Civic Intelligence

Lucernoni, Schulz & Co. LLP

Plan context: Lucernoni, Schulz & Co. LLP Money Purchase Plan

EIN 16-1502509 • Buffalo, NY • 26 filings • 3 plans

537 Franklin StreetBuffalo, NY 14202
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$5,957,056

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$5,957,056$2,978,528$0199920142024YearValue
$5,957,056Latest year 2024

Participants Over Time

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

840199920122024YearValue
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$5,957,056$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-2$5,957,056$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202315$4,813,185$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$4,813,185$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202216$4,087,480$62,291$10,382iApproximate average salary by contribution assumption: employee only about $259,546 at 4% or $173,031 at 6%; with 50% employer match about $173,031 at 4% or $115,354 at 6%; with 100% employer match about $129,773 at 4% or $86,515 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-6$4,087,480$62,291$10,382iApproximate average salary by contribution assumption: employee only about $259,546 at 4% or $173,031 at 6%; with 50% employer match about $173,031 at 4% or $115,354 at 6%; with 100% employer match about $129,773 at 4% or $86,515 at 6%.
202116$4,631,938$96,644$16,107iApproximate average salary by contribution assumption: employee only about $402,683 at 4% or $268,456 at 6%; with 50% employer match about $268,456 at 4% or $178,970 at 6%; with 100% employer match about $201,342 at 4% or $134,228 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-6$4,631,938$96,644$16,107iApproximate average salary by contribution assumption: employee only about $402,683 at 4% or $268,456 at 6%; with 50% employer match about $268,456 at 4% or $178,970 at 6%; with 100% employer match about $201,342 at 4% or $134,228 at 6%.
202016$3,509,418$93,331$15,555iApproximate average salary by contribution assumption: employee only about $388,879 at 4% or $259,253 at 6%; with 50% employer match about $259,253 at 4% or $172,835 at 6%; with 100% employer match about $194,440 at 4% or $129,626 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-6$3,509,418$93,331$15,555iApproximate average salary by contribution assumption: employee only about $388,879 at 4% or $259,253 at 6%; with 50% employer match about $259,253 at 4% or $172,835 at 6%; with 100% employer match about $194,440 at 4% or $129,626 at 6%.
201916$3,440,469$84,985$14,164iApproximate average salary by contribution assumption: employee only about $354,104 at 4% or $236,069 at 6%; with 50% employer match about $236,069 at 4% or $157,380 at 6%; with 100% employer match about $177,052 at 4% or $118,035 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-6$3,440,469$84,985$14,164iApproximate average salary by contribution assumption: employee only about $354,104 at 4% or $236,069 at 6%; with 50% employer match about $236,069 at 4% or $157,380 at 6%; with 100% employer match about $177,052 at 4% or $118,035 at 6%.
201817$2,658,603$116,235$16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-7$2,658,603$116,235$16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%.
201717$2,958,557$114,594$16,371iApproximate average salary by contribution assumption: employee only about $409,264 at 4% or $272,843 at 6%; with 50% employer match about $272,843 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-7$2,958,557$114,594$16,371iApproximate average salary by contribution assumption: employee only about $409,264 at 4% or $272,843 at 6%; with 50% employer match about $272,843 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
201617$2,381,012$112,954$16,136iApproximate average salary by contribution assumption: employee only about $403,407 at 4% or $268,938 at 6%; with 50% employer match about $268,938 at 4% or $179,292 at 6%; with 100% employer match about $201,704 at 4% or $134,469 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-7$2,381,012$112,954$16,136iApproximate average salary by contribution assumption: employee only about $403,407 at 4% or $268,938 at 6%; with 50% employer match about $268,938 at 4% or $179,292 at 6%; with 100% employer match about $201,704 at 4% or $134,469 at 6%.
201517$1,877,113$113,465$16,209iApproximate average salary by contribution assumption: employee only about $405,232 at 4% or $270,155 at 6%; with 50% employer match about $270,155 at 4% or $180,103 at 6%; with 100% employer match about $202,616 at 4% or $135,077 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-7$1,877,113$113,465$16,209iApproximate average salary by contribution assumption: employee only about $405,232 at 4% or $270,155 at 6%; with 50% employer match about $270,155 at 4% or $180,103 at 6%; with 100% employer match about $202,616 at 4% or $135,077 at 6%.
201418$1,971,298$111,620$13,953iApproximate average salary by contribution assumption: employee only about $348,813 at 4% or $232,542 at 6%; with 50% employer match about $232,542 at 4% or $155,028 at 6%; with 100% employer match about $174,406 at 4% or $116,271 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-8$1,971,298$111,620$13,953iApproximate average salary by contribution assumption: employee only about $348,813 at 4% or $232,542 at 6%; with 50% employer match about $232,542 at 4% or $155,028 at 6%; with 100% employer match about $174,406 at 4% or $116,271 at 6%.
201318$1,802,885$109,155$13,644iApproximate average salary by contribution assumption: employee only about $341,109 at 4% or $227,406 at 6%; with 50% employer match about $227,406 at 4% or $151,604 at 6%; with 100% employer match about $170,555 at 4% or $113,703 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-8$1,802,885$109,155$13,644iApproximate average salary by contribution assumption: employee only about $341,109 at 4% or $227,406 at 6%; with 50% employer match about $227,406 at 4% or $151,604 at 6%; with 100% employer match about $170,555 at 4% or $113,703 at 6%.
