Civic Intelligence

Lucas Financial Services

Plan context: Lucas Financial Services 401K Plan

EIN 13-4223767 • Worthington, OH • 16 filings • 1 plans

947 Worthington Woods LoopWorthington, OH 43085
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,869,203

2024 Contributions

$35,125

Historical Graphs

Total Assets Over Time

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

$1,869,203$934,602$0200920172024YearValue
$1,869,203Latest year 2024

Participants Over Time

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

420200920172024YearValue
2Latest year 2024

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
202412$1,869,203$35,125$17,563iApproximate average salary by contribution assumption: employee only about $439,063 at 4% or $292,708 at 6%; with 50% employer match about $292,708 at 4% or $195,139 at 6%; with 100% employer match about $219,531 at 4% or $146,354 at 6%.
Lucas Financial Services 401K Plan-2$1,869,203$35,125$17,563iApproximate average salary by contribution assumption: employee only about $439,063 at 4% or $292,708 at 6%; with 50% employer match about $292,708 at 4% or $195,139 at 6%; with 100% employer match about $219,531 at 4% or $146,354 at 6%.
202312$1,595,894$52,246$26,123iApproximate average salary by contribution assumption: employee only about $653,075 at 4% or $435,383 at 6%; with 50% employer match about $435,383 at 4% or $290,256 at 6%; with 100% employer match about $326,538 at 4% or $217,692 at 6%.
Lucas Financial Services 401K Plan-2$1,595,894$52,246$26,123iApproximate average salary by contribution assumption: employee only about $653,075 at 4% or $435,383 at 6%; with 50% employer match about $435,383 at 4% or $290,256 at 6%; with 100% employer match about $326,538 at 4% or $217,692 at 6%.
202212$1,287,336$60,918$30,459iApproximate average salary by contribution assumption: employee only about $761,475 at 4% or $507,650 at 6%; with 50% employer match about $507,650 at 4% or $338,433 at 6%; with 100% employer match about $380,738 at 4% or $253,825 at 6%.
Lucas Financial Services 401K Plan-2$1,287,336$60,918$30,459iApproximate average salary by contribution assumption: employee only about $761,475 at 4% or $507,650 at 6%; with 50% employer match about $507,650 at 4% or $338,433 at 6%; with 100% employer match about $380,738 at 4% or $253,825 at 6%.
202112$1,502,201$74,850$37,425iApproximate average salary by contribution assumption: employee only about $935,625 at 4% or $623,750 at 6%; with 50% employer match about $623,750 at 4% or $415,833 at 6%; with 100% employer match about $467,813 at 4% or $311,875 at 6%.
Lucas Financial Services 401K Plan-2$1,502,201$74,850$37,425iApproximate average salary by contribution assumption: employee only about $935,625 at 4% or $623,750 at 6%; with 50% employer match about $623,750 at 4% or $415,833 at 6%; with 100% employer match about $467,813 at 4% or $311,875 at 6%.
202012$1,263,625$58,650$29,325iApproximate average salary by contribution assumption: employee only about $733,125 at 4% or $488,750 at 6%; with 50% employer match about $488,750 at 4% or $325,833 at 6%; with 100% employer match about $366,563 at 4% or $244,375 at 6%.
Lucas Financial Services 401K Plan-2$1,263,625$58,650$29,325iApproximate average salary by contribution assumption: employee only about $733,125 at 4% or $488,750 at 6%; with 50% employer match about $488,750 at 4% or $325,833 at 6%; with 100% employer match about $366,563 at 4% or $244,375 at 6%.
201912$1,041,723$57,113$28,557iApproximate average salary by contribution assumption: employee only about $713,913 at 4% or $475,942 at 6%; with 50% employer match about $475,942 at 4% or $317,294 at 6%; with 100% employer match about $356,956 at 4% or $237,971 at 6%.
Lucas Financial Services 401K Plan-2$1,041,723$57,113$28,557iApproximate average salary by contribution assumption: employee only about $713,913 at 4% or $475,942 at 6%; with 50% employer match about $475,942 at 4% or $317,294 at 6%; with 100% employer match about $356,956 at 4% or $237,971 at 6%.
201812$784,195$56,450$28,225iApproximate average salary by contribution assumption: employee only about $705,625 at 4% or $470,417 at 6%; with 50% employer match about $470,417 at 4% or $313,611 at 6%; with 100% employer match about $352,813 at 4% or $235,208 at 6%.
