Civic Intelligence

John L. Lowery & Associates Inc.

Plan context: John L. Lowery & Associates Inc. Savings Plan and Trust

EIN 72-0820476 • Baton Rouge, LA • 20 filings • 2 plans

9348 South ChoctawBaton Rouge, LA 70815-8903
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$2,910,704

2024 Contributions

$198,809

Historical Graphs

Total Assets Over Time

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

$3,501,420$1,750,710$0200520152024YearValue
$2,910,704Latest year 2024

Participants Over Time

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

112560200520152024YearValue
62Latest 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
2024162$2,910,704$198,809$3,207iApproximate average salary by contribution assumption: employee only about $80,165 at 4% or $53,443 at 6%; with 50% employer match about $53,443 at 4% or $35,629 at 6%; with 100% employer match about $40,082 at 4% or $26,722 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-62$2,910,704$198,809$3,207iApproximate average salary by contribution assumption: employee only about $80,165 at 4% or $53,443 at 6%; with 50% employer match about $53,443 at 4% or $35,629 at 6%; with 100% employer match about $40,082 at 4% or $26,722 at 6%.
2023163$2,638,290$112,416$1,784iApproximate average salary by contribution assumption: employee only about $44,610 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,826 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-63$2,638,290$112,416$1,784iApproximate average salary by contribution assumption: employee only about $44,610 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,826 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%.
2022191$2,453,036$112,486$1,236iApproximate average salary by contribution assumption: employee only about $30,903 at 4% or $20,602 at 6%; with 50% employer match about $20,602 at 4% or $13,735 at 6%; with 100% employer match about $15,451 at 4% or $10,301 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-91$2,453,036$112,486$1,236iApproximate average salary by contribution assumption: employee only about $30,903 at 4% or $20,602 at 6%; with 50% employer match about $20,602 at 4% or $13,735 at 6%; with 100% employer match about $15,451 at 4% or $10,301 at 6%.
2021175$3,501,420$92,560$1,234iApproximate average salary by contribution assumption: employee only about $30,853 at 4% or $20,569 at 6%; with 50% employer match about $20,569 at 4% or $13,713 at 6%; with 100% employer match about $15,427 at 4% or $10,284 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-75$3,501,420$92,560$1,234iApproximate average salary by contribution assumption: employee only about $30,853 at 4% or $20,569 at 6%; with 50% employer match about $20,569 at 4% or $13,713 at 6%; with 100% employer match about $15,427 at 4% or $10,284 at 6%.
20201112$3,485,372$136,132$1,215iApproximate average salary by contribution assumption: employee only about $30,387 at 4% or $20,258 at 6%; with 50% employer match about $20,258 at 4% or $13,505 at 6%; with 100% employer match about $15,193 at 4% or $10,129 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-112$3,485,372$136,132$1,215iApproximate average salary by contribution assumption: employee only about $30,387 at 4% or $20,258 at 6%; with 50% employer match about $20,258 at 4% or $13,505 at 6%; with 100% employer match about $15,193 at 4% or $10,129 at 6%.
20191103$3,361,147$191,705$1,861iApproximate average salary by contribution assumption: employee only about $46,530 at 4% or $31,020 at 6%; with 50% employer match about $31,020 at 4% or $20,680 at 6%; with 100% employer match about $23,265 at 4% or $15,510 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-103$3,361,147$191,705$1,861iApproximate average salary by contribution assumption: employee only about $46,530 at 4% or $31,020 at 6%; with 50% employer match about $31,020 at 4% or $20,680 at 6%; with 100% employer match about $23,265 at 4% or $15,510 at 6%.
2018193$2,718,640$218,591$2,350iApproximate average salary by contribution assumption: employee only about $58,761 at 4% or $39,174 at 6%; with 50% employer match about $39,174 at 4% or $26,116 at 6%; with 100% employer match about $29,381 at 4% or $19,587 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-93$2,718,640$218,591$2,350iApproximate average salary by contribution assumption: employee only about $58,761 at 4% or $39,174 at 6%; with 50% employer match about $39,174 at 4% or $26,116 at 6%; with 100% employer match about $29,381 at 4% or $19,587 at 6%.
2017174$3,057,812$279,770$3,781iApproximate average salary by contribution assumption: employee only about $94,517 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,008 at 6%; with 100% employer match about $47,258 at 4% or $31,506 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-74$3,057,812$279,770$3,781iApproximate average salary by contribution assumption: employee only about $94,517 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,008 at 6%; with 100% employer match about $47,258 at 4% or $31,506 at 6%.
2016194$2,802,670$318,204$3,385iApproximate average salary by contribution assumption: employee only about $84,629 at 4% or $56,419 at 6%; with 50% employer match about $56,419 at 4% or $37,613 at 6%; with 100% employer match about $42,314 at 4% or $28,210 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-94$2,802,670$318,204$3,385iApproximate average salary by contribution assumption: employee only about $84,629 at 4% or $56,419 at 6%; with 50% employer match about $56,419 at 4% or $37,613 at 6%; with 100% employer match about $42,314 at 4% or $28,210 at 6%.
