 4% or $157,604 at 6%.
DAVID W. LOFTON CASH BALANCE PLAN-0$0--
201622$1,166,521$152,500$76,250iApproximate average salary by contribution assumption: employee only about $1,906,250 at 4% or $1,270,833 at 6%; with 50% employer match about $1,270,833 at 4% or $847,222 at 6%; with 100% employer match about $953,125 at 4% or $635,417 at 6%.
David W. Lofton 401(K) Plan-2$942,221$56,255$28,128iApproximate average salary by contribution assumption: employee only about $703,188 at 4% or $468,792 at 6%; with 50% employer match about $468,792 at 4% or $312,528 at 6%; with 100% employer match about $351,594 at 4% or $234,396 at 6%.
DAVID W. LOFTON CASH BALANCE PLAN-2$224,300$96,245$48,123iApproximate average salary by contribution assumption: employee only about $1,203,063 at 4% or $802,042 at 6%; with 50% employer match about $802,042 at 4% or $534,694 at 6%; with 100% employer match about $601,531 at 4% or $401,021 at 6%.
201522$842,185$971,300$485,650iApproximate average salary by contribution assumption: employee only about $12,141,250 at 4% or $8,094,167 at 6%; with 50% employer match about $8,094,167 at 4% or $5,396,111 at 6%; with 100% employer match about $6,070,625 at 4% or $4,047,083 at 6%.
David W. Lofton 401(K) Plan-2$755,691$875,900$437,950iApproximate average salary by contribution assumption: employee only about $10,948,750 at 4% or $7,299,167 at 6%; with 50% employer match about $7,299,167 at 4% or $4,866,111 at 6%; with 100% employer match about $5,474,375 at 4% or $3,649,583 at 6%.
DAVID W. LOFTON CASH BALANCE PLAN-2$86,494$95,400$47,700iApproximate average salary by contribution assumption: employee only about $1,192,500 at 4% or $795,000 at 6%; with 50% employer match about $795,000 at 4% or $530,000 at 6%; with 100% employer match about $596,250 at 4% or $397,500 at 6%.