Civic Intelligence

John Lucia, Dds PC

Plan context: John Lucia, Dds PC 401(K) Profit Sharing Plan

EIN 16-1581679 • Rochester, NY • 23 filings • 3 plans

625 Panorama TrailSuite 1200Rochester, NY 14625
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,510,550

2024 Contributions

$105,308

Historical Graphs

Total Assets Over Time

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

$4,510,550$2,255,275$0200320142024YearValue
$4,510,550Latest year 2024

Participants Over Time

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

1580200220132024YearValue
15Latest 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
2024115$4,510,550$105,308$7,021iApproximate average salary by contribution assumption: employee only about $175,513 at 4% or $117,009 at 6%; with 50% employer match about $117,009 at 4% or $78,006 at 6%; with 100% employer match about $87,757 at 4% or $58,504 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-15$4,510,550$105,308$7,021iApproximate average salary by contribution assumption: employee only about $175,513 at 4% or $117,009 at 6%; with 50% employer match about $117,009 at 4% or $78,006 at 6%; with 100% employer match about $87,757 at 4% or $58,504 at 6%.
2023115$3,945,908$125,238$8,349iApproximate average salary by contribution assumption: employee only about $208,730 at 4% or $139,153 at 6%; with 50% employer match about $139,153 at 4% or $92,769 at 6%; with 100% employer match about $104,365 at 4% or $69,577 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-15$3,945,908$125,238$8,349iApproximate average salary by contribution assumption: employee only about $208,730 at 4% or $139,153 at 6%; with 50% employer match about $139,153 at 4% or $92,769 at 6%; with 100% employer match about $104,365 at 4% or $69,577 at 6%.
2022115$3,354,893$157,369$10,491iApproximate average salary by contribution assumption: employee only about $262,282 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,570 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-15$3,354,893$157,369$10,491iApproximate average salary by contribution assumption: employee only about $262,282 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,570 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
2021113$3,994,242$139,666$10,744iApproximate average salary by contribution assumption: employee only about $268,588 at 4% or $179,059 at 6%; with 50% employer match about $179,059 at 4% or $119,373 at 6%; with 100% employer match about $134,294 at 4% or $89,529 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-13$3,994,242$139,666$10,744iApproximate average salary by contribution assumption: employee only about $268,588 at 4% or $179,059 at 6%; with 50% employer match about $179,059 at 4% or $119,373 at 6%; with 100% employer match about $134,294 at 4% or $89,529 at 6%.
2020113$3,677,705$115,994$8,923iApproximate average salary by contribution assumption: employee only about $223,065 at 4% or $148,710 at 6%; with 50% employer match about $148,710 at 4% or $99,140 at 6%; with 100% employer match about $111,533 at 4% or $74,355 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-13$3,677,705$115,994$8,923iApproximate average salary by contribution assumption: employee only about $223,065 at 4% or $148,710 at 6%; with 50% employer match about $148,710 at 4% or $99,140 at 6%; with 100% employer match about $111,533 at 4% or $74,355 at 6%.
2019113$3,255,998$148,429$11,418iApproximate average salary by contribution assumption: employee only about $285,440 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,862 at 6%; with 100% employer match about $142,720 at 4% or $95,147 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-13$3,255,998$148,429$11,418iApproximate average salary by contribution assumption: employee only about $285,440 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,862 at 6%; with 100% employer match about $142,720 at 4% or $95,147 at 6%.
2018114$2,521,661$136,627$9,759iApproximate average salary by contribution assumption: employee only about $243,977 at 4% or $162,651 at 6%; with 50% employer match about $162,651 at 4% or $108,434 at 6%; with 100% employer match about $121,988 at 4% or $81,326 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-14$2,521,661$136,627$9,759iApproximate average salary by contribution assumption: employee only about $243,977 at 4% or $162,651 at 6%; with 50% employer match about $162,651 at 4% or $108,434 at 6%; with 100% employer match about $121,988 at 4% or $81,326 at 6%.
