Morris & Elizabeth Lewis DBA
Plan context: Elizabeth a. Lewis 401K Profit Sharing Plan & Trust
EIN 54-1094501 • Herndon, VA • 13 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$82,784
2023 Contributions
$7,450
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 6 | $82,784 | $7,450 | $1,242iApproximate average salary by contribution assumption: employee only about $31,042 at 4% or $20,694 at 6%; with 50% employer match about $20,694 at 4% or $13,796 at 6%; with 100% employer match about $15,521 at 4% or $10,347 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 6 | $82,784 | $7,450 | $1,242iApproximate average salary by contribution assumption: employee only about $31,042 at 4% or $20,694 at 6%; with 50% employer match about $20,694 at 4% or $13,796 at 6%; with 100% employer match about $15,521 at 4% or $10,347 at 6%. |
| 2022 | 1 | 4 | $65,066 | $1,027 | $257iApproximate average salary by contribution assumption: employee only about $6,419 at 4% or $4,279 at 6%; with 50% employer match about $4,279 at 4% or $2,853 at 6%; with 100% employer match about $3,209 at 4% or $2,140 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $65,066 | $1,027 | $257iApproximate average salary by contribution assumption: employee only about $6,419 at 4% or $4,279 at 6%; with 50% employer match about $4,279 at 4% or $2,853 at 6%; with 100% employer match about $3,209 at 4% or $2,140 at 6%. |
| 2021 | 1 | 4 | $80,996 | $1,235 | $309iApproximate average salary by contribution assumption: employee only about $7,719 at 4% or $5,146 at 6%; with 50% employer match about $5,146 at 4% or $3,431 at 6%; with 100% employer match about $3,859 at 4% or $2,573 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $80,996 | $1,235 | $309iApproximate average salary by contribution assumption: employee only about $7,719 at 4% or $5,146 at 6%; with 50% employer match about $5,146 at 4% or $3,431 at 6%; with 100% employer match about $3,859 at 4% or $2,573 at 6%. |
| 2019 | 1 | 3 | $59,798 | $1,312 | $437iApproximate average salary by contribution assumption: employee only about $10,933 at 4% or $7,289 at 6%; with 50% employer match about $7,289 at 4% or $4,859 at 6%; with 100% employer match about $5,467 at 4% or $3,644 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 3 | $59,798 | $1,312 | $437iApproximate average salary by contribution assumption: employee only about $10,933 at 4% or $7,289 at 6%; with 50% employer match about $7,289 at 4% or $4,859 at 6%; with 100% employer match about $5,467 at 4% or $3,644 at 6%. |
| 2018 | 1 | 3 | $49,249 | $1,318 | $439iApproximate average salary by contribution assumption: employee only about $10,983 at 4% or $7,322 at 6%; with 50% employer match about $7,322 at 4% or $4,881 at 6%; with 100% employer match about $5,492 at 4% or $3,661 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 3 | $49,249 | $1,318 | $439iApproximate average salary by contribution assumption: employee only about $10,983 at 4% or $7,322 at 6%; with 50% employer match about $7,322 at 4% or $4,881 at 6%; with 100% employer match about $5,492 at 4% or $3,661 at 6%. |
| 2017 | 1 | 3 | $53,108 | $1,160 | $387iApproximate average salary by contribution assumption: employee only about $9,667 at 4% or $6,444 at 6%; with 50% employer match about $6,444 at 4% or $4,296 at 6%; with 100% employer match about $4,833 at 4% or $3,222 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 3 | $53,108 | $1,160 | $387iApproximate average salary by contribution assumption: employee only about $9,667 at 4% or $6,444 at 6%; with 50% employer match about $6,444 at 4% or $4,296 at 6%; with 100% employer match about $4,833 at 4% or $3,222 at 6%. |
