Joseph C. Lu Engineering & Land Surveying PC.
Plan context: Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust
EIN 16-1174578 • Pittsford, NY • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$9,931,593
2024 Contributions
$699,741
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 | 88 | $9,931,593 | $699,741 | $7,952iApproximate average salary by contribution assumption: employee only about $198,790 at 4% or $132,527 at 6%; with 50% employer match about $132,527 at 4% or $88,351 at 6%; with 100% employer match about $99,395 at 4% or $66,263 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 88 | $9,931,593 | $699,741 | $7,952iApproximate average salary by contribution assumption: employee only about $198,790 at 4% or $132,527 at 6%; with 50% employer match about $132,527 at 4% or $88,351 at 6%; with 100% employer match about $99,395 at 4% or $66,263 at 6%. |
| 2023 | 1 | 71 | $8,543,648 | $547,041 | $7,705iApproximate average salary by contribution assumption: employee only about $192,620 at 4% or $128,413 at 6%; with 50% employer match about $128,413 at 4% or $85,609 at 6%; with 100% employer match about $96,310 at 4% or $64,207 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 71 | $8,543,648 | $547,041 | $7,705iApproximate average salary by contribution assumption: employee only about $192,620 at 4% or $128,413 at 6%; with 50% employer match about $128,413 at 4% or $85,609 at 6%; with 100% employer match about $96,310 at 4% or $64,207 at 6%. |
| 2022 | 1 | 65 | $7,056,909 | $553,261 | $8,512iApproximate average salary by contribution assumption: employee only about $212,793 at 4% or $141,862 at 6%; with 50% employer match about $141,862 at 4% or $94,575 at 6%; with 100% employer match about $106,396 at 4% or $70,931 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 65 | $7,056,909 | $553,261 | $8,512iApproximate average salary by contribution assumption: employee only about $212,793 at 4% or $141,862 at 6%; with 50% employer match about $141,862 at 4% or $94,575 at 6%; with 100% employer match about $106,396 at 4% or $70,931 at 6%. |
| 2021 | 1 | 68 | $7,919,650 | $550,171 | $8,091iApproximate average salary by contribution assumption: employee only about $202,269 at 4% or $134,846 at 6%; with 50% employer match about $134,846 at 4% or $89,897 at 6%; with 100% employer match about $101,134 at 4% or $67,423 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 68 | $7,919,650 | $550,171 | $8,091iApproximate average salary by contribution assumption: employee only about $202,269 at 4% or $134,846 at 6%; with 50% employer match about $134,846 at 4% or $89,897 at 6%; with 100% employer match about $101,134 at 4% or $67,423 at 6%. |
| 2020 | 1 | 61 | $6,566,202 | $354,616 | $5,813iApproximate average salary by contribution assumption: employee only about $145,334 at 4% or $96,890 at 6%; with 50% employer match about $96,890 at 4% or $64,593 at 6%; with 100% employer match about $72,667 at 4% or $48,445 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 61 | $6,566,202 | $354,616 | $5,813iApproximate average salary by contribution assumption: employee only about $145,334 at 4% or $96,890 at 6%; with 50% employer match about $96,890 at 4% or $64,593 at 6%; with 100% employer match about $72,667 at 4% or $48,445 at 6%. |
| 2019 | 1 | 55 | $5,684,506 | $267,214 | $4,858iApproximate average salary by contribution assumption: employee only about $121,461 at 4% or $80,974 at 6%; with 50% employer match about $80,974 at 4% or $53,983 at 6%; with 100% employer match about $60,730 at 4% or $40,487 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 55 | $5,684,506 | $267,214 | $4,858iApproximate average salary by contribution assumption: employee only about $121,461 at 4% or $80,974 at 6%; with 50% employer match about $80,974 at 4% or $53,983 at 6%; with 100% employer match about $60,730 at 4% or $40,487 at 6%. |
| 2018 | 1 | 51 | $4,553,271 | $230,355 | $4,517iApproximate average salary by contribution assumption: employee only about $112,919 at 4% or $75,279 at 6%; with 50% employer match about $75,279 at 4% or $50,186 at 6%; with 100% employer match about $56,460 at 4% or $37,640 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 51 | $4,553,271 | $230,355 | $4,517iApproximate average salary by contribution assumption: employee only about $112,919 at 4% or $75,279 at 6%; with 50% employer match about $75,279 at 4% or $50,186 at 6%; with 100% employer match about $56,460 at 4% or $37,640 at 6%. |
