Civic Intelligence

Lkj Financial LLC

Plan context: Lkj Financial LLC 401(K) Plan

EIN 45-4049968 • Houston, TX • 13 filings • 3 plans

550 Post Oak Boulevard, Suite 350Houston, TX 77027
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$724,497

2024 Contributions

$85,883

Historical Graphs

Total Assets Over Time

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

$767,746$383,873$0201220182024YearValue
$724,497Latest year 2024

Participants Over Time

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

740201220182024YearValue
7Latest year 2024

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
202417$724,497$85,883$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
Lkj Financial LLC 401(K) Plan-7$724,497$85,883$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
202317$585,010$97,887$13,984iApproximate average salary by contribution assumption: employee only about $349,596 at 4% or $233,064 at 6%; with 50% employer match about $233,064 at 4% or $155,376 at 6%; with 100% employer match about $174,798 at 4% or $116,532 at 6%.
Lkj Financial LLC 401(K) Plan-7$585,010$97,887$13,984iApproximate average salary by contribution assumption: employee only about $349,596 at 4% or $233,064 at 6%; with 50% employer match about $233,064 at 4% or $155,376 at 6%; with 100% employer match about $174,798 at 4% or $116,532 at 6%.
202216$552,311$86,525$14,421iApproximate average salary by contribution assumption: employee only about $360,521 at 4% or $240,347 at 6%; with 50% employer match about $240,347 at 4% or $160,231 at 6%; with 100% employer match about $180,260 at 4% or $120,174 at 6%.
Lkj Financial LLC 401(K) Plan-6$552,311$86,525$14,421iApproximate average salary by contribution assumption: employee only about $360,521 at 4% or $240,347 at 6%; with 50% employer match about $240,347 at 4% or $160,231 at 6%; with 100% employer match about $180,260 at 4% or $120,174 at 6%.
202115$767,746$111,076$22,215iApproximate average salary by contribution assumption: employee only about $555,380 at 4% or $370,253 at 6%; with 50% employer match about $370,253 at 4% or $246,836 at 6%; with 100% employer match about $277,690 at 4% or $185,127 at 6%.
Lkj Financial LLC 401(K) Plan-5$767,746$111,076$22,215iApproximate average salary by contribution assumption: employee only about $555,380 at 4% or $370,253 at 6%; with 50% employer match about $370,253 at 4% or $246,836 at 6%; with 100% employer match about $277,690 at 4% or $185,127 at 6%.
202015$599,882$66,698$13,340iApproximate average salary by contribution assumption: employee only about $333,490 at 4% or $222,327 at 6%; with 50% employer match about $222,327 at 4% or $148,218 at 6%; with 100% employer match about $166,745 at 4% or $111,163 at 6%.
Lkj Financial LLC 401(K) Plan-5$599,882$66,698$13,340iApproximate average salary by contribution assumption: employee only about $333,490 at 4% or $222,327 at 6%; with 50% employer match about $222,327 at 4% or $148,218 at 6%; with 100% employer match about $166,745 at 4% or $111,163 at 6%.
201916$541,628$73,034$12,172iApproximate average salary by contribution assumption: employee only about $304,308 at 4% or $202,872 at 6%; with 50% employer match about $202,872 at 4% or $135,248 at 6%; with 100% employer match about $152,154 at 4% or $101,436 at 6%.
Lkj Financial LLC 401(K) Plan-6$541,628$73,034$12,172iApproximate average salary by contribution assumption: employee only about $304,308 at 4% or $202,872 at 6%; with 50% employer match about $202,872 at 4% or $135,248 at 6%; with 100% employer match about $152,154 at 4% or $101,436 at 6%.
201814$385,074$58,827$14,707iApproximate average salary by contribution assumption: employee only about $367,669 at 4% or $245,113 at 6%; with 50% employer match about $245,113 at 4% or $163,408 at 6%; with 100% employer match about $183,834 at 4% or $122,556 at 6%.
