Civic Intelligence

Lowry & Associates Inc.

Plan context: Lowry & Associates 401K Plan

EIN 56-1859478 • Charlotte, NC • 25 filings • 2 plans

2101 Rexford RoadSuite 150-wCharlotte, NC 28211
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$4,510,251

2024 Contributions

$588,773

Historical Graphs

Total Assets Over Time

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

$4,510,251$2,255,126$0199920132024YearValue
$4,510,251Latest year 2024

Participants Over Time

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

37190199920122024YearValue
37Latest year 2024

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
2024137$4,510,251$588,773$15,913iApproximate average salary by contribution assumption: employee only about $397,820 at 4% or $265,213 at 6%; with 50% employer match about $265,213 at 4% or $176,809 at 6%; with 100% employer match about $198,910 at 4% or $132,607 at 6%.
Lowry & Associates 401K Plan-37$4,510,251$588,773$15,913iApproximate average salary by contribution assumption: employee only about $397,820 at 4% or $265,213 at 6%; with 50% employer match about $265,213 at 4% or $176,809 at 6%; with 100% employer match about $198,910 at 4% or $132,607 at 6%.
2023133$4,037,364$344,719$10,446iApproximate average salary by contribution assumption: employee only about $261,151 at 4% or $174,101 at 6%; with 50% employer match about $174,101 at 4% or $116,067 at 6%; with 100% employer match about $130,575 at 4% or $87,050 at 6%.
Lowry & Associates 401K Plan-33$4,037,364$344,719$10,446iApproximate average salary by contribution assumption: employee only about $261,151 at 4% or $174,101 at 6%; with 50% employer match about $174,101 at 4% or $116,067 at 6%; with 100% employer match about $130,575 at 4% or $87,050 at 6%.
2022134$3,346,287$719,949$21,175iApproximate average salary by contribution assumption: employee only about $529,374 at 4% or $352,916 at 6%; with 50% employer match about $352,916 at 4% or $235,277 at 6%; with 100% employer match about $264,687 at 4% or $176,458 at 6%.
Lowry & Associates 401K Plan-34$3,346,287$719,949$21,175iApproximate average salary by contribution assumption: employee only about $529,374 at 4% or $352,916 at 6%; with 50% employer match about $352,916 at 4% or $235,277 at 6%; with 100% employer match about $264,687 at 4% or $176,458 at 6%.
2021133$3,906,453$334,885$10,148iApproximate average salary by contribution assumption: employee only about $253,701 at 4% or $169,134 at 6%; with 50% employer match about $169,134 at 4% or $112,756 at 6%; with 100% employer match about $126,850 at 4% or $84,567 at 6%.
Lowry & Associates 401K Plan-33$3,906,453$334,885$10,148iApproximate average salary by contribution assumption: employee only about $253,701 at 4% or $169,134 at 6%; with 50% employer match about $169,134 at 4% or $112,756 at 6%; with 100% employer match about $126,850 at 4% or $84,567 at 6%.
2020133$3,369,828$368,974$11,181iApproximate average salary by contribution assumption: employee only about $279,526 at 4% or $186,351 at 6%; with 50% employer match about $186,351 at 4% or $124,234 at 6%; with 100% employer match about $139,763 at 4% or $93,175 at 6%.
Lowry & Associates 401K Plan-33$3,369,828$368,974$11,181iApproximate average salary by contribution assumption: employee only about $279,526 at 4% or $186,351 at 6%; with 50% employer match about $186,351 at 4% or $124,234 at 6%; with 100% employer match about $139,763 at 4% or $93,175 at 6%.
2019130$2,702,726$277,291$9,243iApproximate average salary by contribution assumption: employee only about $231,076 at 4% or $154,051 at 6%; with 50% employer match about $154,051 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
Lowry & Associates 401K Plan-30$2,702,726$277,291$9,243iApproximate average salary by contribution assumption: employee only about $231,076 at 4% or $154,051 at 6%; with 50% employer match about $154,051 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
2018132$2,222,277$277,404$8,669iApproximate average salary by contribution assumption: employee only about $216,722 at 4% or $144,481 at 6%; with 50% employer match about $144,481 at 4% or $96,321 at 6%; with 100% employer match about $108,361 at 4% or $72,241 at 6%.
Lowry & Associates 401K Plan-32$2,222,277$277,404$8,669iApproximate average salary by contribution assumption: employee only about $216,722 at 4% or $144,481 at 6%; with 50% employer match about $144,481 at 4% or $96,321 at 6%; with 100% employer match about $108,361 at 4% or $72,241 at 6%.
