Civic Intelligence

Lord, Aeck & Sargent Inc.

Plan context: Lord, Aeck & Sargent Inc. 401K Retirement Plan

EIN 58-1532906 • Atlanta, GA • 31 filings • 3 plans

1201 Peachtree St NE400 Colony Square Suite 300Atlanta, GA 30361
Current Snapshot

Latest Year

2018

2018 Participants

164

2018 Assets

$21,913,048

2018 Contributions

$1,008,270

Historical Graphs

Total Assets Over Time

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

$21,913,048$10,956,524$0199920092017YearValue
$21,913,048Latest year 2017

Participants Over Time

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

4912460199920092018YearValue
164Latest 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
20182164$0$1,008,270$6,148iApproximate average salary by contribution assumption: employee only about $153,700 at 4% or $102,466 at 6%; with 50% employer match about $102,466 at 4% or $68,311 at 6%; with 100% employer match about $76,850 at 4% or $51,233 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-0-$1,008,270-
Lord, Aeck & Sargent Inc. Benefits Plan-164---
20172166$21,913,048$1,200,185$7,230iApproximate average salary by contribution assumption: employee only about $180,751 at 4% or $120,501 at 6%; with 50% employer match about $120,501 at 4% or $80,334 at 6%; with 100% employer match about $90,375 at 4% or $60,250 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-166$21,913,048$1,200,185$7,230iApproximate average salary by contribution assumption: employee only about $180,751 at 4% or $120,501 at 6%; with 50% employer match about $120,501 at 4% or $80,334 at 6%; with 100% employer match about $90,375 at 4% or $60,250 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-162---
20162146$17,796,834$1,128,345$7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,807 at 6%; with 50% employer match about $128,807 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-146$17,796,834$1,128,345$7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,807 at 6%; with 50% employer match about $128,807 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-136---
20152464$15,826,199$1,101,159$2,373iApproximate average salary by contribution assumption: employee only about $59,330 at 4% or $39,553 at 6%; with 50% employer match about $39,553 at 4% or $26,369 at 6%; with 100% employer match about $29,665 at 4% or $19,777 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-149$15,826,199$1,101,159$7,390iApproximate average salary by contribution assumption: employee only about $184,758 at 4% or $123,172 at 6%; with 50% employer match about $123,172 at 4% or $82,115 at 6%; with 100% employer match about $92,379 at 4% or $61,586 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-464---
20142491$17,142,879$1,159,165$2,361iApproximate average salary by contribution assumption: employee only about $59,021 at 4% or $39,347 at 6%; with 50% employer match about $39,347 at 4% or $26,231 at 6%; with 100% employer match about $29,510 at 4% or $19,674 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-137$17,142,879$1,159,165$8,461iApproximate average salary by contribution assumption: employee only about $211,526 at 4% or $141,018 at 6%; with 50% employer match about $141,018 at 4% or $94,012 at 6%; with 100% employer match about $105,763 at 4% or $70,509 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-491---
20132363$15,251,386$1,223,926$3,372iApproximate average salary by contribution assumption: employee only about $84,292 at 4% or $56,195 at 6%; with 50% employer match about $56,195 at 4% or $37,463 at 6%; with 100% employer match about $42,146 at 4% or $28,097 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-141$15,251,386$1,223,926$8,680iApproximate average salary by contribution assumption: employee only about $217,008 at 4% or $144,672 at 6%; with 50% employer match about $144,672 at 4% or $96,448 at 6%; with 100% employer match about $108,504 at 4% or $72,336 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-363---
20122115$12,188,642$1,026,659$8,927iApproximate average salary by contribution assumption: employee only about $223,187 at 4% or $148,791 at 6%; with 50% employer match about $148,791 at 4% or $99,194 at 6%; with 100% employer match about $111,593 at 4% or $74,396 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-115$12,188,642$1,026,659$8,927iApproximate average salary by contribution assumption: employee only about $223,187 at 4% or $148,791 at 6%; with 50% employer match about $148,791 at 4% or $99,194 at 6%; with 100% employer match about $111,593 at 4% or $74,396 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-108---
20112113$13,855,366$1,085,150$9,603iApproximate average salary by contribution assumption: employee only about $240,077 at 4% or $160,052 at 6%; with 50% employer match about $160,052 at 4% or $106,701 at 6%; with 100% employer match about $120,039 at 4% or $80,026 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-113$13,855,366$1,085,150$9,603iApproximate average salary by contribution assumption: employee only about $240,077 at 4% or $160,052 at 6%; with 50% employer match about $160,052 at 4% or $106,701 at 6%; with 100% employer match about $120,039 at 4% or $80,026 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-105---
20102143$13,964,652$1,209,964$8,461iApproximate average salary by contribution assumption: employee only about $211,532 at 4% or $141,021 at 6%; with 50% employer match about $141,021 at 4% or $94,014 at 6%; with 100% employer match about $105,766 at 4% or $70,511 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-143$13,964,652$1,209,964$8,461iApproximate average salary by contribution assumption: employee only about $211,532 at 4% or $141,021 at 6%; with 50% employer match about $141,021 at 4% or $94,014 at 6%; with 100% employer match about $105,766 at 4% or $70,511 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-134---
