Civic Intelligence

Douglas J. Lewis

Plan context: Lewis 401(K) Retirement Plan

EIN 56-1403982 • Raleigh, NC • 23 filings • 2 plans

1611 E. Millbrook RoadRaleigh, NC 27609
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,725,628

2024 Contributions

$6,738

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,172,426$1,586,213$0201220182023YearValue
$1,725,628Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201220182023YearValue
6Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$6,738-
Lewis 401(K) Retirement Plan-0$0$6,738-
202316$1,725,628$97,573$16,262iApproximate average salary by contribution assumption: employee only about $406,554 at 4% or $271,036 at 6%; with 50% employer match about $271,036 at 4% or $180,691 at 6%; with 100% employer match about $203,277 at 4% or $135,518 at 6%.
Lewis 401(K) Retirement Plan-6$1,725,628$97,573$16,262iApproximate average salary by contribution assumption: employee only about $406,554 at 4% or $271,036 at 6%; with 50% employer match about $271,036 at 4% or $180,691 at 6%; with 100% employer match about $203,277 at 4% or $135,518 at 6%.
202216$1,347,608$168,926$28,154iApproximate average salary by contribution assumption: employee only about $703,858 at 4% or $469,239 at 6%; with 50% employer match about $469,239 at 4% or $312,826 at 6%; with 100% employer match about $351,929 at 4% or $234,619 at 6%.
Lewis 401(K) Retirement Plan-6$1,347,608$168,926$28,154iApproximate average salary by contribution assumption: employee only about $703,858 at 4% or $469,239 at 6%; with 50% employer match about $469,239 at 4% or $312,826 at 6%; with 100% employer match about $351,929 at 4% or $234,619 at 6%.
202126$1,542,995$92,261$15,377iApproximate average salary by contribution assumption: employee only about $384,421 at 4% or $256,281 at 6%; with 50% employer match about $256,281 at 4% or $170,854 at 6%; with 100% employer match about $192,210 at 4% or $128,140 at 6%.
Lewis 401(K) Retirement Plan-6$1,542,995$92,261$15,377iApproximate average salary by contribution assumption: employee only about $384,421 at 4% or $256,281 at 6%; with 50% employer match about $256,281 at 4% or $170,854 at 6%; with 100% employer match about $192,210 at 4% or $128,140 at 6%.
Lewis Cash Balance Plan-0$0--
202026$3,172,426$274,417$45,736iApproximate average salary by contribution assumption: employee only about $1,143,404 at 4% or $762,269 at 6%; with 50% employer match about $762,269 at 4% or $508,180 at 6%; with 100% employer match about $571,702 at 4% or $381,135 at 6%.
Lewis Cash Balance Plan-6$1,897,847$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Lewis 401(K) Retirement Plan-6$1,274,579$174,417$29,070iApproximate average salary by contribution assumption: employee only about $726,738 at 4% or $484,492 at 6%; with 50% employer match about $484,492 at 4% or $322,994 at 6%; with 100% employer match about $363,369 at 4% or $242,246 at 6%.
201927$2,405,635$227,132$32,447iApproximate average salary by contribution assumption: employee only about $811,186 at 4% or $540,790 at 6%; with 50% employer match about $540,790 at 4% or $360,527 at 6%; with 100% employer match about $405,593 at 4% or $270,395 at 6%.
Lewis Cash Balance Plan-7$1,508,629$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Lewis 401(K) Retirement Plan-7$897,006$27,132$3,876iApproximate average salary by contribution assumption: employee only about $96,900 at 4% or $64,600 at 6%; with 50% employer match about $64,600 at 4% or $43,067 at 6%; with 100% employer match about $48,450 at 4% or $32,300 at 6%.
201826$1,996,253$61,312$10,219iApproximate average salary by contribution assumption: employee only about $255,467 at 4% or $170,311 at 6%; with 50% employer match about $170,311 at 4% or $113,541 at 6%; with 100% employer match about $127,733 at 4% or $85,156 at 6%.
Lewis Cash Balance Plan-6$1,061,889$0-
Lewis 401(K) Retirement Plan-6$934,364$61,312$10,219iApproximate average salary by contribution assumption: employee only about $255,467 at 4% or $170,311 at 6%; with 50% employer match about $170,311 at 4% or $113,541 at 6%; with 100% employer match about $127,733 at 4% or $85,156 at 6%.
201726$2,119,585$66,677$11,113iApproximate average salary by contribution assumption: employee only about $277,821 at 4% or $185,214 at 6%; with 50% employer match about $185,214 at 4% or $123,476 at 6%; with 100% employer match about $138,910 at 4% or $92,607 at 6%.
