A. Lewis Ward & Associates
Plan context: A. Lewis Ward & Associates 401(K) Plan
EIN 76-0370610 • Houston, TX • 17 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$716,288
2025 Contributions
$10,500
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 | 2 | $716,288 | $0 | - |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $716,288 | $0 | - |
| 2024 | 1 | 2 | $685,266 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $685,266 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 2023 | 1 | 2 | $650,272 | $30,993 | $15,497iApproximate average salary by contribution assumption: employee only about $387,413 at 4% or $258,275 at 6%; with 50% employer match about $258,275 at 4% or $172,183 at 6%; with 100% employer match about $193,706 at 4% or $129,138 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $650,272 | $30,993 | $15,497iApproximate average salary by contribution assumption: employee only about $387,413 at 4% or $258,275 at 6%; with 50% employer match about $258,275 at 4% or $172,183 at 6%; with 100% employer match about $193,706 at 4% or $129,138 at 6%. |
| 2022 | 1 | 2 | $556,193 | $40,067 | $20,034iApproximate average salary by contribution assumption: employee only about $500,838 at 4% or $333,892 at 6%; with 50% employer match about $333,892 at 4% or $222,594 at 6%; with 100% employer match about $250,419 at 4% or $166,946 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $556,193 | $40,067 | $20,034iApproximate average salary by contribution assumption: employee only about $500,838 at 4% or $333,892 at 6%; with 50% employer match about $333,892 at 4% or $222,594 at 6%; with 100% employer match about $250,419 at 4% or $166,946 at 6%. |
| 2021 | 1 | 2 | $629,624 | $44,659 | $22,330iApproximate average salary by contribution assumption: employee only about $558,238 at 4% or $372,158 at 6%; with 50% employer match about $372,158 at 4% or $248,106 at 6%; with 100% employer match about $279,119 at 4% or $186,079 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $629,624 | $44,659 | $22,330iApproximate average salary by contribution assumption: employee only about $558,238 at 4% or $372,158 at 6%; with 50% employer match about $372,158 at 4% or $248,106 at 6%; with 100% employer match about $279,119 at 4% or $186,079 at 6%. |
| 2020 | 1 | 2 | $489,913 | $33,206 | $16,603iApproximate average salary by contribution assumption: employee only about $415,075 at 4% or $276,717 at 6%; with 50% employer match about $276,717 at 4% or $184,478 at 6%; with 100% employer match about $207,538 at 4% or $138,358 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $489,913 | $33,206 | $16,603iApproximate average salary by contribution assumption: employee only about $415,075 at 4% or $276,717 at 6%; with 50% employer match about $276,717 at 4% or $184,478 at 6%; with 100% employer match about $207,538 at 4% or $138,358 at 6%. |
| 2019 | 1 | 2 | $416,341 | $36,618 | $18,309iApproximate average salary by contribution assumption: employee only about $457,725 at 4% or $305,150 at 6%; with 50% employer match about $305,150 at 4% or $203,433 at 6%; with 100% employer match about $228,863 at 4% or $152,575 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $416,341 | $36,618 | $18,309iApproximate average salary by contribution assumption: employee only about $457,725 at 4% or $305,150 at 6%; with 50% employer match about $305,150 at 4% or $203,433 at 6%; with 100% employer match about $228,863 at 4% or $152,575 at 6%. |
| 2018 | 1 | 2 | $312,763 | $63,472 | $31,736iApproximate average salary by contribution assumption: employee only about $793,400 at 4% or $528,933 at 6%; with 50% employer match about $528,933 at 4% or $352,622 at 6%; with 100% employer match about $396,700 at 4% or $264,467 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $312,763 | $63,472 | $31,736iApproximate average salary by contribution assumption: employee only about $793,400 at 4% or $528,933 at 6%; with 50% employer match about $528,933 at 4% or $352,622 at 6%; with 100% employer match about $396,700 at 4% or $264,467 at 6%. |
