Ludwig and Owen PLLC
Plan context: Ludwig and Owen PLLC 401(K) Ps Plan
EIN 88-1217137 • Leland, NC • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$1,967,975
2025 Contributions
$321,173
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 | 2 | 15 | $1,967,975 | $321,173 | $21,412iApproximate average salary by contribution assumption: employee only about $535,288 at 4% or $356,859 at 6%; with 50% employer match about $356,859 at 4% or $237,906 at 6%; with 100% employer match about $267,644 at 4% or $178,429 at 6%. |
| Ludwig and Owen PLLC 401(K) Ps Plan | - | 15 | $1,965,710 | $171,173 | $11,412iApproximate average salary by contribution assumption: employee only about $285,288 at 4% or $190,192 at 6%; with 50% employer match about $190,192 at 4% or $126,795 at 6%; with 100% employer match about $142,644 at 4% or $95,096 at 6%. |
| Ludwig and Owen PLLC Cash Balance Plan | - | 1 | $2,265 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2024 | 2 | 15 | $2,298,226 | $465,371 | $31,025iApproximate average salary by contribution assumption: employee only about $775,618 at 4% or $517,079 at 6%; with 50% employer match about $517,079 at 4% or $344,719 at 6%; with 100% employer match about $387,809 at 4% or $258,539 at 6%. |
| Ludwig and Owen PLLC 401(K) Ps Plan | - | 15 | $1,593,834 | $216,216 | $14,414iApproximate average salary by contribution assumption: employee only about $360,360 at 4% or $240,240 at 6%; with 50% employer match about $240,240 at 4% or $160,160 at 6%; with 100% employer match about $180,180 at 4% or $120,120 at 6%. |
| Ludwig and Owen PLLC Cash Balance Plan | - | 11 | $704,392 | $249,155 | $22,650iApproximate average salary by contribution assumption: employee only about $566,261 at 4% or $377,508 at 6%; with 50% employer match about $377,508 at 4% or $251,672 at 6%; with 100% employer match about $283,131 at 4% or $188,754 at 6%. |
| 2023 | 2 | 14 | $1,644,862 | $450,369 | $32,169iApproximate average salary by contribution assumption: employee only about $804,230 at 4% or $536,154 at 6%; with 50% employer match about $536,154 at 4% or $357,436 at 6%; with 100% employer match about $402,115 at 4% or $268,077 at 6%. |
| Ludwig and Owen PLLC 401(K) Ps Plan | - | 14 | $1,207,362 | $211,301 | $15,093iApproximate average salary by contribution assumption: employee only about $377,323 at 4% or $251,549 at 6%; with 50% employer match about $251,549 at 4% or $167,699 at 6%; with 100% employer match about $188,662 at 4% or $125,774 at 6%. |
| Ludwig and Owen PLLC Cash Balance Plan | - | 12 | $437,500 | $239,068 | $19,922iApproximate average salary by contribution assumption: employee only about $498,058 at 4% or $332,039 at 6%; with 50% employer match about $332,039 at 4% or $221,359 at 6%; with 100% employer match about $249,029 at 4% or $166,019 at 6%. |
| 2022 | 2 | 15 | $1,148,521 | $275,621 | $18,375iApproximate average salary by contribution assumption: employee only about $459,368 at 4% or $306,246 at 6%; with 50% employer match about $306,246 at 4% or $204,164 at 6%; with 100% employer match about $229,684 at 4% or $153,123 at 6%. |
| Ludwig and Owen PLLC 401(K) Ps Plan | - | 15 | $964,424 | $91,524 | $6,102iApproximate average salary by contribution assumption: employee only about $152,540 at 4% or $101,693 at 6%; with 50% employer match about $101,693 at 4% or $67,796 at 6%; with 100% employer match about $76,270 at 4% or $50,847 at 6%. |
| Ludwig and Owen PLLC Cash Balance Plan | - | 11 | $184,097 | $184,097 | $16,736iApproximate average salary by contribution assumption: employee only about $418,402 at 4% or $278,935 at 6%; with 50% employer match about $278,935 at 4% or $185,957 at 6%; with 100% employer match about $209,201 at 4% or $139,467 at 6%. |