Lockard & White Inc.
Plan context: Lockard & White Inc. Employee 401K Retirement Plan
EIN 76-0192321 • College Station, TX • 34 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
31
2025 Assets
$4,127,525
2025 Contributions
$198,464
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 31 | $4,127,525 | $198,464 | $6,402iApproximate average salary by contribution assumption: employee only about $160,052 at 4% or $106,701 at 6%; with 50% employer match about $106,701 at 4% or $71,134 at 6%; with 100% employer match about $80,026 at 4% or $53,351 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 31 | $4,127,525 | $198,464 | $6,402iApproximate average salary by contribution assumption: employee only about $160,052 at 4% or $106,701 at 6%; with 50% employer match about $106,701 at 4% or $71,134 at 6%; with 100% employer match about $80,026 at 4% or $53,351 at 6%. |
| 2024 | 1 | 31 | $3,694,479 | $210,265 | $6,783iApproximate average salary by contribution assumption: employee only about $169,569 at 4% or $113,046 at 6%; with 50% employer match about $113,046 at 4% or $75,364 at 6%; with 100% employer match about $84,784 at 4% or $56,523 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 31 | $3,694,479 | $210,265 | $6,783iApproximate average salary by contribution assumption: employee only about $169,569 at 4% or $113,046 at 6%; with 50% employer match about $113,046 at 4% or $75,364 at 6%; with 100% employer match about $84,784 at 4% or $56,523 at 6%. |
| 2023 | 1 | 32 | $3,468,113 | $199,876 | $6,246iApproximate average salary by contribution assumption: employee only about $156,153 at 4% or $104,102 at 6%; with 50% employer match about $104,102 at 4% or $69,401 at 6%; with 100% employer match about $78,077 at 4% or $52,051 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 32 | $3,468,113 | $199,876 | $6,246iApproximate average salary by contribution assumption: employee only about $156,153 at 4% or $104,102 at 6%; with 50% employer match about $104,102 at 4% or $69,401 at 6%; with 100% employer match about $78,077 at 4% or $52,051 at 6%. |
| 2022 | 1 | 33 | $2,827,405 | $186,333 | $5,646iApproximate average salary by contribution assumption: employee only about $141,161 at 4% or $94,108 at 6%; with 50% employer match about $94,108 at 4% or $62,738 at 6%; with 100% employer match about $70,581 at 4% or $47,054 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 33 | $2,827,405 | $186,333 | $5,646iApproximate average salary by contribution assumption: employee only about $141,161 at 4% or $94,108 at 6%; with 50% employer match about $94,108 at 4% or $62,738 at 6%; with 100% employer match about $70,581 at 4% or $47,054 at 6%. |
| 2021 | 1 | 31 | $3,210,003 | $156,736 | $5,056iApproximate average salary by contribution assumption: employee only about $126,400 at 4% or $84,267 at 6%; with 50% employer match about $84,267 at 4% or $56,178 at 6%; with 100% employer match about $63,200 at 4% or $42,133 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 31 | $3,210,003 | $156,736 | $5,056iApproximate average salary by contribution assumption: employee only about $126,400 at 4% or $84,267 at 6%; with 50% employer match about $84,267 at 4% or $56,178 at 6%; with 100% employer match about $63,200 at 4% or $42,133 at 6%. |
| 2020 | 1 | 30 | $2,807,680 | $125,816 | $4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,423 at 4% or $34,949 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 30 | $2,807,680 | $125,816 | $4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,423 at 4% or $34,949 at 6%. |
| 2019 | 1 | 35 | $3,054,858 | $138,135 | $3,947iApproximate average salary by contribution assumption: employee only about $98,668 at 4% or $65,779 at 6%; with 50% employer match about $65,779 at 4% or $43,852 at 6%; with 100% employer match about $49,334 at 4% or $32,889 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 35 | $3,054,858 | $138,135 | $3,947iApproximate average salary by contribution assumption: employee only about $98,668 at 4% or $65,779 at 6%; with 50% employer match about $65,779 at 4% or $43,852 at 6%; with 100% employer match about $49,334 at 4% or $32,889 at 6%. |
| 2018 | 1 | 37 | $2,607,436 | $159,315 | $4,306iApproximate average salary by contribution assumption: employee only about $107,645 at 4% or $71,764 at 6%; with 50% employer match about $71,764 at 4% or $47,842 at 6%; with 100% employer match about $53,823 at 4% or $35,882 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 37 | $2,607,436 | $159,315 | $4,306iApproximate average salary by contribution assumption: employee only about $107,645 at 4% or $71,764 at 6%; with 50% employer match about $71,764 at 4% or $47,842 at 6%; with 100% employer match about $53,823 at 4% or $35,882 at 6%. |
| 2017 | 1 | 40 | $2,671,496 | $148,512 | $3,713iApproximate average salary by contribution assumption: employee only about $92,820 at 4% or $61,880 at 6%; with 50% employer match about $61,880 at 4% or $41,253 at 6%; with 100% employer match about $46,410 at 4% or $30,940 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 40 | $2,671,496 | $148,512 | $3,713iApproximate average salary by contribution assumption: employee only about $92,820 at 4% or $61,880 at 6%; with 50% employer match about $61,880 at 4% or $41,253 at 6%; with 100% employer match about $46,410 at 4% or $30,940 at 6%. |
