Civic Intelligence

Luke & Associates Inc.

Plan context: Luke & Associates Inc. 401(K) Plan

EIN 20-1117185 • San Jose, CA • 29 filings • 9 plans

C/O Trust Management Services1 Almaden Boulevard, Suite 950San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

971

2024 Assets

$4,890,965

2024 Contributions

$1,389,137

Historical Graphs

Total Assets Over Time

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

$5,140,157$2,570,079$0200820152022YearValue
$4,890,965Latest year 2022

Participants Over Time

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

9964980200720162024YearValue
971Latest 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
20241971$0$0-
Luke & Associates Inc. Health & Welfare Plan-971---
20231223$0$0-
Luke & Associates Inc. Health & Welfare Plan-223---
20222651$4,890,965$1,389,137$2,134iApproximate average salary by contribution assumption: employee only about $53,346 at 4% or $35,564 at 6%; with 50% employer match about $35,564 at 4% or $23,709 at 6%; with 100% employer match about $26,673 at 4% or $17,782 at 6%.
Luke & Associates Inc. 401(K) Plan-651$4,890,965$1,389,137$2,134iApproximate average salary by contribution assumption: employee only about $53,346 at 4% or $35,564 at 6%; with 50% employer match about $35,564 at 4% or $23,709 at 6%; with 100% employer match about $26,673 at 4% or $17,782 at 6%.
Luke & Associates Inc. Health & Welfare Plan-223---
20212713$5,140,157$1,219,072$1,710iApproximate average salary by contribution assumption: employee only about $42,744 at 4% or $28,496 at 6%; with 50% employer match about $28,496 at 4% or $18,998 at 6%; with 100% employer match about $21,372 at 4% or $14,248 at 6%.
Luke & Associates Inc. 401(K) Plan-713$5,140,157$1,219,072$1,710iApproximate average salary by contribution assumption: employee only about $42,744 at 4% or $28,496 at 6%; with 50% employer match about $28,496 at 4% or $18,998 at 6%; with 100% employer match about $21,372 at 4% or $14,248 at 6%.
Luke & Associates Inc. Health & Welfare Plan-251---
20202758$4,013,323$1,160,206$1,531iApproximate average salary by contribution assumption: employee only about $38,265 at 4% or $25,510 at 6%; with 50% employer match about $25,510 at 4% or $17,007 at 6%; with 100% employer match about $19,133 at 4% or $12,755 at 6%.
Luke & Associates Inc. 401(K) Plan-758$4,013,323$1,160,206$1,531iApproximate average salary by contribution assumption: employee only about $38,265 at 4% or $25,510 at 6%; with 50% employer match about $25,510 at 4% or $17,007 at 6%; with 100% employer match about $19,133 at 4% or $12,755 at 6%.
Luke & Associates Inc. Health & Welfare Plan-207---
20192557$3,294,945$1,285,083$2,307iApproximate average salary by contribution assumption: employee only about $57,679 at 4% or $38,453 at 6%; with 50% employer match about $38,453 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
Luke & Associates Inc. 401(K) Plan-557$3,294,945$1,285,083$2,307iApproximate average salary by contribution assumption: employee only about $57,679 at 4% or $38,453 at 6%; with 50% employer match about $38,453 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
Luke & Associates Inc. Health & Welfare Plan-181---
20182285$2,245,997$2,138,474$7,503iApproximate average salary by contribution assumption: employee only about $187,585 at 4% or $125,057 at 6%; with 50% employer match about $125,057 at 4% or $83,371 at 6%; with 100% employer match about $93,793 at 4% or $62,528 at 6%.
Luke & Associates Inc. 401(K) Plan-285$2,102,708$839,257$2,945iApproximate average salary by contribution assumption: employee only about $73,619 at 4% or $49,079 at 6%; with 50% employer match about $49,079 at 4% or $32,720 at 6%; with 100% employer match about $36,810 at 4% or $24,540 at 6%.
Luke & Associates Inc. Health & Welfare Plan-261$143,289$1,299,217$4,978iApproximate average salary by contribution assumption: employee only about $124,446 at 4% or $82,964 at 6%; with 50% employer match about $82,964 at 4% or $55,309 at 6%; with 100% employer match about $62,223 at 4% or $41,482 at 6%.
20172204$2,536,121$1,346,678$6,601iApproximate average salary by contribution assumption: employee only about $165,034 at 4% or $110,023 at 6%; with 50% employer match about $110,023 at 4% or $73,348 at 6%; with 100% employer match about $82,517 at 4% or $55,011 at 6%.
Luke & Associates Inc. 401(K) Plan-204$2,343,323$836,333$4,100iApproximate average salary by contribution assumption: employee only about $102,492 at 4% or $68,328 at 6%; with 50% employer match about $68,328 at 4% or $45,552 at 6%; with 100% employer match about $51,246 at 4% or $34,164 at 6%.
Luke & Associates Inc. Health & Welfare Plan-188$192,798$510,345$2,715iApproximate average salary by contribution assumption: employee only about $67,865 at 4% or $45,243 at 6%; with 50% employer match about $45,243 at 4% or $30,162 at 6%; with 100% employer match about $33,933 at 4% or $22,622 at 6%.
20161227$1,452,833$604,664$2,664iApproximate average salary by contribution assumption: employee only about $66,593 at 4% or $44,395 at 6%; with 50% employer match about $44,395 at 4% or $29,597 at 6%; with 100% employer match about $33,296 at 4% or $22,198 at 6%.
