Civic Intelligence

Lofy Group Wealth Management Inc.

Plan context: The Lofy Group 401(K) Profit Sharing Plan

EIN 46-0503242 • Phoenix, AZ • 10 filings • 1 plans

11120 N. Tatum Blvd., Suite 101Phoenix, AZ 85028
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,704,472

2024 Contributions

$84,902

Historical Graphs

Total Assets Over Time

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

$2,338,495$1,169,248$0201520202024YearValue
$1,704,472Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest 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
202418$1,704,472$84,902$10,613iApproximate average salary by contribution assumption: employee only about $265,319 at 4% or $176,879 at 6%; with 50% employer match about $176,879 at 4% or $117,919 at 6%; with 100% employer match about $132,659 at 4% or $88,440 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-8$1,704,472$84,902$10,613iApproximate average salary by contribution assumption: employee only about $265,319 at 4% or $176,879 at 6%; with 50% employer match about $176,879 at 4% or $117,919 at 6%; with 100% employer match about $132,659 at 4% or $88,440 at 6%.
202316$1,464,060$76,822$12,804iApproximate average salary by contribution assumption: employee only about $320,092 at 4% or $213,394 at 6%; with 50% employer match about $213,394 at 4% or $142,263 at 6%; with 100% employer match about $160,046 at 4% or $106,697 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-6$1,464,060$76,822$12,804iApproximate average salary by contribution assumption: employee only about $320,092 at 4% or $213,394 at 6%; with 50% employer match about $213,394 at 4% or $142,263 at 6%; with 100% employer match about $160,046 at 4% or $106,697 at 6%.
202216$1,317,142$60,579$10,097iApproximate average salary by contribution assumption: employee only about $252,413 at 4% or $168,275 at 6%; with 50% employer match about $168,275 at 4% or $112,183 at 6%; with 100% employer match about $126,206 at 4% or $84,138 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-6$1,317,142$60,579$10,097iApproximate average salary by contribution assumption: employee only about $252,413 at 4% or $168,275 at 6%; with 50% employer match about $168,275 at 4% or $112,183 at 6%; with 100% employer match about $126,206 at 4% or $84,138 at 6%.
202116$1,497,739$81,758$13,626iApproximate average salary by contribution assumption: employee only about $340,658 at 4% or $227,106 at 6%; with 50% employer match about $227,106 at 4% or $151,404 at 6%; with 100% employer match about $170,329 at 4% or $113,553 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-6$1,497,739$81,758$13,626iApproximate average salary by contribution assumption: employee only about $340,658 at 4% or $227,106 at 6%; with 50% employer match about $227,106 at 4% or $151,404 at 6%; with 100% employer match about $170,329 at 4% or $113,553 at 6%.
202017$1,236,668$76,573$10,939iApproximate average salary by contribution assumption: employee only about $273,475 at 4% or $182,317 at 6%; with 50% employer match about $182,317 at 4% or $121,544 at 6%; with 100% employer match about $136,738 at 4% or $91,158 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-7$1,236,668$76,573$10,939iApproximate average salary by contribution assumption: employee only about $273,475 at 4% or $182,317 at 6%; with 50% employer match about $182,317 at 4% or $121,544 at 6%; with 100% employer match about $136,738 at 4% or $91,158 at 6%.
201917$993,028$85,633$12,233iApproximate average salary by contribution assumption: employee only about $305,832 at 4% or $203,888 at 6%; with 50% employer match about $203,888 at 4% or $135,925 at 6%; with 100% employer match about $152,916 at 4% or $101,944 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-7$993,028$85,633$12,233iApproximate average salary by contribution assumption: employee only about $305,832 at 4% or $203,888 at 6%; with 50% employer match about $203,888 at 4% or $135,925 at 6%; with 100% employer match about $152,916 at 4% or $101,944 at 6%.
201816$741,453$77,352$12,892iApproximate average salary by contribution assumption: employee only about $322,300 at 4% or $214,867 at 6%; with 50% employer match about $214,867 at 4% or $143,244 at 6%; with 100% employer match about $161,150 at 4% or $107,433 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-6$741,453$77,352$12,892iApproximate average salary by contribution assumption: employee only about $322,300 at 4% or $214,867 at 6%; with 50% employer match about $214,867 at 4% or $143,244 at 6%; with 100% employer match about $161,150 at 4% or $107,433 at 6%.
201717$712,862$67,896$9,699iApproximate average salary by contribution assumption: employee only about $242,486 at 4% or $161,657 at 6%; with 50% employer match about $161,657 at 4% or $107,771 at 6%; with 100% employer match about $121,243 at 4% or $80,829 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-7$712,862$67,896$9,699iApproximate average salary by contribution assumption: employee only about $242,486 at 4% or $161,657 at 6%; with 50% employer match about $161,657 at 4% or $107,771 at 6%; with 100% employer match about $121,243 at 4% or $80,829 at 6%.
201616$553,842$70,171$11,695iApproximate average salary by contribution assumption: employee only about $292,379 at 4% or $194,919 at 6%; with 50% employer match about $194,919 at 4% or $129,946 at 6%; with 100% employer match about $146,190 at 4% or $97,460 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-6$553,842$70,171$11,695iApproximate average salary by contribution assumption: employee only about $292,379 at 4% or $194,919 at 6%; with 50% employer match about $194,919 at 4% or $129,946 at 6%; with 100% employer match about $146,190 at 4% or $97,460 at 6%.
201515$2,338,495$67,892$13,578iApproximate average salary by contribution assumption: employee only about $339,460 at 4% or $226,307 at 6%; with 50% employer match about $226,307 at 4% or $150,871 at 6%; with 100% employer match about $169,730 at 4% or $113,153 at 6%.
The Lofy Group 401(K) Profit Sharing Plan-5$2,338,495$67,892$13,578iApproximate average salary by contribution assumption: employee only about $339,460 at 4% or $226,307 at 6%; with 50% employer match about $226,307 at 4% or $150,871 at 6%; with 100% employer match about $169,730 at 4% or $113,153 at 6%.