Civic Intelligence

Lewallen Contemporary LLC

Plan context: Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust

EIN 57-1168295 • Santa Fe, NM • 19 filings • 2 plans

1613 Paseo DE PeraltaSanta Fe, NM 87501
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$2,106,873

2024 Contributions

$200,824

Historical Graphs

Total Assets Over Time

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

$2,106,873$1,053,437$0200520162024YearValue
$2,106,873Latest year 2024

Participants Over Time

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

20100200520152024YearValue
20Latest 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
2024120$2,106,873$200,824$10,041iApproximate average salary by contribution assumption: employee only about $251,030 at 4% or $167,353 at 6%; with 50% employer match about $167,353 at 4% or $111,569 at 6%; with 100% employer match about $125,515 at 4% or $83,677 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-20$2,106,873$200,824$10,041iApproximate average salary by contribution assumption: employee only about $251,030 at 4% or $167,353 at 6%; with 50% employer match about $167,353 at 4% or $111,569 at 6%; with 100% employer match about $125,515 at 4% or $83,677 at 6%.
2023118$1,844,647$192,558$10,698iApproximate average salary by contribution assumption: employee only about $267,442 at 4% or $178,294 at 6%; with 50% employer match about $178,294 at 4% or $118,863 at 6%; with 100% employer match about $133,721 at 4% or $89,147 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-18$1,844,647$192,558$10,698iApproximate average salary by contribution assumption: employee only about $267,442 at 4% or $178,294 at 6%; with 50% employer match about $178,294 at 4% or $118,863 at 6%; with 100% employer match about $133,721 at 4% or $89,147 at 6%.
2022118$1,539,540$183,549$10,197iApproximate average salary by contribution assumption: employee only about $254,929 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,976 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-18$1,539,540$183,549$10,197iApproximate average salary by contribution assumption: employee only about $254,929 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,976 at 6%.
2021110$1,478,222$173,613$17,361iApproximate average salary by contribution assumption: employee only about $434,033 at 4% or $289,355 at 6%; with 50% employer match about $289,355 at 4% or $192,903 at 6%; with 100% employer match about $217,016 at 4% or $144,678 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-10$1,478,222$173,613$17,361iApproximate average salary by contribution assumption: employee only about $434,033 at 4% or $289,355 at 6%; with 50% employer match about $289,355 at 4% or $192,903 at 6%; with 100% employer match about $217,016 at 4% or $144,678 at 6%.
202019$1,202,041$157,009$17,445iApproximate average salary by contribution assumption: employee only about $436,136 at 4% or $290,757 at 6%; with 50% employer match about $290,757 at 4% or $193,838 at 6%; with 100% employer match about $218,068 at 4% or $145,379 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-9$1,202,041$157,009$17,445iApproximate average salary by contribution assumption: employee only about $436,136 at 4% or $290,757 at 6%; with 50% employer match about $290,757 at 4% or $193,838 at 6%; with 100% employer match about $218,068 at 4% or $145,379 at 6%.
201919$1,025,812$133,288$14,810iApproximate average salary by contribution assumption: employee only about $370,244 at 4% or $246,830 at 6%; with 50% employer match about $246,830 at 4% or $164,553 at 6%; with 100% employer match about $185,122 at 4% or $123,415 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-9$1,025,812$133,288$14,810iApproximate average salary by contribution assumption: employee only about $370,244 at 4% or $246,830 at 6%; with 50% employer match about $246,830 at 4% or $164,553 at 6%; with 100% employer match about $185,122 at 4% or $123,415 at 6%.
201818$869,403$131,015$16,377iApproximate average salary by contribution assumption: employee only about $409,422 at 4% or $272,948 at 6%; with 50% employer match about $272,948 at 4% or $181,965 at 6%; with 100% employer match about $204,711 at 4% or $136,474 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-8$869,403$131,015$16,377iApproximate average salary by contribution assumption: employee only about $409,422 at 4% or $272,948 at 6%; with 50% employer match about $272,948 at 4% or $181,965 at 6%; with 100% employer match about $204,711 at 4% or $136,474 at 6%.
201717$750,373$94,126$13,447iApproximate average salary by contribution assumption: employee only about $336,164 at 4% or $224,110 at 6%; with 50% employer match about $224,110 at 4% or $149,406 at 6%; with 100% employer match about $168,082 at 4% or $112,055 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-7$750,373$94,126$13,447iApproximate average salary by contribution assumption: employee only about $336,164 at 4% or $224,110 at 6%; with 50% employer match about $224,110 at 4% or $149,406 at 6%; with 100% employer match about $168,082 at 4% or $112,055 at 6%.
