Civic Intelligence

Harrelson Kellett and Lockhart LLC

Plan context: HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN

EIN 58-2426356 • Columbia, SC • 10 filings • 4 plans

5111 Trenholm Road, Suite 100Columbia, SC 29206
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$34,314

2009 Contributions

$40,508

Historical Graphs

Total Assets Over Time

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

$47,045$23,523$0199920042008YearValue
$34,314Latest year 2008

Participants Over Time

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

210199920052008YearValue
1Latest year 2008

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
200910$0$0-
HARRELSON KELLETT AND LOCKHART 401(K) PROFIT SHARING PLAN-0$0--
200811$34,314$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1$34,314--
200711$0$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1---
200611$47,045$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1$47,045--
200511$42,329$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1$42,329--
200411$40,397$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1$40,397--
200312$37,867$0-
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-2$37,867--
200211$35,443$40,508$40,508iApproximate average salary by contribution assumption: employee only about $1,012,700 at 4% or $675,133 at 6%; with 50% employer match about $675,133 at 4% or $450,089 at 6%; with 100% employer match about $506,350 at 4% or $337,567 at 6%.
HARRELSON KELLETT AND LOCKHART 401K PROFIT SHARING PLAN-1$35,443$40,508$40,508iApproximate average salary by contribution assumption: employee only about $1,012,700 at 4% or $675,133 at 6%; with 50% employer match about $675,133 at 4% or $450,089 at 6%; with 100% employer match about $506,350 at 4% or $337,567 at 6%.
200010$0$0-
Harrelson Kellett and Lockhart LLC 401K Plan-0---
199911$700$700$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
Harrelson Kellett and Lockhart LLC 401K Plan-1$700$700$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.