Civic Intelligence

Lockard & Wechsler LLC

Plan context: Lockard & Wechsler LLC 401(K) Profit Sharing Plan

EIN 81-2152585 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$11,790,828

2024 Contributions

$1,041,206

Historical Graphs

Total Assets Over Time

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

$11,790,828$5,895,414$0201620202024YearValue
$11,790,828Latest year 2024

Participants Over Time

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

103520201620202024YearValue
103Latest 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
20241103$11,790,828$1,041,206$10,109iApproximate average salary by contribution assumption: employee only about $252,720 at 4% or $168,480 at 6%; with 50% employer match about $168,480 at 4% or $112,320 at 6%; with 100% employer match about $126,360 at 4% or $84,240 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-103$11,790,828$1,041,206$10,109iApproximate average salary by contribution assumption: employee only about $252,720 at 4% or $168,480 at 6%; with 50% employer match about $168,480 at 4% or $112,320 at 6%; with 100% employer match about $126,360 at 4% or $84,240 at 6%.
20231101$9,847,245$983,067$9,733iApproximate average salary by contribution assumption: employee only about $243,333 at 4% or $162,222 at 6%; with 50% employer match about $162,222 at 4% or $108,148 at 6%; with 100% employer match about $121,667 at 4% or $81,111 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-101$9,847,245$983,067$9,733iApproximate average salary by contribution assumption: employee only about $243,333 at 4% or $162,222 at 6%; with 50% employer match about $162,222 at 4% or $108,148 at 6%; with 100% employer match about $121,667 at 4% or $81,111 at 6%.
2022194$8,048,803$1,239,611$13,187iApproximate average salary by contribution assumption: employee only about $329,684 at 4% or $219,789 at 6%; with 50% employer match about $219,789 at 4% or $146,526 at 6%; with 100% employer match about $164,842 at 4% or $109,895 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-94$8,048,803$1,239,611$13,187iApproximate average salary by contribution assumption: employee only about $329,684 at 4% or $219,789 at 6%; with 50% employer match about $219,789 at 4% or $146,526 at 6%; with 100% employer match about $164,842 at 4% or $109,895 at 6%.
2021170$8,865,031$757,051$10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-70$8,865,031$757,051$10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%.
2020173$7,058,291$754,908$10,341iApproximate average salary by contribution assumption: employee only about $258,530 at 4% or $172,353 at 6%; with 50% employer match about $172,353 at 4% or $114,902 at 6%; with 100% employer match about $129,265 at 4% or $86,177 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-73$7,058,291$754,908$10,341iApproximate average salary by contribution assumption: employee only about $258,530 at 4% or $172,353 at 6%; with 50% employer match about $172,353 at 4% or $114,902 at 6%; with 100% employer match about $129,265 at 4% or $86,177 at 6%.
2019159$5,580,453$613,700$10,402iApproximate average salary by contribution assumption: employee only about $260,042 at 4% or $173,362 at 6%; with 50% employer match about $173,362 at 4% or $115,574 at 6%; with 100% employer match about $130,021 at 4% or $86,681 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-59$5,580,453$613,700$10,402iApproximate average salary by contribution assumption: employee only about $260,042 at 4% or $173,362 at 6%; with 50% employer match about $173,362 at 4% or $115,574 at 6%; with 100% employer match about $130,021 at 4% or $86,681 at 6%.
2018159$4,165,275$617,664$10,469iApproximate average salary by contribution assumption: employee only about $261,722 at 4% or $174,481 at 6%; with 50% employer match about $174,481 at 4% or $116,321 at 6%; with 100% employer match about $130,861 at 4% or $87,241 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-59$4,165,275$617,664$10,469iApproximate average salary by contribution assumption: employee only about $261,722 at 4% or $174,481 at 6%; with 50% employer match about $174,481 at 4% or $116,321 at 6%; with 100% employer match about $130,861 at 4% or $87,241 at 6%.
2017157$3,925,661$515,015$9,035iApproximate average salary by contribution assumption: employee only about $225,884 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,295 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-57$3,925,661$515,015$9,035iApproximate average salary by contribution assumption: employee only about $225,884 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,295 at 6%.
2016148$2,856,728$538,569$11,220iApproximate average salary by contribution assumption: employee only about $280,505 at 4% or $187,003 at 6%; with 50% employer match about $187,003 at 4% or $124,669 at 6%; with 100% employer match about $140,252 at 4% or $93,502 at 6%.
Lockard & Wechsler LLC 401(K) Profit Sharing Plan-48$2,856,728$538,569$11,220iApproximate average salary by contribution assumption: employee only about $280,505 at 4% or $187,003 at 6%; with 50% employer match about $187,003 at 4% or $124,669 at 6%; with 100% employer match about $140,252 at 4% or $93,502 at 6%.