Lancaster Mcaden Willis Smith Company
Plan context: Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan
EIN 56-0942913 • New Bern, NC • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$12,550,742
2024 Contributions
$725,519
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 | 54 | $12,550,742 | $725,519 | $13,436iApproximate average salary by contribution assumption: employee only about $335,888 at 4% or $223,926 at 6%; with 50% employer match about $223,926 at 4% or $149,284 at 6%; with 100% employer match about $167,944 at 4% or $111,963 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 54 | $12,550,742 | $725,519 | $13,436iApproximate average salary by contribution assumption: employee only about $335,888 at 4% or $223,926 at 6%; with 50% employer match about $223,926 at 4% or $149,284 at 6%; with 100% employer match about $167,944 at 4% or $111,963 at 6%. |
| 2023 | 1 | 54 | $10,473,918 | $740,692 | $13,717iApproximate average salary by contribution assumption: employee only about $342,913 at 4% or $228,609 at 6%; with 50% employer match about $228,609 at 4% or $152,406 at 6%; with 100% employer match about $171,456 at 4% or $114,304 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 54 | $10,473,918 | $740,692 | $13,717iApproximate average salary by contribution assumption: employee only about $342,913 at 4% or $228,609 at 6%; with 50% employer match about $228,609 at 4% or $152,406 at 6%; with 100% employer match about $171,456 at 4% or $114,304 at 6%. |
| 2022 | 1 | 53 | $10,027,560 | $724,847 | $13,676iApproximate average salary by contribution assumption: employee only about $341,909 at 4% or $227,939 at 6%; with 50% employer match about $227,939 at 4% or $151,960 at 6%; with 100% employer match about $170,954 at 4% or $113,970 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 53 | $10,027,560 | $724,847 | $13,676iApproximate average salary by contribution assumption: employee only about $341,909 at 4% or $227,939 at 6%; with 50% employer match about $227,939 at 4% or $151,960 at 6%; with 100% employer match about $170,954 at 4% or $113,970 at 6%. |
| 2021 | 1 | 51 | $12,729,540 | $795,965 | $15,607iApproximate average salary by contribution assumption: employee only about $390,179 at 4% or $260,119 at 6%; with 50% employer match about $260,119 at 4% or $173,413 at 6%; with 100% employer match about $195,089 at 4% or $130,060 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 51 | $12,729,540 | $795,965 | $15,607iApproximate average salary by contribution assumption: employee only about $390,179 at 4% or $260,119 at 6%; with 50% employer match about $260,119 at 4% or $173,413 at 6%; with 100% employer match about $195,089 at 4% or $130,060 at 6%. |
| 2020 | 1 | 49 | $11,131,936 | $667,154 | $13,615iApproximate average salary by contribution assumption: employee only about $340,385 at 4% or $226,923 at 6%; with 50% employer match about $226,923 at 4% or $151,282 at 6%; with 100% employer match about $170,192 at 4% or $113,462 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 49 | $11,131,936 | $667,154 | $13,615iApproximate average salary by contribution assumption: employee only about $340,385 at 4% or $226,923 at 6%; with 50% employer match about $226,923 at 4% or $151,282 at 6%; with 100% employer match about $170,192 at 4% or $113,462 at 6%. |
| 2019 | 1 | 48 | $9,007,723 | $639,877 | $13,331iApproximate average salary by contribution assumption: employee only about $333,269 at 4% or $222,180 at 6%; with 50% employer match about $222,180 at 4% or $148,120 at 6%; with 100% employer match about $166,635 at 4% or $111,090 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 48 | $9,007,723 | $639,877 | $13,331iApproximate average salary by contribution assumption: employee only about $333,269 at 4% or $222,180 at 6%; with 50% employer match about $222,180 at 4% or $148,120 at 6%; with 100% employer match about $166,635 at 4% or $111,090 at 6%. |
| 2018 | 1 | 46 | $7,516,867 | $596,286 | $12,963iApproximate average salary by contribution assumption: employee only about $324,068 at 4% or $216,046 at 6%; with 50% employer match about $216,046 at 4% or $144,030 at 6%; with 100% employer match about $162,034 at 4% or $108,023 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 46 | $7,516,867 | $596,286 | $12,963iApproximate average salary by contribution assumption: employee only about $324,068 at 4% or $216,046 at 6%; with 50% employer match about $216,046 at 4% or $144,030 at 6%; with 100% employer match about $162,034 at 4% or $108,023 at 6%. |