2017114$2,533,170$142,495$10,178iApproximate average salary by contribution assumption: employee only about $254,455 at 4% or $169,637 at 6%; with 50% employer match about $169,637 at 4% or $113,091 at 6%; with 100% employer match about $127,228 at 4% or $84,818 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-14$2,533,170$142,495$10,178iApproximate average salary by contribution assumption: employee only about $254,455 at 4% or $169,637 at 6%; with 50% employer match about $169,637 at 4% or $113,091 at 6%; with 100% employer match about $127,228 at 4% or $84,818 at 6%.
2016114$1,952,957$131,843$9,417iApproximate average salary by contribution assumption: employee only about $235,434 at 4% or $156,956 at 6%; with 50% employer match about $156,956 at 4% or $104,637 at 6%; with 100% employer match about $117,717 at 4% or $78,478 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-14$1,952,957$131,843$9,417iApproximate average salary by contribution assumption: employee only about $235,434 at 4% or $156,956 at 6%; with 50% employer match about $156,956 at 4% or $104,637 at 6%; with 100% employer match about $117,717 at 4% or $78,478 at 6%.
201518$1,713,508$69,239$8,655iApproximate average salary by contribution assumption: employee only about $216,372 at 4% or $144,248 at 6%; with 50% employer match about $144,248 at 4% or $96,165 at 6%; with 100% employer match about $108,186 at 4% or $72,124 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-8$1,713,508$69,239$8,655iApproximate average salary by contribution assumption: employee only about $216,372 at 4% or $144,248 at 6%; with 50% employer match about $144,248 at 4% or $96,165 at 6%; with 100% employer match about $108,186 at 4% or $72,124 at 6%.
201419$1,639,815$56,196$6,244iApproximate average salary by contribution assumption: employee only about $156,100 at 4% or $104,067 at 6%; with 50% employer match about $104,067 at 4% or $69,378 at 6%; with 100% employer match about $78,050 at 4% or $52,033 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-9$1,639,815$56,196$6,244iApproximate average salary by contribution assumption: employee only about $156,100 at 4% or $104,067 at 6%; with 50% employer match about $104,067 at 4% or $69,378 at 6%; with 100% employer match about $78,050 at 4% or $52,033 at 6%.
201319$1,481,746$93,911$10,435iApproximate average salary by contribution assumption: employee only about $260,864 at 4% or $173,909 at 6%; with 50% employer match about $173,909 at 4% or $115,940 at 6%; with 100% employer match about $130,432 at 4% or $86,955 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-9$1,481,746$93,911$10,435iApproximate average salary by contribution assumption: employee only about $260,864 at 4% or $173,909 at 6%; with 50% employer match about $173,909 at 4% or $115,940 at 6%; with 100% employer match about $130,432 at 4% or $86,955 at 6%.
201219$1,127,548$163,321$18,147iApproximate average salary by contribution assumption: employee only about $453,669 at 4% or $302,446 at 6%; with 50% employer match about $302,446 at 4% or $201,631 at 6%; with 100% employer match about $226,835 at 4% or $151,223 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-9$1,127,548$163,321$18,147iApproximate average salary by contribution assumption: employee only about $453,669 at 4% or $302,446 at 6%; with 50% employer match about $302,446 at 4% or $201,631 at 6%; with 100% employer match about $226,835 at 4% or $151,223 at 6%.
201118$831,995$83,181$10,398iApproximate average salary by contribution assumption: employee only about $259,941 at 4% or $173,294 at 6%; with 50% employer match about $173,294 at 4% or $115,529 at 6%; with 100% employer match about $129,970 at 4% or $86,647 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-8$831,995$83,181$10,398iApproximate average salary by contribution assumption: employee only about $259,941 at 4% or $173,294 at 6%; with 50% employer match about $173,294 at 4% or $115,529 at 6%; with 100% employer match about $129,970 at 4% or $86,647 at 6%.
