Civic Intelligence

Lawwell, Dale & Graham

Plan context: Lawwell, Dale & Graham Retirement Plan

EIN 62-1209278 • Columbia, TN • 26 filings • 3 plans

P.O. Box 1017Columbia, TN 38402
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$877,358

2024 Contributions

$980

Historical Graphs

Total Assets Over Time

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

$1,371,145$685,573$0199920112023YearValue
$877,358Latest year 2023

Participants Over Time

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

1050199920112023YearValue
9Latest 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$980-
Lawwell, Dale & Graham Retirement Plan-0$0$980-
202319$877,358$15,282$1,698iApproximate average salary by contribution assumption: employee only about $42,450 at 4% or $28,300 at 6%; with 50% employer match about $28,300 at 4% or $18,867 at 6%; with 100% employer match about $21,225 at 4% or $14,150 at 6%.
Lawwell, Dale & Graham Retirement Plan-9$877,358$15,282$1,698iApproximate average salary by contribution assumption: employee only about $42,450 at 4% or $28,300 at 6%; with 50% employer match about $28,300 at 4% or $18,867 at 6%; with 100% employer match about $21,225 at 4% or $14,150 at 6%.
202219$767,133$9,359$1,040iApproximate average salary by contribution assumption: employee only about $25,997 at 4% or $17,331 at 6%; with 50% employer match about $17,331 at 4% or $11,554 at 6%; with 100% employer match about $12,999 at 4% or $8,666 at 6%.
Lawwell, Dale & Graham Retirement Plan-9$767,133$9,359$1,040iApproximate average salary by contribution assumption: employee only about $25,997 at 4% or $17,331 at 6%; with 50% employer match about $17,331 at 4% or $11,554 at 6%; with 100% employer match about $12,999 at 4% or $8,666 at 6%.
202117$898,082$4,184$598iApproximate average salary by contribution assumption: employee only about $14,943 at 4% or $9,962 at 6%; with 50% employer match about $9,962 at 4% or $6,641 at 6%; with 100% employer match about $7,471 at 4% or $4,981 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$898,082$4,184$598iApproximate average salary by contribution assumption: employee only about $14,943 at 4% or $9,962 at 6%; with 50% employer match about $9,962 at 4% or $6,641 at 6%; with 100% employer match about $7,471 at 4% or $4,981 at 6%.
202018$799,969$6,567$821iApproximate average salary by contribution assumption: employee only about $20,522 at 4% or $13,681 at 6%; with 50% employer match about $13,681 at 4% or $9,121 at 6%; with 100% employer match about $10,261 at 4% or $6,841 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$799,969$6,567$821iApproximate average salary by contribution assumption: employee only about $20,522 at 4% or $13,681 at 6%; with 50% employer match about $13,681 at 4% or $9,121 at 6%; with 100% employer match about $10,261 at 4% or $6,841 at 6%.
201918$677,321$11,503$1,438iApproximate average salary by contribution assumption: employee only about $35,947 at 4% or $23,965 at 6%; with 50% employer match about $23,965 at 4% or $15,976 at 6%; with 100% employer match about $17,973 at 4% or $11,982 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$677,321$11,503$1,438iApproximate average salary by contribution assumption: employee only about $35,947 at 4% or $23,965 at 6%; with 50% employer match about $23,965 at 4% or $15,976 at 6%; with 100% employer match about $17,973 at 4% or $11,982 at 6%.
201818$569,279$9,767$1,221iApproximate average salary by contribution assumption: employee only about $30,522 at 4% or $20,348 at 6%; with 50% employer match about $20,348 at 4% or $13,565 at 6%; with 100% employer match about $15,261 at 4% or $10,174 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$569,279$9,767$1,221iApproximate average salary by contribution assumption: employee only about $30,522 at 4% or $20,348 at 6%; with 50% employer match about $20,348 at 4% or $13,565 at 6%; with 100% employer match about $15,261 at 4% or $10,174 at 6%.
201716$610,754$4,710$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$610,754$4,710$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
201618$629,827$9,582$1,198iApproximate average salary by contribution assumption: employee only about $29,944 at 4% or $19,963 at 6%; with 50% employer match about $19,963 at 4% or $13,308 at 6%; with 100% employer match about $14,972 at 4% or $9,981 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$629,827$9,582$1,198iApproximate average salary by contribution assumption: employee only about $29,944 at 4% or $19,963 at 6%; with 50% employer match about $19,963 at 4% or $13,308 at 6%; with 100% employer match about $14,972 at 4% or $9,981 at 6%.
