Civic Intelligence

Copeland, Lowery & Jacquez

Plan context: Copeland, Lowery & Jacquez Profit Sharing Plan

EIN 52-1764945 • Washington, DC • 26 filings • 4 plans

511 C Street, NEWashington, DC 20002
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,655,949

2024 Contributions

$304,476

Historical Graphs

Total Assets Over Time

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

$3,655,949$1,827,975$0199920122024YearValue
$3,655,949Latest year 2024

Participants Over Time

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

1790199920122024YearValue
17Latest 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
2024117$3,655,949$304,476$17,910iApproximate average salary by contribution assumption: employee only about $447,759 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-17$3,655,949$304,476$17,910iApproximate average salary by contribution assumption: employee only about $447,759 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
2023114$3,016,601$278,023$19,859iApproximate average salary by contribution assumption: employee only about $496,470 at 4% or $330,980 at 6%; with 50% employer match about $330,980 at 4% or $220,653 at 6%; with 100% employer match about $248,235 at 4% or $165,490 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-14$3,016,601$278,023$19,859iApproximate average salary by contribution assumption: employee only about $496,470 at 4% or $330,980 at 6%; with 50% employer match about $330,980 at 4% or $220,653 at 6%; with 100% employer match about $248,235 at 4% or $165,490 at 6%.
2022115$2,624,051$198,974$13,265iApproximate average salary by contribution assumption: employee only about $331,623 at 4% or $221,082 at 6%; with 50% employer match about $221,082 at 4% or $147,388 at 6%; with 100% employer match about $165,812 at 4% or $110,541 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-15$2,624,051$198,974$13,265iApproximate average salary by contribution assumption: employee only about $331,623 at 4% or $221,082 at 6%; with 50% employer match about $221,082 at 4% or $147,388 at 6%; with 100% employer match about $165,812 at 4% or $110,541 at 6%.
2021113$2,781,510$219,345$16,873iApproximate average salary by contribution assumption: employee only about $421,817 at 4% or $281,212 at 6%; with 50% employer match about $281,212 at 4% or $187,474 at 6%; with 100% employer match about $210,909 at 4% or $140,606 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-13$2,781,510$219,345$16,873iApproximate average salary by contribution assumption: employee only about $421,817 at 4% or $281,212 at 6%; with 50% employer match about $281,212 at 4% or $187,474 at 6%; with 100% employer match about $210,909 at 4% or $140,606 at 6%.
2020111$2,358,161$184,985$16,817iApproximate average salary by contribution assumption: employee only about $420,420 at 4% or $280,280 at 6%; with 50% employer match about $280,280 at 4% or $186,854 at 6%; with 100% employer match about $210,210 at 4% or $140,140 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-11$2,358,161$184,985$16,817iApproximate average salary by contribution assumption: employee only about $420,420 at 4% or $280,280 at 6%; with 50% employer match about $280,280 at 4% or $186,854 at 6%; with 100% employer match about $210,210 at 4% or $140,140 at 6%.
2019112$2,584,240$170,763$14,230iApproximate average salary by contribution assumption: employee only about $355,756 at 4% or $237,171 at 6%; with 50% employer match about $237,171 at 4% or $158,114 at 6%; with 100% employer match about $177,878 at 4% or $118,585 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-12$2,584,240$170,763$14,230iApproximate average salary by contribution assumption: employee only about $355,756 at 4% or $237,171 at 6%; with 50% employer match about $237,171 at 4% or $158,114 at 6%; with 100% employer match about $177,878 at 4% or $118,585 at 6%.
2018112$2,103,207$197,087$16,424iApproximate average salary by contribution assumption: employee only about $410,598 at 4% or $273,732 at 6%; with 50% employer match about $273,732 at 4% or $182,488 at 6%; with 100% employer match about $205,299 at 4% or $136,866 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-12$2,103,207$197,087$16,424iApproximate average salary by contribution assumption: employee only about $410,598 at 4% or $273,732 at 6%; with 50% employer match about $273,732 at 4% or $182,488 at 6%; with 100% employer match about $205,299 at 4% or $136,866 at 6%.
