Civic Intelligence

Loeb and Company Inc.

Plan context: Loeb and Company Inc 401K Plan

EIN 63-0575841 • Montgomery, AL • 25 filings • 3 plans

110 Church StreetMontgomery, AL 36104
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$6

2023 Contributions

$2,099

Historical Graphs

Total Assets Over Time

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

$2,338,839$1,169,420$0199920112023YearValue
$6Latest year 2023

Participants Over Time

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

1680199920112022YearValue
3Latest 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
202310$6$2,099-
Loeb and Company Inc 401K Plan-0$6$2,099-
202213$949,997$9,534$3,178iApproximate average salary by contribution assumption: employee only about $79,450 at 4% or $52,967 at 6%; with 50% employer match about $52,967 at 4% or $35,311 at 6%; with 100% employer match about $39,725 at 4% or $26,483 at 6%.
Loeb and Company Inc 401K Plan-3$949,997$9,534$3,178iApproximate average salary by contribution assumption: employee only about $79,450 at 4% or $52,967 at 6%; with 50% employer match about $52,967 at 4% or $35,311 at 6%; with 100% employer match about $39,725 at 4% or $26,483 at 6%.
202112$1,146,070$14,060$7,030iApproximate average salary by contribution assumption: employee only about $175,750 at 4% or $117,167 at 6%; with 50% employer match about $117,167 at 4% or $78,111 at 6%; with 100% employer match about $87,875 at 4% or $58,583 at 6%.
Loeb and Company Inc 401K Plan-2$1,146,070$14,060$7,030iApproximate average salary by contribution assumption: employee only about $175,750 at 4% or $117,167 at 6%; with 50% employer match about $117,167 at 4% or $78,111 at 6%; with 100% employer match about $87,875 at 4% or $58,583 at 6%.
202012$921,840$14,657$7,329iApproximate average salary by contribution assumption: employee only about $183,213 at 4% or $122,142 at 6%; with 50% employer match about $122,142 at 4% or $81,428 at 6%; with 100% employer match about $91,606 at 4% or $61,071 at 6%.
Loeb and Company Inc 401K Plan-2$921,840$14,657$7,329iApproximate average salary by contribution assumption: employee only about $183,213 at 4% or $122,142 at 6%; with 50% employer match about $122,142 at 4% or $81,428 at 6%; with 100% employer match about $91,606 at 4% or $61,071 at 6%.
201913$1,567,308$26,179$8,726iApproximate average salary by contribution assumption: employee only about $218,158 at 4% or $145,439 at 6%; with 50% employer match about $145,439 at 4% or $96,959 at 6%; with 100% employer match about $109,079 at 4% or $72,719 at 6%.
Loeb and Company Inc 401K Plan-3$1,567,308$26,179$8,726iApproximate average salary by contribution assumption: employee only about $218,158 at 4% or $145,439 at 6%; with 50% employer match about $145,439 at 4% or $96,959 at 6%; with 100% employer match about $109,079 at 4% or $72,719 at 6%.
201819$1,755,728$38,142$4,238iApproximate average salary by contribution assumption: employee only about $105,950 at 4% or $70,633 at 6%; with 50% employer match about $70,633 at 4% or $47,089 at 6%; with 100% employer match about $52,975 at 4% or $35,317 at 6%.
Loeb and Company Inc 401K Plan-9$1,755,728$38,142$4,238iApproximate average salary by contribution assumption: employee only about $105,950 at 4% or $70,633 at 6%; with 50% employer match about $70,633 at 4% or $47,089 at 6%; with 100% employer match about $52,975 at 4% or $35,317 at 6%.
201719$2,179,703$45,349$5,039iApproximate average salary by contribution assumption: employee only about $125,969 at 4% or $83,980 at 6%; with 50% employer match about $83,980 at 4% or $55,986 at 6%; with 100% employer match about $62,985 at 4% or $41,990 at 6%.
Loeb and Company Inc 401K Plan-9$2,179,703$45,349$5,039iApproximate average salary by contribution assumption: employee only about $125,969 at 4% or $83,980 at 6%; with 50% employer match about $83,980 at 4% or $55,986 at 6%; with 100% employer match about $62,985 at 4% or $41,990 at 6%.
2016110$2,214,907$39,128$3,913iApproximate average salary by contribution assumption: employee only about $97,820 at 4% or $65,213 at 6%; with 50% employer match about $65,213 at 4% or $43,476 at 6%; with 100% employer match about $48,910 at 4% or $32,607 at 6%.