201517$577,698$7,677$1,097iApproximate average salary by contribution assumption: employee only about $27,418 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,139 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$577,698$7,677$1,097iApproximate average salary by contribution assumption: employee only about $27,418 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,139 at 6%.
201416$1,040,888$3,248$541iApproximate average salary by contribution assumption: employee only about $13,533 at 4% or $9,022 at 6%; with 50% employer match about $9,022 at 4% or $6,015 at 6%; with 100% employer match about $6,767 at 4% or $4,511 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$1,040,888$3,248$541iApproximate average salary by contribution assumption: employee only about $13,533 at 4% or $9,022 at 6%; with 50% employer match about $9,022 at 4% or $6,015 at 6%; with 100% employer match about $6,767 at 4% or $4,511 at 6%.
201316$974,295$3,946$658iApproximate average salary by contribution assumption: employee only about $16,442 at 4% or $10,961 at 6%; with 50% employer match about $10,961 at 4% or $7,307 at 6%; with 100% employer match about $8,221 at 4% or $5,481 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$974,295$3,946$658iApproximate average salary by contribution assumption: employee only about $16,442 at 4% or $10,961 at 6%; with 50% employer match about $10,961 at 4% or $7,307 at 6%; with 100% employer match about $8,221 at 4% or $5,481 at 6%.
201217$817,837$6,448$921iApproximate average salary by contribution assumption: employee only about $23,029 at 4% or $15,352 at 6%; with 50% employer match about $15,352 at 4% or $10,235 at 6%; with 100% employer match about $11,514 at 4% or $7,676 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$817,837$6,448$921iApproximate average salary by contribution assumption: employee only about $23,029 at 4% or $15,352 at 6%; with 50% employer match about $15,352 at 4% or $10,235 at 6%; with 100% employer match about $11,514 at 4% or $7,676 at 6%.
201118$737,074$6,414$802iApproximate average salary by contribution assumption: employee only about $20,044 at 4% or $13,363 at 6%; with 50% employer match about $13,363 at 4% or $8,908 at 6%; with 100% employer match about $10,022 at 4% or $6,681 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$737,074$6,414$802iApproximate average salary by contribution assumption: employee only about $20,044 at 4% or $13,363 at 6%; with 50% employer match about $13,363 at 4% or $8,908 at 6%; with 100% employer match about $10,022 at 4% or $6,681 at 6%.
201019$771,902$6,092$677iApproximate average salary by contribution assumption: employee only about $16,922 at 4% or $11,281 at 6%; with 50% employer match about $11,281 at 4% or $7,521 at 6%; with 100% employer match about $8,461 at 4% or $5,641 at 6%.
Lawwell, Dale & Graham Retirement Plan-9$771,902$6,092$677iApproximate average salary by contribution assumption: employee only about $16,922 at 4% or $11,281 at 6%; with 50% employer match about $11,281 at 4% or $7,521 at 6%; with 100% employer match about $8,461 at 4% or $5,641 at 6%.
2009110$685,291$17,609$1,761iApproximate average salary by contribution assumption: employee only about $44,023 at 4% or $29,348 at 6%; with 50% employer match about $29,348 at 4% or $19,566 at 6%; with 100% employer match about $22,011 at 4% or $14,674 at 6%.
Lawwell, Dale & Graham Retirement Plan-10$685,291$17,609$1,761iApproximate average salary by contribution assumption: employee only about $44,023 at 4% or $29,348 at 6%; with 50% employer match about $29,348 at 4% or $19,566 at 6%; with 100% employer match about $22,011 at 4% or $14,674 at 6%.
200816$508,386$12,647$2,108iApproximate average salary by contribution assumption: employee only about $52,696 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,420 at 6%; with 100% employer match about $26,348 at 4% or $17,565 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$508,386$12,647$2,108iApproximate average salary by contribution assumption: employee only about $52,696 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,420 at 6%; with 100% employer match about $26,348 at 4% or $17,565 at 6%.
200717$764,214$22,790$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,696 at 4% or $27,131 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$764,214$22,790$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,696 at 4% or $27,131 at 6%.
