Jimmy Lockhart MD
Plan context: Jimmy Lockhart MD 401(K) P/S Plan
EIN 54-2169313 • Vero Beach, FL • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,646,722
2024 Contributions
$6,300
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,646,722 | $6,300 | $2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $2,646,722 | $6,300 | $2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%. |
| 2023 | 1 | 3 | $2,385,431 | $8,575 | $2,858iApproximate average salary by contribution assumption: employee only about $71,458 at 4% or $47,639 at 6%; with 50% employer match about $47,639 at 4% or $31,759 at 6%; with 100% employer match about $35,729 at 4% or $23,819 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $2,385,431 | $8,575 | $2,858iApproximate average salary by contribution assumption: employee only about $71,458 at 4% or $47,639 at 6%; with 50% employer match about $47,639 at 4% or $31,759 at 6%; with 100% employer match about $35,729 at 4% or $23,819 at 6%. |
| 2022 | 1 | 3 | $2,066,371 | $11,217 | $3,739iApproximate average salary by contribution assumption: employee only about $93,475 at 4% or $62,317 at 6%; with 50% employer match about $62,317 at 4% or $41,544 at 6%; with 100% employer match about $46,738 at 4% or $31,158 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $2,066,371 | $11,217 | $3,739iApproximate average salary by contribution assumption: employee only about $93,475 at 4% or $62,317 at 6%; with 50% employer match about $62,317 at 4% or $41,544 at 6%; with 100% employer match about $46,738 at 4% or $31,158 at 6%. |
| 2021 | 1 | 3 | $2,455,998 | $50,793 | $16,931iApproximate average salary by contribution assumption: employee only about $423,275 at 4% or $282,183 at 6%; with 50% employer match about $282,183 at 4% or $188,122 at 6%; with 100% employer match about $211,638 at 4% or $141,092 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $2,455,998 | $50,793 | $16,931iApproximate average salary by contribution assumption: employee only about $423,275 at 4% or $282,183 at 6%; with 50% employer match about $282,183 at 4% or $188,122 at 6%; with 100% employer match about $211,638 at 4% or $141,092 at 6%. |
| 2020 | 1 | 3 | $2,015,801 | $65,300 | $21,767iApproximate average salary by contribution assumption: employee only about $544,167 at 4% or $362,778 at 6%; with 50% employer match about $362,778 at 4% or $241,852 at 6%; with 100% employer match about $272,083 at 4% or $181,389 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $2,015,801 | $65,300 | $21,767iApproximate average salary by contribution assumption: employee only about $544,167 at 4% or $362,778 at 6%; with 50% employer match about $362,778 at 4% or $241,852 at 6%; with 100% employer match about $272,083 at 4% or $181,389 at 6%. |
| 2019 | 1 | 3 | $1,654,706 | $95,300 | $31,767iApproximate average salary by contribution assumption: employee only about $794,167 at 4% or $529,444 at 6%; with 50% employer match about $529,444 at 4% or $352,963 at 6%; with 100% employer match about $397,083 at 4% or $264,722 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $1,654,706 | $95,300 | $31,767iApproximate average salary by contribution assumption: employee only about $794,167 at 4% or $529,444 at 6%; with 50% employer match about $529,444 at 4% or $352,963 at 6%; with 100% employer match about $397,083 at 4% or $264,722 at 6%. |
| 2018 | 1 | 3 | $1,248,136 | $94,800 | $31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $1,248,136 | $94,800 | $31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%. |
| 2017 | 1 | 3 | $1,243,344 | $103,813 | $34,604iApproximate average salary by contribution assumption: employee only about $865,108 at 4% or $576,739 at 6%; with 50% employer match about $576,739 at 4% or $384,493 at 6%; with 100% employer match about $432,554 at 4% or $288,369 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $1,243,344 | $103,813 | $34,604iApproximate average salary by contribution assumption: employee only about $865,108 at 4% or $576,739 at 6%; with 50% employer match about $576,739 at 4% or $384,493 at 6%; with 100% employer match about $432,554 at 4% or $288,369 at 6%. |
| 2016 | 1 | 3 | $969,878 | $92,467 | $30,822iApproximate average salary by contribution assumption: employee only about $770,558 at 4% or $513,706 at 6%; with 50% employer match about $513,706 at 4% or $342,470 at 6%; with 100% employer match about $385,279 at 4% or $256,853 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $969,878 | $92,467 | $30,822iApproximate average salary by contribution assumption: employee only about $770,558 at 4% or $513,706 at 6%; with 50% employer match about $513,706 at 4% or $342,470 at 6%; with 100% employer match about $385,279 at 4% or $256,853 at 6%. |
