Civic Intelligence

LORING WARD GROUP, INC.

Plan context: Loring Ward Holdings Inc. 401(K) Profit Sharing Plan

EIN 95-4699118 • 22 filings • 9 plans

Current Snapshot

Latest Year

2019

2019 Participants

126

2019 Assets

$19,879,236

2019 Contributions

$718,821

Historical Graphs

Total Assets Over Time

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

$26,599,736$13,299,868$0200520122018YearValue
$19,879,236Latest year 2018

Participants Over Time

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

3081540200320112018YearValue
126Latest year 2018

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
201910$0$718,821-
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-0-$718,821-
20181126$19,879,236$2,266,276$17,986iApproximate average salary by contribution assumption: employee only about $449,658 at 4% or $299,772 at 6%; with 50% employer match about $299,772 at 4% or $199,848 at 6%; with 100% employer match about $224,829 at 4% or $149,886 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-126$19,879,236$2,266,276$17,986iApproximate average salary by contribution assumption: employee only about $449,658 at 4% or $299,772 at 6%; with 50% employer match about $299,772 at 4% or $199,848 at 6%; with 100% employer match about $224,829 at 4% or $149,886 at 6%.
20171118$21,097,675$2,471,383$20,944iApproximate average salary by contribution assumption: employee only about $523,598 at 4% or $349,065 at 6%; with 50% employer match about $349,065 at 4% or $232,710 at 6%; with 100% employer match about $261,799 at 4% or $174,533 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-118$21,097,675$2,471,383$20,944iApproximate average salary by contribution assumption: employee only about $523,598 at 4% or $349,065 at 6%; with 50% employer match about $349,065 at 4% or $232,710 at 6%; with 100% employer match about $261,799 at 4% or $174,533 at 6%.
20161110$16,461,768$2,022,717$18,388iApproximate average salary by contribution assumption: employee only about $459,708 at 4% or $306,472 at 6%; with 50% employer match about $306,472 at 4% or $204,315 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-110$16,461,768$2,022,717$18,388iApproximate average salary by contribution assumption: employee only about $459,708 at 4% or $306,472 at 6%; with 50% employer match about $306,472 at 4% or $204,315 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%.
20152105$26,599,736$2,389,470$22,757iApproximate average salary by contribution assumption: employee only about $568,921 at 4% or $379,281 at 6%; with 50% employer match about $379,281 at 4% or $252,854 at 6%; with 100% employer match about $284,461 at 4% or $189,640 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-105$13,299,868$1,263,148$12,030iApproximate average salary by contribution assumption: employee only about $300,750 at 4% or $200,500 at 6%; with 50% employer match about $200,500 at 4% or $133,666 at 6%; with 100% employer match about $150,375 at 4% or $100,250 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-105$13,299,868$1,126,322$10,727iApproximate average salary by contribution assumption: employee only about $268,172 at 4% or $178,781 at 6%; with 50% employer match about $178,781 at 4% or $119,188 at 6%; with 100% employer match about $134,086 at 4% or $89,391 at 6%.
20141102$13,652,753$1,771,200$17,365iApproximate average salary by contribution assumption: employee only about $434,118 at 4% or $289,412 at 6%; with 50% employer match about $289,412 at 4% or $192,941 at 6%; with 100% employer match about $217,059 at 4% or $144,706 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-102$13,652,753$1,771,200$17,365iApproximate average salary by contribution assumption: employee only about $434,118 at 4% or $289,412 at 6%; with 50% employer match about $289,412 at 4% or $192,941 at 6%; with 100% employer match about $217,059 at 4% or $144,706 at 6%.
2013192$12,368,099$1,896,691$20,616iApproximate average salary by contribution assumption: employee only about $515,405 at 4% or $343,603 at 6%; with 50% employer match about $343,603 at 4% or $229,069 at 6%; with 100% employer match about $257,703 at 4% or $171,802 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-92$12,368,099$1,896,691$20,616iApproximate average salary by contribution assumption: employee only about $515,405 at 4% or $343,603 at 6%; with 50% employer match about $343,603 at 4% or $229,069 at 6%; with 100% employer match about $257,703 at 4% or $171,802 at 6%.