200616$766,510$22,322$3,720iApproximate average salary by contribution assumption: employee only about $93,008 at 4% or $62,006 at 6%; with 50% employer match about $62,006 at 4% or $41,337 at 6%; with 100% employer match about $46,504 at 4% or $31,003 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$766,510$22,322$3,720iApproximate average salary by contribution assumption: employee only about $93,008 at 4% or $62,006 at 6%; with 50% employer match about $62,006 at 4% or $41,337 at 6%; with 100% employer match about $46,504 at 4% or $31,003 at 6%.
200516$656,723$18,769$3,128iApproximate average salary by contribution assumption: employee only about $78,204 at 4% or $52,136 at 6%; with 50% employer match about $52,136 at 4% or $34,757 at 6%; with 100% employer match about $39,102 at 4% or $26,068 at 6%.
Lawwell, Dale & Graham Retirement Plan-6$656,723$18,769$3,128iApproximate average salary by contribution assumption: employee only about $78,204 at 4% or $52,136 at 6%; with 50% employer match about $52,136 at 4% or $34,757 at 6%; with 100% employer match about $39,102 at 4% or $26,068 at 6%.
200417$619,149$11,690$1,670iApproximate average salary by contribution assumption: employee only about $41,750 at 4% or $27,833 at 6%; with 50% employer match about $27,833 at 4% or $18,556 at 6%; with 100% employer match about $20,875 at 4% or $13,917 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$619,149$11,690$1,670iApproximate average salary by contribution assumption: employee only about $41,750 at 4% or $27,833 at 6%; with 50% employer match about $27,833 at 4% or $18,556 at 6%; with 100% employer match about $20,875 at 4% or $13,917 at 6%.
200318$550,478$12,596$1,575iApproximate average salary by contribution assumption: employee only about $39,363 at 4% or $26,242 at 6%; with 50% employer match about $26,242 at 4% or $17,494 at 6%; with 100% employer match about $19,681 at 4% or $13,121 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$550,478$12,596$1,575iApproximate average salary by contribution assumption: employee only about $39,363 at 4% or $26,242 at 6%; with 50% employer match about $26,242 at 4% or $17,494 at 6%; with 100% employer match about $19,681 at 4% or $13,121 at 6%.
200217$437,664$18,179$2,597iApproximate average salary by contribution assumption: employee only about $64,925 at 4% or $43,283 at 6%; with 50% employer match about $43,283 at 4% or $28,856 at 6%; with 100% employer match about $32,463 at 4% or $21,642 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$437,664$18,179$2,597iApproximate average salary by contribution assumption: employee only about $64,925 at 4% or $43,283 at 6%; with 50% employer match about $43,283 at 4% or $28,856 at 6%; with 100% employer match about $32,463 at 4% or $21,642 at 6%.
200119$531,670$18,374$2,042iApproximate average salary by contribution assumption: employee only about $51,039 at 4% or $34,026 at 6%; with 50% employer match about $34,026 at 4% or $22,684 at 6%; with 100% employer match about $25,519 at 4% or $17,013 at 6%.
Lawwell, Dale & Graham Retirement Plan-9$531,670$18,374$2,042iApproximate average salary by contribution assumption: employee only about $51,039 at 4% or $34,026 at 6%; with 50% employer match about $34,026 at 4% or $22,684 at 6%; with 100% employer match about $25,519 at 4% or $17,013 at 6%.
200017$560,099$10,427$1,490iApproximate average salary by contribution assumption: employee only about $37,239 at 4% or $24,826 at 6%; with 50% employer match about $24,826 at 4% or $16,551 at 6%; with 100% employer match about $18,620 at 4% or $12,413 at 6%.
Lawwell, Dale & Graham Retirement Plan-7$560,099$10,427$1,490iApproximate average salary by contribution assumption: employee only about $37,239 at 4% or $24,826 at 6%; with 50% employer match about $24,826 at 4% or $16,551 at 6%; with 100% employer match about $18,620 at 4% or $12,413 at 6%.
199918$1,371,145$26,711$3,339iApproximate average salary by contribution assumption: employee only about $83,472 at 4% or $55,648 at 6%; with 50% employer match about $55,648 at 4% or $37,099 at 6%; with 100% employer match about $41,736 at 4% or $27,824 at 6%.
Lawwell, Dale & Graham Retirement Plan-8$1,371,145$26,711$3,339iApproximate average salary by contribution assumption: employee only about $83,472 at 4% or $55,648 at 6%; with 50% employer match about $55,648 at 4% or $37,099 at 6%; with 100% employer match about $41,736 at 4% or $27,824 at 6%.