Lkj Financial LLC 401(K) Plan-4$385,074$58,827$14,707iApproximate average salary by contribution assumption: employee only about $367,669 at 4% or $245,113 at 6%; with 50% employer match about $245,113 at 4% or $163,408 at 6%; with 100% employer match about $183,834 at 4% or $122,556 at 6%.
201714$363,840$62,428$15,607iApproximate average salary by contribution assumption: employee only about $390,175 at 4% or $260,117 at 6%; with 50% employer match about $260,117 at 4% or $173,411 at 6%; with 100% employer match about $195,088 at 4% or $130,058 at 6%.
Lkj Financial LLC 401(K) Plan-4$363,840$62,428$15,607iApproximate average salary by contribution assumption: employee only about $390,175 at 4% or $260,117 at 6%; with 50% employer match about $260,117 at 4% or $173,411 at 6%; with 100% employer match about $195,088 at 4% or $130,058 at 6%.
201613$261,888$50,565$16,855iApproximate average salary by contribution assumption: employee only about $421,375 at 4% or $280,917 at 6%; with 50% employer match about $280,917 at 4% or $187,278 at 6%; with 100% employer match about $210,688 at 4% or $140,458 at 6%.
Lkj Financial LLC 401(K) Plan-3$261,888$50,565$16,855iApproximate average salary by contribution assumption: employee only about $421,375 at 4% or $280,917 at 6%; with 50% employer match about $280,917 at 4% or $187,278 at 6%; with 100% employer match about $210,688 at 4% or $140,458 at 6%.
201513$194,111$51,521$17,174iApproximate average salary by contribution assumption: employee only about $429,342 at 4% or $286,228 at 6%; with 50% employer match about $286,228 at 4% or $190,819 at 6%; with 100% employer match about $214,671 at 4% or $143,114 at 6%.
Lkj Financial LLC 401(K) Plan-3$194,111$51,521$17,174iApproximate average salary by contribution assumption: employee only about $429,342 at 4% or $286,228 at 6%; with 50% employer match about $286,228 at 4% or $190,819 at 6%; with 100% employer match about $214,671 at 4% or $143,114 at 6%.
201413$148,847$49,391$16,464iApproximate average salary by contribution assumption: employee only about $411,592 at 4% or $274,394 at 6%; with 50% employer match about $274,394 at 4% or $182,930 at 6%; with 100% employer match about $205,796 at 4% or $137,197 at 6%.
Lkj Financial LLC 401(K) Plan-3$148,847$49,391$16,464iApproximate average salary by contribution assumption: employee only about $411,592 at 4% or $274,394 at 6%; with 50% employer match about $274,394 at 4% or $182,930 at 6%; with 100% employer match about $205,796 at 4% or $137,197 at 6%.
201313$92,849$49,160$16,387iApproximate average salary by contribution assumption: employee only about $409,667 at 4% or $273,111 at 6%; with 50% employer match about $273,111 at 4% or $182,074 at 6%; with 100% employer match about $204,833 at 4% or $136,556 at 6%.
Lkj Financial LLC 401(K) Plan-3$92,849$49,160$16,387iApproximate average salary by contribution assumption: employee only about $409,667 at 4% or $273,111 at 6%; with 50% employer match about $273,111 at 4% or $182,074 at 6%; with 100% employer match about $204,833 at 4% or $136,556 at 6%.
201213$34,579$33,793$11,264iApproximate average salary by contribution assumption: employee only about $281,608 at 4% or $187,739 at 6%; with 50% employer match about $187,739 at 4% or $125,159 at 6%; with 100% employer match about $140,804 at 4% or $93,869 at 6%.
Lkj Financial LLC 401(K) Plan-3$34,579$33,793$11,264iApproximate average salary by contribution assumption: employee only about $281,608 at 4% or $187,739 at 6%; with 50% employer match about $187,739 at 4% or $125,159 at 6%; with 100% employer match about $140,804 at 4% or $93,869 at 6%.