201717$2,243,517$139,822$19,975iApproximate average salary by contribution assumption: employee only about $499,364 at 4% or $332,910 at 6%; with 50% employer match about $332,910 at 4% or $221,940 at 6%; with 100% employer match about $249,682 at 4% or $166,455 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-7$2,243,517$139,822$19,975iApproximate average salary by contribution assumption: employee only about $499,364 at 4% or $332,910 at 6%; with 50% employer match about $332,910 at 4% or $221,940 at 6%; with 100% employer match about $249,682 at 4% or $166,455 at 6%.
201616$1,993,307$84,352$14,059iApproximate average salary by contribution assumption: employee only about $351,467 at 4% or $234,311 at 6%; with 50% employer match about $234,311 at 4% or $156,207 at 6%; with 100% employer match about $175,733 at 4% or $117,156 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-6$1,993,307$84,352$14,059iApproximate average salary by contribution assumption: employee only about $351,467 at 4% or $234,311 at 6%; with 50% employer match about $234,311 at 4% or $156,207 at 6%; with 100% employer match about $175,733 at 4% or $117,156 at 6%.
201516$1,920,844$103,439$17,240iApproximate average salary by contribution assumption: employee only about $430,996 at 4% or $287,331 at 6%; with 50% employer match about $287,331 at 4% or $191,554 at 6%; with 100% employer match about $215,498 at 4% or $143,665 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-6$1,920,844$103,439$17,240iApproximate average salary by contribution assumption: employee only about $430,996 at 4% or $287,331 at 6%; with 50% employer match about $287,331 at 4% or $191,554 at 6%; with 100% employer match about $215,498 at 4% or $143,665 at 6%.
201418$2,201,372$119,752$14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-8$2,201,372$119,752$14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%.
201319$2,205,558$107,644$11,960iApproximate average salary by contribution assumption: employee only about $299,011 at 4% or $199,341 at 6%; with 50% employer match about $199,341 at 4% or $132,894 at 6%; with 100% employer match about $149,506 at 4% or $99,670 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-9$2,205,558$107,644$11,960iApproximate average salary by contribution assumption: employee only about $299,011 at 4% or $199,341 at 6%; with 50% employer match about $199,341 at 4% or $132,894 at 6%; with 100% employer match about $149,506 at 4% or $99,670 at 6%.
201217$1,818,519$68,672$9,810iApproximate average salary by contribution assumption: employee only about $245,257 at 4% or $163,505 at 6%; with 50% employer match about $163,505 at 4% or $109,003 at 6%; with 100% employer match about $122,629 at 4% or $81,752 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-7$1,818,519$68,672$9,810iApproximate average salary by contribution assumption: employee only about $245,257 at 4% or $163,505 at 6%; with 50% employer match about $163,505 at 4% or $109,003 at 6%; with 100% employer match about $122,629 at 4% or $81,752 at 6%.
201117$1,572,631$105,633$15,090iApproximate average salary by contribution assumption: employee only about $377,261 at 4% or $251,507 at 6%; with 50% employer match about $251,507 at 4% or $167,671 at 6%; with 100% employer match about $188,630 at 4% or $125,754 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-7$1,572,631$105,633$15,090iApproximate average salary by contribution assumption: employee only about $377,261 at 4% or $251,507 at 6%; with 50% employer match about $251,507 at 4% or $167,671 at 6%; with 100% employer match about $188,630 at 4% or $125,754 at 6%.
2010112$1,643,898$162,320$13,527iApproximate average salary by contribution assumption: employee only about $338,167 at 4% or $225,444 at 6%; with 50% employer match about $225,444 at 4% or $150,296 at 6%; with 100% employer match about $169,083 at 4% or $112,722 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-12$1,643,898$162,320$13,527iApproximate average salary by contribution assumption: employee only about $338,167 at 4% or $225,444 at 6%; with 50% employer match about $225,444 at 4% or $150,296 at 6%; with 100% employer match about $169,083 at 4% or $112,722 at 6%.
2009111$1,388,127$165,646$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-11$1,388,127$165,646$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
200818$1,024,790$196,030$24,504iApproximate average salary by contribution assumption: employee only about $612,594 at 4% or $408,396 at 6%; with 50% employer match about $408,396 at 4% or $272,264 at 6%; with 100% employer match about $306,297 at 4% or $204,198 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-8$1,024,790$196,030$24,504iApproximate average salary by contribution assumption: employee only about $612,594 at 4% or $408,396 at 6%; with 50% employer match about $408,396 at 4% or $272,264 at 6%; with 100% employer match about $306,297 at 4% or $204,198 at 6%.
200719$0$0-
Copeland, Lowery & Jacquez Profit Sharing Plan-9---
