Civic Intelligence

Lexes Associates Inc.

Plan context: Lexes Associates Inc. Retirement Trust

EIN 59-3320844 • St. Augustine, FL • 21 filings • 1 plans

217 Lions Gate DriveSt. Augustine, FL 32080
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$10,299,452

2024 Contributions

$617,107

Historical Graphs

Total Assets Over Time

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

$10,299,452$5,149,726$0200420152024YearValue
$10,299,452Latest year 2024

Participants Over Time

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

46230200420142024YearValue
33Latest 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
2024133$10,299,452$617,107$18,700iApproximate average salary by contribution assumption: employee only about $467,505 at 4% or $311,670 at 6%; with 50% employer match about $311,670 at 4% or $207,780 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
Lexes Associates Inc. Retirement Trust-33$10,299,452$617,107$18,700iApproximate average salary by contribution assumption: employee only about $467,505 at 4% or $311,670 at 6%; with 50% employer match about $311,670 at 4% or $207,780 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
2023129$8,700,379$395,067$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.
Lexes Associates Inc. Retirement Trust-29$8,700,379$395,067$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.
2022119$6,599,840$501,716$26,406iApproximate average salary by contribution assumption: employee only about $660,153 at 4% or $440,102 at 6%; with 50% employer match about $440,102 at 4% or $293,401 at 6%; with 100% employer match about $330,076 at 4% or $220,051 at 6%.
Lexes Associates Inc. Retirement Trust-19$6,599,840$501,716$26,406iApproximate average salary by contribution assumption: employee only about $660,153 at 4% or $440,102 at 6%; with 50% employer match about $440,102 at 4% or $293,401 at 6%; with 100% employer match about $330,076 at 4% or $220,051 at 6%.
2021119$8,148,238$291,399$15,337iApproximate average salary by contribution assumption: employee only about $383,420 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,409 at 6%; with 100% employer match about $191,710 at 4% or $127,807 at 6%.
Lexes Associates Inc. Retirement Trust-19$8,148,238$291,399$15,337iApproximate average salary by contribution assumption: employee only about $383,420 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,409 at 6%; with 100% employer match about $191,710 at 4% or $127,807 at 6%.
2020119$6,728,371$347,417$18,285iApproximate average salary by contribution assumption: employee only about $457,128 at 4% or $304,752 at 6%; with 50% employer match about $304,752 at 4% or $203,168 at 6%; with 100% employer match about $228,564 at 4% or $152,376 at 6%.
Lexes Associates Inc. Retirement Trust-19$6,728,371$347,417$18,285iApproximate average salary by contribution assumption: employee only about $457,128 at 4% or $304,752 at 6%; with 50% employer match about $304,752 at 4% or $203,168 at 6%; with 100% employer match about $228,564 at 4% or $152,376 at 6%.
2019117$5,041,799$244,838$14,402iApproximate average salary by contribution assumption: employee only about $360,056 at 4% or $240,037 at 6%; with 50% employer match about $240,037 at 4% or $160,025 at 6%; with 100% employer match about $180,028 at 4% or $120,019 at 6%.
Lexes Associates Inc. Retirement Trust-17$5,041,799$244,838$14,402iApproximate average salary by contribution assumption: employee only about $360,056 at 4% or $240,037 at 6%; with 50% employer match about $240,037 at 4% or $160,025 at 6%; with 100% employer match about $180,028 at 4% or $120,019 at 6%.
2018115$4,190,465$224,567$14,971iApproximate average salary by contribution assumption: employee only about $374,278 at 4% or $249,519 at 6%; with 50% employer match about $249,519 at 4% or $166,346 at 6%; with 100% employer match about $187,139 at 4% or $124,759 at 6%.
Lexes Associates Inc. Retirement Trust-15$4,190,465$224,567$14,971iApproximate average salary by contribution assumption: employee only about $374,278 at 4% or $249,519 at 6%; with 50% employer match about $249,519 at 4% or $166,346 at 6%; with 100% employer match about $187,139 at 4% or $124,759 at 6%.
2017120$4,805,280$301,231$15,062iApproximate average salary by contribution assumption: employee only about $376,539 at 4% or $251,026 at 6%; with 50% employer match about $251,026 at 4% or $167,351 at 6%; with 100% employer match about $188,269 at 4% or $125,513 at 6%.
Lexes Associates Inc. Retirement Trust-20$4,805,280$301,231$15,062iApproximate average salary by contribution assumption: employee only about $376,539 at 4% or $251,026 at 6%; with 50% employer match about $251,026 at 4% or $167,351 at 6%; with 100% employer match about $188,269 at 4% or $125,513 at 6%.
2016125$4,151,095$336,875$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
Lexes Associates Inc. Retirement Trust-25$4,151,095$336,875$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
2015129$3,908,514$330,217$11,387iApproximate average salary by contribution assumption: employee only about $284,670 at 4% or $189,780 at 6%; with 50% employer match about $189,780 at 4% or $126,520 at 6%; with 100% employer match about $142,335 at 4% or $94,890 at 6%.
Lexes Associates Inc. Retirement Trust-29$3,908,514$330,217$11,387iApproximate average salary by contribution assumption: employee only about $284,670 at 4% or $189,780 at 6%; with 50% employer match about $189,780 at 4% or $126,520 at 6%; with 100% employer match about $142,335 at 4% or $94,890 at 6%.
