Lowe & Associates Financial Services Ltd
Plan context: Lowe & Associates Financial Services Ltd. Profit Sharing Plan
EIN 52-2002514 • Columbia, MD • 35 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$3,847,171
2025 Contributions
$132,775
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $3,847,171 | $132,775 | $14,753iApproximate average salary by contribution assumption: employee only about $368,819 at 4% or $245,880 at 6%; with 50% employer match about $245,880 at 4% or $163,920 at 6%; with 100% employer match about $184,410 at 4% or $122,940 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $3,847,171 | $132,775 | $14,753iApproximate average salary by contribution assumption: employee only about $368,819 at 4% or $245,880 at 6%; with 50% employer match about $245,880 at 4% or $163,920 at 6%; with 100% employer match about $184,410 at 4% or $122,940 at 6%. |
| 2024 | 1 | 9 | $3,079,053 | $196,694 | $21,855iApproximate average salary by contribution assumption: employee only about $546,372 at 4% or $364,248 at 6%; with 50% employer match about $364,248 at 4% or $242,832 at 6%; with 100% employer match about $273,186 at 4% or $182,124 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $3,079,053 | $196,694 | $21,855iApproximate average salary by contribution assumption: employee only about $546,372 at 4% or $364,248 at 6%; with 50% employer match about $364,248 at 4% or $242,832 at 6%; with 100% employer match about $273,186 at 4% or $182,124 at 6%. |
| 2023 | 1 | 9 | $2,503,621 | $188,808 | $20,979iApproximate average salary by contribution assumption: employee only about $524,467 at 4% or $349,644 at 6%; with 50% employer match about $349,644 at 4% or $233,096 at 6%; with 100% employer match about $262,233 at 4% or $174,822 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $2,503,621 | $188,808 | $20,979iApproximate average salary by contribution assumption: employee only about $524,467 at 4% or $349,644 at 6%; with 50% employer match about $349,644 at 4% or $233,096 at 6%; with 100% employer match about $262,233 at 4% or $174,822 at 6%. |
| 2022 | 1 | 9 | $1,989,843 | $180,101 | $20,011iApproximate average salary by contribution assumption: employee only about $500,281 at 4% or $333,520 at 6%; with 50% employer match about $333,520 at 4% or $222,347 at 6%; with 100% employer match about $250,140 at 4% or $166,760 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $1,989,843 | $180,101 | $20,011iApproximate average salary by contribution assumption: employee only about $500,281 at 4% or $333,520 at 6%; with 50% employer match about $333,520 at 4% or $222,347 at 6%; with 100% employer match about $250,140 at 4% or $166,760 at 6%. |
| 2021 | 1 | 9 | $2,152,226 | $168,261 | $18,696iApproximate average salary by contribution assumption: employee only about $467,392 at 4% or $311,594 at 6%; with 50% employer match about $311,594 at 4% or $207,730 at 6%; with 100% employer match about $233,696 at 4% or $155,797 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $2,152,226 | $168,261 | $18,696iApproximate average salary by contribution assumption: employee only about $467,392 at 4% or $311,594 at 6%; with 50% employer match about $311,594 at 4% or $207,730 at 6%; with 100% employer match about $233,696 at 4% or $155,797 at 6%. |
| 2020 | 1 | 9 | $1,772,940 | $170,944 | $18,994iApproximate average salary by contribution assumption: employee only about $474,844 at 4% or $316,563 at 6%; with 50% employer match about $316,563 at 4% or $211,042 at 6%; with 100% employer match about $237,422 at 4% or $158,281 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $1,772,940 | $170,944 | $18,994iApproximate average salary by contribution assumption: employee only about $474,844 at 4% or $316,563 at 6%; with 50% employer match about $316,563 at 4% or $211,042 at 6%; with 100% employer match about $237,422 at 4% or $158,281 at 6%. |
| 2019 | 1 | 10 | $1,391,255 | $169,837 | $16,984iApproximate average salary by contribution assumption: employee only about $424,593 at 4% or $283,062 at 6%; with 50% employer match about $283,062 at 4% or $188,708 at 6%; with 100% employer match about $212,296 at 4% or $141,531 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 10 | $1,391,255 | $169,837 | $16,984iApproximate average salary by contribution assumption: employee only about $424,593 at 4% or $283,062 at 6%; with 50% employer match about $283,062 at 4% or $188,708 at 6%; with 100% employer match about $212,296 at 4% or $141,531 at 6%. |
