Civic Intelligence

Lackie Trading Inc.

Plan context: James D. Lackie Profit Sharing Plan

EIN 62-1478098 • 30 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$25,355,907

2024 Contributions

$945

Historical Graphs

Total Assets Over Time

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

$31,266,164$15,633,082$0199920132023YearValue
$25,355,907Latest year 2023

Participants Over Time

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

320199920112022YearValue
1Latest year 2022

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-
James D. Lackie Profit Sharing Plan-0---
202310$25,355,907$0-
James D. Lackie Profit Sharing Plan-0$25,355,907--
202211$28,557,817$0-
James D. Lackie Profit Sharing Plan-1$28,557,817--
202111$27,385,823$945$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.
James D. Lackie Profit Sharing Plan-1$27,385,823$945$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.
202012$31,074,774$2,340$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
James D. Lackie Profit Sharing Plan-2$31,074,774$2,340$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
201912$31,266,164$2,910$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
James D. Lackie Profit Sharing Plan-2$31,266,164$2,910$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
201812$27,818,422$2,910$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
James D. Lackie Profit Sharing Plan-2$27,818,422$2,910$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
201712$27,870,429$3,540$1,770iApproximate average salary by contribution assumption: employee only about $44,250 at 4% or $29,500 at 6%; with 50% employer match about $29,500 at 4% or $19,667 at 6%; with 100% employer match about $22,125 at 4% or $14,750 at 6%.
James D. Lackie Profit Sharing Plan-2$27,870,429$3,540$1,770iApproximate average salary by contribution assumption: employee only about $44,250 at 4% or $29,500 at 6%; with 50% employer match about $29,500 at 4% or $19,667 at 6%; with 100% employer match about $22,125 at 4% or $14,750 at 6%.
201612$20,189,515$1,890$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.
James D. Lackie Profit Sharing Plan-2$20,189,515$1,890$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.
201512$19,490,961$2,340$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
James D. Lackie Profit Sharing Plan-2$19,490,961$2,340$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
201412$18,020,895$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
James D. Lackie Profit Sharing Plan-2$18,020,895$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
201312$18,530,842$2,790$1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%.
James D. Lackie Profit Sharing Plan-2$18,530,842$2,790$1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%.
201212$13,779,908$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
James D. Lackie Profit Sharing Plan-2$13,779,908$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
201112$12,153,809$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
James D. Lackie Profit Sharing Plan-2$12,153,809$2,190$1,095iApproximate average salary by contribution assumption: employee only about $27,375 at 4% or $18,250 at 6%; with 50% employer match about $18,250 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,125 at 6%.
201013$12,501,680$106,480$35,493iApproximate average salary by contribution assumption: employee only about $887,333 at 4% or $591,556 at 6%; with 50% employer match about $591,556 at 4% or $394,370 at 6%; with 100% employer match about $443,667 at 4% or $295,778 at 6%.
James D. Lackie Profit Sharing Plan-3$12,501,680$106,480$35,493iApproximate average salary by contribution assumption: employee only about $887,333 at 4% or $591,556 at 6%; with 50% employer match about $591,556 at 4% or $394,370 at 6%; with 100% employer match about $443,667 at 4% or $295,778 at 6%.
200913$11,482,553$6,450$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
James D. Lackie Profit Sharing Plan-3$11,482,553$6,450$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
200813$10,254,661$12,850$4,283iApproximate average salary by contribution assumption: employee only about $107,083 at 4% or $71,389 at 6%; with 50% employer match about $71,389 at 4% or $47,593 at 6%; with 100% employer match about $53,542 at 4% or $35,694 at 6%.
James D. Lackie Profit Sharing Plan-3$10,254,661$12,850$4,283iApproximate average salary by contribution assumption: employee only about $107,083 at 4% or $71,389 at 6%; with 50% employer match about $71,389 at 4% or $47,593 at 6%; with 100% employer match about $53,542 at 4% or $35,694 at 6%.
200713$0$0-
James D. Lackie Profit Sharing Plan-3---
200613$11,748,686$11,911$3,970iApproximate average salary by contribution assumption: employee only about $99,258 at 4% or $66,172 at 6%; with 50% employer match about $66,172 at 4% or $44,115 at 6%; with 100% employer match about $49,629 at 4% or $33,086 at 6%.
James D. Lackie Profit Sharing Plan-3$11,748,686$11,911$3,970iApproximate average salary by contribution assumption: employee only about $99,258 at 4% or $66,172 at 6%; with 50% employer match about $66,172 at 4% or $44,115 at 6%; with 100% employer match about $49,629 at 4% or $33,086 at 6%.
200513$9,567,786$8,193$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,517 at 6%; with 50% employer match about $45,517 at 4% or $30,344 at 6%; with 100% employer match about $34,138 at 4% or $22,758 at 6%.
James D. Lackie Profit Sharing Plan-3$9,567,786$8,193$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,517 at 6%; with 50% employer match about $45,517 at 4% or $30,344 at 6%; with 100% employer match about $34,138 at 4% or $22,758 at 6%.
200412$8,226,580$0-
James D. Lackie Profit Sharing Plan-2$8,226,580--
200312$6,571,166$0-
James D. Lackie Profit Sharing Plan-2$6,571,166--
200222$0$0-
James D. Lackie Pension Plan-0---
James D. Lackie Profit Sharing Plan-2---
200122$0$0-
James D. Lackie Profit Sharing Plan-2---
James D. Lackie Pension Plan-2---
200022$0$0-
James D. Lackie Pension Plan-2---
James D. Lackie Profit Sharing Plan-2---
199922$4,329,889$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
James D. Lackie Profit Sharing Plan-2$4,273,130$27,035$13,518iApproximate average salary by contribution assumption: employee only about $337,938 at 4% or $225,292 at 6%; with 50% employer match about $225,292 at 4% or $150,194 at 6%; with 100% employer match about $168,969 at 4% or $112,646 at 6%.
James D. Lackie Pension Plan-2$56,759$2,965$1,483iApproximate average salary by contribution assumption: employee only about $37,063 at 4% or $24,708 at 6%; with 50% employer match about $24,708 at 4% or $16,472 at 6%; with 100% employer match about $18,531 at 4% or $12,354 at 6%.