Lewis Cash Balance Plan-6$1,174,794--
Lewis 401(K) Retirement Plan-6$944,791$66,677$11,113iApproximate average salary by contribution assumption: employee only about $277,821 at 4% or $185,214 at 6%; with 50% employer match about $185,214 at 4% or $123,476 at 6%; with 100% employer match about $138,910 at 4% or $92,607 at 6%.
201627$1,779,075$179,028$25,575iApproximate average salary by contribution assumption: employee only about $639,386 at 4% or $426,257 at 6%; with 50% employer match about $426,257 at 4% or $284,171 at 6%; with 100% employer match about $319,693 at 4% or $213,129 at 6%.
Lewis Cash Balance Plan-6$972,914$80,685$13,448iApproximate average salary by contribution assumption: employee only about $336,188 at 4% or $224,125 at 6%; with 50% employer match about $224,125 at 4% or $149,417 at 6%; with 100% employer match about $168,094 at 4% or $112,063 at 6%.
Lewis 401(K) Retirement Plan-7$806,161$98,343$14,049iApproximate average salary by contribution assumption: employee only about $351,225 at 4% or $234,150 at 6%; with 50% employer match about $234,150 at 4% or $156,100 at 6%; with 100% employer match about $175,613 at 4% or $117,075 at 6%.
201526$1,517,134$366,821$61,137iApproximate average salary by contribution assumption: employee only about $1,528,421 at 4% or $1,018,947 at 6%; with 50% employer match about $1,018,947 at 4% or $679,298 at 6%; with 100% employer match about $764,210 at 4% or $509,474 at 6%.
Lewis Cash Balance Plan-6$856,550$190,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Lewis 401(K) Retirement Plan-6$660,584$176,821$29,470iApproximate average salary by contribution assumption: employee only about $736,754 at 4% or $491,169 at 6%; with 50% employer match about $491,169 at 4% or $327,446 at 6%; with 100% employer match about $368,377 at 4% or $245,585 at 6%.
201426$1,213,455$365,964$60,994iApproximate average salary by contribution assumption: employee only about $1,524,850 at 4% or $1,016,567 at 6%; with 50% employer match about $1,016,567 at 4% or $677,711 at 6%; with 100% employer match about $762,425 at 4% or $508,283 at 6%.
Lewis Cash Balance Plan-6$715,094$187,000$31,167iApproximate average salary by contribution assumption: employee only about $779,167 at 4% or $519,444 at 6%; with 50% employer match about $519,444 at 4% or $346,296 at 6%; with 100% employer match about $389,583 at 4% or $259,722 at 6%.
Lewis 401(K) Retirement Plan-6$498,361$178,964$29,827iApproximate average salary by contribution assumption: employee only about $745,683 at 4% or $497,122 at 6%; with 50% employer match about $497,122 at 4% or $331,415 at 6%; with 100% employer match about $372,842 at 4% or $248,561 at 6%.
201326$811,252$393,215$65,536iApproximate average salary by contribution assumption: employee only about $1,638,396 at 4% or $1,092,264 at 6%; with 50% employer match about $1,092,264 at 4% or $728,176 at 6%; with 100% employer match about $819,198 at 4% or $546,132 at 6%.
Lewis Cash Balance Plan-6$503,063$211,397$35,233iApproximate average salary by contribution assumption: employee only about $880,821 at 4% or $587,214 at 6%; with 50% employer match about $587,214 at 4% or $391,476 at 6%; with 100% employer match about $440,410 at 4% or $293,607 at 6%.
Lewis 401(K) Retirement Plan-6$308,189$181,818$30,303iApproximate average salary by contribution assumption: employee only about $757,575 at 4% or $505,050 at 6%; with 50% employer match about $505,050 at 4% or $336,700 at 6%; with 100% employer match about $378,788 at 4% or $252,525 at 6%.
201226$299,853$287,382$47,897iApproximate average salary by contribution assumption: employee only about $1,197,425 at 4% or $798,283 at 6%; with 50% employer match about $798,283 at 4% or $532,189 at 6%; with 100% employer match about $598,713 at 4% or $399,142 at 6%.
Lewis Cash Balance Plan-6$210,018$204,916$34,153iApproximate average salary by contribution assumption: employee only about $853,817 at 4% or $569,211 at 6%; with 50% employer match about $569,211 at 4% or $379,474 at 6%; with 100% employer match about $426,908 at 4% or $284,606 at 6%.
Lewis 401(K) Retirement Plan-6$89,835$82,466$13,744iApproximate average salary by contribution assumption: employee only about $343,608 at 4% or $229,072 at 6%; with 50% employer match about $229,072 at 4% or $152,715 at 6%; with 100% employer match about $171,804 at 4% or $114,536 at 6%.