| 2018 | 1 | 10 | $1,035,894 | $160,674 | $16,067iApproximate average salary by contribution assumption: employee only about $401,685 at 4% or $267,790 at 6%; with 50% employer match about $267,790 at 4% or $178,527 at 6%; with 100% employer match about $200,843 at 4% or $133,895 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 10 | $1,035,894 | $160,674 | $16,067iApproximate average salary by contribution assumption: employee only about $401,685 at 4% or $267,790 at 6%; with 50% employer match about $267,790 at 4% or $178,527 at 6%; with 100% employer match about $200,843 at 4% or $133,895 at 6%. |
| 2017 | 1 | 10 | $924,157 | $141,367 | $14,137iApproximate average salary by contribution assumption: employee only about $353,418 at 4% or $235,612 at 6%; with 50% employer match about $235,612 at 4% or $157,074 at 6%; with 100% employer match about $176,709 at 4% or $117,806 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 10 | $924,157 | $141,367 | $14,137iApproximate average salary by contribution assumption: employee only about $353,418 at 4% or $235,612 at 6%; with 50% employer match about $235,612 at 4% or $157,074 at 6%; with 100% employer match about $176,709 at 4% or $117,806 at 6%. |
| 2016 | 1 | 10 | $707,525 | $112,255 | $11,226iApproximate average salary by contribution assumption: employee only about $280,638 at 4% or $187,092 at 6%; with 50% employer match about $187,092 at 4% or $124,728 at 6%; with 100% employer match about $140,319 at 4% or $93,546 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 10 | $707,525 | $112,255 | $11,226iApproximate average salary by contribution assumption: employee only about $280,638 at 4% or $187,092 at 6%; with 50% employer match about $187,092 at 4% or $124,728 at 6%; with 100% employer match about $140,319 at 4% or $93,546 at 6%. |
| 2015 | 1 | 9 | $558,389 | $85,872 | $9,541iApproximate average salary by contribution assumption: employee only about $238,533 at 4% or $159,022 at 6%; with 50% employer match about $159,022 at 4% or $106,015 at 6%; with 100% employer match about $119,267 at 4% or $79,511 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 9 | $558,389 | $85,872 | $9,541iApproximate average salary by contribution assumption: employee only about $238,533 at 4% or $159,022 at 6%; with 50% employer match about $159,022 at 4% or $106,015 at 6%; with 100% employer match about $119,267 at 4% or $79,511 at 6%. |
| 2014 | 1 | 8 | $594,130 | $69,765 | $8,721iApproximate average salary by contribution assumption: employee only about $218,016 at 4% or $145,344 at 6%; with 50% employer match about $145,344 at 4% or $96,896 at 6%; with 100% employer match about $109,008 at 4% or $72,672 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 8 | $594,130 | $69,765 | $8,721iApproximate average salary by contribution assumption: employee only about $218,016 at 4% or $145,344 at 6%; with 50% employer match about $145,344 at 4% or $96,896 at 6%; with 100% employer match about $109,008 at 4% or $72,672 at 6%. |
| 2013 | 1 | 8 | $566,900 | $66,613 | $8,327iApproximate average salary by contribution assumption: employee only about $208,166 at 4% or $138,777 at 6%; with 50% employer match about $138,777 at 4% or $92,518 at 6%; with 100% employer match about $104,083 at 4% or $69,389 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 8 | $566,900 | $66,613 | $8,327iApproximate average salary by contribution assumption: employee only about $208,166 at 4% or $138,777 at 6%; with 50% employer match about $138,777 at 4% or $92,518 at 6%; with 100% employer match about $104,083 at 4% or $69,389 at 6%. |
| 2012 | 1 | 7 | $441,674 | $67,886 | $9,698iApproximate average salary by contribution assumption: employee only about $242,450 at 4% or $161,633 at 6%; with 50% employer match about $161,633 at 4% or $107,756 at 6%; with 100% employer match about $121,225 at 4% or $80,817 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 7 | $441,674 | $67,886 | $9,698iApproximate average salary by contribution assumption: employee only about $242,450 at 4% or $161,633 at 6%; with 50% employer match about $161,633 at 4% or $107,756 at 6%; with 100% employer match about $121,225 at 4% or $80,817 at 6%. |
