LOCH MORLICH LLC
Plan context: THE HOPTIMIST 401(K) PLAN
EIN 85-2015546 • New York, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$83,499
2025 Contributions
$22,527
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $83,499 | $22,527 | $4,505iApproximate average salary by contribution assumption: employee only about $112,635 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,317 at 4% or $37,545 at 6%. |
| THE HOPTIMIST 401(K) PLAN | - | 5 | $83,499 | $22,527 | $4,505iApproximate average salary by contribution assumption: employee only about $112,635 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,317 at 4% or $37,545 at 6%. |
| 2024 | 1 | 5 | $49,629 | $21,353 | $4,271iApproximate average salary by contribution assumption: employee only about $106,765 at 4% or $71,177 at 6%; with 50% employer match about $71,177 at 4% or $47,451 at 6%; with 100% employer match about $53,383 at 4% or $35,588 at 6%. |
| THE HOPTIMIST 401(K) PLAN | - | 5 | $49,629 | $21,353 | $4,271iApproximate average salary by contribution assumption: employee only about $106,765 at 4% or $71,177 at 6%; with 50% employer match about $71,177 at 4% or $47,451 at 6%; with 100% employer match about $53,383 at 4% or $35,588 at 6%. |
| 2023 | 1 | 5 | $23,748 | $11,265 | $2,253iApproximate average salary by contribution assumption: employee only about $56,325 at 4% or $37,550 at 6%; with 50% employer match about $37,550 at 4% or $25,033 at 6%; with 100% employer match about $28,163 at 4% or $18,775 at 6%. |
| THE HOPTIMIST 401(K) PLAN | - | 5 | $23,748 | $11,265 | $2,253iApproximate average salary by contribution assumption: employee only about $56,325 at 4% or $37,550 at 6%; with 50% employer match about $37,550 at 4% or $25,033 at 6%; with 100% employer match about $28,163 at 4% or $18,775 at 6%. |
| 2022 | 1 | 3 | $9,738 | $9,251 | $3,084iApproximate average salary by contribution assumption: employee only about $77,092 at 4% or $51,394 at 6%; with 50% employer match about $51,394 at 4% or $34,263 at 6%; with 100% employer match about $38,546 at 4% or $25,697 at 6%. |
| THE HOPTIMIST 401(K) PLAN | - | 3 | $9,738 | $9,251 | $3,084iApproximate average salary by contribution assumption: employee only about $77,092 at 4% or $51,394 at 6%; with 50% employer match about $51,394 at 4% or $34,263 at 6%; with 100% employer match about $38,546 at 4% or $25,697 at 6%. |
| 2021 | 1 | 3 | $1,945 | $1,922 | $641iApproximate average salary by contribution assumption: employee only about $16,017 at 4% or $10,678 at 6%; with 50% employer match about $10,678 at 4% or $7,119 at 6%; with 100% employer match about $8,008 at 4% or $5,339 at 6%. |
| THE HOPTIMIST 401(K) PLAN | - | 3 | $1,945 | $1,922 | $641iApproximate average salary by contribution assumption: employee only about $16,017 at 4% or $10,678 at 6%; with 50% employer match about $10,678 at 4% or $7,119 at 6%; with 100% employer match about $8,008 at 4% or $5,339 at 6%. |