Civic Intelligence

S. Lockhart Agency Inc

Plan context: S. Lockhart Agency Inc. Retirement Plan

EIN 47-4811727 • 5 filings • 1 plans

Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$7,500

2019 Contributions

$66,769

Historical Graphs

Total Assets Over Time

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

$75,000$37,500$0201520172019YearValue
$7,500Latest year 2019

Participants Over Time

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

110201520172019YearValue
1Latest year 2019

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
201911$7,500$0-
S. Lockhart Agency Inc. Retirement Plan-1$7,500--
201811$2,000$0-
S. Lockhart Agency Inc. Retirement Plan-1$2,000--
201711$75,000$0-
S. Lockhart Agency Inc. Retirement Plan-1$75,000--
201611$5,000$0-
S. Lockhart Agency Inc. Retirement Plan-1$5,000--
201511$65,580$66,769$66,769iApproximate average salary by contribution assumption: employee only about $1,669,225 at 4% or $1,112,817 at 6%; with 50% employer match about $1,112,817 at 4% or $741,878 at 6%; with 100% employer match about $834,613 at 4% or $556,408 at 6%.
S. Lockhart Agency Inc. Retirement Plan-1$65,580$66,769$66,769iApproximate average salary by contribution assumption: employee only about $1,669,225 at 4% or $1,112,817 at 6%; with 50% employer match about $1,112,817 at 4% or $741,878 at 6%; with 100% employer match about $834,613 at 4% or $556,408 at 6%.