Civic Intelligence

Loewenstein & Associates Inc.

Plan context: Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust

EIN 76-0372934 • Katy, TX • 20 filings • 4 plans

27527 Beauford DrKaty, TX 77494
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,124,639

2014 Contributions

$7,662

Historical Graphs

Total Assets Over Time

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

$1,124,639$562,320$0199920062013YearValue
$1,124,639Latest year 2013

Participants Over Time

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

740199920062013YearValue
5Latest year 2013

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
201410$0$7,662-
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-0$0$7,662-
201315$1,124,639$58,291$11,658iApproximate average salary by contribution assumption: employee only about $291,455 at 4% or $194,303 at 6%; with 50% employer match about $194,303 at 4% or $129,536 at 6%; with 100% employer match about $145,728 at 4% or $97,152 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$1,124,639$58,291$11,658iApproximate average salary by contribution assumption: employee only about $291,455 at 4% or $194,303 at 6%; with 50% employer match about $194,303 at 4% or $129,536 at 6%; with 100% employer match about $145,728 at 4% or $97,152 at 6%.
201215$909,670$27,431$5,486iApproximate average salary by contribution assumption: employee only about $137,155 at 4% or $91,437 at 6%; with 50% employer match about $91,437 at 4% or $60,958 at 6%; with 100% employer match about $68,578 at 4% or $45,718 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$909,670$27,431$5,486iApproximate average salary by contribution assumption: employee only about $137,155 at 4% or $91,437 at 6%; with 50% employer match about $91,437 at 4% or $60,958 at 6%; with 100% employer match about $68,578 at 4% or $45,718 at 6%.
201115$774,632$36,773$7,355iApproximate average salary by contribution assumption: employee only about $183,865 at 4% or $122,577 at 6%; with 50% employer match about $122,577 at 4% or $81,718 at 6%; with 100% employer match about $91,933 at 4% or $61,288 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$774,632$36,773$7,355iApproximate average salary by contribution assumption: employee only about $183,865 at 4% or $122,577 at 6%; with 50% employer match about $122,577 at 4% or $81,718 at 6%; with 100% employer match about $91,933 at 4% or $61,288 at 6%.
201024$827,349$68,088$17,022iApproximate average salary by contribution assumption: employee only about $425,550 at 4% or $283,700 at 6%; with 50% employer match about $283,700 at 4% or $189,133 at 6%; with 100% employer match about $212,775 at 4% or $141,850 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-4$827,349$68,088$17,022iApproximate average salary by contribution assumption: employee only about $425,550 at 4% or $283,700 at 6%; with 50% employer match about $283,700 at 4% or $189,133 at 6%; with 100% employer match about $212,775 at 4% or $141,850 at 6%.
LOEWENSTEIN & ASSOCIATES, INC. PENSION PLAN-0$0--
200927$860,656$50,938$7,277iApproximate average salary by contribution assumption: employee only about $181,921 at 4% or $121,281 at 6%; with 50% employer match about $121,281 at 4% or $80,854 at 6%; with 100% employer match about $90,961 at 4% or $60,640 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-7$661,466$50,938$7,277iApproximate average salary by contribution assumption: employee only about $181,921 at 4% or $121,281 at 6%; with 50% employer match about $121,281 at 4% or $80,854 at 6%; with 100% employer match about $90,961 at 4% or $60,640 at 6%.
LOEWENSTEIN & ASSOCIATES, INC. PENSION PLAN-4$199,190--
200823$661,928$150,238$50,079iApproximate average salary by contribution assumption: employee only about $1,251,983 at 4% or $834,656 at 6%; with 50% employer match about $834,656 at 4% or $556,437 at 6%; with 100% employer match about $625,992 at 4% or $417,328 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-3$500,997$65,137$21,712iApproximate average salary by contribution assumption: employee only about $542,808 at 4% or $361,872 at 6%; with 50% employer match about $361,872 at 4% or $241,248 at 6%; with 100% employer match about $271,404 at 4% or $180,936 at 6%.
