Current Snapshot
Latest Year
2024
2024 Participants
273
2024 Assets
$40,029,845
2024 Contributions
$5,252,559
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 | 273 | $40,029,845 | $5,252,559 | $19,240iApproximate average salary by contribution assumption: employee only about $481,004 at 4% or $320,669 at 6%; with 50% employer match about $320,669 at 4% or $213,779 at 6%; with 100% employer match about $240,502 at 4% or $160,335 at 6%. |
| Locality LLC 401K Plan | - | 273 | $40,029,845 | $5,252,559 | $19,240iApproximate average salary by contribution assumption: employee only about $481,004 at 4% or $320,669 at 6%; with 50% employer match about $320,669 at 4% or $213,779 at 6%; with 100% employer match about $240,502 at 4% or $160,335 at 6%. |
| 2023 | 1 | 344 | $40,595,948 | $6,560,597 | $19,072iApproximate average salary by contribution assumption: employee only about $476,788 at 4% or $317,858 at 6%; with 50% employer match about $317,858 at 4% or $211,906 at 6%; with 100% employer match about $238,394 at 4% or $158,929 at 6%. |
| Locality LLC 401K Plan | - | 344 | $40,595,948 | $6,560,597 | $19,072iApproximate average salary by contribution assumption: employee only about $476,788 at 4% or $317,858 at 6%; with 50% employer match about $317,858 at 4% or $211,906 at 6%; with 100% employer match about $238,394 at 4% or $158,929 at 6%. |
| 2022 | 1 | 400 | $32,965,653 | $1,890,859 | $4,727iApproximate average salary by contribution assumption: employee only about $118,179 at 4% or $78,786 at 6%; with 50% employer match about $78,786 at 4% or $52,524 at 6%; with 100% employer match about $59,089 at 4% or $39,393 at 6%. |
| Locality LLC 401K Plan | - | 400 | $32,965,653 | $1,890,859 | $4,727iApproximate average salary by contribution assumption: employee only about $118,179 at 4% or $78,786 at 6%; with 50% employer match about $78,786 at 4% or $52,524 at 6%; with 100% employer match about $59,089 at 4% or $39,393 at 6%. |