| 2016 | 1 | 43 | $2,501,578 | $271,063 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,797 at 4% or $52,532 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 43 | $2,501,578 | $271,063 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,797 at 4% or $52,532 at 6%. |
| 2015 | 1 | 44 | $2,172,035 | $315,958 | $7,181iApproximate average salary by contribution assumption: employee only about $179,522 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,787 at 6%; with 100% employer match about $89,761 at 4% or $59,841 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 44 | $2,172,035 | $315,958 | $7,181iApproximate average salary by contribution assumption: employee only about $179,522 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,787 at 6%; with 100% employer match about $89,761 at 4% or $59,841 at 6%. |
| 2014 | 1 | 24 | $1,856,637 | $153,511 | $6,396iApproximate average salary by contribution assumption: employee only about $159,907 at 4% or $106,605 at 6%; with 50% employer match about $106,605 at 4% or $71,070 at 6%; with 100% employer match about $79,954 at 4% or $53,302 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 24 | $1,856,637 | $153,511 | $6,396iApproximate average salary by contribution assumption: employee only about $159,907 at 4% or $106,605 at 6%; with 50% employer match about $106,605 at 4% or $71,070 at 6%; with 100% employer match about $79,954 at 4% or $53,302 at 6%. |
| 2013 | 1 | 25 | $1,671,721 | $171,754 | $6,870iApproximate average salary by contribution assumption: employee only about $171,754 at 4% or $114,503 at 6%; with 50% employer match about $114,503 at 4% or $76,335 at 6%; with 100% employer match about $85,877 at 4% or $57,251 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 25 | $1,671,721 | $171,754 | $6,870iApproximate average salary by contribution assumption: employee only about $171,754 at 4% or $114,503 at 6%; with 50% employer match about $114,503 at 4% or $76,335 at 6%; with 100% employer match about $85,877 at 4% or $57,251 at 6%. |
| 2012 | 1 | 27 | $1,462,485 | $175,814 | $6,512iApproximate average salary by contribution assumption: employee only about $162,791 at 4% or $108,527 at 6%; with 50% employer match about $108,527 at 4% or $72,351 at 6%; with 100% employer match about $81,395 at 4% or $54,264 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 27 | $1,462,485 | $175,814 | $6,512iApproximate average salary by contribution assumption: employee only about $162,791 at 4% or $108,527 at 6%; with 50% employer match about $108,527 at 4% or $72,351 at 6%; with 100% employer match about $81,395 at 4% or $54,264 at 6%. |
| 2011 | 1 | 30 | $1,502,336 | $154,679 | $5,156iApproximate average salary by contribution assumption: employee only about $128,899 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,289 at 6%; with 100% employer match about $64,450 at 4% or $42,966 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 30 | $1,502,336 | $154,679 | $5,156iApproximate average salary by contribution assumption: employee only about $128,899 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,289 at 6%; with 100% employer match about $64,450 at 4% or $42,966 at 6%. |
| 2010 | 1 | 27 | $1,442,708 | $139,535 | $5,168iApproximate average salary by contribution assumption: employee only about $129,199 at 4% or $86,133 at 6%; with 50% employer match about $86,133 at 4% or $57,422 at 6%; with 100% employer match about $64,600 at 4% or $43,066 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 27 | $1,442,708 | $139,535 | $5,168iApproximate average salary by contribution assumption: employee only about $129,199 at 4% or $86,133 at 6%; with 50% employer match about $86,133 at 4% or $57,422 at 6%; with 100% employer match about $64,600 at 4% or $43,066 at 6%. |
| 2009 | 1 | 30 | $1,282,813 | $139,764 | $4,659iApproximate average salary by contribution assumption: employee only about $116,470 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,764 at 6%; with 100% employer match about $58,235 at 4% or $38,823 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 30 | $1,282,813 | $139,764 | $4,659iApproximate average salary by contribution assumption: employee only about $116,470 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,764 at 6%; with 100% employer match about $58,235 at 4% or $38,823 at 6%. |
| 2008 | 1 | 43 | $974,391 | $173,001 | $4,023iApproximate average salary by contribution assumption: employee only about $100,582 at 4% or $67,055 at 6%; with 50% employer match about $67,055 at 4% or $44,703 at 6%; with 100% employer match about $50,291 at 4% or $33,527 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 43 | $974,391 | $173,001 | $4,023iApproximate average salary by contribution assumption: employee only about $100,582 at 4% or $67,055 at 6%; with 50% employer match about $67,055 at 4% or $44,703 at 6%; with 100% employer match about $50,291 at 4% or $33,527 at 6%. |
| 2007 | 1 | 37 | $0 | $0 | - |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 37 | - | - | - |