| 2011 | 1 | 7 | $366,268 | $60,492 | $8,642iApproximate average salary by contribution assumption: employee only about $216,043 at 4% or $144,029 at 6%; with 50% employer match about $144,029 at 4% or $96,019 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 7 | $366,268 | $60,492 | $8,642iApproximate average salary by contribution assumption: employee only about $216,043 at 4% or $144,029 at 6%; with 50% employer match about $144,029 at 4% or $96,019 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%. |
| 2010 | 1 | 7 | $641,958 | $53,897 | $7,700iApproximate average salary by contribution assumption: employee only about $192,489 at 4% or $128,326 at 6%; with 50% employer match about $128,326 at 4% or $85,551 at 6%; with 100% employer match about $96,245 at 4% or $64,163 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 7 | $641,958 | $53,897 | $7,700iApproximate average salary by contribution assumption: employee only about $192,489 at 4% or $128,326 at 6%; with 50% employer match about $128,326 at 4% or $85,551 at 6%; with 100% employer match about $96,245 at 4% or $64,163 at 6%. |
| 2009 | 1 | 6 | $579,036 | $51,443 | $8,574iApproximate average salary by contribution assumption: employee only about $214,346 at 4% or $142,897 at 6%; with 50% employer match about $142,897 at 4% or $95,265 at 6%; with 100% employer match about $107,173 at 4% or $71,449 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $579,036 | $51,443 | $8,574iApproximate average salary by contribution assumption: employee only about $214,346 at 4% or $142,897 at 6%; with 50% employer match about $142,897 at 4% or $95,265 at 6%; with 100% employer match about $107,173 at 4% or $71,449 at 6%. |
| 2008 | 1 | 6 | $434,848 | $50,057 | $8,343iApproximate average salary by contribution assumption: employee only about $208,571 at 4% or $139,047 at 6%; with 50% employer match about $139,047 at 4% or $92,698 at 6%; with 100% employer match about $104,285 at 4% or $69,524 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $434,848 | $50,057 | $8,343iApproximate average salary by contribution assumption: employee only about $208,571 at 4% or $139,047 at 6%; with 50% employer match about $139,047 at 4% or $92,698 at 6%; with 100% employer match about $104,285 at 4% or $69,524 at 6%. |
| 2007 | 1 | 6 | $523,164 | $64,205 | $10,701iApproximate average salary by contribution assumption: employee only about $267,521 at 4% or $178,347 at 6%; with 50% employer match about $178,347 at 4% or $118,898 at 6%; with 100% employer match about $133,760 at 4% or $89,174 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $523,164 | $64,205 | $10,701iApproximate average salary by contribution assumption: employee only about $267,521 at 4% or $178,347 at 6%; with 50% employer match about $178,347 at 4% or $118,898 at 6%; with 100% employer match about $133,760 at 4% or $89,174 at 6%. |
| 2006 | 2 | 4 | $432,595 | $42,288 | $10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 4 | $432,595 | $42,288 | $10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 0 | - | - | - |
| 2005 | 2 | 5 | $577,773 | $36,822 | $7,364iApproximate average salary by contribution assumption: employee only about $184,110 at 4% or $122,740 at 6%; with 50% employer match about $122,740 at 4% or $81,827 at 6%; with 100% employer match about $92,055 at 4% or $61,370 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 5 | $346,053 | $36,822 | $7,364iApproximate average salary by contribution assumption: employee only about $184,110 at 4% or $122,740 at 6%; with 50% employer match about $122,740 at 4% or $81,827 at 6%; with 100% employer match about $92,055 at 4% or $61,370 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 5 | $231,720 | - | - |
