Civic Intelligence

Ed Lloyd & Associates PLLC

Plan context: Ed Lloyd & Associates PLLC 401(K) Plan

EIN 56-2059769 • Charlotte, NC • 8 filings • 2 plans

8045 Corporate Center DriveSuite 100Charlotte, NC 28226
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$663,617

2018 Contributions

$16,110

Historical Graphs

Total Assets Over Time

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

$706,576$353,288$0201520172018YearValue
$663,617Latest year 2018

Participants Over Time

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

840201520172018YearValue
8Latest year 2018

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
201828$663,617$16,110$2,014iApproximate average salary by contribution assumption: employee only about $50,344 at 4% or $33,563 at 6%; with 50% employer match about $33,563 at 4% or $22,375 at 6%; with 100% employer match about $25,172 at 4% or $16,781 at 6%.
Ed Lloyd & Associates PLLC 401(K) Plan-8$337,922$16,110$2,014iApproximate average salary by contribution assumption: employee only about $50,344 at 4% or $33,563 at 6%; with 50% employer match about $33,563 at 4% or $22,375 at 6%; with 100% employer match about $25,172 at 4% or $16,781 at 6%.
Ed Lloyd & Associates PLLC Retirement Plan-4$325,695--
201728$706,576$96,982$12,123iApproximate average salary by contribution assumption: employee only about $303,069 at 4% or $202,046 at 6%; with 50% employer match about $202,046 at 4% or $134,697 at 6%; with 100% employer match about $151,534 at 4% or $101,023 at 6%.
Ed Lloyd & Associates PLLC 401(K) Plan-8$382,722$34,143$4,268iApproximate average salary by contribution assumption: employee only about $106,697 at 4% or $71,131 at 6%; with 50% employer match about $71,131 at 4% or $47,421 at 6%; with 100% employer match about $53,348 at 4% or $35,566 at 6%.
Ed Lloyd & Associates PLLC Retirement Plan-5$323,854$62,839$12,568iApproximate average salary by contribution assumption: employee only about $314,195 at 4% or $209,463 at 6%; with 50% employer match about $209,463 at 4% or $139,642 at 6%; with 100% employer match about $157,098 at 4% or $104,732 at 6%.
201627$583,091$187,992$26,856iApproximate average salary by contribution assumption: employee only about $671,400 at 4% or $447,600 at 6%; with 50% employer match about $447,600 at 4% or $298,400 at 6%; with 100% employer match about $335,700 at 4% or $223,800 at 6%.
Ed Lloyd & Associates PLLC 401(K) Plan-7$337,961$37,992$5,427iApproximate average salary by contribution assumption: employee only about $135,686 at 4% or $90,457 at 6%; with 50% employer match about $90,457 at 4% or $60,305 at 6%; with 100% employer match about $67,843 at 4% or $45,229 at 6%.
Ed Lloyd & Associates PLLC Retirement Plan-6$245,130$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201527$393,283$194,138$27,734iApproximate average salary by contribution assumption: employee only about $693,350 at 4% or $462,233 at 6%; with 50% employer match about $462,233 at 4% or $308,156 at 6%; with 100% employer match about $346,675 at 4% or $231,117 at 6%.
Ed Lloyd & Associates PLLC 401(K) Plan-7$298,583$99,438$14,205iApproximate average salary by contribution assumption: employee only about $355,136 at 4% or $236,757 at 6%; with 50% employer match about $236,757 at 4% or $157,838 at 6%; with 100% employer match about $177,568 at 4% or $118,379 at 6%.
Ed Lloyd & Associates PLLC Retirement Plan-6$94,700$94,700$15,783iApproximate average salary by contribution assumption: employee only about $394,583 at 4% or $263,056 at 6%; with 50% employer match about $263,056 at 4% or $175,370 at 6%; with 100% employer match about $197,292 at 4% or $131,528 at 6%.