| 2006 | 2 | 29 | $1,264,791 | $288,694 | $9,955iApproximate average salary by contribution assumption: employee only about $248,874 at 4% or $165,916 at 6%; with 50% employer match about $165,916 at 4% or $110,611 at 6%; with 100% employer match about $124,437 at 4% or $82,958 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 29 | $1,264,791 | $288,694 | $9,955iApproximate average salary by contribution assumption: employee only about $248,874 at 4% or $165,916 at 6%; with 50% employer match about $165,916 at 4% or $110,611 at 6%; with 100% employer match about $124,437 at 4% or $82,958 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2005 | 2 | 24 | $1,001,651 | $383,954 | $15,998iApproximate average salary by contribution assumption: employee only about $399,952 at 4% or $266,635 at 6%; with 50% employer match about $266,635 at 4% or $177,756 at 6%; with 100% employer match about $199,976 at 4% or $133,317 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 24 | $997,674 | $383,954 | $15,998iApproximate average salary by contribution assumption: employee only about $399,952 at 4% or $266,635 at 6%; with 50% employer match about $266,635 at 4% or $177,756 at 6%; with 100% employer match about $199,976 at 4% or $133,317 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 17 | $3,977 | - | - |
| 2004 | 2 | 20 | $665,030 | $96,644 | $4,832iApproximate average salary by contribution assumption: employee only about $120,805 at 4% or $80,537 at 6%; with 50% employer match about $80,537 at 4% or $53,691 at 6%; with 100% employer match about $60,403 at 4% or $40,268 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 20 | $662,234 | $96,644 | $4,832iApproximate average salary by contribution assumption: employee only about $120,805 at 4% or $80,537 at 6%; with 50% employer match about $80,537 at 4% or $53,691 at 6%; with 100% employer match about $60,403 at 4% or $40,268 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 19 | $2,796 | - | - |
| 2003 | 1 | 22 | $546,198 | $66,193 | $3,009iApproximate average salary by contribution assumption: employee only about $75,219 at 4% or $50,146 at 6%; with 50% employer match about $50,146 at 4% or $33,431 at 6%; with 100% employer match about $37,610 at 4% or $25,073 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 22 | $546,198 | $66,193 | $3,009iApproximate average salary by contribution assumption: employee only about $75,219 at 4% or $50,146 at 6%; with 50% employer match about $50,146 at 4% or $33,431 at 6%; with 100% employer match about $37,610 at 4% or $25,073 at 6%. |
| 2002 | 2 | 36 | $601,046 | $112,884 | $3,136iApproximate average salary by contribution assumption: employee only about $78,392 at 4% or $52,261 at 6%; with 50% employer match about $52,261 at 4% or $34,841 at 6%; with 100% employer match about $39,196 at 4% or $26,131 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 36 | $596,931 | $102,784 | $2,855iApproximate average salary by contribution assumption: employee only about $71,378 at 4% or $47,585 at 6%; with 50% employer match about $47,585 at 4% or $31,723 at 6%; with 100% employer match about $35,689 at 4% or $23,793 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 36 | $4,115 | $10,100 | $281iApproximate average salary by contribution assumption: employee only about $7,014 at 4% or $4,676 at 6%; with 50% employer match about $4,676 at 4% or $3,117 at 6%; with 100% employer match about $3,507 at 4% or $2,338 at 6%. |
| 2001 | 2 | 55 | $0 | $0 | - |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 55 | - | - | - |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 38 | - | - | - |
| 2000 | 2 | 47 | $803,848 | $125,624 | $2,673iApproximate average salary by contribution assumption: employee only about $66,821 at 4% or $44,548 at 6%; with 50% employer match about $44,548 at 4% or $29,698 at 6%; with 100% employer match about $33,411 at 4% or $22,274 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 47 | $524,542 | $125,624 | $2,673iApproximate average salary by contribution assumption: employee only about $66,821 at 4% or $44,548 at 6%; with 50% employer match about $44,548 at 4% or $29,698 at 6%; with 100% employer match about $33,411 at 4% or $22,274 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 26 | $279,306 | - | - |
| 1999 | 2 | 35 | $744,091 | $152,933 | $4,370iApproximate average salary by contribution assumption: employee only about $109,238 at 4% or $72,825 at 6%; with 50% employer match about $72,825 at 4% or $48,550 at 6%; with 100% employer match about $54,619 at 4% or $36,413 at 6%. |
| Lockard & White Inc. Employee 401K Retirement Plan | - | 35 | $455,025 | $102,933 | $2,941iApproximate average salary by contribution assumption: employee only about $73,524 at 4% or $49,016 at 6%; with 50% employer match about $49,016 at 4% or $32,677 at 6%; with 100% employer match about $36,762 at 4% or $24,508 at 6%. |
| Lockard & White Inc. Profit Sharing Plan and Trust | - | 29 | $289,066 | $50,000 | $1,724iApproximate average salary by contribution assumption: employee only about $43,103 at 4% or $28,736 at 6%; with 50% employer match about $28,736 at 4% or $19,157 at 6%; with 100% employer match about $21,552 at 4% or $14,368 at 6%. |