Civic Intelligence

Lri Management Inc.

Plan context: Lockhart 401(K)/Retirement Plan

EIN 66-0609942 • St. Thomas, VI • 13 filings • 2 plans

9800 Buccaneer MallBldg No. 2 - Suite No. 9St. Thomas, VI 00801
Current Snapshot

Latest Year

2014

2014 Participants

70

2014 Assets

$3,356,712

2014 Contributions

$203,879

Historical Graphs

Total Assets Over Time

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

$3,366,945$1,683,473$0200220092014YearValue
$3,356,712Latest year 2014

Participants Over Time

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

89450200220082014YearValue
70Latest year 2014

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
2014170$3,356,712$203,879$2,913iApproximate average salary by contribution assumption: employee only about $72,814 at 4% or $48,543 at 6%; with 50% employer match about $48,543 at 4% or $32,362 at 6%; with 100% employer match about $36,407 at 4% or $24,271 at 6%.
Lockhart 401(K)/Retirement Plan-70$3,356,712$203,879$2,913iApproximate average salary by contribution assumption: employee only about $72,814 at 4% or $48,543 at 6%; with 50% employer match about $48,543 at 4% or $32,362 at 6%; with 100% employer match about $36,407 at 4% or $24,271 at 6%.
2013175$3,366,945$370,447$4,939iApproximate average salary by contribution assumption: employee only about $123,482 at 4% or $82,322 at 6%; with 50% employer match about $82,322 at 4% or $54,881 at 6%; with 100% employer match about $61,741 at 4% or $41,161 at 6%.
Lockhart 401(K)/Retirement Plan-75$3,366,945$370,447$4,939iApproximate average salary by contribution assumption: employee only about $123,482 at 4% or $82,322 at 6%; with 50% employer match about $82,322 at 4% or $54,881 at 6%; with 100% employer match about $61,741 at 4% or $41,161 at 6%.
2012181$2,632,013$267,693$3,305iApproximate average salary by contribution assumption: employee only about $82,621 at 4% or $55,081 at 6%; with 50% employer match about $55,081 at 4% or $36,721 at 6%; with 100% employer match about $41,311 at 4% or $27,540 at 6%.
Lockhart 401(K)/Retirement Plan-81$2,632,013$267,693$3,305iApproximate average salary by contribution assumption: employee only about $82,621 at 4% or $55,081 at 6%; with 50% employer match about $55,081 at 4% or $36,721 at 6%; with 100% employer match about $41,311 at 4% or $27,540 at 6%.
2011189$2,176,555$329,609$3,703iApproximate average salary by contribution assumption: employee only about $92,587 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,293 at 4% or $30,862 at 6%.
Lockhart 401(K)/Retirement Plan-89$2,176,555$329,609$3,703iApproximate average salary by contribution assumption: employee only about $92,587 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,293 at 4% or $30,862 at 6%.
2010166$1,979,170$203,158$3,078iApproximate average salary by contribution assumption: employee only about $76,954 at 4% or $51,303 at 6%; with 50% employer match about $51,303 at 4% or $34,202 at 6%; with 100% employer match about $38,477 at 4% or $25,651 at 6%.
Lockhart 401(K)/Retirement Plan-66$1,979,170$203,158$3,078iApproximate average salary by contribution assumption: employee only about $76,954 at 4% or $51,303 at 6%; with 50% employer match about $51,303 at 4% or $34,202 at 6%; with 100% employer match about $38,477 at 4% or $25,651 at 6%.
2009175$1,619,173$169,052$2,254iApproximate average salary by contribution assumption: employee only about $56,351 at 4% or $37,567 at 6%; with 50% employer match about $37,567 at 4% or $25,045 at 6%; with 100% employer match about $28,175 at 4% or $18,784 at 6%.
Lockhart 401(K)/Retirement Plan-75$1,619,173$169,052$2,254iApproximate average salary by contribution assumption: employee only about $56,351 at 4% or $37,567 at 6%; with 50% employer match about $37,567 at 4% or $25,045 at 6%; with 100% employer match about $28,175 at 4% or $18,784 at 6%.
2008171$1,232,323$170,175$2,397iApproximate average salary by contribution assumption: employee only about $59,921 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,974 at 6%.
Lockhart 401(K)/Retirement Plan-71$1,232,323$170,175$2,397iApproximate average salary by contribution assumption: employee only about $59,921 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,974 at 6%.
2007158$0$0-
Lockhart 401(K)/Retirement Plan-58---
2006155$1,262,031$259,109$4,711iApproximate average salary by contribution assumption: employee only about $117,777 at 4% or $78,518 at 6%; with 50% employer match about $78,518 at 4% or $52,345 at 6%; with 100% employer match about $58,888 at 4% or $39,259 at 6%.
Lockhart 401(K)/Retirement Plan-55$1,262,031$259,109$4,711iApproximate average salary by contribution assumption: employee only about $117,777 at 4% or $78,518 at 6%; with 50% employer match about $78,518 at 4% or $52,345 at 6%; with 100% employer match about $58,888 at 4% or $39,259 at 6%.
2005152$922,303$214,119$4,118iApproximate average salary by contribution assumption: employee only about $102,942 at 4% or $68,628 at 6%; with 50% employer match about $68,628 at 4% or $45,752 at 6%; with 100% employer match about $51,471 at 4% or $34,314 at 6%.
Lockhart 401(K)/Retirement Plan-52$922,303$214,119$4,118iApproximate average salary by contribution assumption: employee only about $102,942 at 4% or $68,628 at 6%; with 50% employer match about $68,628 at 4% or $45,752 at 6%; with 100% employer match about $51,471 at 4% or $34,314 at 6%.
2004148$691,835$160,351$3,341iApproximate average salary by contribution assumption: employee only about $83,516 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,839 at 6%.
Lockhart 401(K)/Retirement Plan-48$691,835$160,351$3,341iApproximate average salary by contribution assumption: employee only about $83,516 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,839 at 6%.
2003149$507,995$92,241$1,882iApproximate average salary by contribution assumption: employee only about $47,062 at 4% or $31,374 at 6%; with 50% employer match about $31,374 at 4% or $20,916 at 6%; with 100% employer match about $23,531 at 4% or $15,687 at 6%.
Lockhart 401(K)/Retirement Plan-49$507,995$92,241$1,882iApproximate average salary by contribution assumption: employee only about $47,062 at 4% or $31,374 at 6%; with 50% employer match about $31,374 at 4% or $20,916 at 6%; with 100% employer match about $23,531 at 4% or $15,687 at 6%.
2002141$424,755$97,535$2,379iApproximate average salary by contribution assumption: employee only about $59,473 at 4% or $39,648 at 6%; with 50% employer match about $39,648 at 4% or $26,432 at 6%; with 100% employer match about $29,736 at 4% or $19,824 at 6%.
Lockhart 401(K)/Retirement Plan-41$424,755$97,535$2,379iApproximate average salary by contribution assumption: employee only about $59,473 at 4% or $39,648 at 6%; with 50% employer match about $39,648 at 4% or $26,432 at 6%; with 100% employer match about $29,736 at 4% or $19,824 at 6%.