| 2004 | 2 | 6 | $498,904 | $78,054 | $13,009iApproximate average salary by contribution assumption: employee only about $325,225 at 4% or $216,817 at 6%; with 50% employer match about $216,817 at 4% or $144,544 at 6%; with 100% employer match about $162,613 at 4% or $108,408 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $282,475 | $43,280 | $7,213iApproximate average salary by contribution assumption: employee only about $180,333 at 4% or $120,222 at 6%; with 50% employer match about $120,222 at 4% or $80,148 at 6%; with 100% employer match about $90,167 at 4% or $60,111 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 6 | $216,429 | $34,774 | $5,796iApproximate average salary by contribution assumption: employee only about $144,892 at 4% or $96,594 at 6%; with 50% employer match about $96,594 at 4% or $64,396 at 6%; with 100% employer match about $72,446 at 4% or $48,297 at 6%. |
| 2003 | 2 | 5 | $411,551 | $39,002 | $7,800iApproximate average salary by contribution assumption: employee only about $195,010 at 4% or $130,007 at 6%; with 50% employer match about $130,007 at 4% or $86,671 at 6%; with 100% employer match about $97,505 at 4% or $65,003 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 5 | $237,771 | $36,776 | $7,355iApproximate average salary by contribution assumption: employee only about $183,880 at 4% or $122,587 at 6%; with 50% employer match about $122,587 at 4% or $81,724 at 6%; with 100% employer match about $91,940 at 4% or $61,293 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 5 | $173,780 | $2,226 | $445iApproximate average salary by contribution assumption: employee only about $11,130 at 4% or $7,420 at 6%; with 50% employer match about $7,420 at 4% or $4,947 at 6%; with 100% employer match about $5,565 at 4% or $3,710 at 6%. |
| 2002 | 2 | 6 | $366,704 | $65,742 | $10,957iApproximate average salary by contribution assumption: employee only about $273,925 at 4% or $182,617 at 6%; with 50% employer match about $182,617 at 4% or $121,744 at 6%; with 100% employer match about $136,963 at 4% or $91,308 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 6 | $184,920 | $27,549 | $4,592iApproximate average salary by contribution assumption: employee only about $114,788 at 4% or $76,525 at 6%; with 50% employer match about $76,525 at 4% or $51,017 at 6%; with 100% employer match about $57,394 at 4% or $38,263 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $181,784 | $38,193 | $6,366iApproximate average salary by contribution assumption: employee only about $159,138 at 4% or $106,092 at 6%; with 50% employer match about $106,092 at 4% or $70,728 at 6%; with 100% employer match about $79,569 at 4% or $53,046 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 6 | - | - | - |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $344,741 | $90,649 | $15,108iApproximate average salary by contribution assumption: employee only about $377,704 at 4% or $251,803 at 6%; with 50% employer match about $251,803 at 4% or $167,869 at 6%; with 100% employer match about $188,852 at 4% or $125,901 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 6 | $174,932 | $46,728 | $7,788iApproximate average salary by contribution assumption: employee only about $194,700 at 4% or $129,800 at 6%; with 50% employer match about $129,800 at 4% or $86,533 at 6%; with 100% employer match about $97,350 at 4% or $64,900 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 6 | $169,809 | $43,921 | $7,320iApproximate average salary by contribution assumption: employee only about $183,004 at 4% or $122,003 at 6%; with 50% employer match about $122,003 at 4% or $81,335 at 6%; with 100% employer match about $91,502 at 4% or $61,001 at 6%. |
| 1999 | 2 | 4 | $287,214 | $66,369 | $16,592iApproximate average salary by contribution assumption: employee only about $414,806 at 4% or $276,538 at 6%; with 50% employer match about $276,538 at 4% or $184,358 at 6%; with 100% employer match about $207,403 at 4% or $138,269 at 6%. |
| Lowe & Associates Financial Services Ltd. Defined Benefit Plan | - | 4 | $149,353 | $35,622 | $8,906iApproximate average salary by contribution assumption: employee only about $222,638 at 4% or $148,425 at 6%; with 50% employer match about $148,425 at 4% or $98,950 at 6%; with 100% employer match about $111,319 at 4% or $74,213 at 6%. |
| Lowe & Associates Financial Services Ltd. Profit Sharing Plan | - | 4 | $137,861 | $30,747 | $7,687iApproximate average salary by contribution assumption: employee only about $192,169 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,408 at 6%; with 100% employer match about $96,084 at 4% or $64,056 at 6%. |