Lew Hall Associates Inc
Plan context: LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN
EIN 59-2216488 • Lakeland, FL • 13 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$567,082
2024 Contributions
$29,365
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $567,082 | $29,365 | $3,263iApproximate average salary by contribution assumption: employee only about $81,569 at 4% or $54,380 at 6%; with 50% employer match about $54,380 at 4% or $36,253 at 6%; with 100% employer match about $40,785 at 4% or $27,190 at 6%. |
| LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN | - | 9 | $567,082 | $29,365 | $3,263iApproximate average salary by contribution assumption: employee only about $81,569 at 4% or $54,380 at 6%; with 50% employer match about $54,380 at 4% or $36,253 at 6%; with 100% employer match about $40,785 at 4% or $27,190 at 6%. |
| 2023 | 1 | 11 | $615,545 | $29,245 | $2,659iApproximate average salary by contribution assumption: employee only about $66,466 at 4% or $44,311 at 6%; with 50% employer match about $44,311 at 4% or $29,540 at 6%; with 100% employer match about $33,233 at 4% or $22,155 at 6%. |
| LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN | - | 11 | $615,545 | $29,245 | $2,659iApproximate average salary by contribution assumption: employee only about $66,466 at 4% or $44,311 at 6%; with 50% employer match about $44,311 at 4% or $29,540 at 6%; with 100% employer match about $33,233 at 4% or $22,155 at 6%. |
| 2022 | 1 | 11 | $550,131 | $4,463 | $406iApproximate average salary by contribution assumption: employee only about $10,143 at 4% or $6,762 at 6%; with 50% employer match about $6,762 at 4% or $4,508 at 6%; with 100% employer match about $5,072 at 4% or $3,381 at 6%. |
| LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN | - | 11 | $550,131 | $4,463 | $406iApproximate average salary by contribution assumption: employee only about $10,143 at 4% or $6,762 at 6%; with 50% employer match about $6,762 at 4% or $4,508 at 6%; with 100% employer match about $5,072 at 4% or $3,381 at 6%. |
| 2015 | 1 | 0 | $0 | $19,921 | - |
| Lew Hall Jr Associates | - | 0 | $0 | $19,921 | - |
| 2014 | 1 | 7 | $266,068 | $31,092 | $4,442iApproximate average salary by contribution assumption: employee only about $111,043 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,352 at 6%; with 100% employer match about $55,521 at 4% or $37,014 at 6%. |
| Lew Hall Jr Associates | - | 7 | $266,068 | $31,092 | $4,442iApproximate average salary by contribution assumption: employee only about $111,043 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,352 at 6%; with 100% employer match about $55,521 at 4% or $37,014 at 6%. |
| 2013 | 1 | 6 | $227,907 | $6,420 | $1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%. |
| Lew Hall Jr Associates | - | 6 | $227,907 | $6,420 | $1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%. |
| 2012 | 1 | 6 | $187,427 | $0 | - |
| Lew Hall Jr Associates | - | 6 | $187,427 | $0 | - |
| 2011 | 1 | 6 | $174,611 | $4,346 | $724iApproximate average salary by contribution assumption: employee only about $18,108 at 4% or $12,072 at 6%; with 50% employer match about $12,072 at 4% or $8,048 at 6%; with 100% employer match about $9,054 at 4% or $6,036 at 6%. |
| Lew Hall Jr Associates | - | 6 | $174,611 | $4,346 | $724iApproximate average salary by contribution assumption: employee only about $18,108 at 4% or $12,072 at 6%; with 50% employer match about $12,072 at 4% or $8,048 at 6%; with 100% employer match about $9,054 at 4% or $6,036 at 6%. |
| 2010 | 1 | 6 | $171,241 | $14,860 | $2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,958 at 4% or $20,639 at 6%. |
| Lew Hall Jr Associates | - | 6 | $171,241 | $14,860 | $2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,958 at 4% or $20,639 at 6%. |
| 2009 | 1 | 7 | $155,319 | $31,679 | $4,526iApproximate average salary by contribution assumption: employee only about $113,139 at 4% or $75,426 at 6%; with 50% employer match about $75,426 at 4% or $50,284 at 6%; with 100% employer match about $56,570 at 4% or $37,713 at 6%. |
| Lew Hall Jr Associates | - | 7 | $155,319 | $31,679 | $4,526iApproximate average salary by contribution assumption: employee only about $113,139 at 4% or $75,426 at 6%; with 50% employer match about $75,426 at 4% or $50,284 at 6%; with 100% employer match about $56,570 at 4% or $37,713 at 6%. |
| 2008 | 1 | 20 | $115,377 | $37,484 | $1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,824 at 6%; with 100% employer match about $23,428 at 4% or $15,618 at 6%. |
| Lew Hall Jr Associates | - | 20 | $115,377 | $37,484 | $1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,824 at 6%; with 100% employer match about $23,428 at 4% or $15,618 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Lew Hall Jr Associates | - | 11 | - | - | - |
| 2006 | 1 | 10 | $66,769 | $33,001 | $3,300iApproximate average salary by contribution assumption: employee only about $82,503 at 4% or $55,002 at 6%; with 50% employer match about $55,002 at 4% or $36,668 at 6%; with 100% employer match about $41,251 at 4% or $27,501 at 6%. |
| Lew Hall Jr Associates | - | 10 | $66,769 | $33,001 | $3,300iApproximate average salary by contribution assumption: employee only about $82,503 at 4% or $55,002 at 6%; with 50% employer match about $55,002 at 4% or $36,668 at 6%; with 100% employer match about $41,251 at 4% or $27,501 at 6%. |