201018$774,169$101,280$12,660iApproximate average salary by contribution assumption: employee only about $316,500 at 4% or $211,000 at 6%; with 50% employer match about $211,000 at 4% or $140,667 at 6%; with 100% employer match about $158,250 at 4% or $105,500 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-8$774,169$101,280$12,660iApproximate average salary by contribution assumption: employee only about $316,500 at 4% or $211,000 at 6%; with 50% employer match about $211,000 at 4% or $140,667 at 6%; with 100% employer match about $158,250 at 4% or $105,500 at 6%.
200918$584,064$95,770$11,971iApproximate average salary by contribution assumption: employee only about $299,281 at 4% or $199,521 at 6%; with 50% employer match about $199,521 at 4% or $133,014 at 6%; with 100% employer match about $149,641 at 4% or $99,760 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-8$584,064$95,770$11,971iApproximate average salary by contribution assumption: employee only about $299,281 at 4% or $199,521 at 6%; with 50% employer match about $199,521 at 4% or $133,014 at 6%; with 100% employer match about $149,641 at 4% or $99,760 at 6%.
200816$361,886$134,715$22,453iApproximate average salary by contribution assumption: employee only about $561,313 at 4% or $374,208 at 6%; with 50% employer match about $374,208 at 4% or $249,472 at 6%; with 100% employer match about $280,656 at 4% or $187,104 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-6$361,886$134,715$22,453iApproximate average salary by contribution assumption: employee only about $561,313 at 4% or $374,208 at 6%; with 50% employer match about $374,208 at 4% or $249,472 at 6%; with 100% employer match about $280,656 at 4% or $187,104 at 6%.
200715$0$0-
John Lucia, Dds PC 401(K) Profit Sharing Plan-5---
200614$385,679$41,235$10,309iApproximate average salary by contribution assumption: employee only about $257,719 at 4% or $171,813 at 6%; with 50% employer match about $171,813 at 4% or $114,542 at 6%; with 100% employer match about $128,859 at 4% or $85,906 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-4$385,679$41,235$10,309iApproximate average salary by contribution assumption: employee only about $257,719 at 4% or $171,813 at 6%; with 50% employer match about $171,813 at 4% or $114,542 at 6%; with 100% employer match about $128,859 at 4% or $85,906 at 6%.
200515$298,153$53,769$10,754iApproximate average salary by contribution assumption: employee only about $268,845 at 4% or $179,230 at 6%; with 50% employer match about $179,230 at 4% or $119,487 at 6%; with 100% employer match about $134,423 at 4% or $89,615 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-5$298,153$53,769$10,754iApproximate average salary by contribution assumption: employee only about $268,845 at 4% or $179,230 at 6%; with 50% employer match about $179,230 at 4% or $119,487 at 6%; with 100% employer match about $134,423 at 4% or $89,615 at 6%.
200416$258,372$94,013$15,669iApproximate average salary by contribution assumption: employee only about $391,721 at 4% or $261,147 at 6%; with 50% employer match about $261,147 at 4% or $174,098 at 6%; with 100% employer match about $195,860 at 4% or $130,574 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-6$258,372$94,013$15,669iApproximate average salary by contribution assumption: employee only about $391,721 at 4% or $261,147 at 6%; with 50% employer match about $261,147 at 4% or $174,098 at 6%; with 100% employer match about $195,860 at 4% or $130,574 at 6%.
200315$141,561$67,044$13,409iApproximate average salary by contribution assumption: employee only about $335,220 at 4% or $223,480 at 6%; with 50% employer match about $223,480 at 4% or $148,987 at 6%; with 100% employer match about $167,610 at 4% or $111,740 at 6%.
John Lucia, Dds PC 401(K) Profit Sharing Plan-5$141,561$67,044$13,409iApproximate average salary by contribution assumption: employee only about $335,220 at 4% or $223,480 at 6%; with 50% employer match about $223,480 at 4% or $148,987 at 6%; with 100% employer match about $167,610 at 4% or $111,740 at 6%.
200215$0$0-
John Lucia, Dds PC 401(K) Profit Sharing Plan-5---
John Lucia, Dds PC | EIN 16-1581679 | 2024 Form 5500 Company Profile