Civic Intelligence

Lockwood & Steely, Mds, P.A.

Plan context: Lockwood & Steely Mds, Pa 401K Profit Sharing Plan

EIN 65-0629981 • Seffner, FL • 18 filings • 4 plans

2913 Pemberton Creek DriveSeffner, FL 33584
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$6,502,470

2024 Contributions

$404,989

Historical Graphs

Total Assets Over Time

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

$6,502,470$3,251,235$0200720162024YearValue
$6,502,470Latest year 2024

Participants Over Time

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

950200720162024YearValue
7Latest 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
202417$6,502,470$404,989$57,856iApproximate average salary by contribution assumption: employee only about $1,446,389 at 4% or $964,260 at 6%; with 50% employer match about $964,260 at 4% or $642,840 at 6%; with 100% employer match about $723,195 at 4% or $482,130 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-7$6,502,470$404,989$57,856iApproximate average salary by contribution assumption: employee only about $1,446,389 at 4% or $964,260 at 6%; with 50% employer match about $964,260 at 4% or $642,840 at 6%; with 100% employer match about $723,195 at 4% or $482,130 at 6%.
202318$5,573,805$414,055$51,757iApproximate average salary by contribution assumption: employee only about $1,293,922 at 4% or $862,615 at 6%; with 50% employer match about $862,615 at 4% or $575,076 at 6%; with 100% employer match about $646,961 at 4% or $431,307 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$5,573,805$414,055$51,757iApproximate average salary by contribution assumption: employee only about $1,293,922 at 4% or $862,615 at 6%; with 50% employer match about $862,615 at 4% or $575,076 at 6%; with 100% employer match about $646,961 at 4% or $431,307 at 6%.
202219$5,541,095$404,174$44,908iApproximate average salary by contribution assumption: employee only about $1,122,706 at 4% or $748,470 at 6%; with 50% employer match about $748,470 at 4% or $498,980 at 6%; with 100% employer match about $561,353 at 4% or $374,235 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-9$5,541,095$404,174$44,908iApproximate average salary by contribution assumption: employee only about $1,122,706 at 4% or $748,470 at 6%; with 50% employer match about $748,470 at 4% or $498,980 at 6%; with 100% employer match about $561,353 at 4% or $374,235 at 6%.
202119$6,084,312$350,020$38,891iApproximate average salary by contribution assumption: employee only about $972,278 at 4% or $648,185 at 6%; with 50% employer match about $648,185 at 4% or $432,123 at 6%; with 100% employer match about $486,139 at 4% or $324,093 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-9$6,084,312$350,020$38,891iApproximate average salary by contribution assumption: employee only about $972,278 at 4% or $648,185 at 6%; with 50% employer match about $648,185 at 4% or $432,123 at 6%; with 100% employer match about $486,139 at 4% or $324,093 at 6%.
202018$5,218,103$304,073$38,009iApproximate average salary by contribution assumption: employee only about $950,228 at 4% or $633,485 at 6%; with 50% employer match about $633,485 at 4% or $422,324 at 6%; with 100% employer match about $475,114 at 4% or $316,743 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$5,218,103$304,073$38,009iApproximate average salary by contribution assumption: employee only about $950,228 at 4% or $633,485 at 6%; with 50% employer match about $633,485 at 4% or $422,324 at 6%; with 100% employer match about $475,114 at 4% or $316,743 at 6%.
201919$4,218,195$316,016$35,113iApproximate average salary by contribution assumption: employee only about $877,822 at 4% or $585,215 at 6%; with 50% employer match about $585,215 at 4% or $390,143 at 6%; with 100% employer match about $438,911 at 4% or $292,607 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-9$4,218,195$316,016$35,113iApproximate average salary by contribution assumption: employee only about $877,822 at 4% or $585,215 at 6%; with 50% employer match about $585,215 at 4% or $390,143 at 6%; with 100% employer match about $438,911 at 4% or $292,607 at 6%.
201819$3,800,237$324,119$36,013iApproximate average salary by contribution assumption: employee only about $900,331 at 4% or $600,220 at 6%; with 50% employer match about $600,220 at 4% or $400,147 at 6%; with 100% employer match about $450,165 at 4% or $300,110 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-9$3,800,237$324,119$36,013iApproximate average salary by contribution assumption: employee only about $900,331 at 4% or $600,220 at 6%; with 50% employer match about $600,220 at 4% or $400,147 at 6%; with 100% employer match about $450,165 at 4% or $300,110 at 6%.
201719$3,683,889$306,800$34,089iApproximate average salary by contribution assumption: employee only about $852,222 at 4% or $568,148 at 6%; with 50% employer match about $568,148 at 4% or $378,765 at 6%; with 100% employer match about $426,111 at 4% or $284,074 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-9$3,683,889$306,800$34,089iApproximate average salary by contribution assumption: employee only about $852,222 at 4% or $568,148 at 6%; with 50% employer match about $568,148 at 4% or $378,765 at 6%; with 100% employer match about $426,111 at 4% or $284,074 at 6%.
