Lockard & Williams Insurance Services, P.A.
Plan context: Lockard & Williams Insurance Servic Es, P.A. Profit Sharing Plan
EIN 64-0799479 • 3 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
11
2002 Assets
$782
2002 Contributions
$18,000
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Lockard & Williams Insurance Servic Es, P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $782 | $0 | - |
| Lockard & Williams Insurance Servic Es, P.A. Profit Sharing Plan | - | 0 | $782 | - | - |
| 2000 | 1 | 11 | $145,647 | $18,000 | $1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%. |
| Lockard & Williams Insurance Servic Es, P.A. Profit Sharing Plan | - | 11 | $145,647 | $18,000 | $1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%. |