Civic Intelligence

Lockwood Partners, L.P.

Plan context: Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust

EIN 77-0317902 • Monterey, CA • 13 filings • 2 plans

9777 Blue Larkspur Lane, #102Monterey, CA 93940
Current Snapshot

Latest Year

2011

2011 Participants

11

2011 Assets

$278,530

2011 Contributions

$35,834

Historical Graphs

Total Assets Over Time

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

$282,363$141,182$0199920052010YearValue
$278,530Latest year 2010

Participants Over Time

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

24120199920052010YearValue
11Latest year 2010

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
201110$0$35,834-
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-0$0$35,834-
2010111$278,530$31,982$2,907iApproximate average salary by contribution assumption: employee only about $72,686 at 4% or $48,458 at 6%; with 50% employer match about $48,458 at 4% or $32,305 at 6%; with 100% employer match about $36,343 at 4% or $24,229 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-11$278,530$31,982$2,907iApproximate average salary by contribution assumption: employee only about $72,686 at 4% or $48,458 at 6%; with 50% employer match about $48,458 at 4% or $32,305 at 6%; with 100% employer match about $36,343 at 4% or $24,229 at 6%.
2009111$210,184$30,367$2,761iApproximate average salary by contribution assumption: employee only about $69,016 at 4% or $46,011 at 6%; with 50% employer match about $46,011 at 4% or $30,674 at 6%; with 100% employer match about $34,508 at 4% or $23,005 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-11$210,184$30,367$2,761iApproximate average salary by contribution assumption: employee only about $69,016 at 4% or $46,011 at 6%; with 50% employer match about $46,011 at 4% or $30,674 at 6%; with 100% employer match about $34,508 at 4% or $23,005 at 6%.
2008119$157,720$64,065$3,372iApproximate average salary by contribution assumption: employee only about $84,296 at 4% or $56,197 at 6%; with 50% employer match about $56,197 at 4% or $37,465 at 6%; with 100% employer match about $42,148 at 4% or $28,099 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-19$157,720$64,065$3,372iApproximate average salary by contribution assumption: employee only about $84,296 at 4% or $56,197 at 6%; with 50% employer match about $56,197 at 4% or $37,465 at 6%; with 100% employer match about $42,148 at 4% or $28,099 at 6%.
2007116$225,968$16,549$1,034iApproximate average salary by contribution assumption: employee only about $25,858 at 4% or $17,239 at 6%; with 50% employer match about $17,239 at 4% or $11,492 at 6%; with 100% employer match about $12,929 at 4% or $8,619 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-16$225,968$16,549$1,034iApproximate average salary by contribution assumption: employee only about $25,858 at 4% or $17,239 at 6%; with 50% employer match about $17,239 at 4% or $11,492 at 6%; with 100% employer match about $12,929 at 4% or $8,619 at 6%.
2006118$238,433$19,430$1,079iApproximate average salary by contribution assumption: employee only about $26,986 at 4% or $17,991 at 6%; with 50% employer match about $17,991 at 4% or $11,994 at 6%; with 100% employer match about $13,493 at 4% or $8,995 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-18$238,433$19,430$1,079iApproximate average salary by contribution assumption: employee only about $26,986 at 4% or $17,991 at 6%; with 50% employer match about $17,991 at 4% or $11,994 at 6%; with 100% employer match about $13,493 at 4% or $8,995 at 6%.
2005117$282,363$36,228$2,131iApproximate average salary by contribution assumption: employee only about $53,276 at 4% or $35,518 at 6%; with 50% employer match about $35,518 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,759 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-17$282,363$36,228$2,131iApproximate average salary by contribution assumption: employee only about $53,276 at 4% or $35,518 at 6%; with 50% employer match about $35,518 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,759 at 6%.
2004118$233,149$37,348$2,075iApproximate average salary by contribution assumption: employee only about $51,872 at 4% or $34,581 at 6%; with 50% employer match about $34,581 at 4% or $23,054 at 6%; with 100% employer match about $25,936 at 4% or $17,291 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-18$233,149$37,348$2,075iApproximate average salary by contribution assumption: employee only about $51,872 at 4% or $34,581 at 6%; with 50% employer match about $34,581 at 4% or $23,054 at 6%; with 100% employer match about $25,936 at 4% or $17,291 at 6%.
2003121$178,381$41,265$1,965iApproximate average salary by contribution assumption: employee only about $49,125 at 4% or $32,750 at 6%; with 50% employer match about $32,750 at 4% or $21,833 at 6%; with 100% employer match about $24,563 at 4% or $16,375 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-21$178,381$41,265$1,965iApproximate average salary by contribution assumption: employee only about $49,125 at 4% or $32,750 at 6%; with 50% employer match about $32,750 at 4% or $21,833 at 6%; with 100% employer match about $24,563 at 4% or $16,375 at 6%.
2002124$122,588$43,772$1,824iApproximate average salary by contribution assumption: employee only about $45,596 at 4% or $30,397 at 6%; with 50% employer match about $30,397 at 4% or $20,265 at 6%; with 100% employer match about $22,798 at 4% or $15,199 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-24$122,588$43,772$1,824iApproximate average salary by contribution assumption: employee only about $45,596 at 4% or $30,397 at 6%; with 50% employer match about $30,397 at 4% or $20,265 at 6%; with 100% employer match about $22,798 at 4% or $15,199 at 6%.
2001118$110,396$35,522$1,973iApproximate average salary by contribution assumption: employee only about $49,336 at 4% or $32,891 at 6%; with 50% employer match about $32,891 at 4% or $21,927 at 6%; with 100% employer match about $24,668 at 4% or $16,445 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-18$110,396$35,522$1,973iApproximate average salary by contribution assumption: employee only about $49,336 at 4% or $32,891 at 6%; with 50% employer match about $32,891 at 4% or $21,927 at 6%; with 100% employer match about $24,668 at 4% or $16,445 at 6%.
2000121$93,700$34,305$1,634iApproximate average salary by contribution assumption: employee only about $40,839 at 4% or $27,226 at 6%; with 50% employer match about $27,226 at 4% or $18,151 at 6%; with 100% employer match about $20,420 at 4% or $13,613 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-21$93,700$34,305$1,634iApproximate average salary by contribution assumption: employee only about $40,839 at 4% or $27,226 at 6%; with 50% employer match about $27,226 at 4% or $18,151 at 6%; with 100% employer match about $20,420 at 4% or $13,613 at 6%.
1999118$68,208$20,768$1,154iApproximate average salary by contribution assumption: employee only about $28,844 at 4% or $19,230 at 6%; with 50% employer match about $19,230 at 4% or $12,820 at 6%; with 100% employer match about $14,422 at 4% or $9,615 at 6%.
Lockwood Partners, L.P. 401K Profit Sharing Plan and Trust-18$68,208$20,768$1,154iApproximate average salary by contribution assumption: employee only about $28,844 at 4% or $19,230 at 6%; with 50% employer match about $19,230 at 4% or $12,820 at 6%; with 100% employer match about $14,422 at 4% or $9,615 at 6%.