201617$666,706$91,680$13,097iApproximate average salary by contribution assumption: employee only about $327,429 at 4% or $218,286 at 6%; with 50% employer match about $218,286 at 4% or $145,524 at 6%; with 100% employer match about $163,714 at 4% or $109,143 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-7$666,706$91,680$13,097iApproximate average salary by contribution assumption: employee only about $327,429 at 4% or $218,286 at 6%; with 50% employer match about $218,286 at 4% or $145,524 at 6%; with 100% employer match about $163,714 at 4% or $109,143 at 6%.
201515$560,393$60,676$12,135iApproximate average salary by contribution assumption: employee only about $303,380 at 4% or $202,253 at 6%; with 50% employer match about $202,253 at 4% or $134,836 at 6%; with 100% employer match about $151,690 at 4% or $101,127 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-5$560,393$60,676$12,135iApproximate average salary by contribution assumption: employee only about $303,380 at 4% or $202,253 at 6%; with 50% employer match about $202,253 at 4% or $134,836 at 6%; with 100% employer match about $151,690 at 4% or $101,127 at 6%.
201415$483,761$58,275$11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-5$483,761$58,275$11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%.
2013114$423,289$8,835$631iApproximate average salary by contribution assumption: employee only about $15,777 at 4% or $10,518 at 6%; with 50% employer match about $10,518 at 4% or $7,012 at 6%; with 100% employer match about $7,888 at 4% or $5,259 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-14$423,289$8,835$631iApproximate average salary by contribution assumption: employee only about $15,777 at 4% or $10,518 at 6%; with 50% employer match about $10,518 at 4% or $7,012 at 6%; with 100% employer match about $7,888 at 4% or $5,259 at 6%.
2012113$413,099$53,761$4,135iApproximate average salary by contribution assumption: employee only about $103,387 at 4% or $68,924 at 6%; with 50% employer match about $68,924 at 4% or $45,950 at 6%; with 100% employer match about $51,693 at 4% or $34,462 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-13$413,099$53,761$4,135iApproximate average salary by contribution assumption: employee only about $103,387 at 4% or $68,924 at 6%; with 50% employer match about $68,924 at 4% or $45,950 at 6%; with 100% employer match about $51,693 at 4% or $34,462 at 6%.
2011113$359,570$38,666$2,974iApproximate average salary by contribution assumption: employee only about $74,358 at 4% or $49,572 at 6%; with 50% employer match about $49,572 at 4% or $33,048 at 6%; with 100% employer match about $37,179 at 4% or $24,786 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-13$359,570$38,666$2,974iApproximate average salary by contribution assumption: employee only about $74,358 at 4% or $49,572 at 6%; with 50% employer match about $49,572 at 4% or $33,048 at 6%; with 100% employer match about $37,179 at 4% or $24,786 at 6%.
2010112$323,866$54,973$4,581iApproximate average salary by contribution assumption: employee only about $114,527 at 4% or $76,351 at 6%; with 50% employer match about $76,351 at 4% or $50,901 at 6%; with 100% employer match about $57,264 at 4% or $38,176 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-12$323,866$54,973$4,581iApproximate average salary by contribution assumption: employee only about $114,527 at 4% or $76,351 at 6%; with 50% employer match about $76,351 at 4% or $50,901 at 6%; with 100% employer match about $57,264 at 4% or $38,176 at 6%.
200916$206,667$56,872$9,479iApproximate average salary by contribution assumption: employee only about $236,967 at 4% or $157,978 at 6%; with 50% employer match about $157,978 at 4% or $105,319 at 6%; with 100% employer match about $118,483 at 4% or $78,989 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-6$206,667$56,872$9,479iApproximate average salary by contribution assumption: employee only about $236,967 at 4% or $157,978 at 6%; with 50% employer match about $157,978 at 4% or $105,319 at 6%; with 100% employer match about $118,483 at 4% or $78,989 at 6%.
200714$0$0-
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-4---
200615$100,891$53,156$10,631iApproximate average salary by contribution assumption: employee only about $265,780 at 4% or $177,187 at 6%; with 50% employer match about $177,187 at 4% or $118,124 at 6%; with 100% employer match about $132,890 at 4% or $88,593 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-5$100,891$53,156$10,631iApproximate average salary by contribution assumption: employee only about $265,780 at 4% or $177,187 at 6%; with 50% employer match about $177,187 at 4% or $118,124 at 6%; with 100% employer match about $132,890 at 4% or $88,593 at 6%.
200515$47,453$47,453$9,491iApproximate average salary by contribution assumption: employee only about $237,265 at 4% or $158,177 at 6%; with 50% employer match about $158,177 at 4% or $105,451 at 6%; with 100% employer match about $118,633 at 4% or $79,088 at 6%.
Lewallen Contemporary LLC 401(K) Profit Sharing Plan and Trust-5$47,453$47,453$9,491iApproximate average salary by contribution assumption: employee only about $237,265 at 4% or $158,177 at 6%; with 50% employer match about $158,177 at 4% or $105,451 at 6%; with 100% employer match about $118,633 at 4% or $79,088 at 6%.