| 2017 | 1 | 39 | $7,765,841 | $555,123 | $14,234iApproximate average salary by contribution assumption: employee only about $355,848 at 4% or $237,232 at 6%; with 50% employer match about $237,232 at 4% or $158,155 at 6%; with 100% employer match about $177,924 at 4% or $118,616 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 39 | $7,765,841 | $555,123 | $14,234iApproximate average salary by contribution assumption: employee only about $355,848 at 4% or $237,232 at 6%; with 50% employer match about $237,232 at 4% or $158,155 at 6%; with 100% employer match about $177,924 at 4% or $118,616 at 6%. |
| 2016 | 1 | 40 | $6,575,164 | $613,668 | $15,342iApproximate average salary by contribution assumption: employee only about $383,543 at 4% or $255,695 at 6%; with 50% employer match about $255,695 at 4% or $170,463 at 6%; with 100% employer match about $191,771 at 4% or $127,848 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 40 | $6,575,164 | $613,668 | $15,342iApproximate average salary by contribution assumption: employee only about $383,543 at 4% or $255,695 at 6%; with 50% employer match about $255,695 at 4% or $170,463 at 6%; with 100% employer match about $191,771 at 4% or $127,848 at 6%. |
| 2015 | 1 | 37 | $5,545,627 | $468,246 | $12,655iApproximate average salary by contribution assumption: employee only about $316,382 at 4% or $210,922 at 6%; with 50% employer match about $210,922 at 4% or $140,614 at 6%; with 100% employer match about $158,191 at 4% or $105,461 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 37 | $5,545,627 | $468,246 | $12,655iApproximate average salary by contribution assumption: employee only about $316,382 at 4% or $210,922 at 6%; with 50% employer match about $210,922 at 4% or $140,614 at 6%; with 100% employer match about $158,191 at 4% or $105,461 at 6%. |
| 2014 | 1 | 33 | $5,788,375 | $430,533 | $13,046iApproximate average salary by contribution assumption: employee only about $326,161 at 4% or $217,441 at 6%; with 50% employer match about $217,441 at 4% or $144,961 at 6%; with 100% employer match about $163,081 at 4% or $108,720 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 33 | $5,788,375 | $430,533 | $13,046iApproximate average salary by contribution assumption: employee only about $326,161 at 4% or $217,441 at 6%; with 50% employer match about $217,441 at 4% or $144,961 at 6%; with 100% employer match about $163,081 at 4% or $108,720 at 6%. |
| 2013 | 1 | 31 | $5,124,424 | $341,952 | $11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,563 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 31 | $5,124,424 | $341,952 | $11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,563 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%. |
| 2012 | 1 | 29 | $4,107,750 | $397,109 | $13,693iApproximate average salary by contribution assumption: employee only about $342,335 at 4% or $228,224 at 6%; with 50% employer match about $228,224 at 4% or $152,149 at 6%; with 100% employer match about $171,168 at 4% or $114,112 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 29 | $4,107,750 | $397,109 | $13,693iApproximate average salary by contribution assumption: employee only about $342,335 at 4% or $228,224 at 6%; with 50% employer match about $228,224 at 4% or $152,149 at 6%; with 100% employer match about $171,168 at 4% or $114,112 at 6%. |
| 2011 | 1 | 28 | $3,386,594 | $332,592 | $11,878iApproximate average salary by contribution assumption: employee only about $296,957 at 4% or $197,971 at 6%; with 50% employer match about $197,971 at 4% or $131,981 at 6%; with 100% employer match about $148,479 at 4% or $98,986 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 28 | $3,386,594 | $332,592 | $11,878iApproximate average salary by contribution assumption: employee only about $296,957 at 4% or $197,971 at 6%; with 50% employer match about $197,971 at 4% or $131,981 at 6%; with 100% employer match about $148,479 at 4% or $98,986 at 6%. |
| 2010 | 1 | 26 | $3,454,551 | $319,760 | $12,298iApproximate average salary by contribution assumption: employee only about $307,462 at 4% or $204,974 at 6%; with 50% employer match about $204,974 at 4% or $136,650 at 6%; with 100% employer match about $153,731 at 4% or $102,487 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 26 | $3,454,551 | $319,760 | $12,298iApproximate average salary by contribution assumption: employee only about $307,462 at 4% or $204,974 at 6%; with 50% employer match about $204,974 at 4% or $136,650 at 6%; with 100% employer match about $153,731 at 4% or $102,487 at 6%. |
| 2009 | 1 | 24 | $3,856,089 | $321,833 | $13,410iApproximate average salary by contribution assumption: employee only about $335,243 at 4% or $223,495 at 6%; with 50% employer match about $223,495 at 4% or $148,997 at 6%; with 100% employer match about $167,621 at 4% or $111,748 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 24 | $3,856,089 | $321,833 | $13,410iApproximate average salary by contribution assumption: employee only about $335,243 at 4% or $223,495 at 6%; with 50% employer match about $223,495 at 4% or $148,997 at 6%; with 100% employer match about $167,621 at 4% or $111,748 at 6%. |