201618$2,880,308$282,722$35,340iApproximate average salary by contribution assumption: employee only about $883,506 at 4% or $589,004 at 6%; with 50% employer match about $589,004 at 4% or $392,669 at 6%; with 100% employer match about $441,753 at 4% or $294,502 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$2,880,308$282,722$35,340iApproximate average salary by contribution assumption: employee only about $883,506 at 4% or $589,004 at 6%; with 50% employer match about $589,004 at 4% or $392,669 at 6%; with 100% employer match about $441,753 at 4% or $294,502 at 6%.
201517$2,635,815$252,273$36,039iApproximate average salary by contribution assumption: employee only about $900,975 at 4% or $600,650 at 6%; with 50% employer match about $600,650 at 4% or $400,433 at 6%; with 100% employer match about $450,488 at 4% or $300,325 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-7$2,635,815$252,273$36,039iApproximate average salary by contribution assumption: employee only about $900,975 at 4% or $600,650 at 6%; with 50% employer match about $600,650 at 4% or $400,433 at 6%; with 100% employer match about $450,488 at 4% or $300,325 at 6%.
201418$2,754,834$281,371$35,171iApproximate average salary by contribution assumption: employee only about $879,284 at 4% or $586,190 at 6%; with 50% employer match about $586,190 at 4% or $390,793 at 6%; with 100% employer match about $439,642 at 4% or $293,095 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$2,754,834$281,371$35,171iApproximate average salary by contribution assumption: employee only about $879,284 at 4% or $586,190 at 6%; with 50% employer match about $586,190 at 4% or $390,793 at 6%; with 100% employer match about $439,642 at 4% or $293,095 at 6%.
201318$2,292,797$282,258$35,282iApproximate average salary by contribution assumption: employee only about $882,056 at 4% or $588,038 at 6%; with 50% employer match about $588,038 at 4% or $392,025 at 6%; with 100% employer match about $441,028 at 4% or $294,019 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$2,292,797$282,258$35,282iApproximate average salary by contribution assumption: employee only about $882,056 at 4% or $588,038 at 6%; with 50% employer match about $588,038 at 4% or $392,025 at 6%; with 100% employer match about $441,028 at 4% or $294,019 at 6%.
201218$1,685,750$313,220$39,153iApproximate average salary by contribution assumption: employee only about $978,813 at 4% or $652,542 at 6%; with 50% employer match about $652,542 at 4% or $435,028 at 6%; with 100% employer match about $489,406 at 4% or $326,271 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$1,685,750$313,220$39,153iApproximate average salary by contribution assumption: employee only about $978,813 at 4% or $652,542 at 6%; with 50% employer match about $652,542 at 4% or $435,028 at 6%; with 100% employer match about $489,406 at 4% or $326,271 at 6%.
201118$1,218,413$267,534$33,442iApproximate average salary by contribution assumption: employee only about $836,044 at 4% or $557,363 at 6%; with 50% employer match about $557,363 at 4% or $371,575 at 6%; with 100% employer match about $418,022 at 4% or $278,681 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$1,218,413$267,534$33,442iApproximate average salary by contribution assumption: employee only about $836,044 at 4% or $557,363 at 6%; with 50% employer match about $557,363 at 4% or $371,575 at 6%; with 100% employer match about $418,022 at 4% or $278,681 at 6%.
201018$946,922$251,819$31,477iApproximate average salary by contribution assumption: employee only about $786,934 at 4% or $524,623 at 6%; with 50% employer match about $524,623 at 4% or $349,749 at 6%; with 100% employer match about $393,467 at 4% or $262,311 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$946,922$251,819$31,477iApproximate average salary by contribution assumption: employee only about $786,934 at 4% or $524,623 at 6%; with 50% employer match about $524,623 at 4% or $349,749 at 6%; with 100% employer match about $393,467 at 4% or $262,311 at 6%.
200918$659,672$244,464$30,558iApproximate average salary by contribution assumption: employee only about $763,950 at 4% or $509,300 at 6%; with 50% employer match about $509,300 at 4% or $339,533 at 6%; with 100% employer match about $381,975 at 4% or $254,650 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$659,672$244,464$30,558iApproximate average salary by contribution assumption: employee only about $763,950 at 4% or $509,300 at 6%; with 50% employer match about $509,300 at 4% or $339,533 at 6%; with 100% employer match about $381,975 at 4% or $254,650 at 6%.
200818$328,920$225,679$28,210iApproximate average salary by contribution assumption: employee only about $705,247 at 4% or $470,165 at 6%; with 50% employer match about $470,165 at 4% or $313,443 at 6%; with 100% employer match about $352,623 at 4% or $235,082 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$328,920$225,679$28,210iApproximate average salary by contribution assumption: employee only about $705,247 at 4% or $470,165 at 6%; with 50% employer match about $470,165 at 4% or $313,443 at 6%; with 100% employer match about $352,623 at 4% or $235,082 at 6%.
200718$177,110$177,859$22,232iApproximate average salary by contribution assumption: employee only about $555,809 at 4% or $370,540 at 6%; with 50% employer match about $370,540 at 4% or $247,026 at 6%; with 100% employer match about $277,905 at 4% or $185,270 at 6%.
Lockwood & Steely Mds, Pa 401K Profit Sharing Plan-8$177,110$177,859$22,232iApproximate average salary by contribution assumption: employee only about $555,809 at 4% or $370,540 at 6%; with 50% employer match about $370,540 at 4% or $247,026 at 6%; with 100% employer match about $277,905 at 4% or $185,270 at 6%.