| 2016 | 1 | 3 | $44,613 | $1,426 | $475iApproximate average salary by contribution assumption: employee only about $11,883 at 4% or $7,922 at 6%; with 50% employer match about $7,922 at 4% or $5,281 at 6%; with 100% employer match about $5,942 at 4% or $3,961 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 3 | $44,613 | $1,426 | $475iApproximate average salary by contribution assumption: employee only about $11,883 at 4% or $7,922 at 6%; with 50% employer match about $7,922 at 4% or $5,281 at 6%; with 100% employer match about $5,942 at 4% or $3,961 at 6%. |
| 2015 | 1 | 3 | $40,422 | $1,179 | $393iApproximate average salary by contribution assumption: employee only about $9,825 at 4% or $6,550 at 6%; with 50% employer match about $6,550 at 4% or $4,367 at 6%; with 100% employer match about $4,913 at 4% or $3,275 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 3 | $40,422 | $1,179 | $393iApproximate average salary by contribution assumption: employee only about $9,825 at 4% or $6,550 at 6%; with 50% employer match about $6,550 at 4% or $4,367 at 6%; with 100% employer match about $4,913 at 4% or $3,275 at 6%. |
| 2014 | 1 | 4 | $48,088 | $2,012 | $503iApproximate average salary by contribution assumption: employee only about $12,575 at 4% or $8,383 at 6%; with 50% employer match about $8,383 at 4% or $5,589 at 6%; with 100% employer match about $6,288 at 4% or $4,192 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $48,088 | $2,012 | $503iApproximate average salary by contribution assumption: employee only about $12,575 at 4% or $8,383 at 6%; with 50% employer match about $8,383 at 4% or $5,589 at 6%; with 100% employer match about $6,288 at 4% or $4,192 at 6%. |
| 2013 | 1 | 4 | $43,653 | $5,386 | $1,347iApproximate average salary by contribution assumption: employee only about $33,663 at 4% or $22,442 at 6%; with 50% employer match about $22,442 at 4% or $14,961 at 6%; with 100% employer match about $16,831 at 4% or $11,221 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $43,653 | $5,386 | $1,347iApproximate average salary by contribution assumption: employee only about $33,663 at 4% or $22,442 at 6%; with 50% employer match about $22,442 at 4% or $14,961 at 6%; with 100% employer match about $16,831 at 4% or $11,221 at 6%. |
| 2012 | 1 | 4 | $30,742 | $5,774 | $1,444iApproximate average salary by contribution assumption: employee only about $36,088 at 4% or $24,058 at 6%; with 50% employer match about $24,058 at 4% or $16,039 at 6%; with 100% employer match about $18,044 at 4% or $12,029 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $30,742 | $5,774 | $1,444iApproximate average salary by contribution assumption: employee only about $36,088 at 4% or $24,058 at 6%; with 50% employer match about $24,058 at 4% or $16,039 at 6%; with 100% employer match about $18,044 at 4% or $12,029 at 6%. |
| 2011 | 1 | 4 | $21,497 | $4,421 | $1,105iApproximate average salary by contribution assumption: employee only about $27,631 at 4% or $18,421 at 6%; with 50% employer match about $18,421 at 4% or $12,281 at 6%; with 100% employer match about $13,816 at 4% or $9,210 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $21,497 | $4,421 | $1,105iApproximate average salary by contribution assumption: employee only about $27,631 at 4% or $18,421 at 6%; with 50% employer match about $18,421 at 4% or $12,281 at 6%; with 100% employer match about $13,816 at 4% or $9,210 at 6%. |
| 2009 | 1 | 4 | $11,934 | $7,389 | $1,847iApproximate average salary by contribution assumption: employee only about $46,181 at 4% or $30,788 at 6%; with 50% employer match about $30,788 at 4% or $20,525 at 6%; with 100% employer match about $23,091 at 4% or $15,394 at 6%. |
| Elizabeth a. Lewis 401K Profit Sharing Plan & Trust | - | 4 | $11,934 | $7,389 | $1,847iApproximate average salary by contribution assumption: employee only about $46,181 at 4% or $30,788 at 6%; with 50% employer match about $30,788 at 4% or $20,525 at 6%; with 100% employer match about $23,091 at 4% or $15,394 at 6%. |