Civic Intelligence

Lucas Group Financial Planners Inc

Plan context: Lucas Group 401K Profit Sharing Plan

EIN 20-0568691 • Sacramento, CA • 26 filings • 2 plans

1545 River Park Drive Suite 401Sacramento, CA 95815-0000
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$6,654,138

2024 Contributions

$135,142

Historical Graphs

Total Assets Over Time

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

$6,654,138$3,327,069$0200920172024YearValue
$6,654,138Latest year 2024

Participants Over Time

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

630200920172024YearValue
5Latest 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
202415$6,654,138$135,142$27,028iApproximate average salary by contribution assumption: employee only about $675,710 at 4% or $450,473 at 6%; with 50% employer match about $450,473 at 4% or $300,316 at 6%; with 100% employer match about $337,855 at 4% or $225,237 at 6%.
Lucas Group 401K Profit Sharing Plan-5$6,654,138$135,142$27,028iApproximate average salary by contribution assumption: employee only about $675,710 at 4% or $450,473 at 6%; with 50% employer match about $450,473 at 4% or $300,316 at 6%; with 100% employer match about $337,855 at 4% or $225,237 at 6%.
202314$5,685,686$144,529$36,132iApproximate average salary by contribution assumption: employee only about $903,306 at 4% or $602,204 at 6%; with 50% employer match about $602,204 at 4% or $401,469 at 6%; with 100% employer match about $451,653 at 4% or $301,102 at 6%.
Lucas Group 401K Profit Sharing Plan-4$5,685,686$144,529$36,132iApproximate average salary by contribution assumption: employee only about $903,306 at 4% or $602,204 at 6%; with 50% employer match about $602,204 at 4% or $401,469 at 6%; with 100% employer match about $451,653 at 4% or $301,102 at 6%.
202214$4,553,669$3,068,286$767,072iApproximate average salary by contribution assumption: employee only about $19,176,788 at 4% or $12,784,525 at 6%; with 50% employer match about $12,784,525 at 4% or $8,523,017 at 6%; with 100% employer match about $9,588,394 at 4% or $6,392,263 at 6%.
Lucas Group 401K Profit Sharing Plan-4$4,553,669$3,068,286$767,072iApproximate average salary by contribution assumption: employee only about $19,176,788 at 4% or $12,784,525 at 6%; with 50% employer match about $12,784,525 at 4% or $8,523,017 at 6%; with 100% employer match about $9,588,394 at 4% or $6,392,263 at 6%.
202124$2,295,808$89,355$22,339iApproximate average salary by contribution assumption: employee only about $558,469 at 4% or $372,313 at 6%; with 50% employer match about $372,313 at 4% or $248,208 at 6%; with 100% employer match about $279,234 at 4% or $186,156 at 6%.
Lucas Group 401K Profit Sharing Plan-4$2,295,808$89,355$22,339iApproximate average salary by contribution assumption: employee only about $558,469 at 4% or $372,313 at 6%; with 50% employer match about $372,313 at 4% or $248,208 at 6%; with 100% employer match about $279,234 at 4% or $186,156 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-0$0--
202024$4,288,932$285,901$71,475iApproximate average salary by contribution assumption: employee only about $1,786,881 at 4% or $1,191,254 at 6%; with 50% employer match about $1,191,254 at 4% or $794,169 at 6%; with 100% employer match about $893,441 at 4% or $595,627 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-4$2,322,049$198,000$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
Lucas Group 401K Profit Sharing Plan-4$1,966,883$87,901$21,975iApproximate average salary by contribution assumption: employee only about $549,381 at 4% or $366,254 at 6%; with 50% employer match about $366,254 at 4% or $244,169 at 6%; with 100% employer match about $274,691 at 4% or $183,127 at 6%.
201925$3,927,566$285,755$57,151iApproximate average salary by contribution assumption: employee only about $1,428,775 at 4% or $952,517 at 6%; with 50% employer match about $952,517 at 4% or $635,011 at 6%; with 100% employer match about $714,388 at 4% or $476,258 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-3$2,217,887$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Lucas Group 401K Profit Sharing Plan-5$1,709,679$85,755$17,151iApproximate average salary by contribution assumption: employee only about $428,775 at 4% or $285,850 at 6%; with 50% employer match about $285,850 at 4% or $190,567 at 6%; with 100% employer match about $214,388 at 4% or $142,925 at 6%.
201825$2,869,598$307,959$61,592iApproximate average salary by contribution assumption: employee only about $1,539,795 at 4% or $1,026,530 at 6%; with 50% employer match about $1,026,530 at 4% or $684,353 at 6%; with 100% employer match about $769,898 at 4% or $513,265 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-4$1,610,073$225,000$56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%.
Lucas Group 401K Profit Sharing Plan-5$1,259,525$82,959$16,592iApproximate average salary by contribution assumption: employee only about $414,795 at 4% or $276,530 at 6%; with 50% employer match about $276,530 at 4% or $184,353 at 6%; with 100% employer match about $207,398 at 4% or $138,265 at 6%.