Lucas Financial Services 401K Plan-2$784,195$56,450$28,225iApproximate average salary by contribution assumption: employee only about $705,625 at 4% or $470,417 at 6%; with 50% employer match about $470,417 at 4% or $313,611 at 6%; with 100% employer match about $352,813 at 4% or $235,208 at 6%.
201712$801,525$55,526$27,763iApproximate average salary by contribution assumption: employee only about $694,075 at 4% or $462,717 at 6%; with 50% employer match about $462,717 at 4% or $308,478 at 6%; with 100% employer match about $347,038 at 4% or $231,358 at 6%.
Lucas Financial Services 401K Plan-2$801,525$55,526$27,763iApproximate average salary by contribution assumption: employee only about $694,075 at 4% or $462,717 at 6%; with 50% employer match about $462,717 at 4% or $308,478 at 6%; with 100% employer match about $347,038 at 4% or $231,358 at 6%.
201612$641,186$274,604$137,302iApproximate average salary by contribution assumption: employee only about $3,432,550 at 4% or $2,288,367 at 6%; with 50% employer match about $2,288,367 at 4% or $1,525,578 at 6%; with 100% employer match about $1,716,275 at 4% or $1,144,183 at 6%.
Lucas Financial Services 401K Plan-2$641,186$274,604$137,302iApproximate average salary by contribution assumption: employee only about $3,432,550 at 4% or $2,288,367 at 6%; with 50% employer match about $2,288,367 at 4% or $1,525,578 at 6%; with 100% employer match about $1,716,275 at 4% or $1,144,183 at 6%.
201512$350,748$55,369$27,685iApproximate average salary by contribution assumption: employee only about $692,113 at 4% or $461,408 at 6%; with 50% employer match about $461,408 at 4% or $307,606 at 6%; with 100% employer match about $346,056 at 4% or $230,704 at 6%.
Lucas Financial Services 401K Plan-2$350,748$55,369$27,685iApproximate average salary by contribution assumption: employee only about $692,113 at 4% or $461,408 at 6%; with 50% employer match about $461,408 at 4% or $307,606 at 6%; with 100% employer match about $346,056 at 4% or $230,704 at 6%.
201414$309,801$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
Lucas Financial Services 401K Plan-4$309,801$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
201313$248,735$37,146$12,382iApproximate average salary by contribution assumption: employee only about $309,550 at 4% or $206,367 at 6%; with 50% employer match about $206,367 at 4% or $137,578 at 6%; with 100% employer match about $154,775 at 4% or $103,183 at 6%.
Lucas Financial Services 401K Plan-3$248,735$37,146$12,382iApproximate average salary by contribution assumption: employee only about $309,550 at 4% or $206,367 at 6%; with 50% employer match about $206,367 at 4% or $137,578 at 6%; with 100% employer match about $154,775 at 4% or $103,183 at 6%.
201212$170,628$28,903$14,452iApproximate average salary by contribution assumption: employee only about $361,288 at 4% or $240,858 at 6%; with 50% employer match about $240,858 at 4% or $160,572 at 6%; with 100% employer match about $180,644 at 4% or $120,429 at 6%.
Lucas Financial Services 401K Plan-2$170,628$28,903$14,452iApproximate average salary by contribution assumption: employee only about $361,288 at 4% or $240,858 at 6%; with 50% employer match about $240,858 at 4% or $160,572 at 6%; with 100% employer match about $180,644 at 4% or $120,429 at 6%.
201111$125,267$14,200$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.
Lucas Financial Services 401K Plan-1$125,267$14,200$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.
201011$117,152$0-
Lucas Financial Services 401K Plan-1$117,152$0-
200911$100,689$89,356$89,356iApproximate average salary by contribution assumption: employee only about $2,233,900 at 4% or $1,489,267 at 6%; with 50% employer match about $1,489,267 at 4% or $992,844 at 6%; with 100% employer match about $1,116,950 at 4% or $744,633 at 6%.
Lucas Financial Services 401K Plan-1$100,689$89,356$89,356iApproximate average salary by contribution assumption: employee only about $2,233,900 at 4% or $1,489,267 at 6%; with 50% employer match about $1,489,267 at 4% or $992,844 at 6%; with 100% employer match about $1,116,950 at 4% or $744,633 at 6%.