LOEWENSTEIN & ASSOCIATES, INC. PENSION PLAN-2$160,931$85,101$42,551iApproximate average salary by contribution assumption: employee only about $1,063,763 at 4% or $709,175 at 6%; with 50% employer match about $709,175 at 4% or $472,783 at 6%; with 100% employer match about $531,881 at 4% or $354,588 at 6%.
200724$0$0-
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-4---
LOEWENSTEIN & ASSOCIATES, INC. PENSION PLAN-2---
200613$594,420$63,367$21,122iApproximate average salary by contribution assumption: employee only about $528,058 at 4% or $352,039 at 6%; with 50% employer match about $352,039 at 4% or $234,693 at 6%; with 100% employer match about $264,029 at 4% or $176,019 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-3$594,420$63,367$21,122iApproximate average salary by contribution assumption: employee only about $528,058 at 4% or $352,039 at 6%; with 50% employer match about $352,039 at 4% or $234,693 at 6%; with 100% employer match about $264,029 at 4% or $176,019 at 6%.
200515$502,577$84,529$16,906iApproximate average salary by contribution assumption: employee only about $422,645 at 4% or $281,763 at 6%; with 50% employer match about $281,763 at 4% or $187,842 at 6%; with 100% employer match about $211,323 at 4% or $140,882 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$502,577$84,529$16,906iApproximate average salary by contribution assumption: employee only about $422,645 at 4% or $281,763 at 6%; with 50% employer match about $281,763 at 4% or $187,842 at 6%; with 100% employer match about $211,323 at 4% or $140,882 at 6%.
200416$372,263$64,747$10,791iApproximate average salary by contribution assumption: employee only about $269,779 at 4% or $179,853 at 6%; with 50% employer match about $179,853 at 4% or $119,902 at 6%; with 100% employer match about $134,890 at 4% or $89,926 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-6$372,263$64,747$10,791iApproximate average salary by contribution assumption: employee only about $269,779 at 4% or $179,853 at 6%; with 50% employer match about $179,853 at 4% or $119,902 at 6%; with 100% employer match about $134,890 at 4% or $89,926 at 6%.
200315$259,370$64,068$12,814iApproximate average salary by contribution assumption: employee only about $320,340 at 4% or $213,560 at 6%; with 50% employer match about $213,560 at 4% or $142,373 at 6%; with 100% employer match about $160,170 at 4% or $106,780 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$259,370$64,068$12,814iApproximate average salary by contribution assumption: employee only about $320,340 at 4% or $213,560 at 6%; with 50% employer match about $213,560 at 4% or $142,373 at 6%; with 100% employer match about $160,170 at 4% or $106,780 at 6%.
200215$231,980$19,745$3,949iApproximate average salary by contribution assumption: employee only about $98,725 at 4% or $65,817 at 6%; with 50% employer match about $65,817 at 4% or $43,878 at 6%; with 100% employer match about $49,363 at 4% or $32,908 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$231,980$19,745$3,949iApproximate average salary by contribution assumption: employee only about $98,725 at 4% or $65,817 at 6%; with 50% employer match about $65,817 at 4% or $43,878 at 6%; with 100% employer match about $49,363 at 4% or $32,908 at 6%.
200111$0$0-
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-1---
200016$434,009$58,461$9,744iApproximate average salary by contribution assumption: employee only about $243,588 at 4% or $162,392 at 6%; with 50% employer match about $162,392 at 4% or $108,261 at 6%; with 100% employer match about $121,794 at 4% or $81,196 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-6$434,009$58,461$9,744iApproximate average salary by contribution assumption: employee only about $243,588 at 4% or $162,392 at 6%; with 50% employer match about $162,392 at 4% or $108,261 at 6%; with 100% employer match about $121,794 at 4% or $81,196 at 6%.
199915$519,229$51,616$10,323iApproximate average salary by contribution assumption: employee only about $258,080 at 4% or $172,053 at 6%; with 50% employer match about $172,053 at 4% or $114,702 at 6%; with 100% employer match about $129,040 at 4% or $86,027 at 6%.
Loewenstein & Associates Inc., 401K Profit Sharing Plan & Trust-5$519,229$51,616$10,323iApproximate average salary by contribution assumption: employee only about $258,080 at 4% or $172,053 at 6%; with 50% employer match about $172,053 at 4% or $114,702 at 6%; with 100% employer match about $129,040 at 4% or $86,027 at 6%.