Civic Intelligence

Lucerna Fund

Plan context: Lucerna Fund 403(B) Plan

EIN 11-6044099 • Port Washington, NY • 25 filings • 2 plans

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85 Channel DrivePort Washington, NY 11050
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,071,614

2025 Contributions

$148,160

Historical Graphs

Total Assets Over Time

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

$3,071,614$1,535,807$0200920182025YearValue
$3,071,614Latest year 2025

Participants Over Time

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

740200920182025YearValue
6Latest year 2025

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
202516$3,071,614$148,160$24,693iApproximate average salary by contribution assumption: employee only about $617,333 at 4% or $411,556 at 6%; with 50% employer match about $411,556 at 4% or $274,370 at 6%; with 100% employer match about $308,667 at 4% or $205,778 at 6%.
Lucerna Fund 403(B) Plan-6$3,071,614$148,160$24,693iApproximate average salary by contribution assumption: employee only about $617,333 at 4% or $411,556 at 6%; with 50% employer match about $411,556 at 4% or $274,370 at 6%; with 100% employer match about $308,667 at 4% or $205,778 at 6%.
202416$2,505,748$146,190$24,365iApproximate average salary by contribution assumption: employee only about $609,125 at 4% or $406,083 at 6%; with 50% employer match about $406,083 at 4% or $270,722 at 6%; with 100% employer match about $304,563 at 4% or $203,042 at 6%.
Lucerna Fund 403(B) Plan-6$2,505,748$146,190$24,365iApproximate average salary by contribution assumption: employee only about $609,125 at 4% or $406,083 at 6%; with 50% employer match about $406,083 at 4% or $270,722 at 6%; with 100% employer match about $304,563 at 4% or $203,042 at 6%.
202316$2,104,070$149,879$24,980iApproximate average salary by contribution assumption: employee only about $624,496 at 4% or $416,331 at 6%; with 50% employer match about $416,331 at 4% or $277,554 at 6%; with 100% employer match about $312,248 at 4% or $208,165 at 6%.
Lucerna Fund 403(B) Plan-6$2,104,070$149,879$24,980iApproximate average salary by contribution assumption: employee only about $624,496 at 4% or $416,331 at 6%; with 50% employer match about $416,331 at 4% or $277,554 at 6%; with 100% employer match about $312,248 at 4% or $208,165 at 6%.
202216$1,667,574$137,290$22,882iApproximate average salary by contribution assumption: employee only about $572,042 at 4% or $381,361 at 6%; with 50% employer match about $381,361 at 4% or $254,241 at 6%; with 100% employer match about $286,021 at 4% or $190,681 at 6%.
Lucerna Fund 403(B) Plan-6$1,667,574$137,290$22,882iApproximate average salary by contribution assumption: employee only about $572,042 at 4% or $381,361 at 6%; with 50% employer match about $381,361 at 4% or $254,241 at 6%; with 100% employer match about $286,021 at 4% or $190,681 at 6%.
202116$1,853,523$127,450$21,242iApproximate average salary by contribution assumption: employee only about $531,042 at 4% or $354,028 at 6%; with 50% employer match about $354,028 at 4% or $236,019 at 6%; with 100% employer match about $265,521 at 4% or $177,014 at 6%.
Lucerna Fund 403(B) Plan-6$1,853,523$127,450$21,242iApproximate average salary by contribution assumption: employee only about $531,042 at 4% or $354,028 at 6%; with 50% employer match about $354,028 at 4% or $236,019 at 6%; with 100% employer match about $265,521 at 4% or $177,014 at 6%.
202016$1,527,722$119,900$19,983iApproximate average salary by contribution assumption: employee only about $499,583 at 4% or $333,056 at 6%; with 50% employer match about $333,056 at 4% or $222,037 at 6%; with 100% employer match about $249,792 at 4% or $166,528 at 6%.
Lucerna Fund 403(B) Plan-6$1,527,722$119,900$19,983iApproximate average salary by contribution assumption: employee only about $499,583 at 4% or $333,056 at 6%; with 50% employer match about $333,056 at 4% or $222,037 at 6%; with 100% employer match about $249,792 at 4% or $166,528 at 6%.
201916$1,218,656$116,341$19,390iApproximate average salary by contribution assumption: employee only about $484,754 at 4% or $323,169 at 6%; with 50% employer match about $323,169 at 4% or $215,446 at 6%; with 100% employer match about $242,377 at 4% or $161,585 at 6%.
Lucerna Fund 403(B) Plan-6$1,218,656$116,341$19,390iApproximate average salary by contribution assumption: employee only about $484,754 at 4% or $323,169 at 6%; with 50% employer match about $323,169 at 4% or $215,446 at 6%; with 100% employer match about $242,377 at 4% or $161,585 at 6%.
201816$899,838$102,603$17,101iApproximate average salary by contribution assumption: employee only about $427,513 at 4% or $285,008 at 6%; with 50% employer match about $285,008 at 4% or $190,006 at 6%; with 100% employer match about $213,756 at 4% or $142,504 at 6%.
