Civic Intelligence

Horwitz Armstrong Inc.

Plan context: LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN

EIN 81-0688873 • Foothill Ranch, CA • 15 filings • 4 plans

26632 Towne Centre Drive,Suite 300Foothill Ranch, CA 92610
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,163,831

2024 Contributions

$55,661

Historical Graphs

Total Assets Over Time

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

$1,163,831$581,916$0201520202024YearValue
$1,163,831Latest year 2024

Participants Over Time

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

1470201520202024YearValue
10Latest 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
2024210$1,163,831$55,661$5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,768 at 6%; with 50% employer match about $92,768 at 4% or $61,846 at 6%; with 100% employer match about $69,576 at 4% or $46,384 at 6%.
LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN-1$736,410$0-
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-10$427,421$55,661$5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,768 at 6%; with 50% employer match about $92,768 at 4% or $61,846 at 6%; with 100% employer match about $69,576 at 4% or $46,384 at 6%.
2023210$1,063,981$143,847$14,385iApproximate average salary by contribution assumption: employee only about $359,618 at 4% or $239,745 at 6%; with 50% employer match about $239,745 at 4% or $159,830 at 6%; with 100% employer match about $179,809 at 4% or $119,873 at 6%.
LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN-3$714,293$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-10$349,688$68,847$6,885iApproximate average salary by contribution assumption: employee only about $172,118 at 4% or $114,745 at 6%; with 50% employer match about $114,745 at 4% or $76,497 at 6%; with 100% employer match about $86,059 at 4% or $57,373 at 6%.
2022212$948,277$326,141$27,178iApproximate average salary by contribution assumption: employee only about $679,460 at 4% or $452,974 at 6%; with 50% employer match about $452,974 at 4% or $301,982 at 6%; with 100% employer match about $339,730 at 4% or $226,487 at 6%.
LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN-4$603,643$265,000$66,250iApproximate average salary by contribution assumption: employee only about $1,656,250 at 4% or $1,104,167 at 6%; with 50% employer match about $1,104,167 at 4% or $736,111 at 6%; with 100% employer match about $828,125 at 4% or $552,083 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-12$344,634$61,141$5,095iApproximate average salary by contribution assumption: employee only about $127,377 at 4% or $84,918 at 6%; with 50% employer match about $84,918 at 4% or $56,612 at 6%; with 100% employer match about $63,689 at 4% or $42,459 at 6%.
2021212$755,319$436,823$36,402iApproximate average salary by contribution assumption: employee only about $910,048 at 4% or $606,699 at 6%; with 50% employer match about $606,699 at 4% or $404,466 at 6%; with 100% employer match about $455,024 at 4% or $303,349 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-12$405,809$86,823$7,235iApproximate average salary by contribution assumption: employee only about $180,881 at 4% or $120,588 at 6%; with 50% employer match about $120,588 at 4% or $80,392 at 6%; with 100% employer match about $90,441 at 4% or $60,294 at 6%.
LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN-2$349,510$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
2020111$302,195$23,283$2,117iApproximate average salary by contribution assumption: employee only about $52,916 at 4% or $35,277 at 6%; with 50% employer match about $35,277 at 4% or $23,518 at 6%; with 100% employer match about $26,458 at 4% or $17,639 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-11$302,195$23,283$2,117iApproximate average salary by contribution assumption: employee only about $52,916 at 4% or $35,277 at 6%; with 50% employer match about $35,277 at 4% or $23,518 at 6%; with 100% employer match about $26,458 at 4% or $17,639 at 6%.
2019112$247,105$36,117$3,010iApproximate average salary by contribution assumption: employee only about $75,244 at 4% or $50,163 at 6%; with 50% employer match about $50,163 at 4% or $33,442 at 6%; with 100% employer match about $37,622 at 4% or $25,081 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-12$247,105$36,117$3,010iApproximate average salary by contribution assumption: employee only about $75,244 at 4% or $50,163 at 6%; with 50% employer match about $50,163 at 4% or $33,442 at 6%; with 100% employer match about $37,622 at 4% or $25,081 at 6%.
2018114$206,014$32,088$2,292iApproximate average salary by contribution assumption: employee only about $57,300 at 4% or $38,200 at 6%; with 50% employer match about $38,200 at 4% or $25,467 at 6%; with 100% employer match about $28,650 at 4% or $19,100 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-14$206,014$32,088$2,292iApproximate average salary by contribution assumption: employee only about $57,300 at 4% or $38,200 at 6%; with 50% employer match about $38,200 at 4% or $25,467 at 6%; with 100% employer match about $28,650 at 4% or $19,100 at 6%.
2017114$192,292$8,188$585iApproximate average salary by contribution assumption: employee only about $14,621 at 4% or $9,748 at 6%; with 50% employer match about $9,748 at 4% or $6,498 at 6%; with 100% employer match about $7,311 at 4% or $4,874 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-14$192,292$8,188$585iApproximate average salary by contribution assumption: employee only about $14,621 at 4% or $9,748 at 6%; with 50% employer match about $9,748 at 4% or $6,498 at 6%; with 100% employer match about $7,311 at 4% or $4,874 at 6%.
2016114$174,641$9,088$649iApproximate average salary by contribution assumption: employee only about $16,229 at 4% or $10,819 at 6%; with 50% employer match about $10,819 at 4% or $7,213 at 6%; with 100% employer match about $8,114 at 4% or $5,410 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-14$174,641$9,088$649iApproximate average salary by contribution assumption: employee only about $16,229 at 4% or $10,819 at 6%; with 50% employer match about $10,819 at 4% or $7,213 at 6%; with 100% employer match about $8,114 at 4% or $5,410 at 6%.
2015213$161,453$141,359$10,874iApproximate average salary by contribution assumption: employee only about $271,844 at 4% or $181,229 at 6%; with 50% employer match about $181,229 at 4% or $120,820 at 6%; with 100% employer match about $135,922 at 4% or $90,615 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-13$161,453$141,359$10,874iApproximate average salary by contribution assumption: employee only about $271,844 at 4% or $181,229 at 6%; with 50% employer match about $181,229 at 4% or $120,820 at 6%; with 100% employer match about $135,922 at 4% or $90,615 at 6%.
Horwitz Armstrong Inc. Voluntary Profit Sharing & 401(K) Plan-0$0$0-