2015167$2,349,440$325,331$4,856iApproximate average salary by contribution assumption: employee only about $121,392 at 4% or $80,928 at 6%; with 50% employer match about $80,928 at 4% or $53,952 at 6%; with 100% employer match about $60,696 at 4% or $40,464 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-67$2,349,440$325,331$4,856iApproximate average salary by contribution assumption: employee only about $121,392 at 4% or $80,928 at 6%; with 50% employer match about $80,928 at 4% or $53,952 at 6%; with 100% employer match about $60,696 at 4% or $40,464 at 6%.
2014160$2,074,644$255,858$4,264iApproximate average salary by contribution assumption: employee only about $106,608 at 4% or $71,072 at 6%; with 50% employer match about $71,072 at 4% or $47,381 at 6%; with 100% employer match about $53,304 at 4% or $35,536 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-60$2,074,644$255,858$4,264iApproximate average salary by contribution assumption: employee only about $106,608 at 4% or $71,072 at 6%; with 50% employer match about $71,072 at 4% or $47,381 at 6%; with 100% employer match about $53,304 at 4% or $35,536 at 6%.
2013160$1,828,769$274,802$4,580iApproximate average salary by contribution assumption: employee only about $114,501 at 4% or $76,334 at 6%; with 50% employer match about $76,334 at 4% or $50,889 at 6%; with 100% employer match about $57,250 at 4% or $38,167 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-60$1,828,769$274,802$4,580iApproximate average salary by contribution assumption: employee only about $114,501 at 4% or $76,334 at 6%; with 50% employer match about $76,334 at 4% or $50,889 at 6%; with 100% employer match about $57,250 at 4% or $38,167 at 6%.
2012161$1,507,766$249,218$4,086iApproximate average salary by contribution assumption: employee only about $102,139 at 4% or $68,092 at 6%; with 50% employer match about $68,092 at 4% or $45,395 at 6%; with 100% employer match about $51,069 at 4% or $34,046 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-61$1,507,766$249,218$4,086iApproximate average salary by contribution assumption: employee only about $102,139 at 4% or $68,092 at 6%; with 50% employer match about $68,092 at 4% or $45,395 at 6%; with 100% employer match about $51,069 at 4% or $34,046 at 6%.
2011153$1,367,708$184,895$3,489iApproximate average salary by contribution assumption: employee only about $87,215 at 4% or $58,143 at 6%; with 50% employer match about $58,143 at 4% or $38,762 at 6%; with 100% employer match about $43,607 at 4% or $29,072 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-53$1,367,708$184,895$3,489iApproximate average salary by contribution assumption: employee only about $87,215 at 4% or $58,143 at 6%; with 50% employer match about $58,143 at 4% or $38,762 at 6%; with 100% employer match about $43,607 at 4% or $29,072 at 6%.
2010151$1,324,500$142,295$2,790iApproximate average salary by contribution assumption: employee only about $69,752 at 4% or $46,502 at 6%; with 50% employer match about $46,502 at 4% or $31,001 at 6%; with 100% employer match about $34,876 at 4% or $23,251 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-51$1,324,500$142,295$2,790iApproximate average salary by contribution assumption: employee only about $69,752 at 4% or $46,502 at 6%; with 50% employer match about $46,502 at 4% or $31,001 at 6%; with 100% employer match about $34,876 at 4% or $23,251 at 6%.
2009160$1,258,919$184,170$3,070iApproximate average salary by contribution assumption: employee only about $76,738 at 4% or $51,158 at 6%; with 50% employer match about $51,158 at 4% or $34,106 at 6%; with 100% employer match about $38,369 at 4% or $25,579 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-60$1,258,919$184,170$3,070iApproximate average salary by contribution assumption: employee only about $76,738 at 4% or $51,158 at 6%; with 50% employer match about $51,158 at 4% or $34,106 at 6%; with 100% employer match about $38,369 at 4% or $25,579 at 6%.
2008159$968,579$172,160$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-59$968,579$172,160$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
2007159$1,539,143$186,198$3,156iApproximate average salary by contribution assumption: employee only about $78,897 at 4% or $52,598 at 6%; with 50% employer match about $52,598 at 4% or $35,066 at 6%; with 100% employer match about $39,449 at 4% or $26,299 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-59$1,539,143$186,198$3,156iApproximate average salary by contribution assumption: employee only about $78,897 at 4% or $52,598 at 6%; with 50% employer match about $52,598 at 4% or $35,066 at 6%; with 100% employer match about $39,449 at 4% or $26,299 at 6%.
2006164$1,573,699$269,597$4,212iApproximate average salary by contribution assumption: employee only about $105,311 at 4% or $70,208 at 6%; with 50% employer match about $70,208 at 4% or $46,805 at 6%; with 100% employer match about $52,656 at 4% or $35,104 at 6%.
John L. Lowery & Associates Inc. Savings Plan and Trust-64$1,573,699$269,597$4,212iApproximate average salary by contribution assumption: employee only about $105,311 at 4% or $70,208 at 6%; with 50% employer match about $70,208 at 4% or $46,805 at 6%; with 100% employer match about $52,656 at 4% or $35,104 at 6%.
2005159$1,338,104$219,144$3,714iApproximate average salary by contribution assumption: employee only about $92,858 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,953 at 6%.
JOHN L. LOWERY & ASSOCIATES, INC. SAVINGS PLAN AND TRUST-59$1,338,104$219,144$3,714iApproximate average salary by contribution assumption: employee only about $92,858 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,953 at 6%.