2017129$2,132,863$376,366$12,978iApproximate average salary by contribution assumption: employee only about $324,453 at 4% or $216,302 at 6%; with 50% employer match about $216,302 at 4% or $144,202 at 6%; with 100% employer match about $162,227 at 4% or $108,151 at 6%.
Lowry & Associates 401K Plan-29$2,132,863$376,366$12,978iApproximate average salary by contribution assumption: employee only about $324,453 at 4% or $216,302 at 6%; with 50% employer match about $216,302 at 4% or $144,202 at 6%; with 100% employer match about $162,227 at 4% or $108,151 at 6%.
2016123$2,527,480$428,474$18,629iApproximate average salary by contribution assumption: employee only about $465,733 at 4% or $310,488 at 6%; with 50% employer match about $310,488 at 4% or $206,992 at 6%; with 100% employer match about $232,866 at 4% or $155,244 at 6%.
Lowry & Associates 401K Plan-23$2,527,480$428,474$18,629iApproximate average salary by contribution assumption: employee only about $465,733 at 4% or $310,488 at 6%; with 50% employer match about $310,488 at 4% or $206,992 at 6%; with 100% employer match about $232,866 at 4% or $155,244 at 6%.
2015126$1,946,934$203,220$7,816iApproximate average salary by contribution assumption: employee only about $195,404 at 4% or $130,269 at 6%; with 50% employer match about $130,269 at 4% or $86,846 at 6%; with 100% employer match about $97,702 at 4% or $65,135 at 6%.
Lowry & Associates 401K Plan-26$1,946,934$203,220$7,816iApproximate average salary by contribution assumption: employee only about $195,404 at 4% or $130,269 at 6%; with 50% employer match about $130,269 at 4% or $86,846 at 6%; with 100% employer match about $97,702 at 4% or $65,135 at 6%.
2014127$2,388,548$208,687$7,729iApproximate average salary by contribution assumption: employee only about $193,229 at 4% or $128,819 at 6%; with 50% employer match about $128,819 at 4% or $85,879 at 6%; with 100% employer match about $96,614 at 4% or $64,410 at 6%.
Lowry & Associates 401K Plan-27$2,388,548$208,687$7,729iApproximate average salary by contribution assumption: employee only about $193,229 at 4% or $128,819 at 6%; with 50% employer match about $128,819 at 4% or $85,879 at 6%; with 100% employer match about $96,614 at 4% or $64,410 at 6%.
2013126$2,386,339$178,660$6,872iApproximate average salary by contribution assumption: employee only about $171,788 at 4% or $114,526 at 6%; with 50% employer match about $114,526 at 4% or $76,350 at 6%; with 100% employer match about $85,894 at 4% or $57,263 at 6%.
Lowry & Associates 401K Plan-26$2,386,339$178,660$6,872iApproximate average salary by contribution assumption: employee only about $171,788 at 4% or $114,526 at 6%; with 50% employer match about $114,526 at 4% or $76,350 at 6%; with 100% employer match about $85,894 at 4% or $57,263 at 6%.
2012137$2,132,349$209,471$5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%.
Lowry & Associates 401K Plan-37$2,132,349$209,471$5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%.
2011129$2,832,335$218,939$7,550iApproximate average salary by contribution assumption: employee only about $188,741 at 4% or $125,827 at 6%; with 50% employer match about $125,827 at 4% or $83,885 at 6%; with 100% employer match about $94,370 at 4% or $62,914 at 6%.
Lowry & Associates 401K Plan-29$2,832,335$218,939$7,550iApproximate average salary by contribution assumption: employee only about $188,741 at 4% or $125,827 at 6%; with 50% employer match about $125,827 at 4% or $83,885 at 6%; with 100% employer match about $94,370 at 4% or $62,914 at 6%.
2010127$2,720,337$234,412$8,682iApproximate average salary by contribution assumption: employee only about $217,048 at 4% or $144,699 at 6%; with 50% employer match about $144,699 at 4% or $96,466 at 6%; with 100% employer match about $108,524 at 4% or $72,349 at 6%.
Lowry & Associates 401K Plan-27$2,720,337$234,412$8,682iApproximate average salary by contribution assumption: employee only about $217,048 at 4% or $144,699 at 6%; with 50% employer match about $144,699 at 4% or $96,466 at 6%; with 100% employer match about $108,524 at 4% or $72,349 at 6%.
2009130$2,351,067$261,015$8,701iApproximate average salary by contribution assumption: employee only about $217,513 at 4% or $145,008 at 6%; with 50% employer match about $145,008 at 4% or $96,672 at 6%; with 100% employer match about $108,756 at 4% or $72,504 at 6%.
Lowry & Associates 401K Plan-30$2,351,067$261,015$8,701iApproximate average salary by contribution assumption: employee only about $217,513 at 4% or $145,008 at 6%; with 50% employer match about $145,008 at 4% or $96,672 at 6%; with 100% employer match about $108,756 at 4% or $72,504 at 6%.