| 2017 | 1 | 46 | $4,788,325 | $131,345 | $2,855iApproximate average salary by contribution assumption: employee only about $71,383 at 4% or $47,589 at 6%; with 50% employer match about $47,589 at 4% or $31,726 at 6%; with 100% employer match about $35,692 at 4% or $23,794 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 46 | $4,788,325 | $131,345 | $2,855iApproximate average salary by contribution assumption: employee only about $71,383 at 4% or $47,589 at 6%; with 50% employer match about $47,589 at 4% or $31,726 at 6%; with 100% employer match about $35,692 at 4% or $23,794 at 6%. |
| 2016 | 1 | 20 | $3,932,926 | $107,542 | $5,377iApproximate average salary by contribution assumption: employee only about $134,428 at 4% or $89,618 at 6%; with 50% employer match about $89,618 at 4% or $59,746 at 6%; with 100% employer match about $67,214 at 4% or $44,809 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 20 | $3,932,926 | $107,542 | $5,377iApproximate average salary by contribution assumption: employee only about $134,428 at 4% or $89,618 at 6%; with 50% employer match about $89,618 at 4% or $59,746 at 6%; with 100% employer match about $67,214 at 4% or $44,809 at 6%. |
| 2015 | 1 | 19 | $3,550,409 | $117,022 | $6,159iApproximate average salary by contribution assumption: employee only about $153,976 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 19 | $3,550,409 | $117,022 | $6,159iApproximate average salary by contribution assumption: employee only about $153,976 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| 2014 | 1 | 20 | $3,518,816 | $105,939 | $5,297iApproximate average salary by contribution assumption: employee only about $132,424 at 4% or $88,283 at 6%; with 50% employer match about $88,283 at 4% or $58,855 at 6%; with 100% employer match about $66,212 at 4% or $44,141 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 20 | $3,518,816 | $105,939 | $5,297iApproximate average salary by contribution assumption: employee only about $132,424 at 4% or $88,283 at 6%; with 50% employer match about $88,283 at 4% or $58,855 at 6%; with 100% employer match about $66,212 at 4% or $44,141 at 6%. |
| 2013 | 1 | 25 | $3,226,094 | $109,567 | $4,383iApproximate average salary by contribution assumption: employee only about $109,567 at 4% or $73,045 at 6%; with 50% employer match about $73,045 at 4% or $48,696 at 6%; with 100% employer match about $54,784 at 4% or $36,522 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 25 | $3,226,094 | $109,567 | $4,383iApproximate average salary by contribution assumption: employee only about $109,567 at 4% or $73,045 at 6%; with 50% employer match about $73,045 at 4% or $48,696 at 6%; with 100% employer match about $54,784 at 4% or $36,522 at 6%. |
| 2012 | 1 | 38 | $3,314,247 | $28,847 | $759iApproximate average salary by contribution assumption: employee only about $18,978 at 4% or $12,652 at 6%; with 50% employer match about $12,652 at 4% or $8,435 at 6%; with 100% employer match about $9,489 at 4% or $6,326 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 38 | $3,314,247 | $28,847 | $759iApproximate average salary by contribution assumption: employee only about $18,978 at 4% or $12,652 at 6%; with 50% employer match about $12,652 at 4% or $8,435 at 6%; with 100% employer match about $9,489 at 4% or $6,326 at 6%. |
| 2011 | 1 | 48 | $3,941,354 | $114,211 | $2,379iApproximate average salary by contribution assumption: employee only about $59,485 at 4% or $39,657 at 6%; with 50% employer match about $39,657 at 4% or $26,438 at 6%; with 100% employer match about $29,742 at 4% or $19,828 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 48 | $3,941,354 | $114,211 | $2,379iApproximate average salary by contribution assumption: employee only about $59,485 at 4% or $39,657 at 6%; with 50% employer match about $39,657 at 4% or $26,438 at 6%; with 100% employer match about $29,742 at 4% or $19,828 at 6%. |