200619$1,591,953$170,533$18,948iApproximate average salary by contribution assumption: employee only about $473,703 at 4% or $315,802 at 6%; with 50% employer match about $315,802 at 4% or $210,535 at 6%; with 100% employer match about $236,851 at 4% or $157,901 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-9$1,591,953$170,533$18,948iApproximate average salary by contribution assumption: employee only about $473,703 at 4% or $315,802 at 6%; with 50% employer match about $315,802 at 4% or $210,535 at 6%; with 100% employer match about $236,851 at 4% or $157,901 at 6%.
2005111$1,324,457$244,940$22,267iApproximate average salary by contribution assumption: employee only about $556,682 at 4% or $371,121 at 6%; with 50% employer match about $371,121 at 4% or $247,414 at 6%; with 100% employer match about $278,341 at 4% or $185,561 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-11$1,324,457$244,940$22,267iApproximate average salary by contribution assumption: employee only about $556,682 at 4% or $371,121 at 6%; with 50% employer match about $371,121 at 4% or $247,414 at 6%; with 100% employer match about $278,341 at 4% or $185,561 at 6%.
2004114$1,273,648$303,081$21,649iApproximate average salary by contribution assumption: employee only about $541,216 at 4% or $360,811 at 6%; with 50% employer match about $360,811 at 4% or $240,540 at 6%; with 100% employer match about $270,608 at 4% or $180,405 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-14$1,273,648$303,081$21,649iApproximate average salary by contribution assumption: employee only about $541,216 at 4% or $360,811 at 6%; with 50% employer match about $360,811 at 4% or $240,540 at 6%; with 100% employer match about $270,608 at 4% or $180,405 at 6%.
2003112$950,352$268,527$22,377iApproximate average salary by contribution assumption: employee only about $559,431 at 4% or $372,954 at 6%; with 50% employer match about $372,954 at 4% or $248,636 at 6%; with 100% employer match about $279,716 at 4% or $186,477 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-12$950,352$268,527$22,377iApproximate average salary by contribution assumption: employee only about $559,431 at 4% or $372,954 at 6%; with 50% employer match about $372,954 at 4% or $248,636 at 6%; with 100% employer match about $279,716 at 4% or $186,477 at 6%.
2002112$594,763$229,789$19,149iApproximate average salary by contribution assumption: employee only about $478,727 at 4% or $319,151 at 6%; with 50% employer match about $319,151 at 4% or $212,768 at 6%; with 100% employer match about $239,364 at 4% or $159,576 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-12$594,763$229,789$19,149iApproximate average salary by contribution assumption: employee only about $478,727 at 4% or $319,151 at 6%; with 50% employer match about $319,151 at 4% or $212,768 at 6%; with 100% employer match about $239,364 at 4% or $159,576 at 6%.
200116$445,322$139,235$23,206iApproximate average salary by contribution assumption: employee only about $580,146 at 4% or $386,764 at 6%; with 50% employer match about $386,764 at 4% or $257,843 at 6%; with 100% employer match about $290,073 at 4% or $193,382 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-6$445,322$139,235$23,206iApproximate average salary by contribution assumption: employee only about $580,146 at 4% or $386,764 at 6%; with 50% employer match about $386,764 at 4% or $257,843 at 6%; with 100% employer match about $290,073 at 4% or $193,382 at 6%.
200018$387,610$152,172$19,022iApproximate average salary by contribution assumption: employee only about $475,538 at 4% or $317,025 at 6%; with 50% employer match about $317,025 at 4% or $211,350 at 6%; with 100% employer match about $237,769 at 4% or $158,513 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-8$387,610$152,172$19,022iApproximate average salary by contribution assumption: employee only about $475,538 at 4% or $317,025 at 6%; with 50% employer match about $317,025 at 4% or $211,350 at 6%; with 100% employer match about $237,769 at 4% or $158,513 at 6%.
199916$269,173$118,521$19,754iApproximate average salary by contribution assumption: employee only about $493,838 at 4% or $329,225 at 6%; with 50% employer match about $329,225 at 4% or $219,483 at 6%; with 100% employer match about $246,919 at 4% or $164,613 at 6%.
Copeland, Lowery & Jacquez Profit Sharing Plan-6$269,173$118,521$19,754iApproximate average salary by contribution assumption: employee only about $493,838 at 4% or $329,225 at 6%; with 50% employer match about $329,225 at 4% or $219,483 at 6%; with 100% employer match about $246,919 at 4% or $164,613 at 6%.
Copeland, Lowery & Jacquez | EIN 52-1764945 | 2024 Form 5500 Company Profile