2007130$0$0-
Lowry & Associates 401K Plan-30---
2006129$1,789,881$268,848$9,271iApproximate average salary by contribution assumption: employee only about $231,766 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,007 at 6%; with 100% employer match about $115,883 at 4% or $77,255 at 6%.
Lowry & Associates 401K Plan-29$1,789,881$268,848$9,271iApproximate average salary by contribution assumption: employee only about $231,766 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,007 at 6%; with 100% employer match about $115,883 at 4% or $77,255 at 6%.
2005127$1,374,178$236,338$8,753iApproximate average salary by contribution assumption: employee only about $218,831 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,258 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
Lowry & Associates 401K Plan-27$1,374,178$236,338$8,753iApproximate average salary by contribution assumption: employee only about $218,831 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,258 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
2004129$1,148,682$211,640$7,298iApproximate average salary by contribution assumption: employee only about $182,448 at 4% or $121,632 at 6%; with 50% employer match about $121,632 at 4% or $81,088 at 6%; with 100% employer match about $91,224 at 4% or $60,816 at 6%.
Lowry & Associates 401K Plan-29$1,148,682$211,640$7,298iApproximate average salary by contribution assumption: employee only about $182,448 at 4% or $121,632 at 6%; with 50% employer match about $121,632 at 4% or $81,088 at 6%; with 100% employer match about $91,224 at 4% or $60,816 at 6%.
2003129$909,906$191,647$6,609iApproximate average salary by contribution assumption: employee only about $165,213 at 4% or $110,142 at 6%; with 50% employer match about $110,142 at 4% or $73,428 at 6%; with 100% employer match about $82,606 at 4% or $55,071 at 6%.
Lowry & Associates 401K Plan-29$909,906$191,647$6,609iApproximate average salary by contribution assumption: employee only about $165,213 at 4% or $110,142 at 6%; with 50% employer match about $110,142 at 4% or $73,428 at 6%; with 100% employer match about $82,606 at 4% or $55,071 at 6%.
2002120$564,734$175,877$8,794iApproximate average salary by contribution assumption: employee only about $219,846 at 4% or $146,564 at 6%; with 50% employer match about $146,564 at 4% or $97,709 at 6%; with 100% employer match about $109,923 at 4% or $73,282 at 6%.
Lowry & Associates 401K Plan-20$564,734$175,877$8,794iApproximate average salary by contribution assumption: employee only about $219,846 at 4% or $146,564 at 6%; with 50% employer match about $146,564 at 4% or $97,709 at 6%; with 100% employer match about $109,923 at 4% or $73,282 at 6%.
2001119$529,509$370,422$19,496iApproximate average salary by contribution assumption: employee only about $487,397 at 4% or $324,932 at 6%; with 50% employer match about $324,932 at 4% or $216,621 at 6%; with 100% employer match about $243,699 at 4% or $162,466 at 6%.
Lowry & Associates 401K Plan-19$529,509$370,422$19,496iApproximate average salary by contribution assumption: employee only about $487,397 at 4% or $324,932 at 6%; with 50% employer match about $324,932 at 4% or $216,621 at 6%; with 100% employer match about $243,699 at 4% or $162,466 at 6%.
2000117$235,478$139,489$8,205iApproximate average salary by contribution assumption: employee only about $205,131 at 4% or $136,754 at 6%; with 50% employer match about $136,754 at 4% or $91,169 at 6%; with 100% employer match about $102,565 at 4% or $68,377 at 6%.
Lowry & Associates 401K Plan-17$235,478$139,489$8,205iApproximate average salary by contribution assumption: employee only about $205,131 at 4% or $136,754 at 6%; with 50% employer match about $136,754 at 4% or $91,169 at 6%; with 100% employer match about $102,565 at 4% or $68,377 at 6%.
1999113$120,850$67,110$5,162iApproximate average salary by contribution assumption: employee only about $129,058 at 4% or $86,038 at 6%; with 50% employer match about $86,038 at 4% or $57,359 at 6%; with 100% employer match about $64,529 at 4% or $43,019 at 6%.
Lowry & Associates 401K Plan-13$120,850$67,110$5,162iApproximate average salary by contribution assumption: employee only about $129,058 at 4% or $86,038 at 6%; with 50% employer match about $86,038 at 4% or $57,359 at 6%; with 100% employer match about $64,529 at 4% or $43,019 at 6%.