2014136$4,121,835$351,659$9,768iApproximate average salary by contribution assumption: employee only about $244,208 at 4% or $162,805 at 6%; with 50% employer match about $162,805 at 4% or $108,537 at 6%; with 100% employer match about $122,104 at 4% or $81,403 at 6%.
Lexes Associates Inc. Retirement Trust-36$4,121,835$351,659$9,768iApproximate average salary by contribution assumption: employee only about $244,208 at 4% or $162,805 at 6%; with 50% employer match about $162,805 at 4% or $108,537 at 6%; with 100% employer match about $122,104 at 4% or $81,403 at 6%.
2013129$3,611,721$338,066$11,657iApproximate average salary by contribution assumption: employee only about $291,436 at 4% or $194,291 at 6%; with 50% employer match about $194,291 at 4% or $129,527 at 6%; with 100% employer match about $145,718 at 4% or $97,145 at 6%.
Lexes Associates Inc. Retirement Trust-29$3,611,721$338,066$11,657iApproximate average salary by contribution assumption: employee only about $291,436 at 4% or $194,291 at 6%; with 50% employer match about $194,291 at 4% or $129,527 at 6%; with 100% employer match about $145,718 at 4% or $97,145 at 6%.
2012146$2,911,270$417,449$9,075iApproximate average salary by contribution assumption: employee only about $226,874 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,437 at 4% or $75,625 at 6%.
Lexes Associates Inc. Retirement Trust-46$2,911,270$417,449$9,075iApproximate average salary by contribution assumption: employee only about $226,874 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,437 at 4% or $75,625 at 6%.
2011134$2,158,297$285,991$8,412iApproximate average salary by contribution assumption: employee only about $210,288 at 4% or $140,192 at 6%; with 50% employer match about $140,192 at 4% or $93,461 at 6%; with 100% employer match about $105,144 at 4% or $70,096 at 6%.
Lexes Associates Inc. Retirement Trust-34$2,158,297$285,991$8,412iApproximate average salary by contribution assumption: employee only about $210,288 at 4% or $140,192 at 6%; with 50% employer match about $140,192 at 4% or $93,461 at 6%; with 100% employer match about $105,144 at 4% or $70,096 at 6%.
2010133$2,097,378$179,454$5,438iApproximate average salary by contribution assumption: employee only about $135,950 at 4% or $90,633 at 6%; with 50% employer match about $90,633 at 4% or $60,422 at 6%; with 100% employer match about $67,975 at 4% or $45,317 at 6%.
Lexes Associates Inc. Retirement Trust-33$2,097,378$179,454$5,438iApproximate average salary by contribution assumption: employee only about $135,950 at 4% or $90,633 at 6%; with 50% employer match about $90,633 at 4% or $60,422 at 6%; with 100% employer match about $67,975 at 4% or $45,317 at 6%.
2009133$1,651,472$158,456$4,802iApproximate average salary by contribution assumption: employee only about $120,042 at 4% or $80,028 at 6%; with 50% employer match about $80,028 at 4% or $53,352 at 6%; with 100% employer match about $60,021 at 4% or $40,014 at 6%.
Lexes Associates Inc. Retirement Trust-33$1,651,472$158,456$4,802iApproximate average salary by contribution assumption: employee only about $120,042 at 4% or $80,028 at 6%; with 50% employer match about $80,028 at 4% or $53,352 at 6%; with 100% employer match about $60,021 at 4% or $40,014 at 6%.
2008120$1,182,100$314,548$15,727iApproximate average salary by contribution assumption: employee only about $393,185 at 4% or $262,123 at 6%; with 50% employer match about $262,123 at 4% or $174,749 at 6%; with 100% employer match about $196,593 at 4% or $131,062 at 6%.
Lexes Associates Inc. Retirement Trust-20$1,182,100$314,548$15,727iApproximate average salary by contribution assumption: employee only about $393,185 at 4% or $262,123 at 6%; with 50% employer match about $262,123 at 4% or $174,749 at 6%; with 100% employer match about $196,593 at 4% or $131,062 at 6%.
2007125$0$0-
Lexes Associates Inc. Retirement Trust-25---
2006128$960,838$501,704$17,918iApproximate average salary by contribution assumption: employee only about $447,950 at 4% or $298,633 at 6%; with 50% employer match about $298,633 at 4% or $199,089 at 6%; with 100% employer match about $223,975 at 4% or $149,317 at 6%.
Lexes Associates Inc. Retirement Trust-28$960,838$501,704$17,918iApproximate average salary by contribution assumption: employee only about $447,950 at 4% or $298,633 at 6%; with 50% employer match about $298,633 at 4% or $199,089 at 6%; with 100% employer match about $223,975 at 4% or $149,317 at 6%.
2005116$439,271$353,523$22,095iApproximate average salary by contribution assumption: employee only about $552,380 at 4% or $368,253 at 6%; with 50% employer match about $368,253 at 4% or $245,502 at 6%; with 100% employer match about $276,190 at 4% or $184,127 at 6%.
Lexes Associates Inc. Retirement Trust-16$439,271$353,523$22,095iApproximate average salary by contribution assumption: employee only about $552,380 at 4% or $368,253 at 6%; with 50% employer match about $368,253 at 4% or $245,502 at 6%; with 100% employer match about $276,190 at 4% or $184,127 at 6%.
2004112$42,981$37,510$3,126iApproximate average salary by contribution assumption: employee only about $78,146 at 4% or $52,097 at 6%; with 50% employer match about $52,097 at 4% or $34,731 at 6%; with 100% employer match about $39,073 at 4% or $26,049 at 6%.
Lexes Associates Inc. Retirement Trust-12$42,981$37,510$3,126iApproximate average salary by contribution assumption: employee only about $78,146 at 4% or $52,097 at 6%; with 50% employer match about $52,097 at 4% or $34,731 at 6%; with 100% employer match about $39,073 at 4% or $26,049 at 6%.