Civic Intelligence

Lws Wealth Advisors Inc.

Plan context: Lws Wealth Advisors Inc. 401(K) Plan

EIN 45-5222752 • Basking Ridge, NJ • 15 filings • 3 plans

PO Box 347Basking Ridge, NJ 07920
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,456,223

2023 Contributions

$7,394

Historical Graphs

Total Assets Over Time

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

$1,456,223$728,112$0201220172022YearValue
$1,456,223Latest year 2022

Participants Over Time

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

530201220172022YearValue
3Latest 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
202320$0$7,394-
Lws Wealth Advisors Inc. 401(K) Plan-0$0$7,394-
LWS WEALTH ADVISORS, INC. CASH BALANCE PLAN-0$0$0-
202223$1,456,223$182,351$60,784iApproximate average salary by contribution assumption: employee only about $1,519,592 at 4% or $1,013,061 at 6%; with 50% employer match about $1,013,061 at 4% or $675,374 at 6%; with 100% employer match about $759,796 at 4% or $506,531 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$1,352,408$127,195$42,398iApproximate average salary by contribution assumption: employee only about $1,059,958 at 4% or $706,639 at 6%; with 50% employer match about $706,639 at 4% or $471,093 at 6%; with 100% employer match about $529,979 at 4% or $353,319 at 6%.
LWS WEALTH ADVISORS, INC. CASH BALANCE PLAN-3$103,815$55,156$18,385iApproximate average salary by contribution assumption: employee only about $459,633 at 4% or $306,422 at 6%; with 50% employer match about $306,422 at 4% or $204,281 at 6%; with 100% employer match about $229,817 at 4% or $153,211 at 6%.
202123$1,443,604$171,999$57,333iApproximate average salary by contribution assumption: employee only about $1,433,325 at 4% or $955,550 at 6%; with 50% employer match about $955,550 at 4% or $637,033 at 6%; with 100% employer match about $716,663 at 4% or $477,775 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$1,389,224$117,982$39,327iApproximate average salary by contribution assumption: employee only about $983,183 at 4% or $655,456 at 6%; with 50% employer match about $655,456 at 4% or $436,970 at 6%; with 100% employer match about $491,592 at 4% or $327,728 at 6%.
LWS WEALTH ADVISORS, INC. CASH BALANCE PLAN-3$54,380$54,017$18,006iApproximate average salary by contribution assumption: employee only about $450,142 at 4% or $300,094 at 6%; with 50% employer match about $300,094 at 4% or $200,063 at 6%; with 100% employer match about $225,071 at 4% or $150,047 at 6%.
202013$1,236,571$117,949$39,316iApproximate average salary by contribution assumption: employee only about $982,908 at 4% or $655,272 at 6%; with 50% employer match about $655,272 at 4% or $436,848 at 6%; with 100% employer match about $491,454 at 4% or $327,636 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$1,236,571$117,949$39,316iApproximate average salary by contribution assumption: employee only about $982,908 at 4% or $655,272 at 6%; with 50% employer match about $655,272 at 4% or $436,848 at 6%; with 100% employer match about $491,454 at 4% or $327,636 at 6%.
201913$1,265,659$108,158$36,053iApproximate average salary by contribution assumption: employee only about $901,317 at 4% or $600,878 at 6%; with 50% employer match about $600,878 at 4% or $400,585 at 6%; with 100% employer match about $450,658 at 4% or $300,439 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$1,265,659$108,158$36,053iApproximate average salary by contribution assumption: employee only about $901,317 at 4% or $600,878 at 6%; with 50% employer match about $600,878 at 4% or $400,585 at 6%; with 100% employer match about $450,658 at 4% or $300,439 at 6%.
201815$983,080$107,408$21,482iApproximate average salary by contribution assumption: employee only about $537,040 at 4% or $358,027 at 6%; with 50% employer match about $358,027 at 4% or $238,684 at 6%; with 100% employer match about $268,520 at 4% or $179,013 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-5$983,080$107,408$21,482iApproximate average salary by contribution assumption: employee only about $537,040 at 4% or $358,027 at 6%; with 50% employer match about $358,027 at 4% or $238,684 at 6%; with 100% employer match about $268,520 at 4% or $179,013 at 6%.
201714$926,666$83,937$20,984iApproximate average salary by contribution assumption: employee only about $524,606 at 4% or $349,738 at 6%; with 50% employer match about $349,738 at 4% or $233,158 at 6%; with 100% employer match about $262,303 at 4% or $174,869 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-4$926,666$83,937$20,984iApproximate average salary by contribution assumption: employee only about $524,606 at 4% or $349,738 at 6%; with 50% employer match about $349,738 at 4% or $233,158 at 6%; with 100% employer match about $262,303 at 4% or $174,869 at 6%.
201614$724,612$79,275$19,819iApproximate average salary by contribution assumption: employee only about $495,469 at 4% or $330,313 at 6%; with 50% employer match about $330,313 at 4% or $220,208 at 6%; with 100% employer match about $247,734 at 4% or $165,156 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-4$724,612$79,275$19,819iApproximate average salary by contribution assumption: employee only about $495,469 at 4% or $330,313 at 6%; with 50% employer match about $330,313 at 4% or $220,208 at 6%; with 100% employer match about $247,734 at 4% or $165,156 at 6%.
201514$587,871$65,238$16,310iApproximate average salary by contribution assumption: employee only about $407,738 at 4% or $271,825 at 6%; with 50% employer match about $271,825 at 4% or $181,217 at 6%; with 100% employer match about $203,869 at 4% or $135,913 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-4$587,871$65,238$16,310iApproximate average salary by contribution assumption: employee only about $407,738 at 4% or $271,825 at 6%; with 50% employer match about $271,825 at 4% or $181,217 at 6%; with 100% employer match about $203,869 at 4% or $135,913 at 6%.
201414$592,011$76,213$19,053iApproximate average salary by contribution assumption: employee only about $476,331 at 4% or $317,554 at 6%; with 50% employer match about $317,554 at 4% or $211,703 at 6%; with 100% employer match about $238,166 at 4% or $158,777 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-4$592,011$76,213$19,053iApproximate average salary by contribution assumption: employee only about $476,331 at 4% or $317,554 at 6%; with 50% employer match about $317,554 at 4% or $211,703 at 6%; with 100% employer match about $238,166 at 4% or $158,777 at 6%.
201313$492,455$103,358$34,453iApproximate average salary by contribution assumption: employee only about $861,317 at 4% or $574,211 at 6%; with 50% employer match about $574,211 at 4% or $382,807 at 6%; with 100% employer match about $430,658 at 4% or $287,106 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$492,455$103,358$34,453iApproximate average salary by contribution assumption: employee only about $861,317 at 4% or $574,211 at 6%; with 50% employer match about $574,211 at 4% or $382,807 at 6%; with 100% employer match about $430,658 at 4% or $287,106 at 6%.
201213$316,643$315,132$105,044iApproximate average salary by contribution assumption: employee only about $2,626,100 at 4% or $1,750,733 at 6%; with 50% employer match about $1,750,733 at 4% or $1,167,156 at 6%; with 100% employer match about $1,313,050 at 4% or $875,367 at 6%.
Lws Wealth Advisors Inc. 401(K) Plan-3$316,643$315,132$105,044iApproximate average salary by contribution assumption: employee only about $2,626,100 at 4% or $1,750,733 at 6%; with 50% employer match about $1,750,733 at 4% or $1,167,156 at 6%; with 100% employer match about $1,313,050 at 4% or $875,367 at 6%.