Loeb and Company Inc 401K Plan-10$2,214,907$39,128$3,913iApproximate average salary by contribution assumption: employee only about $97,820 at 4% or $65,213 at 6%; with 50% employer match about $65,213 at 4% or $43,476 at 6%; with 100% employer match about $48,910 at 4% or $32,607 at 6%.
2015110$2,008,326$41,642$4,164iApproximate average salary by contribution assumption: employee only about $104,105 at 4% or $69,403 at 6%; with 50% employer match about $69,403 at 4% or $46,269 at 6%; with 100% employer match about $52,053 at 4% or $34,702 at 6%.
Loeb and Company Inc 401K Plan-10$2,008,326$41,642$4,164iApproximate average salary by contribution assumption: employee only about $104,105 at 4% or $69,403 at 6%; with 50% employer match about $69,403 at 4% or $46,269 at 6%; with 100% employer match about $52,053 at 4% or $34,702 at 6%.
2014110$2,338,839$54,746$5,475iApproximate average salary by contribution assumption: employee only about $136,865 at 4% or $91,243 at 6%; with 50% employer match about $91,243 at 4% or $60,829 at 6%; with 100% employer match about $68,433 at 4% or $45,622 at 6%.
Loeb and Company Inc 401K Plan-10$2,338,839$54,746$5,475iApproximate average salary by contribution assumption: employee only about $136,865 at 4% or $91,243 at 6%; with 50% employer match about $91,243 at 4% or $60,829 at 6%; with 100% employer match about $68,433 at 4% or $45,622 at 6%.
201318$2,307,484$48,808$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,263 at 4% or $50,842 at 6%.
Loeb and Company Inc 401K Plan-8$2,307,484$48,808$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,263 at 4% or $50,842 at 6%.
201219$1,970,230$77,445$8,605iApproximate average salary by contribution assumption: employee only about $215,125 at 4% or $143,417 at 6%; with 50% employer match about $143,417 at 4% or $95,611 at 6%; with 100% employer match about $107,563 at 4% or $71,708 at 6%.
Loeb and Company Inc 401K Plan-9$1,970,230$77,445$8,605iApproximate average salary by contribution assumption: employee only about $215,125 at 4% or $143,417 at 6%; with 50% employer match about $143,417 at 4% or $95,611 at 6%; with 100% employer match about $107,563 at 4% or $71,708 at 6%.
201118$1,657,865$81,489$10,186iApproximate average salary by contribution assumption: employee only about $254,653 at 4% or $169,769 at 6%; with 50% employer match about $169,769 at 4% or $113,179 at 6%; with 100% employer match about $127,327 at 4% or $84,884 at 6%.
Loeb and Company Inc 401K Plan-8$1,657,865$81,489$10,186iApproximate average salary by contribution assumption: employee only about $254,653 at 4% or $169,769 at 6%; with 50% employer match about $169,769 at 4% or $113,179 at 6%; with 100% employer match about $127,327 at 4% or $84,884 at 6%.
201018$1,693,287$84,137$10,517iApproximate average salary by contribution assumption: employee only about $262,928 at 4% or $175,285 at 6%; with 50% employer match about $175,285 at 4% or $116,857 at 6%; with 100% employer match about $131,464 at 4% or $87,643 at 6%.
Loeb and Company Inc 401K Plan-8$1,693,287$84,137$10,517iApproximate average salary by contribution assumption: employee only about $262,928 at 4% or $175,285 at 6%; with 50% employer match about $175,285 at 4% or $116,857 at 6%; with 100% employer match about $131,464 at 4% or $87,643 at 6%.
200918$1,366,921$92,894$11,612iApproximate average salary by contribution assumption: employee only about $290,294 at 4% or $193,529 at 6%; with 50% employer match about $193,529 at 4% or $129,019 at 6%; with 100% employer match about $145,147 at 4% or $96,765 at 6%.
Loeb and Company Inc 401K Plan-8$1,366,921$92,894$11,612iApproximate average salary by contribution assumption: employee only about $290,294 at 4% or $193,529 at 6%; with 50% employer match about $193,529 at 4% or $129,019 at 6%; with 100% employer match about $145,147 at 4% or $96,765 at 6%.
2008110$992,888$91,875$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
Loeb and Company Inc 401K Plan-10$992,888$91,875$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
2007110$1,412,683$51,657$5,166iApproximate average salary by contribution assumption: employee only about $129,143 at 4% or $86,095 at 6%; with 50% employer match about $86,095 at 4% or $57,397 at 6%; with 100% employer match about $64,571 at 4% or $43,048 at 6%.
