Civic Intelligence

James E. Lupi, Dds PC

Plan context: James E. Lupi, Dds PC 401(K) Plan

EIN 20-2038698 • Stafford, VA • 20 filings • 2 plans

471 Garrisonville Road, Suite 101Stafford, VA 22554
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,523,049

2024 Contributions

$147,655

Historical Graphs

Total Assets Over Time

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

$4,523,049$2,261,525$0200520152024YearValue
$4,523,049Latest year 2024

Participants Over Time

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

1680200520152024YearValue
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$4,523,049$147,655$9,844iApproximate average salary by contribution assumption: employee only about $246,092 at 4% or $164,061 at 6%; with 50% employer match about $164,061 at 4% or $109,374 at 6%; with 100% employer match about $123,046 at 4% or $82,031 at 6%.
James E. Lupi, Dds PC 401(K) Plan-15$4,523,049$147,655$9,844iApproximate average salary by contribution assumption: employee only about $246,092 at 4% or $164,061 at 6%; with 50% employer match about $164,061 at 4% or $109,374 at 6%; with 100% employer match about $123,046 at 4% or $82,031 at 6%.
2023116$3,811,813$166,072$10,380iApproximate average salary by contribution assumption: employee only about $259,488 at 4% or $172,992 at 6%; with 50% employer match about $172,992 at 4% or $115,328 at 6%; with 100% employer match about $129,744 at 4% or $86,496 at 6%.
James E. Lupi, Dds PC 401(K) Plan-16$3,811,813$166,072$10,380iApproximate average salary by contribution assumption: employee only about $259,488 at 4% or $172,992 at 6%; with 50% employer match about $172,992 at 4% or $115,328 at 6%; with 100% employer match about $129,744 at 4% or $86,496 at 6%.
2022116$3,038,428$68,037$4,252iApproximate average salary by contribution assumption: employee only about $106,308 at 4% or $70,872 at 6%; with 50% employer match about $70,872 at 4% or $47,248 at 6%; with 100% employer match about $53,154 at 4% or $35,436 at 6%.
James E. Lupi, Dds PC 401(K) Plan-16$3,038,428$68,037$4,252iApproximate average salary by contribution assumption: employee only about $106,308 at 4% or $70,872 at 6%; with 50% employer match about $70,872 at 4% or $47,248 at 6%; with 100% employer match about $53,154 at 4% or $35,436 at 6%.
2021115$3,657,415$135,726$9,048iApproximate average salary by contribution assumption: employee only about $226,210 at 4% or $150,807 at 6%; with 50% employer match about $150,807 at 4% or $100,538 at 6%; with 100% employer match about $113,105 at 4% or $75,403 at 6%.
James E. Lupi, Dds PC 401(K) Plan-15$3,657,415$135,726$9,048iApproximate average salary by contribution assumption: employee only about $226,210 at 4% or $150,807 at 6%; with 50% employer match about $150,807 at 4% or $100,538 at 6%; with 100% employer match about $113,105 at 4% or $75,403 at 6%.
2020116$3,120,454$126,593$7,912iApproximate average salary by contribution assumption: employee only about $197,802 at 4% or $131,868 at 6%; with 50% employer match about $131,868 at 4% or $87,912 at 6%; with 100% employer match about $98,901 at 4% or $65,934 at 6%.
James E. Lupi, Dds PC 401(K) Plan-16$3,120,454$126,593$7,912iApproximate average salary by contribution assumption: employee only about $197,802 at 4% or $131,868 at 6%; with 50% employer match about $131,868 at 4% or $87,912 at 6%; with 100% employer match about $98,901 at 4% or $65,934 at 6%.
2019116$2,525,057$124,846$7,803iApproximate average salary by contribution assumption: employee only about $195,072 at 4% or $130,048 at 6%; with 50% employer match about $130,048 at 4% or $86,699 at 6%; with 100% employer match about $97,536 at 4% or $65,024 at 6%.
James E. Lupi, Dds PC 401(K) Plan-16$2,525,057$124,846$7,803iApproximate average salary by contribution assumption: employee only about $195,072 at 4% or $130,048 at 6%; with 50% employer match about $130,048 at 4% or $86,699 at 6%; with 100% employer match about $97,536 at 4% or $65,024 at 6%.
2018112$1,987,493$116,157$9,680iApproximate average salary by contribution assumption: employee only about $241,994 at 4% or $161,329 at 6%; with 50% employer match about $161,329 at 4% or $107,553 at 6%; with 100% employer match about $120,997 at 4% or $80,665 at 6%.
James E. Lupi, Dds PC 401(K) Plan-12$1,987,493$116,157$9,680iApproximate average salary by contribution assumption: employee only about $241,994 at 4% or $161,329 at 6%; with 50% employer match about $161,329 at 4% or $107,553 at 6%; with 100% employer match about $120,997 at 4% or $80,665 at 6%.