201725$2,764,699$299,225$59,845iApproximate average salary by contribution assumption: employee only about $1,496,125 at 4% or $997,417 at 6%; with 50% employer match about $997,417 at 4% or $664,944 at 6%; with 100% employer match about $748,063 at 4% or $498,708 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-4$1,516,479$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Lucas Group 401K Profit Sharing Plan-5$1,248,220$99,225$19,845iApproximate average salary by contribution assumption: employee only about $496,125 at 4% or $330,750 at 6%; with 50% employer match about $330,750 at 4% or $220,500 at 6%; with 100% employer match about $248,063 at 4% or $165,375 at 6%.
201625$1,992,689$279,947$55,989iApproximate average salary by contribution assumption: employee only about $1,399,735 at 4% or $933,157 at 6%; with 50% employer match about $933,157 at 4% or $622,104 at 6%; with 100% employer match about $699,868 at 4% or $466,578 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-3$1,059,855$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Lucas Group 401K Profit Sharing Plan-5$932,834$69,947$13,989iApproximate average salary by contribution assumption: employee only about $349,735 at 4% or $233,157 at 6%; with 50% employer match about $233,157 at 4% or $155,438 at 6%; with 100% employer match about $174,868 at 4% or $116,578 at 6%.
201524$1,607,849$255,427$63,857iApproximate average salary by contribution assumption: employee only about $1,596,419 at 4% or $1,064,279 at 6%; with 50% employer match about $1,064,279 at 4% or $709,519 at 6%; with 100% employer match about $798,209 at 4% or $532,140 at 6%.
Lucas Group 401K Profit Sharing Plan-4$825,104$50,427$12,607iApproximate average salary by contribution assumption: employee only about $315,169 at 4% or $210,113 at 6%; with 50% employer match about $210,113 at 4% or $140,075 at 6%; with 100% employer match about $157,584 at 4% or $105,056 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-3$782,745$205,000$68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%.
201424$1,338,464$239,678$59,920iApproximate average salary by contribution assumption: employee only about $1,497,988 at 4% or $998,658 at 6%; with 50% employer match about $998,658 at 4% or $665,772 at 6%; with 100% employer match about $748,994 at 4% or $499,329 at 6%.
Lucas Group 401K Profit Sharing Plan-4$740,424$49,678$12,420iApproximate average salary by contribution assumption: employee only about $310,488 at 4% or $206,992 at 6%; with 50% employer match about $206,992 at 4% or $137,994 at 6%; with 100% employer match about $155,244 at 4% or $103,496 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-3$598,040$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
201325$1,085,846$240,976$48,195iApproximate average salary by contribution assumption: employee only about $1,204,880 at 4% or $803,253 at 6%; with 50% employer match about $803,253 at 4% or $535,502 at 6%; with 100% employer match about $602,440 at 4% or $401,627 at 6%.
Lucas Group 401K Profit Sharing Plan-5$695,193$50,976$10,195iApproximate average salary by contribution assumption: employee only about $254,880 at 4% or $169,920 at 6%; with 50% employer match about $169,920 at 4% or $113,280 at 6%; with 100% employer match about $127,440 at 4% or $84,960 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-3$390,653$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
201226$689,036$227,060$37,843iApproximate average salary by contribution assumption: employee only about $946,083 at 4% or $630,722 at 6%; with 50% employer match about $630,722 at 4% or $420,481 at 6%; with 100% employer match about $473,042 at 4% or $315,361 at 6%.
Lucas Group 401K Profit Sharing Plan-6$521,166$59,190$9,865iApproximate average salary by contribution assumption: employee only about $246,625 at 4% or $164,417 at 6%; with 50% employer match about $164,417 at 4% or $109,611 at 6%; with 100% employer match about $123,313 at 4% or $82,208 at 6%.
LUCAS GROUP FINANCIAL PLANNERS INC DEFINED BENEFIT PENSION PLAN-5$167,870$167,870$33,574iApproximate average salary by contribution assumption: employee only about $839,350 at 4% or $559,567 at 6%; with 50% employer match about $559,567 at 4% or $373,044 at 6%; with 100% employer match about $419,675 at 4% or $279,783 at 6%.
201115$427,245$63,770$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
Lucas Group 401K Profit Sharing Plan-5$427,245$63,770$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
201015$395,931$65,116$13,023iApproximate average salary by contribution assumption: employee only about $325,580 at 4% or $217,053 at 6%; with 50% employer match about $217,053 at 4% or $144,702 at 6%; with 100% employer match about $162,790 at 4% or $108,527 at 6%.
Lucas Group 401K Profit Sharing Plan-5$395,931$65,116$13,023iApproximate average salary by contribution assumption: employee only about $325,580 at 4% or $217,053 at 6%; with 50% employer match about $217,053 at 4% or $144,702 at 6%; with 100% employer match about $162,790 at 4% or $108,527 at 6%.
200915$287,335$46,306$9,261iApproximate average salary by contribution assumption: employee only about $231,530 at 4% or $154,353 at 6%; with 50% employer match about $154,353 at 4% or $102,902 at 6%; with 100% employer match about $115,765 at 4% or $77,177 at 6%.
Lucas Group 401K Profit Sharing Plan-5$287,335$46,306$9,261iApproximate average salary by contribution assumption: employee only about $231,530 at 4% or $154,353 at 6%; with 50% employer match about $154,353 at 4% or $102,902 at 6%; with 100% employer match about $115,765 at 4% or $77,177 at 6%.