Locus
Plan context: SBA Defined Contribution Plan for Locus
EIN 86-3988949 • Richmond, VA • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
80
2024 Assets
$6,128,505
2024 Contributions
$732,261
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 | 80 | $6,128,505 | $732,261 | $9,153iApproximate average salary by contribution assumption: employee only about $228,832 at 4% or $152,554 at 6%; with 50% employer match about $152,554 at 4% or $101,703 at 6%; with 100% employer match about $114,416 at 4% or $76,277 at 6%. |
| SBA Defined Contribution Plan for Locus | - | 80 | $6,128,505 | $732,261 | $9,153iApproximate average salary by contribution assumption: employee only about $228,832 at 4% or $152,554 at 6%; with 50% employer match about $152,554 at 4% or $101,703 at 6%; with 100% employer match about $114,416 at 4% or $76,277 at 6%. |
| 2023 | 1 | 84 | $5,274,671 | $830,014 | $9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%. |
| SBA Defined Contribution Plan for Locus | - | 84 | $5,274,671 | $830,014 | $9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%. |
| 2022 | 1 | 114 | $4,032,861 | $782,736 | $6,866iApproximate average salary by contribution assumption: employee only about $171,653 at 4% or $114,435 at 6%; with 50% employer match about $114,435 at 4% or $76,290 at 6%; with 100% employer match about $85,826 at 4% or $57,218 at 6%. |
| SBA Defined Contribution Plan for Locus | - | 114 | $4,032,861 | $782,736 | $6,866iApproximate average salary by contribution assumption: employee only about $171,653 at 4% or $114,435 at 6%; with 50% employer match about $114,435 at 4% or $76,290 at 6%; with 100% employer match about $85,826 at 4% or $57,218 at 6%. |