| 2015 | 1 | 3 | $799,423 | $85,505 | $28,502iApproximate average salary by contribution assumption: employee only about $712,542 at 4% or $475,028 at 6%; with 50% employer match about $475,028 at 4% or $316,685 at 6%; with 100% employer match about $356,271 at 4% or $237,514 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $799,423 | $85,505 | $28,502iApproximate average salary by contribution assumption: employee only about $712,542 at 4% or $475,028 at 6%; with 50% employer match about $475,028 at 4% or $316,685 at 6%; with 100% employer match about $356,271 at 4% or $237,514 at 6%. |
| 2014 | 1 | 3 | $725,423 | $83,375 | $27,792iApproximate average salary by contribution assumption: employee only about $694,792 at 4% or $463,194 at 6%; with 50% employer match about $463,194 at 4% or $308,796 at 6%; with 100% employer match about $347,396 at 4% or $231,597 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $725,423 | $83,375 | $27,792iApproximate average salary by contribution assumption: employee only about $694,792 at 4% or $463,194 at 6%; with 50% employer match about $463,194 at 4% or $308,796 at 6%; with 100% employer match about $347,396 at 4% or $231,597 at 6%. |
| 2013 | 1 | 3 | $623,887 | $77,175 | $25,725iApproximate average salary by contribution assumption: employee only about $643,125 at 4% or $428,750 at 6%; with 50% employer match about $428,750 at 4% or $285,833 at 6%; with 100% employer match about $321,563 at 4% or $214,375 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $623,887 | $77,175 | $25,725iApproximate average salary by contribution assumption: employee only about $643,125 at 4% or $428,750 at 6%; with 50% employer match about $428,750 at 4% or $285,833 at 6%; with 100% employer match about $321,563 at 4% or $214,375 at 6%. |
| 2012 | 1 | 3 | $465,664 | $75,450 | $25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $465,664 | $75,450 | $25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%. |
| 2011 | 1 | 3 | $350,005 | $72,313 | $24,104iApproximate average salary by contribution assumption: employee only about $602,608 at 4% or $401,739 at 6%; with 50% employer match about $401,739 at 4% or $267,826 at 6%; with 100% employer match about $301,304 at 4% or $200,869 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $350,005 | $72,313 | $24,104iApproximate average salary by contribution assumption: employee only about $602,608 at 4% or $401,739 at 6%; with 50% employer match about $401,739 at 4% or $267,826 at 6%; with 100% employer match about $301,304 at 4% or $200,869 at 6%. |
| 2010 | 1 | 3 | $283,282 | $69,943 | $23,314iApproximate average salary by contribution assumption: employee only about $582,858 at 4% or $388,572 at 6%; with 50% employer match about $388,572 at 4% or $259,048 at 6%; with 100% employer match about $291,429 at 4% or $194,286 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $283,282 | $69,943 | $23,314iApproximate average salary by contribution assumption: employee only about $582,858 at 4% or $388,572 at 6%; with 50% employer match about $388,572 at 4% or $259,048 at 6%; with 100% employer match about $291,429 at 4% or $194,286 at 6%. |
| 2009 | 1 | 3 | $192,405 | $64,480 | $21,493iApproximate average salary by contribution assumption: employee only about $537,333 at 4% or $358,222 at 6%; with 50% employer match about $358,222 at 4% or $238,815 at 6%; with 100% employer match about $268,667 at 4% or $179,111 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $192,405 | $64,480 | $21,493iApproximate average salary by contribution assumption: employee only about $537,333 at 4% or $358,222 at 6%; with 50% employer match about $358,222 at 4% or $238,815 at 6%; with 100% employer match about $268,667 at 4% or $179,111 at 6%. |
| 2008 | 1 | 3 | $104,378 | $65,615 | $21,872iApproximate average salary by contribution assumption: employee only about $546,792 at 4% or $364,528 at 6%; with 50% employer match about $364,528 at 4% or $243,019 at 6%; with 100% employer match about $273,396 at 4% or $182,264 at 6%. |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | $104,378 | $65,615 | $21,872iApproximate average salary by contribution assumption: employee only about $546,792 at 4% or $364,528 at 6%; with 50% employer match about $364,528 at 4% or $243,019 at 6%; with 100% employer match about $273,396 at 4% or $182,264 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jimmy Lockhart MD 401(K) P/S Plan | - | 3 | - | - | - |