Lucerna Fund 403(B) Plan-6$899,838$102,603$17,101iApproximate average salary by contribution assumption: employee only about $427,513 at 4% or $285,008 at 6%; with 50% employer match about $285,008 at 4% or $190,006 at 6%; with 100% employer match about $213,756 at 4% or $142,504 at 6%.
201716$1,039,500$119,604$19,934iApproximate average salary by contribution assumption: employee only about $498,350 at 4% or $332,233 at 6%; with 50% employer match about $332,233 at 4% or $221,489 at 6%; with 100% employer match about $249,175 at 4% or $166,117 at 6%.
Lucerna Fund 403(B) Plan-6$1,039,500$119,604$19,934iApproximate average salary by contribution assumption: employee only about $498,350 at 4% or $332,233 at 6%; with 50% employer match about $332,233 at 4% or $221,489 at 6%; with 100% employer match about $249,175 at 4% or $166,117 at 6%.
201616$780,133$133,751$22,292iApproximate average salary by contribution assumption: employee only about $557,296 at 4% or $371,531 at 6%; with 50% employer match about $371,531 at 4% or $247,687 at 6%; with 100% employer match about $278,648 at 4% or $185,765 at 6%.
Lucerna Fund 403(B) Plan-6$780,133$133,751$22,292iApproximate average salary by contribution assumption: employee only about $557,296 at 4% or $371,531 at 6%; with 50% employer match about $371,531 at 4% or $247,687 at 6%; with 100% employer match about $278,648 at 4% or $185,765 at 6%.
201514$595,407$114,101$28,525iApproximate average salary by contribution assumption: employee only about $713,131 at 4% or $475,421 at 6%; with 50% employer match about $475,421 at 4% or $316,947 at 6%; with 100% employer match about $356,566 at 4% or $237,710 at 6%.
Lucerna Fund 403(B) Plan-4$595,407$114,101$28,525iApproximate average salary by contribution assumption: employee only about $713,131 at 4% or $475,421 at 6%; with 50% employer match about $475,421 at 4% or $316,947 at 6%; with 100% employer match about $356,566 at 4% or $237,710 at 6%.
201416$546,911$115,127$19,188iApproximate average salary by contribution assumption: employee only about $479,696 at 4% or $319,797 at 6%; with 50% employer match about $319,797 at 4% or $213,198 at 6%; with 100% employer match about $239,848 at 4% or $159,899 at 6%.
Lucerna Fund 403(B) Plan-6$546,911$115,127$19,188iApproximate average salary by contribution assumption: employee only about $479,696 at 4% or $319,797 at 6%; with 50% employer match about $319,797 at 4% or $213,198 at 6%; with 100% employer match about $239,848 at 4% or $159,899 at 6%.
201317$1,641,563$131,212$18,745iApproximate average salary by contribution assumption: employee only about $468,614 at 4% or $312,410 at 6%; with 50% employer match about $312,410 at 4% or $208,273 at 6%; with 100% employer match about $234,307 at 4% or $156,205 at 6%.
Lucerna Fund 403(B) Plan-7$1,641,563$131,212$18,745iApproximate average salary by contribution assumption: employee only about $468,614 at 4% or $312,410 at 6%; with 50% employer match about $312,410 at 4% or $208,273 at 6%; with 100% employer match about $234,307 at 4% or $156,205 at 6%.
201217$1,300,216$128,340$18,334iApproximate average salary by contribution assumption: employee only about $458,357 at 4% or $305,571 at 6%; with 50% employer match about $305,571 at 4% or $203,714 at 6%; with 100% employer match about $229,179 at 4% or $152,786 at 6%.
Lucerna Fund 403(B) Plan-7$1,300,216$128,340$18,334iApproximate average salary by contribution assumption: employee only about $458,357 at 4% or $305,571 at 6%; with 50% employer match about $305,571 at 4% or $203,714 at 6%; with 100% employer match about $229,179 at 4% or $152,786 at 6%.
201017$1,285,225$116,950$16,707iApproximate average salary by contribution assumption: employee only about $417,679 at 4% or $278,452 at 6%; with 50% employer match about $278,452 at 4% or $185,635 at 6%; with 100% employer match about $208,839 at 4% or $139,226 at 6%.
Lucerna Fund 403(B) Plan-7$1,285,225$116,950$16,707iApproximate average salary by contribution assumption: employee only about $417,679 at 4% or $278,452 at 6%; with 50% employer match about $278,452 at 4% or $185,635 at 6%; with 100% employer match about $208,839 at 4% or $139,226 at 6%.
200917$1,589,805$122,179$17,454iApproximate average salary by contribution assumption: employee only about $436,354 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,935 at 6%; with 100% employer match about $218,177 at 4% or $145,451 at 6%.
Lucerna Fund 403(B) Plan-7$1,589,805$122,179$17,454iApproximate average salary by contribution assumption: employee only about $436,354 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,935 at 6%; with 100% employer match about $218,177 at 4% or $145,451 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
Lucerna Fund 403(B) Plan-0---