Lyerly Agency Inc.
Plan context: Lyerly Agency Inc. 401K Profit Sharing Plan and Trust
EIN 56-1221403 • Belmont, NC • 22 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$2,556,419
2020 Contributions
$57,181
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2019 | 1 | 5 | $2,556,419 | $57,181 | $11,436iApproximate average salary by contribution assumption: employee only about $285,905 at 4% or $190,603 at 6%; with 50% employer match about $190,603 at 4% or $127,069 at 6%; with 100% employer match about $142,953 at 4% or $95,302 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $2,556,419 | $57,181 | $11,436iApproximate average salary by contribution assumption: employee only about $285,905 at 4% or $190,603 at 6%; with 50% employer match about $190,603 at 4% or $127,069 at 6%; with 100% employer match about $142,953 at 4% or $95,302 at 6%. |
| 2018 | 1 | 5 | $2,325,131 | $64,639 | $12,928iApproximate average salary by contribution assumption: employee only about $323,195 at 4% or $215,463 at 6%; with 50% employer match about $215,463 at 4% or $143,642 at 6%; with 100% employer match about $161,598 at 4% or $107,732 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $2,325,131 | $64,639 | $12,928iApproximate average salary by contribution assumption: employee only about $323,195 at 4% or $215,463 at 6%; with 50% employer match about $215,463 at 4% or $143,642 at 6%; with 100% employer match about $161,598 at 4% or $107,732 at 6%. |
| 2017 | 1 | 5 | $2,106,509 | $61,195 | $12,239iApproximate average salary by contribution assumption: employee only about $305,975 at 4% or $203,983 at 6%; with 50% employer match about $203,983 at 4% or $135,989 at 6%; with 100% employer match about $152,988 at 4% or $101,992 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $2,106,509 | $61,195 | $12,239iApproximate average salary by contribution assumption: employee only about $305,975 at 4% or $203,983 at 6%; with 50% employer match about $203,983 at 4% or $135,989 at 6%; with 100% employer match about $152,988 at 4% or $101,992 at 6%. |
| 2016 | 1 | 5 | $1,866,310 | $62,662 | $12,532iApproximate average salary by contribution assumption: employee only about $313,310 at 4% or $208,873 at 6%; with 50% employer match about $208,873 at 4% or $139,249 at 6%; with 100% employer match about $156,655 at 4% or $104,437 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $1,866,310 | $62,662 | $12,532iApproximate average salary by contribution assumption: employee only about $313,310 at 4% or $208,873 at 6%; with 50% employer match about $208,873 at 4% or $139,249 at 6%; with 100% employer match about $156,655 at 4% or $104,437 at 6%. |
| 2015 | 1 | 4 | $1,644,079 | $62,845 | $15,711iApproximate average salary by contribution assumption: employee only about $392,781 at 4% or $261,854 at 6%; with 50% employer match about $261,854 at 4% or $174,569 at 6%; with 100% employer match about $196,391 at 4% or $130,927 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 4 | $1,644,079 | $62,845 | $15,711iApproximate average salary by contribution assumption: employee only about $392,781 at 4% or $261,854 at 6%; with 50% employer match about $261,854 at 4% or $174,569 at 6%; with 100% employer match about $196,391 at 4% or $130,927 at 6%. |
| 2014 | 1 | 4 | $1,524,306 | $45,946 | $11,487iApproximate average salary by contribution assumption: employee only about $287,163 at 4% or $191,442 at 6%; with 50% employer match about $191,442 at 4% or $127,628 at 6%; with 100% employer match about $143,581 at 4% or $95,721 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 4 | $1,524,306 | $45,946 | $11,487iApproximate average salary by contribution assumption: employee only about $287,163 at 4% or $191,442 at 6%; with 50% employer match about $191,442 at 4% or $127,628 at 6%; with 100% employer match about $143,581 at 4% or $95,721 at 6%. |
| 2013 | 1 | 3 | $1,450,280 | $39,575 | $13,192iApproximate average salary by contribution assumption: employee only about $329,792 at 4% or $219,861 at 6%; with 50% employer match about $219,861 at 4% or $146,574 at 6%; with 100% employer match about $164,896 at 4% or $109,931 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 3 | $1,450,280 | $39,575 | $13,192iApproximate average salary by contribution assumption: employee only about $329,792 at 4% or $219,861 at 6%; with 50% employer match about $219,861 at 4% or $146,574 at 6%; with 100% employer match about $164,896 at 4% or $109,931 at 6%. |
| 2012 | 1 | 4 | $1,216,867 | $35,626 | $8,907iApproximate average salary by contribution assumption: employee only about $222,663 at 4% or $148,442 at 6%; with 50% employer match about $148,442 at 4% or $98,961 at 6%; with 100% employer match about $111,331 at 4% or $74,221 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 4 | $1,216,867 | $35,626 | $8,907iApproximate average salary by contribution assumption: employee only about $222,663 at 4% or $148,442 at 6%; with 50% employer match about $148,442 at 4% or $98,961 at 6%; with 100% employer match about $111,331 at 4% or $74,221 at 6%. |
| 2011 | 1 | 5 | $1,075,004 | $9,191 | $1,838iApproximate average salary by contribution assumption: employee only about $45,955 at 4% or $30,637 at 6%; with 50% employer match about $30,637 at 4% or $20,424 at 6%; with 100% employer match about $22,978 at 4% or $15,318 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $1,075,004 | $9,191 | $1,838iApproximate average salary by contribution assumption: employee only about $45,955 at 4% or $30,637 at 6%; with 50% employer match about $30,637 at 4% or $20,424 at 6%; with 100% employer match about $22,978 at 4% or $15,318 at 6%. |
