Civic Intelligence

David S. Lockman, M.D.

Plan context: David S. Lockman, M.D. Profit Sharing Plan

EIN 58-2505541 • Athens, GA • 40 filings • 6 plans

728 Cobb StreetAthens, GA 30606-2942
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$504,843

2024 Contributions

$56,651

Historical Graphs

Total Assets Over Time

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

$1,662,516$831,258$0199920122023YearValue
$504,843Latest year 2023

Participants Over Time

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

1790199920112023YearValue
5Latest year 2023

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
202410$0$0-
David S. Lockman, M.D. Profit Sharing Plan-0$0$0-
202325$504,843$0-
David S. Lockman, M.D. Profit Sharing Plan-5$498,304$0-
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-1$6,539$0-
202225$1,290,153$0-
David S. Lockman, M.D. Profit Sharing Plan-5$1,017,990$0-
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-5$272,163$0-
2021211$1,662,516$56,651$5,150iApproximate average salary by contribution assumption: employee only about $128,752 at 4% or $85,835 at 6%; with 50% employer match about $85,835 at 4% or $57,223 at 6%; with 100% employer match about $64,376 at 4% or $42,917 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$1,313,875$56,651$5,150iApproximate average salary by contribution assumption: employee only about $128,752 at 4% or $85,835 at 6%; with 50% employer match about $85,835 at 4% or $57,223 at 6%; with 100% employer match about $64,376 at 4% or $42,917 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-5$348,641$0-
2020211$1,551,541$73,282$6,662iApproximate average salary by contribution assumption: employee only about $166,550 at 4% or $111,033 at 6%; with 50% employer match about $111,033 at 4% or $74,022 at 6%; with 100% employer match about $83,275 at 4% or $55,517 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$1,224,593$73,282$6,662iApproximate average salary by contribution assumption: employee only about $166,550 at 4% or $111,033 at 6%; with 50% employer match about $111,033 at 4% or $74,022 at 6%; with 100% employer match about $83,275 at 4% or $55,517 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-6$326,948$0-
201929$1,377,430$64,227$7,136iApproximate average salary by contribution assumption: employee only about $178,408 at 4% or $118,939 at 6%; with 50% employer match about $118,939 at 4% or $79,293 at 6%; with 100% employer match about $89,204 at 4% or $59,469 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-9$1,072,878$64,227$7,136iApproximate average salary by contribution assumption: employee only about $178,408 at 4% or $118,939 at 6%; with 50% employer match about $118,939 at 4% or $79,293 at 6%; with 100% employer match about $89,204 at 4% or $59,469 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-6$304,552$0-
2018211$1,211,359$67,470$6,134iApproximate average salary by contribution assumption: employee only about $153,341 at 4% or $102,227 at 6%; with 50% employer match about $102,227 at 4% or $68,152 at 6%; with 100% employer match about $76,670 at 4% or $51,114 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$918,544$67,470$6,134iApproximate average salary by contribution assumption: employee only about $153,341 at 4% or $102,227 at 6%; with 50% employer match about $102,227 at 4% or $68,152 at 6%; with 100% employer match about $76,670 at 4% or $51,114 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-7$292,815$0-
2017211$1,329,438$62,956$5,723iApproximate average salary by contribution assumption: employee only about $143,082 at 4% or $95,388 at 6%; with 50% employer match about $95,388 at 4% or $63,592 at 6%; with 100% employer match about $71,541 at 4% or $47,694 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$1,010,577$62,956$5,723iApproximate average salary by contribution assumption: employee only about $143,082 at 4% or $95,388 at 6%; with 50% employer match about $95,388 at 4% or $63,592 at 6%; with 100% employer match about $71,541 at 4% or $47,694 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-7$318,861--
2016211$1,152,038$69,251$6,296iApproximate average salary by contribution assumption: employee only about $157,389 at 4% or $104,926 at 6%; with 50% employer match about $104,926 at 4% or $69,951 at 6%; with 100% employer match about $78,694 at 4% or $52,463 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$849,149$69,251$6,296iApproximate average salary by contribution assumption: employee only about $157,389 at 4% or $104,926 at 6%; with 50% employer match about $104,926 at 4% or $69,951 at 6%; with 100% employer match about $78,694 at 4% or $52,463 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-7$302,889--
2015211$1,104,125$84,394$7,672iApproximate average salary by contribution assumption: employee only about $191,805 at 4% or $127,870 at 6%; with 50% employer match about $127,870 at 4% or $85,246 at 6%; with 100% employer match about $95,902 at 4% or $63,935 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$809,545$84,394$7,672iApproximate average salary by contribution assumption: employee only about $191,805 at 4% or $127,870 at 6%; with 50% employer match about $127,870 at 4% or $85,246 at 6%; with 100% employer match about $95,902 at 4% or $63,935 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-7$294,580--
