Civic Intelligence

Weal, Devan & Lowery LLC

Plan context: Weal, Devan & Lowery LLC Profit Sharing Plan Formerly Trundy, Weal, Devan & Lowery LLC Profit S

EIN 52-1902627 • 4 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

11

2003 Assets

$422,289

2003 Contributions

$63,180

Historical Graphs

Total Assets Over Time

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

$592,225$296,113$020002002YearValue
$422,289Latest year 2002

Participants Over Time

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

116020002002YearValue
11Latest year 2002

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
200310$0$0-
Weal, Devan & Lowery LLC Profit Sharing Plan Formerly Trundy, Weal, Devan & Lowery LLC Profit S-0---
2002111$422,289$0-
Weal, Devan & Lowery LLC Profit Sharing Plan Formerly Trundy, Weal, Devan & Lowery LLC Profit S-11$422,289--
200110$0$0-
Weal, Devan & Lowery LLC Profit Sharing Plan Formerly Trundy, Weal, Devan & Lowery LLC Profit S-0---
2000110$592,225$63,180$6,318iApproximate average salary by contribution assumption: employee only about $157,950 at 4% or $105,300 at 6%; with 50% employer match about $105,300 at 4% or $70,200 at 6%; with 100% employer match about $78,975 at 4% or $52,650 at 6%.
Weal, Devan & Lowery LLC Profit Sharing Plan Formerly Trundy, Weal, Devan & Lowery LLC Profit S-10$592,225$63,180$6,318iApproximate average salary by contribution assumption: employee only about $157,950 at 4% or $105,300 at 6%; with 50% employer match about $105,300 at 4% or $70,200 at 6%; with 100% employer match about $78,975 at 4% or $52,650 at 6%.