| 2010 | 1 | 5 | $1,141,380 | $25,648 | $5,130iApproximate average salary by contribution assumption: employee only about $128,240 at 4% or $85,493 at 6%; with 50% employer match about $85,493 at 4% or $56,996 at 6%; with 100% employer match about $64,120 at 4% or $42,747 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 5 | $1,141,380 | $25,648 | $5,130iApproximate average salary by contribution assumption: employee only about $128,240 at 4% or $85,493 at 6%; with 50% employer match about $85,493 at 4% or $56,996 at 6%; with 100% employer match about $64,120 at 4% or $42,747 at 6%. |
| 2009 | 1 | 7 | $949,907 | $41,747 | $5,964iApproximate average salary by contribution assumption: employee only about $149,096 at 4% or $99,398 at 6%; with 50% employer match about $99,398 at 4% or $66,265 at 6%; with 100% employer match about $74,548 at 4% or $49,699 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 7 | $949,907 | $41,747 | $5,964iApproximate average salary by contribution assumption: employee only about $149,096 at 4% or $99,398 at 6%; with 50% employer match about $99,398 at 4% or $66,265 at 6%; with 100% employer match about $74,548 at 4% or $49,699 at 6%. |
| 2008 | 1 | 8 | $875,293 | $66,275 | $8,284iApproximate average salary by contribution assumption: employee only about $207,109 at 4% or $138,073 at 6%; with 50% employer match about $138,073 at 4% or $92,049 at 6%; with 100% employer match about $103,555 at 4% or $69,036 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 8 | $875,293 | $66,275 | $8,284iApproximate average salary by contribution assumption: employee only about $207,109 at 4% or $138,073 at 6%; with 50% employer match about $138,073 at 4% or $92,049 at 6%; with 100% employer match about $103,555 at 4% or $69,036 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 7 | $1,131,374 | $73,730 | $10,533iApproximate average salary by contribution assumption: employee only about $263,321 at 4% or $175,548 at 6%; with 50% employer match about $175,548 at 4% or $117,032 at 6%; with 100% employer match about $131,661 at 4% or $87,774 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 7 | $1,131,374 | $73,730 | $10,533iApproximate average salary by contribution assumption: employee only about $263,321 at 4% or $175,548 at 6%; with 50% employer match about $175,548 at 4% or $117,032 at 6%; with 100% employer match about $131,661 at 4% or $87,774 at 6%. |
| 2005 | 1 | 8 | $899,099 | $60,499 | $7,562iApproximate average salary by contribution assumption: employee only about $189,059 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,026 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 8 | $899,099 | $60,499 | $7,562iApproximate average salary by contribution assumption: employee only about $189,059 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,026 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%. |
| 2004 | 1 | 8 | $739,401 | $75,084 | $9,386iApproximate average salary by contribution assumption: employee only about $234,638 at 4% or $156,425 at 6%; with 50% employer match about $156,425 at 4% or $104,283 at 6%; with 100% employer match about $117,319 at 4% or $78,213 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 8 | $739,401 | $75,084 | $9,386iApproximate average salary by contribution assumption: employee only about $234,638 at 4% or $156,425 at 6%; with 50% employer match about $156,425 at 4% or $104,283 at 6%; with 100% employer match about $117,319 at 4% or $78,213 at 6%. |
| 2003 | 1 | 9 | $636,934 | $57,033 | $6,337iApproximate average salary by contribution assumption: employee only about $158,425 at 4% or $105,617 at 6%; with 50% employer match about $105,617 at 4% or $70,411 at 6%; with 100% employer match about $79,213 at 4% or $52,808 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 9 | $636,934 | $57,033 | $6,337iApproximate average salary by contribution assumption: employee only about $158,425 at 4% or $105,617 at 6%; with 50% employer match about $105,617 at 4% or $70,411 at 6%; with 100% employer match about $79,213 at 4% or $52,808 at 6%. |
| 2002 | 1 | 10 | $503,673 | $77,455 | $7,746iApproximate average salary by contribution assumption: employee only about $193,638 at 4% or $129,092 at 6%; with 50% employer match about $129,092 at 4% or $86,061 at 6%; with 100% employer match about $96,819 at 4% or $64,546 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 10 | $503,673 | $77,455 | $7,746iApproximate average salary by contribution assumption: employee only about $193,638 at 4% or $129,092 at 6%; with 50% employer match about $129,092 at 4% or $86,061 at 6%; with 100% employer match about $96,819 at 4% or $64,546 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 1999 | 1 | 8 | $686,106 | $47,879 | $5,985iApproximate average salary by contribution assumption: employee only about $149,622 at 4% or $99,748 at 6%; with 50% employer match about $99,748 at 4% or $66,499 at 6%; with 100% employer match about $74,811 at 4% or $49,874 at 6%. |
| Lyerly Agency Inc. 401K Profit Sharing Plan and Trust | - | 8 | $686,106 | $47,879 | $5,985iApproximate average salary by contribution assumption: employee only about $149,622 at 4% or $99,748 at 6%; with 50% employer match about $99,748 at 4% or $66,499 at 6%; with 100% employer match about $74,811 at 4% or $49,874 at 6%. |