2014214$1,080,293$90,002$6,429iApproximate average salary by contribution assumption: employee only about $160,718 at 4% or $107,145 at 6%; with 50% employer match about $107,145 at 4% or $71,430 at 6%; with 100% employer match about $80,359 at 4% or $53,573 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-14$777,533$90,002$6,429iApproximate average salary by contribution assumption: employee only about $160,718 at 4% or $107,145 at 6%; with 50% employer match about $107,145 at 4% or $71,430 at 6%; with 100% employer match about $80,359 at 4% or $53,573 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-7$302,760--
2013217$968,569$92,037$5,414iApproximate average salary by contribution assumption: employee only about $135,349 at 4% or $90,232 at 6%; with 50% employer match about $90,232 at 4% or $60,155 at 6%; with 100% employer match about $67,674 at 4% or $45,116 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-17$675,901$69,715$4,101iApproximate average salary by contribution assumption: employee only about $102,522 at 4% or $68,348 at 6%; with 50% employer match about $68,348 at 4% or $45,565 at 6%; with 100% employer match about $51,261 at 4% or $34,174 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-14$292,668$22,322$1,594iApproximate average salary by contribution assumption: employee only about $39,861 at 4% or $26,574 at 6%; with 50% employer match about $26,574 at 4% or $17,716 at 6%; with 100% employer match about $19,930 at 4% or $13,287 at 6%.
2012217$811,108$373,254$21,956iApproximate average salary by contribution assumption: employee only about $548,903 at 4% or $365,935 at 6%; with 50% employer match about $365,935 at 4% or $243,957 at 6%; with 100% employer match about $274,451 at 4% or $182,968 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-17$540,430$102,576$6,034iApproximate average salary by contribution assumption: employee only about $150,847 at 4% or $100,565 at 6%; with 50% employer match about $100,565 at 4% or $67,043 at 6%; with 100% employer match about $75,424 at 4% or $50,282 at 6%.
DAVID S. LOCKMAN, M.D. CASH BALANCE PLAN-13$270,678$270,678$20,821iApproximate average salary by contribution assumption: employee only about $520,535 at 4% or $347,023 at 6%; with 50% employer match about $347,023 at 4% or $231,349 at 6%; with 100% employer match about $260,267 at 4% or $173,512 at 6%.
2011110$389,513$34,612$3,461iApproximate average salary by contribution assumption: employee only about $86,530 at 4% or $57,687 at 6%; with 50% employer match about $57,687 at 4% or $38,458 at 6%; with 100% employer match about $43,265 at 4% or $28,843 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-10$389,513$34,612$3,461iApproximate average salary by contribution assumption: employee only about $86,530 at 4% or $57,687 at 6%; with 50% employer match about $57,687 at 4% or $38,458 at 6%; with 100% employer match about $43,265 at 4% or $28,843 at 6%.
2010112$385,514$29,048$2,421iApproximate average salary by contribution assumption: employee only about $60,517 at 4% or $40,344 at 6%; with 50% employer match about $40,344 at 4% or $26,896 at 6%; with 100% employer match about $30,258 at 4% or $20,172 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-12$385,514$29,048$2,421iApproximate average salary by contribution assumption: employee only about $60,517 at 4% or $40,344 at 6%; with 50% employer match about $40,344 at 4% or $26,896 at 6%; with 100% employer match about $30,258 at 4% or $20,172 at 6%.
2009111$311,306$13,095$1,190iApproximate average salary by contribution assumption: employee only about $29,761 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,227 at 6%; with 100% employer match about $14,881 at 4% or $9,920 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$311,306$13,095$1,190iApproximate average salary by contribution assumption: employee only about $29,761 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,227 at 6%; with 100% employer match about $14,881 at 4% or $9,920 at 6%.
2008111$244,765$11,127$1,012iApproximate average salary by contribution assumption: employee only about $25,289 at 4% or $16,859 at 6%; with 50% employer match about $16,859 at 4% or $11,239 at 6%; with 100% employer match about $12,644 at 4% or $8,430 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-11$244,765$11,127$1,012iApproximate average salary by contribution assumption: employee only about $25,289 at 4% or $16,859 at 6%; with 50% employer match about $16,859 at 4% or $11,239 at 6%; with 100% employer match about $12,644 at 4% or $8,430 at 6%.
2007115$0$0-
David S. Lockman, M.D. Profit Sharing Plan-15---
200618$311,490$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-8$311,490$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
200518$320,694$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-8$320,694$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
200416$296,730$18,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-6$296,730$18,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200318$258,978$32,200$4,025iApproximate average salary by contribution assumption: employee only about $100,625 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,313 at 4% or $33,542 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-8$258,978$32,200$4,025iApproximate average salary by contribution assumption: employee only about $100,625 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,313 at 4% or $33,542 at 6%.
200226$190,373$17,800$2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-6$190,373$17,800$2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-0---
200119$0$0-
David S. Lockman, M.D. Profit Sharing Plan-9---
2000212$215,680$0-
David S. Lockman, M.D. Profit Sharing Plan-12$215,680--
David S. Lockman, M.D. Profit Sharing Plan-10---
199917$284,643$42,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
David S. Lockman, M.D. Profit Sharing Plan-7$284,643$42,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.