| 2010 | 1 | 54 | $3,727,070 | $173,714 | $3,217iApproximate average salary by contribution assumption: employee only about $80,423 at 4% or $53,615 at 6%; with 50% employer match about $53,615 at 4% or $35,744 at 6%; with 100% employer match about $40,212 at 4% or $26,808 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 54 | $3,727,070 | $173,714 | $3,217iApproximate average salary by contribution assumption: employee only about $80,423 at 4% or $53,615 at 6%; with 50% employer match about $53,615 at 4% or $35,744 at 6%; with 100% employer match about $40,212 at 4% or $26,808 at 6%. |
| 2009 | 1 | 55 | $4,498,412 | $174,121 | $3,166iApproximate average salary by contribution assumption: employee only about $79,146 at 4% or $52,764 at 6%; with 50% employer match about $52,764 at 4% or $35,176 at 6%; with 100% employer match about $39,573 at 4% or $26,382 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 55 | $4,498,412 | $174,121 | $3,166iApproximate average salary by contribution assumption: employee only about $79,146 at 4% or $52,764 at 6%; with 50% employer match about $52,764 at 4% or $35,176 at 6%; with 100% employer match about $39,573 at 4% or $26,382 at 6%. |
| 2008 | 1 | 35 | $0 | $0 | - |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 35 | - | - | - |
| 2007 | 1 | 39 | $0 | $0 | - |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 39 | - | - | - |
| 2006 | 1 | 38 | $6,208,754 | $301,904 | $7,945iApproximate average salary by contribution assumption: employee only about $198,621 at 4% or $132,414 at 6%; with 50% employer match about $132,414 at 4% or $88,276 at 6%; with 100% employer match about $99,311 at 4% or $66,207 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 38 | $6,208,754 | $301,904 | $7,945iApproximate average salary by contribution assumption: employee only about $198,621 at 4% or $132,414 at 6%; with 50% employer match about $132,414 at 4% or $88,276 at 6%; with 100% employer match about $99,311 at 4% or $66,207 at 6%. |
| 2005 | 1 | 43 | $5,681,567 | $333,617 | $7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,309 at 6%; with 50% employer match about $129,309 at 4% or $86,206 at 6%; with 100% employer match about $96,982 at 4% or $64,654 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 43 | $5,681,567 | $333,617 | $7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,309 at 6%; with 50% employer match about $129,309 at 4% or $86,206 at 6%; with 100% employer match about $96,982 at 4% or $64,654 at 6%. |
| 2004 | 1 | 42 | $5,278,100 | $481,398 | $11,462iApproximate average salary by contribution assumption: employee only about $286,546 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,273 at 4% or $95,515 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 42 | $5,278,100 | $481,398 | $11,462iApproximate average salary by contribution assumption: employee only about $286,546 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,273 at 4% or $95,515 at 6%. |
| 2003 | 1 | 42 | $4,503,209 | $277,024 | $6,596iApproximate average salary by contribution assumption: employee only about $164,895 at 4% or $109,930 at 6%; with 50% employer match about $109,930 at 4% or $73,287 at 6%; with 100% employer match about $82,448 at 4% or $54,965 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 42 | $4,503,209 | $277,024 | $6,596iApproximate average salary by contribution assumption: employee only about $164,895 at 4% or $109,930 at 6%; with 50% employer match about $109,930 at 4% or $73,287 at 6%; with 100% employer match about $82,448 at 4% or $54,965 at 6%. |
| 2002 | 1 | 48 | $0 | $0 | - |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 48 | - | - | - |
| 2001 | 1 | 45 | $0 | $0 | - |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 45 | - | - | - |
| 2000 | 1 | 46 | $0 | $0 | - |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 46 | - | - | - |
| 1999 | 1 | 48 | $3,586,492 | $293,132 | $6,107iApproximate average salary by contribution assumption: employee only about $152,673 at 4% or $101,782 at 6%; with 50% employer match about $101,782 at 4% or $67,855 at 6%; with 100% employer match about $76,336 at 4% or $50,891 at 6%. |
| Joseph C. Lu Engineering & Land Surveying PC. 401K Plan and Trust | - | 48 | $3,586,492 | $293,132 | $6,107iApproximate average salary by contribution assumption: employee only about $152,673 at 4% or $101,782 at 6%; with 50% employer match about $101,782 at 4% or $67,855 at 6%; with 100% employer match about $76,336 at 4% or $50,891 at 6%. |