201218$1,548,784$110,029$13,754iApproximate average salary by contribution assumption: employee only about $343,841 at 4% or $229,227 at 6%; with 50% employer match about $229,227 at 4% or $152,818 at 6%; with 100% employer match about $171,920 at 4% or $114,614 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-8$1,548,784$110,029$13,754iApproximate average salary by contribution assumption: employee only about $343,841 at 4% or $229,227 at 6%; with 50% employer match about $229,227 at 4% or $152,818 at 6%; with 100% employer match about $171,920 at 4% or $114,614 at 6%.
201118$1,217,703$110,799$13,850iApproximate average salary by contribution assumption: employee only about $346,247 at 4% or $230,831 at 6%; with 50% employer match about $230,831 at 4% or $153,888 at 6%; with 100% employer match about $173,123 at 4% or $115,416 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-8$1,217,703$110,799$13,850iApproximate average salary by contribution assumption: employee only about $346,247 at 4% or $230,831 at 6%; with 50% employer match about $230,831 at 4% or $153,888 at 6%; with 100% employer match about $173,123 at 4% or $115,416 at 6%.
201015$1,332,821$109,259$21,852iApproximate average salary by contribution assumption: employee only about $546,295 at 4% or $364,197 at 6%; with 50% employer match about $364,197 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,098 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$1,332,821$109,259$21,852iApproximate average salary by contribution assumption: employee only about $546,295 at 4% or $364,197 at 6%; with 50% employer match about $364,197 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,098 at 6%.
200915$1,028,968$109,343$21,869iApproximate average salary by contribution assumption: employee only about $546,715 at 4% or $364,477 at 6%; with 50% employer match about $364,477 at 4% or $242,984 at 6%; with 100% employer match about $273,358 at 4% or $182,238 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$1,028,968$109,343$21,869iApproximate average salary by contribution assumption: employee only about $546,715 at 4% or $364,477 at 6%; with 50% employer match about $364,477 at 4% or $242,984 at 6%; with 100% employer match about $273,358 at 4% or $182,238 at 6%.
200815$0$0-
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5---
200715$0$0-
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5---
200615$821,346$88,818$17,764iApproximate average salary by contribution assumption: employee only about $444,090 at 4% or $296,060 at 6%; with 50% employer match about $296,060 at 4% or $197,373 at 6%; with 100% employer match about $222,045 at 4% or $148,030 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$821,346$88,818$17,764iApproximate average salary by contribution assumption: employee only about $444,090 at 4% or $296,060 at 6%; with 50% employer match about $296,060 at 4% or $197,373 at 6%; with 100% employer match about $222,045 at 4% or $148,030 at 6%.
200515$631,252$63,870$12,774iApproximate average salary by contribution assumption: employee only about $319,350 at 4% or $212,900 at 6%; with 50% employer match about $212,900 at 4% or $141,933 at 6%; with 100% employer match about $159,675 at 4% or $106,450 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$631,252$63,870$12,774iApproximate average salary by contribution assumption: employee only about $319,350 at 4% or $212,900 at 6%; with 50% employer match about $212,900 at 4% or $141,933 at 6%; with 100% employer match about $159,675 at 4% or $106,450 at 6%.
200415$569,483$60,469$12,094iApproximate average salary by contribution assumption: employee only about $302,345 at 4% or $201,563 at 6%; with 50% employer match about $201,563 at 4% or $134,376 at 6%; with 100% employer match about $151,173 at 4% or $100,782 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-5$569,483$60,469$12,094iApproximate average salary by contribution assumption: employee only about $302,345 at 4% or $201,563 at 6%; with 50% employer match about $201,563 at 4% or $134,376 at 6%; with 100% employer match about $151,173 at 4% or $100,782 at 6%.
200313$484,339$40,016$13,339iApproximate average salary by contribution assumption: employee only about $333,467 at 4% or $222,311 at 6%; with 50% employer match about $222,311 at 4% or $148,207 at 6%; with 100% employer match about $166,733 at 4% or $111,156 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-3$484,339$40,016$13,339iApproximate average salary by contribution assumption: employee only about $333,467 at 4% or $222,311 at 6%; with 50% employer match about $222,311 at 4% or $148,207 at 6%; with 100% employer match about $166,733 at 4% or $111,156 at 6%.
200213$0$0-
Lucernoni, Schulz & Co. LLP Money Purchase Plan-3---
200114$0$0-
Lucernoni, Schulz & Co. LLP Money Purchase Plan-4---
200014$422,367$36,807$9,202iApproximate average salary by contribution assumption: employee only about $230,044 at 4% or $153,363 at 6%; with 50% employer match about $153,363 at 4% or $102,242 at 6%; with 100% employer match about $115,022 at 4% or $76,681 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-4$422,367$36,807$9,202iApproximate average salary by contribution assumption: employee only about $230,044 at 4% or $153,363 at 6%; with 50% employer match about $153,363 at 4% or $102,242 at 6%; with 100% employer match about $115,022 at 4% or $76,681 at 6%.
199914$453,042$33,135$8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%.
Lucernoni, Schulz & Co. LLP Money Purchase Plan-4$453,042$33,135$8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%.