| 2017 | 1 | 2 | $170,083 | $21,894 | $10,947iApproximate average salary by contribution assumption: employee only about $273,675 at 4% or $182,450 at 6%; with 50% employer match about $182,450 at 4% or $121,633 at 6%; with 100% employer match about $136,838 at 4% or $91,225 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $170,083 | $21,894 | $10,947iApproximate average salary by contribution assumption: employee only about $273,675 at 4% or $182,450 at 6%; with 50% employer match about $182,450 at 4% or $121,633 at 6%; with 100% employer match about $136,838 at 4% or $91,225 at 6%. |
| 2016 | 1 | 2 | $123,585 | $14,118 | $7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $123,585 | $14,118 | $7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%. |
| 2015 | 1 | 2 | $201,286 | $19,868 | $9,934iApproximate average salary by contribution assumption: employee only about $248,350 at 4% or $165,567 at 6%; with 50% employer match about $165,567 at 4% or $110,378 at 6%; with 100% employer match about $124,175 at 4% or $82,783 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $201,286 | $19,868 | $9,934iApproximate average salary by contribution assumption: employee only about $248,350 at 4% or $165,567 at 6%; with 50% employer match about $165,567 at 4% or $110,378 at 6%; with 100% employer match about $124,175 at 4% or $82,783 at 6%. |
| 2014 | 1 | 2 | $190,705 | $7,118 | $3,559iApproximate average salary by contribution assumption: employee only about $88,975 at 4% or $59,317 at 6%; with 50% employer match about $59,317 at 4% or $39,544 at 6%; with 100% employer match about $44,488 at 4% or $29,658 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 2 | $190,705 | $7,118 | $3,559iApproximate average salary by contribution assumption: employee only about $88,975 at 4% or $59,317 at 6%; with 50% employer match about $59,317 at 4% or $39,544 at 6%; with 100% employer match about $44,488 at 4% or $29,658 at 6%. |
| 2010 | 1 | 3 | $115,686 | $10,372 | $3,457iApproximate average salary by contribution assumption: employee only about $86,433 at 4% or $57,622 at 6%; with 50% employer match about $57,622 at 4% or $38,415 at 6%; with 100% employer match about $43,217 at 4% or $28,811 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 3 | $115,686 | $10,372 | $3,457iApproximate average salary by contribution assumption: employee only about $86,433 at 4% or $57,622 at 6%; with 50% employer match about $57,622 at 4% or $38,415 at 6%; with 100% employer match about $43,217 at 4% or $28,811 at 6%. |
| 2009 | 1 | 3 | $87,325 | $31,437 | $10,479iApproximate average salary by contribution assumption: employee only about $261,975 at 4% or $174,650 at 6%; with 50% employer match about $174,650 at 4% or $116,433 at 6%; with 100% employer match about $130,988 at 4% or $87,325 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 3 | $87,325 | $31,437 | $10,479iApproximate average salary by contribution assumption: employee only about $261,975 at 4% or $174,650 at 6%; with 50% employer match about $174,650 at 4% or $116,433 at 6%; with 100% employer match about $130,988 at 4% or $87,325 at 6%. |
| 2008 | 1 | 3 | $35,790 | $35,889 | $11,963iApproximate average salary by contribution assumption: employee only about $299,075 at 4% or $199,383 at 6%; with 50% employer match about $199,383 at 4% or $132,922 at 6%; with 100% employer match about $149,538 at 4% or $99,692 at 6%. |
| A. Lewis Ward & Associates 401(K) Plan | - | 3 | $35,790 | $35,889 | $11,963iApproximate average salary by contribution assumption: employee only about $299,075 at 4% or $199,383 at 6%; with 50% employer match about $199,383 at 4% or $132,922 at 6%; with 100% employer match about $149,538 at 4% or $99,692 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| A. Lewis Ward & Associates 401(K) Plan | - | 3 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| A. Lewis Ward & Associates 401(K) Plan | - | 0 | - | - | - |