Civic Intelligence

David Enberg

Plan context: J. E. Lowden & Company Employee Stock Ownership Plan and Trust

EIN 94-2267037 • 11 filings • 8 plans

Current Snapshot

Latest Year

2005

2005 Participants

23

2005 Assets

$12,757

2005 Contributions

$18,266

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,949,211$974,606$0199920022005YearValue
$12,757Latest year 2005

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

30150199920012003YearValue
23Latest year 2003

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200510$12,757$0-
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-0$12,757--
200410$541,620$18,266-
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-0$541,620$18,266-
2003123$1,592,049$111,726$4,858iApproximate average salary by contribution assumption: employee only about $121,441 at 4% or $80,961 at 6%; with 50% employer match about $80,961 at 4% or $53,974 at 6%; with 100% employer match about $60,721 at 4% or $40,480 at 6%.
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-23$1,592,049$111,726$4,858iApproximate average salary by contribution assumption: employee only about $121,441 at 4% or $80,961 at 6%; with 50% employer match about $80,961 at 4% or $53,974 at 6%; with 100% employer match about $60,721 at 4% or $40,480 at 6%.
2002123$1,332,083$96,113$4,179iApproximate average salary by contribution assumption: employee only about $104,471 at 4% or $69,647 at 6%; with 50% employer match about $69,647 at 4% or $46,431 at 6%; with 100% employer match about $52,235 at 4% or $34,824 at 6%.
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-23$1,332,083$96,113$4,179iApproximate average salary by contribution assumption: employee only about $104,471 at 4% or $69,647 at 6%; with 50% employer match about $69,647 at 4% or $46,431 at 6%; with 100% employer match about $52,235 at 4% or $34,824 at 6%.
2001225$1,469,577$114,284$4,571iApproximate average salary by contribution assumption: employee only about $114,284 at 4% or $76,189 at 6%; with 50% employer match about $76,189 at 4% or $50,793 at 6%; with 100% employer match about $57,142 at 4% or $38,095 at 6%.
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-25$1,469,577$114,284$4,571iApproximate average salary by contribution assumption: employee only about $114,284 at 4% or $76,189 at 6%; with 50% employer match about $76,189 at 4% or $50,793 at 6%; with 100% employer match about $57,142 at 4% or $38,095 at 6%.
J. E. Lowden & Co. Profit Sharing 401K Plan & Trust-0---
2000330$1,949,211$250,108$8,337iApproximate average salary by contribution assumption: employee only about $208,423 at 4% or $138,949 at 6%; with 50% employer match about $138,949 at 4% or $92,633 at 6%; with 100% employer match about $104,212 at 4% or $69,474 at 6%.
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-27$1,183,035$45,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
J. E. Lowden & Co. Profit Sharing 401K Plan & Trust-30$383,088$102,554$3,418iApproximate average salary by contribution assumption: employee only about $85,462 at 4% or $56,974 at 6%; with 50% employer match about $56,974 at 4% or $37,983 at 6%; with 100% employer match about $42,731 at 4% or $28,487 at 6%.
J. E. Lowden & Co. Profit Sharing 401K Plan & Trust-29$383,088$102,554$3,536iApproximate average salary by contribution assumption: employee only about $88,409 at 4% or $58,939 at 6%; with 50% employer match about $58,939 at 4% or $39,293 at 6%; with 100% employer match about $44,204 at 4% or $29,470 at 6%.
1999228$1,639,361$149,462$5,338iApproximate average salary by contribution assumption: employee only about $133,448 at 4% or $88,965 at 6%; with 50% employer match about $88,965 at 4% or $59,310 at 6%; with 100% employer match about $66,724 at 4% or $44,483 at 6%.
J. E. Lowden & Company Employee Stock Ownership Plan and Trust-27$1,311,551$60,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
J. E. Lowden & Co. Profit Sharing 401K Plan & Trust-28$327,810$89,462$3,195iApproximate average salary by contribution assumption: employee only about $79,877 at 4% or $53,251 at 6%; with 50% employer match about $53,251 at 4% or $35,501 at 6%; with 100% employer match about $39,938 at 4% or $26,626 at 6%.