Loeb and Company Inc 401K Plan-10$1,412,683$51,657$5,166iApproximate average salary by contribution assumption: employee only about $129,143 at 4% or $86,095 at 6%; with 50% employer match about $86,095 at 4% or $57,397 at 6%; with 100% employer match about $64,571 at 4% or $43,048 at 6%.
2006110$1,397,077$61,368$6,137iApproximate average salary by contribution assumption: employee only about $153,420 at 4% or $102,280 at 6%; with 50% employer match about $102,280 at 4% or $68,187 at 6%; with 100% employer match about $76,710 at 4% or $51,140 at 6%.
Loeb and Company Inc 401K Plan-10$1,397,077$61,368$6,137iApproximate average salary by contribution assumption: employee only about $153,420 at 4% or $102,280 at 6%; with 50% employer match about $102,280 at 4% or $68,187 at 6%; with 100% employer match about $76,710 at 4% or $51,140 at 6%.
2005111$1,128,149$108,914$9,901iApproximate average salary by contribution assumption: employee only about $247,532 at 4% or $165,021 at 6%; with 50% employer match about $165,021 at 4% or $110,014 at 6%; with 100% employer match about $123,766 at 4% or $82,511 at 6%.
Loeb and Company Inc 401K Plan-11$1,128,149$108,914$9,901iApproximate average salary by contribution assumption: employee only about $247,532 at 4% or $165,021 at 6%; with 50% employer match about $165,021 at 4% or $110,014 at 6%; with 100% employer match about $123,766 at 4% or $82,511 at 6%.
2004112$1,000,896$91,522$7,627iApproximate average salary by contribution assumption: employee only about $190,671 at 4% or $127,114 at 6%; with 50% employer match about $127,114 at 4% or $84,743 at 6%; with 100% employer match about $95,335 at 4% or $63,557 at 6%.
Loeb and Company Inc 401K Plan-12$1,000,896$91,522$7,627iApproximate average salary by contribution assumption: employee only about $190,671 at 4% or $127,114 at 6%; with 50% employer match about $127,114 at 4% or $84,743 at 6%; with 100% employer match about $95,335 at 4% or $63,557 at 6%.
2003113$821,272$97,382$7,491iApproximate average salary by contribution assumption: employee only about $187,273 at 4% or $124,849 at 6%; with 50% employer match about $124,849 at 4% or $83,232 at 6%; with 100% employer match about $93,637 at 4% or $62,424 at 6%.
Loeb and Company Inc 401K Plan-13$821,272$97,382$7,491iApproximate average salary by contribution assumption: employee only about $187,273 at 4% or $124,849 at 6%; with 50% employer match about $124,849 at 4% or $83,232 at 6%; with 100% employer match about $93,637 at 4% or $62,424 at 6%.
2002115$574,503$89,426$5,962iApproximate average salary by contribution assumption: employee only about $149,043 at 4% or $99,362 at 6%; with 50% employer match about $99,362 at 4% or $66,241 at 6%; with 100% employer match about $74,522 at 4% or $49,681 at 6%.
Loeb and Company Inc 401K Plan-15$574,503$89,426$5,962iApproximate average salary by contribution assumption: employee only about $149,043 at 4% or $99,362 at 6%; with 50% employer match about $99,362 at 4% or $66,241 at 6%; with 100% employer match about $74,522 at 4% or $49,681 at 6%.
2001116$535,609$85,391$5,337iApproximate average salary by contribution assumption: employee only about $133,423 at 4% or $88,949 at 6%; with 50% employer match about $88,949 at 4% or $59,299 at 6%; with 100% employer match about $66,712 at 4% or $44,474 at 6%.
Loeb and Company Inc 401K Plan-16$535,609$85,391$5,337iApproximate average salary by contribution assumption: employee only about $133,423 at 4% or $88,949 at 6%; with 50% employer match about $88,949 at 4% or $59,299 at 6%; with 100% employer match about $66,712 at 4% or $44,474 at 6%.
2000116$483,896$85,231$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
Loeb and Company Inc 401K Plan-16$483,896$85,231$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
1999115$411,761$84,012$5,601iApproximate average salary by contribution assumption: employee only about $140,020 at 4% or $93,347 at 6%; with 50% employer match about $93,347 at 4% or $62,231 at 6%; with 100% employer match about $70,010 at 4% or $46,673 at 6%.
Loeb and Company Inc 401K Plan-15$411,761$84,012$5,601iApproximate average salary by contribution assumption: employee only about $140,020 at 4% or $93,347 at 6%; with 50% employer match about $93,347 at 4% or $62,231 at 6%; with 100% employer match about $70,010 at 4% or $46,673 at 6%.