Lockamy & Associates Inc.
Plan context: Lockamy & Associates Inc. Retirement Plan
EIN 81-4620983 • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$567,693
2024 Contributions
$52,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $567,693 | $0 | - |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $567,693 | - | - |
| 2023 | 1 | 2 | $508,264 | $0 | - |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $508,264 | - | - |
| 2022 | 1 | 2 | $507,859 | $0 | - |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $507,859 | - | - |
| 2021 | 1 | 2 | $561,182 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $561,182 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2020 | 1 | 2 | $520,235 | $14,875 | $7,438iApproximate average salary by contribution assumption: employee only about $185,938 at 4% or $123,958 at 6%; with 50% employer match about $123,958 at 4% or $82,639 at 6%; with 100% employer match about $92,969 at 4% or $61,979 at 6%. |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $520,235 | $14,875 | $7,438iApproximate average salary by contribution assumption: employee only about $185,938 at 4% or $123,958 at 6%; with 50% employer match about $123,958 at 4% or $82,639 at 6%; with 100% employer match about $92,969 at 4% or $61,979 at 6%. |
| 2019 | 1 | 2 | $335,066 | $0 | - |
| Lockamy & Associates Inc. Retirement Plan | - | 2 | $335,066 | - | - |
| 2018 | 1 | 1 | $239,191 | $0 | - |
| Lockamy & Associates Inc. Retirement Plan | - | 1 | $239,191 | - | - |
| 2017 | 1 | 1 | $345,462 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Lockamy & Associates Inc. Retirement Plan | - | 1 | $345,462 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 1 | 1 | $275,001 | $275,000 | $275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%. |
| Lockamy & Associates Inc. Retirement Plan | - | 1 | $275,001 | $275,000 | $275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%. |