Luke & Associates Inc. 401(K) Plan-227$1,452,833$604,664$2,664iApproximate average salary by contribution assumption: employee only about $66,593 at 4% or $44,395 at 6%; with 50% employer match about $44,395 at 4% or $29,597 at 6%; with 100% employer match about $33,296 at 4% or $22,198 at 6%.
20151304$1,176,343$304,912$1,003iApproximate average salary by contribution assumption: employee only about $25,075 at 4% or $16,717 at 6%; with 50% employer match about $16,717 at 4% or $11,144 at 6%; with 100% employer match about $12,538 at 4% or $8,358 at 6%.
Luke & Associates Inc. 401(K) Plan-304$1,176,343$304,912$1,003iApproximate average salary by contribution assumption: employee only about $25,075 at 4% or $16,717 at 6%; with 50% employer match about $16,717 at 4% or $11,144 at 6%; with 100% employer match about $12,538 at 4% or $8,358 at 6%.
20142178$1,172,965$383,461$2,154iApproximate average salary by contribution assumption: employee only about $53,857 at 4% or $35,905 at 6%; with 50% employer match about $35,905 at 4% or $23,936 at 6%; with 100% employer match about $26,928 at 4% or $17,952 at 6%.
Luke & Associates Inc. 401(K) Plan-178$1,172,965$383,461$2,154iApproximate average salary by contribution assumption: employee only about $53,857 at 4% or $35,905 at 6%; with 50% employer match about $35,905 at 4% or $23,936 at 6%; with 100% employer match about $26,928 at 4% or $17,952 at 6%.
LUKE & ASSOCIATES, INC. MEDICAL, LIFE, VISION, AND DISABILITY PLAN-111---
20131279$1,079,543$357,003$1,280iApproximate average salary by contribution assumption: employee only about $31,990 at 4% or $21,326 at 6%; with 50% employer match about $21,326 at 4% or $14,218 at 6%; with 100% employer match about $15,995 at 4% or $10,663 at 6%.
Luke & Associates Inc. 401(K) Plan-279$1,079,543$357,003$1,280iApproximate average salary by contribution assumption: employee only about $31,990 at 4% or $21,326 at 6%; with 50% employer match about $21,326 at 4% or $14,218 at 6%; with 100% employer match about $15,995 at 4% or $10,663 at 6%.
20122225$1,020,587$479,661$2,132iApproximate average salary by contribution assumption: employee only about $53,296 at 4% or $35,530 at 6%; with 50% employer match about $35,530 at 4% or $23,687 at 6%; with 100% employer match about $26,648 at 4% or $17,765 at 6%.
Luke & Associates Inc. 401(K) Plan-225$1,020,587$479,661$2,132iApproximate average salary by contribution assumption: employee only about $53,296 at 4% or $35,530 at 6%; with 50% employer match about $35,530 at 4% or $23,687 at 6%; with 100% employer match about $26,648 at 4% or $17,765 at 6%.
LUKE & ASSOCIATES, INC. MEDICAL, LIFE, VISION, AND DISABILITY PLAN-86---
20112996$1,823,701$1,105,866$1,110iApproximate average salary by contribution assumption: employee only about $27,758 at 4% or $18,505 at 6%; with 50% employer match about $18,505 at 4% or $12,337 at 6%; with 100% employer match about $13,879 at 4% or $9,253 at 6%.
Luke & Associates Inc. 401(K) Plan-996$1,823,701$1,105,866$1,110iApproximate average salary by contribution assumption: employee only about $27,758 at 4% or $18,505 at 6%; with 50% employer match about $18,505 at 4% or $12,337 at 6%; with 100% employer match about $13,879 at 4% or $9,253 at 6%.
LUKE & ASSOCIATES, INC. LIFE, VISION, AND DISABILITY PLAN-66---
20102250$944,181$622,544$2,490iApproximate average salary by contribution assumption: employee only about $62,254 at 4% or $41,503 at 6%; with 50% employer match about $41,503 at 4% or $27,669 at 6%; with 100% employer match about $31,127 at 4% or $20,751 at 6%.
Luke & Associates Inc. 401(K) Plan-98$944,181$622,544$6,352iApproximate average salary by contribution assumption: employee only about $158,812 at 4% or $105,875 at 6%; with 50% employer match about $105,875 at 4% or $70,583 at 6%; with 100% employer match about $79,406 at 4% or $52,937 at 6%.
LUKE & ASSOCIATES, INC. LIFE, VISION, AND DISABILITY PLAN-250---
20092601$334,275$270,891$451iApproximate average salary by contribution assumption: employee only about $11,268 at 4% or $7,512 at 6%; with 50% employer match about $7,512 at 4% or $5,008 at 6%; with 100% employer match about $5,634 at 4% or $3,756 at 6%.
Luke & Associates Inc. 401(K) Plan-601$334,275$270,891$451iApproximate average salary by contribution assumption: employee only about $11,268 at 4% or $7,512 at 6%; with 50% employer match about $7,512 at 4% or $5,008 at 6%; with 100% employer match about $5,634 at 4% or $3,756 at 6%.
LUKE & ASSOCIATES, INC. LIFE, MEDICAL, DENTAL, VISION, AND DISABILITY PLAN-261---
20081234$100,622$110,713$473iApproximate average salary by contribution assumption: employee only about $11,828 at 4% or $7,886 at 6%; with 50% employer match about $7,886 at 4% or $5,257 at 6%; with 100% employer match about $5,914 at 4% or $3,943 at 6%.
Luke & Associates Inc. 401(K) Plan-234$100,622$110,713$473iApproximate average salary by contribution assumption: employee only about $11,828 at 4% or $7,886 at 6%; with 50% employer match about $7,886 at 4% or $5,257 at 6%; with 100% employer match about $5,914 at 4% or $3,943 at 6%.
20071103$0$0-
Luke & Associates Inc. 401(K) Plan-103---