Medley, Behrens & Lewis LLC
Plan context: Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan
EIN 45-2697557 • Independence, OH • 9 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
14
2022 Assets
$1,998,242
2022 Contributions
$11,860
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $11,860 | - |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $11,860 | - |
| 2021 | 1 | 14 | $1,998,242 | $274,499 | $19,607iApproximate average salary by contribution assumption: employee only about $490,177 at 4% or $326,785 at 6%; with 50% employer match about $326,785 at 4% or $217,856 at 6%; with 100% employer match about $245,088 at 4% or $163,392 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 14 | $1,998,242 | $274,499 | $19,607iApproximate average salary by contribution assumption: employee only about $490,177 at 4% or $326,785 at 6%; with 50% employer match about $326,785 at 4% or $217,856 at 6%; with 100% employer match about $245,088 at 4% or $163,392 at 6%. |
| 2020 | 1 | 12 | $1,463,389 | $184,277 | $15,356iApproximate average salary by contribution assumption: employee only about $383,910 at 4% or $255,940 at 6%; with 50% employer match about $255,940 at 4% or $170,627 at 6%; with 100% employer match about $191,955 at 4% or $127,970 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 12 | $1,463,389 | $184,277 | $15,356iApproximate average salary by contribution assumption: employee only about $383,910 at 4% or $255,940 at 6%; with 50% employer match about $255,940 at 4% or $170,627 at 6%; with 100% employer match about $191,955 at 4% or $127,970 at 6%. |
| 2019 | 1 | 13 | $1,152,055 | $181,436 | $13,957iApproximate average salary by contribution assumption: employee only about $348,915 at 4% or $232,610 at 6%; with 50% employer match about $232,610 at 4% or $155,074 at 6%; with 100% employer match about $174,458 at 4% or $116,305 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 13 | $1,152,055 | $181,436 | $13,957iApproximate average salary by contribution assumption: employee only about $348,915 at 4% or $232,610 at 6%; with 50% employer match about $232,610 at 4% or $155,074 at 6%; with 100% employer match about $174,458 at 4% or $116,305 at 6%. |
| 2018 | 1 | 12 | $779,172 | $159,753 | $13,313iApproximate average salary by contribution assumption: employee only about $332,819 at 4% or $221,879 at 6%; with 50% employer match about $221,879 at 4% or $147,919 at 6%; with 100% employer match about $166,409 at 4% or $110,940 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 12 | $779,172 | $159,753 | $13,313iApproximate average salary by contribution assumption: employee only about $332,819 at 4% or $221,879 at 6%; with 50% employer match about $221,879 at 4% or $147,919 at 6%; with 100% employer match about $166,409 at 4% or $110,940 at 6%. |
| 2017 | 1 | 8 | $696,264 | $138,863 | $17,358iApproximate average salary by contribution assumption: employee only about $433,947 at 4% or $289,298 at 6%; with 50% employer match about $289,298 at 4% or $192,865 at 6%; with 100% employer match about $216,973 at 4% or $144,649 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 8 | $696,264 | $138,863 | $17,358iApproximate average salary by contribution assumption: employee only about $433,947 at 4% or $289,298 at 6%; with 50% employer match about $289,298 at 4% or $192,865 at 6%; with 100% employer match about $216,973 at 4% or $144,649 at 6%. |
| 2016 | 1 | 8 | $485,906 | $147,324 | $18,416iApproximate average salary by contribution assumption: employee only about $460,388 at 4% or $306,925 at 6%; with 50% employer match about $306,925 at 4% or $204,617 at 6%; with 100% employer match about $230,194 at 4% or $153,463 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 8 | $485,906 | $147,324 | $18,416iApproximate average salary by contribution assumption: employee only about $460,388 at 4% or $306,925 at 6%; with 50% employer match about $306,925 at 4% or $204,617 at 6%; with 100% employer match about $230,194 at 4% or $153,463 at 6%. |
| 2015 | 1 | 7 | $293,472 | $131,509 | $18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 7 | $293,472 | $131,509 | $18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%. |
| 2014 | 1 | 5 | $174,374 | $170,992 | $34,198iApproximate average salary by contribution assumption: employee only about $854,960 at 4% or $569,973 at 6%; with 50% employer match about $569,973 at 4% or $379,982 at 6%; with 100% employer match about $427,480 at 4% or $284,987 at 6%. |
| Medley, Behrens & Lewis LLC 401(K) Profit Sharing Plan | - | 5 | $174,374 | $170,992 | $34,198iApproximate average salary by contribution assumption: employee only about $854,960 at 4% or $569,973 at 6%; with 50% employer match about $569,973 at 4% or $379,982 at 6%; with 100% employer match about $427,480 at 4% or $284,987 at 6%. |