2012197$8,483,913$1,350,565$13,923iApproximate average salary by contribution assumption: employee only about $348,084 at 4% or $232,056 at 6%; with 50% employer match about $232,056 at 4% or $154,704 at 6%; with 100% employer match about $174,042 at 4% or $116,028 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-97$8,483,913$1,350,565$13,923iApproximate average salary by contribution assumption: employee only about $348,084 at 4% or $232,056 at 6%; with 50% employer match about $232,056 at 4% or $154,704 at 6%; with 100% employer match about $174,042 at 4% or $116,028 at 6%.
2011175$6,522,345$907,796$12,104iApproximate average salary by contribution assumption: employee only about $302,599 at 4% or $201,732 at 6%; with 50% employer match about $201,732 at 4% or $134,488 at 6%; with 100% employer match about $151,299 at 4% or $100,866 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-75$6,522,345$907,796$12,104iApproximate average salary by contribution assumption: employee only about $302,599 at 4% or $201,732 at 6%; with 50% employer match about $201,732 at 4% or $134,488 at 6%; with 100% employer match about $151,299 at 4% or $100,866 at 6%.
2010169$6,447,016$829,622$12,024iApproximate average salary by contribution assumption: employee only about $300,588 at 4% or $200,392 at 6%; with 50% employer match about $200,392 at 4% or $133,595 at 6%; with 100% employer match about $150,294 at 4% or $100,196 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-69$6,447,016$829,622$12,024iApproximate average salary by contribution assumption: employee only about $300,588 at 4% or $200,392 at 6%; with 50% employer match about $200,392 at 4% or $133,595 at 6%; with 100% employer match about $150,294 at 4% or $100,196 at 6%.
2009155$5,220,836$521,642$9,484iApproximate average salary by contribution assumption: employee only about $237,110 at 4% or $158,073 at 6%; with 50% employer match about $158,073 at 4% or $105,382 at 6%; with 100% employer match about $118,555 at 4% or $79,037 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-55$5,220,836$521,642$9,484iApproximate average salary by contribution assumption: employee only about $237,110 at 4% or $158,073 at 6%; with 50% employer match about $158,073 at 4% or $105,382 at 6%; with 100% employer match about $118,555 at 4% or $79,037 at 6%.
2008155$4,718,661$662,821$12,051iApproximate average salary by contribution assumption: employee only about $301,282 at 4% or $200,855 at 6%; with 50% employer match about $200,855 at 4% or $133,903 at 6%; with 100% employer match about $150,641 at 4% or $100,427 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-55$4,718,661$662,821$12,051iApproximate average salary by contribution assumption: employee only about $301,282 at 4% or $200,855 at 6%; with 50% employer match about $200,855 at 4% or $133,903 at 6%; with 100% employer match about $150,641 at 4% or $100,427 at 6%.
2007188$7,259,087$1,365,965$15,522iApproximate average salary by contribution assumption: employee only about $388,058 at 4% or $258,705 at 6%; with 50% employer match about $258,705 at 4% or $172,470 at 6%; with 100% employer match about $194,029 at 4% or $129,353 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-88$7,259,087$1,365,965$15,522iApproximate average salary by contribution assumption: employee only about $388,058 at 4% or $258,705 at 6%; with 50% employer match about $258,705 at 4% or $172,470 at 6%; with 100% employer match about $194,029 at 4% or $129,353 at 6%.
20061202$22,599,709$2,132,339$10,556iApproximate average salary by contribution assumption: employee only about $263,903 at 4% or $175,936 at 6%; with 50% employer match about $175,936 at 4% or $117,290 at 6%; with 100% employer match about $131,952 at 4% or $87,968 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-202$22,599,709$2,132,339$10,556iApproximate average salary by contribution assumption: employee only about $263,903 at 4% or $175,936 at 6%; with 50% employer match about $175,936 at 4% or $117,290 at 6%; with 100% employer match about $131,952 at 4% or $87,968 at 6%.
20053308$18,652,012$2,021,331$6,563iApproximate average salary by contribution assumption: employee only about $164,069 at 4% or $109,379 at 6%; with 50% employer match about $109,379 at 4% or $72,920 at 6%; with 100% employer match about $82,035 at 4% or $54,690 at 6%.
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-263$18,652,012$2,021,331$7,686iApproximate average salary by contribution assumption: employee only about $192,142 at 4% or $128,094 at 6%; with 50% employer match about $128,094 at 4% or $85,396 at 6%; with 100% employer match about $96,071 at 4% or $64,047 at 6%.
LORING WARD GROUP INC. HEALTH INSURANCE PLAN-260---
LORING WARD GROUP INC. VISION SERVICE PLAN-308---
20043302$0$0-
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-258---
LORING WARD GROUP, INC HEALTH INSURANCE PLAN-227---
LORING WARD GROUP INC. VISION SERVICE PLAN-302---
20031244$0$0-
Loring Ward Holdings Inc. 401(K) Profit Sharing Plan-244---