| 2008 | 1 | 21 | $2,853,499 | $273,230 | $13,011iApproximate average salary by contribution assumption: employee only about $325,274 at 4% or $216,849 at 6%; with 50% employer match about $216,849 at 4% or $144,566 at 6%; with 100% employer match about $162,637 at 4% or $108,425 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 21 | $2,853,499 | $273,230 | $13,011iApproximate average salary by contribution assumption: employee only about $325,274 at 4% or $216,849 at 6%; with 50% employer match about $216,849 at 4% or $144,566 at 6%; with 100% employer match about $162,637 at 4% or $108,425 at 6%. |
| 2007 | 1 | 18 | $3,908,700 | $273,863 | $15,215iApproximate average salary by contribution assumption: employee only about $380,365 at 4% or $253,577 at 6%; with 50% employer match about $253,577 at 4% or $169,051 at 6%; with 100% employer match about $190,183 at 4% or $126,788 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 18 | $3,908,700 | $273,863 | $15,215iApproximate average salary by contribution assumption: employee only about $380,365 at 4% or $253,577 at 6%; with 50% employer match about $253,577 at 4% or $169,051 at 6%; with 100% employer match about $190,183 at 4% or $126,788 at 6%. |
| 2006 | 1 | 20 | $3,371,774 | $267,541 | $13,377iApproximate average salary by contribution assumption: employee only about $334,426 at 4% or $222,951 at 6%; with 50% employer match about $222,951 at 4% or $148,634 at 6%; with 100% employer match about $167,213 at 4% or $111,475 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 20 | $3,371,774 | $267,541 | $13,377iApproximate average salary by contribution assumption: employee only about $334,426 at 4% or $222,951 at 6%; with 50% employer match about $222,951 at 4% or $148,634 at 6%; with 100% employer match about $167,213 at 4% or $111,475 at 6%. |
| 2005 | 1 | 20 | $2,791,353 | $245,078 | $12,254iApproximate average salary by contribution assumption: employee only about $306,348 at 4% or $204,232 at 6%; with 50% employer match about $204,232 at 4% or $136,154 at 6%; with 100% employer match about $153,174 at 4% or $102,116 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 20 | $2,791,353 | $245,078 | $12,254iApproximate average salary by contribution assumption: employee only about $306,348 at 4% or $204,232 at 6%; with 50% employer match about $204,232 at 4% or $136,154 at 6%; with 100% employer match about $153,174 at 4% or $102,116 at 6%. |
| 2004 | 1 | 20 | $2,337,652 | $273,241 | $13,662iApproximate average salary by contribution assumption: employee only about $341,551 at 4% or $227,701 at 6%; with 50% employer match about $227,701 at 4% or $151,801 at 6%; with 100% employer match about $170,776 at 4% or $113,850 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 20 | $2,337,652 | $273,241 | $13,662iApproximate average salary by contribution assumption: employee only about $341,551 at 4% or $227,701 at 6%; with 50% employer match about $227,701 at 4% or $151,801 at 6%; with 100% employer match about $170,776 at 4% or $113,850 at 6%. |
| 2003 | 1 | 21 | $1,822,680 | $25,122 | $1,196iApproximate average salary by contribution assumption: employee only about $29,907 at 4% or $19,938 at 6%; with 50% employer match about $19,938 at 4% or $13,292 at 6%; with 100% employer match about $14,954 at 4% or $9,969 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 21 | $1,822,680 | $25,122 | $1,196iApproximate average salary by contribution assumption: employee only about $29,907 at 4% or $19,938 at 6%; with 50% employer match about $19,938 at 4% or $13,292 at 6%; with 100% employer match about $14,954 at 4% or $9,969 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2000 | 1 | 17 | $1,543,884 | $219,167 | $12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,870 at 6%; with 50% employer match about $214,870 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 17 | $1,543,884 | $219,167 | $12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,870 at 6%; with 50% employer match about $214,870 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%. |
| 1999 | 1 | 16 | $1,619,597 | $136,832 | $8,552iApproximate average salary by contribution assumption: employee only about $213,800 at 4% or $142,533 at 6%; with 50% employer match about $142,533 at 4% or $95,022 at 6%; with 100% employer match about $106,900 at 4% or $71,267 at 6%. |
| Lancaster Mcaden Willis Smith Company 401K Profit Sharing Plan | - | 16 | $1,619,597 | $136,832 | $8,552iApproximate average salary by contribution assumption: employee only about $213,800 at 4% or $142,533 at 6%; with 50% employer match about $142,533 at 4% or $95,022 at 6%; with 100% employer match about $106,900 at 4% or $71,267 at 6%. |