20092144$11,760,210$1,343,213$9,328iApproximate average salary by contribution assumption: employee only about $233,197 at 4% or $155,464 at 6%; with 50% employer match about $155,464 at 4% or $103,643 at 6%; with 100% employer match about $116,598 at 4% or $77,732 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-144$11,760,210$1,343,213$9,328iApproximate average salary by contribution assumption: employee only about $233,197 at 4% or $155,464 at 6%; with 50% employer match about $155,464 at 4% or $103,643 at 6%; with 100% employer match about $116,598 at 4% or $77,732 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-136---
20082153$8,439,744$1,189,365$7,774iApproximate average salary by contribution assumption: employee only about $194,341 at 4% or $129,560 at 6%; with 50% employer match about $129,560 at 4% or $86,374 at 6%; with 100% employer match about $97,170 at 4% or $64,780 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-149$8,439,744$1,189,365$7,982iApproximate average salary by contribution assumption: employee only about $199,558 at 4% or $133,039 at 6%; with 50% employer match about $133,039 at 4% or $88,692 at 6%; with 100% employer match about $99,779 at 4% or $66,519 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-153---
20072151$11,039,143$1,152,515$7,633iApproximate average salary by contribution assumption: employee only about $190,814 at 4% or $127,209 at 6%; with 50% employer match about $127,209 at 4% or $84,806 at 6%; with 100% employer match about $95,407 at 4% or $63,605 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-151$11,039,143$1,152,515$7,633iApproximate average salary by contribution assumption: employee only about $190,814 at 4% or $127,209 at 6%; with 50% employer match about $127,209 at 4% or $84,806 at 6%; with 100% employer match about $95,407 at 4% or $63,605 at 6%.
Lord, Aeck & Sargent Inc. Benefits Plan-138---
20061142$10,169,859$1,094,214$7,706iApproximate average salary by contribution assumption: employee only about $192,643 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,322 at 4% or $64,214 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-142$10,169,859$1,094,214$7,706iApproximate average salary by contribution assumption: employee only about $192,643 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,322 at 4% or $64,214 at 6%.
20051159$8,236,752$1,036,086$6,516iApproximate average salary by contribution assumption: employee only about $162,907 at 4% or $108,604 at 6%; with 50% employer match about $108,604 at 4% or $72,403 at 6%; with 100% employer match about $81,453 at 4% or $54,302 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-159$8,236,752$1,036,086$6,516iApproximate average salary by contribution assumption: employee only about $162,907 at 4% or $108,604 at 6%; with 50% employer match about $108,604 at 4% or $72,403 at 6%; with 100% employer match about $81,453 at 4% or $54,302 at 6%.
20041130$6,991,365$933,886$7,184iApproximate average salary by contribution assumption: employee only about $179,593 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,864 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-130$6,991,365$933,886$7,184iApproximate average salary by contribution assumption: employee only about $179,593 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,864 at 6%.
20031110$5,449,731$720,750$6,552iApproximate average salary by contribution assumption: employee only about $163,807 at 4% or $109,205 at 6%; with 50% employer match about $109,205 at 4% or $72,803 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-110$5,449,731$720,750$6,552iApproximate average salary by contribution assumption: employee only about $163,807 at 4% or $109,205 at 6%; with 50% employer match about $109,205 at 4% or $72,803 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
2002199$3,638,969$557,831$5,635iApproximate average salary by contribution assumption: employee only about $140,866 at 4% or $93,911 at 6%; with 50% employer match about $93,911 at 4% or $62,607 at 6%; with 100% employer match about $70,433 at 4% or $46,955 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-99$3,638,969$557,831$5,635iApproximate average salary by contribution assumption: employee only about $140,866 at 4% or $93,911 at 6%; with 50% employer match about $93,911 at 4% or $62,607 at 6%; with 100% employer match about $70,433 at 4% or $46,955 at 6%.
2000167$3,994,016$375,447$5,604iApproximate average salary by contribution assumption: employee only about $140,092 at 4% or $93,395 at 6%; with 50% employer match about $93,395 at 4% or $62,263 at 6%; with 100% employer match about $70,046 at 4% or $46,697 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-67$3,994,016$375,447$5,604iApproximate average salary by contribution assumption: employee only about $140,092 at 4% or $93,395 at 6%; with 50% employer match about $93,395 at 4% or $62,263 at 6%; with 100% employer match about $70,046 at 4% or $46,697 at 6%.
1999159$4,058,835$104,899$1,778iApproximate average salary by contribution assumption: employee only about $44,449 at 4% or $29,632 at 6%; with 50% employer match about $29,632 at 4% or $19,755 at 6%; with 100% employer match about $22,224 at 4% or $14,816 at 6%.
Lord, Aeck & Sargent Inc. 401K Retirement Plan-59$4,058,835$104,899$1,778iApproximate average salary by contribution assumption: employee only about $44,449 at 4% or $29,632 at 6%; with 50% employer match about $29,632 at 4% or $19,755 at 6%; with 100% employer match about $22,224 at 4% or $14,816 at 6%.