2017113$2,060,902$118,081$9,083iApproximate average salary by contribution assumption: employee only about $227,079 at 4% or $151,386 at 6%; with 50% employer match about $151,386 at 4% or $100,924 at 6%; with 100% employer match about $113,539 at 4% or $75,693 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$2,060,902$118,081$9,083iApproximate average salary by contribution assumption: employee only about $227,079 at 4% or $151,386 at 6%; with 50% employer match about $151,386 at 4% or $100,924 at 6%; with 100% employer match about $113,539 at 4% or $75,693 at 6%.
2016113$1,668,360$122,367$9,413iApproximate average salary by contribution assumption: employee only about $235,321 at 4% or $156,881 at 6%; with 50% employer match about $156,881 at 4% or $104,587 at 6%; with 100% employer match about $117,661 at 4% or $78,440 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$1,668,360$122,367$9,413iApproximate average salary by contribution assumption: employee only about $235,321 at 4% or $156,881 at 6%; with 50% employer match about $156,881 at 4% or $104,587 at 6%; with 100% employer match about $117,661 at 4% or $78,440 at 6%.
2015113$1,458,904$124,708$9,593iApproximate average salary by contribution assumption: employee only about $239,823 at 4% or $159,882 at 6%; with 50% employer match about $159,882 at 4% or $106,588 at 6%; with 100% employer match about $119,912 at 4% or $79,941 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$1,458,904$124,708$9,593iApproximate average salary by contribution assumption: employee only about $239,823 at 4% or $159,882 at 6%; with 50% employer match about $159,882 at 4% or $106,588 at 6%; with 100% employer match about $119,912 at 4% or $79,941 at 6%.
2014113$1,342,629$118,003$9,077iApproximate average salary by contribution assumption: employee only about $226,929 at 4% or $151,286 at 6%; with 50% employer match about $151,286 at 4% or $100,857 at 6%; with 100% employer match about $113,464 at 4% or $75,643 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$1,342,629$118,003$9,077iApproximate average salary by contribution assumption: employee only about $226,929 at 4% or $151,286 at 6%; with 50% employer match about $151,286 at 4% or $100,857 at 6%; with 100% employer match about $113,464 at 4% or $75,643 at 6%.
2013111$1,181,418$108,458$9,860iApproximate average salary by contribution assumption: employee only about $246,495 at 4% or $164,330 at 6%; with 50% employer match about $164,330 at 4% or $109,554 at 6%; with 100% employer match about $123,248 at 4% or $82,165 at 6%.
James E. Lupi, Dds PC 401(K) Plan-11$1,181,418$108,458$9,860iApproximate average salary by contribution assumption: employee only about $246,495 at 4% or $164,330 at 6%; with 50% employer match about $164,330 at 4% or $109,554 at 6%; with 100% employer match about $123,248 at 4% or $82,165 at 6%.
2012110$956,809$99,804$9,980iApproximate average salary by contribution assumption: employee only about $249,510 at 4% or $166,340 at 6%; with 50% employer match about $166,340 at 4% or $110,893 at 6%; with 100% employer match about $124,755 at 4% or $83,170 at 6%.
James E. Lupi, Dds PC 401(K) Plan-10$956,809$99,804$9,980iApproximate average salary by contribution assumption: employee only about $249,510 at 4% or $166,340 at 6%; with 50% employer match about $166,340 at 4% or $110,893 at 6%; with 100% employer match about $124,755 at 4% or $83,170 at 6%.
2011110$767,994$105,318$10,532iApproximate average salary by contribution assumption: employee only about $263,295 at 4% or $175,530 at 6%; with 50% employer match about $175,530 at 4% or $117,020 at 6%; with 100% employer match about $131,648 at 4% or $87,765 at 6%.
James E. Lupi, Dds PC 401(K) Plan-10$767,994$105,318$10,532iApproximate average salary by contribution assumption: employee only about $263,295 at 4% or $175,530 at 6%; with 50% employer match about $175,530 at 4% or $117,020 at 6%; with 100% employer match about $131,648 at 4% or $87,765 at 6%.
2010113$686,588$107,834$8,295iApproximate average salary by contribution assumption: employee only about $207,373 at 4% or $138,249 at 6%; with 50% employer match about $138,249 at 4% or $92,166 at 6%; with 100% employer match about $103,687 at 4% or $69,124 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$686,588$107,834$8,295iApproximate average salary by contribution assumption: employee only about $207,373 at 4% or $138,249 at 6%; with 50% employer match about $138,249 at 4% or $92,166 at 6%; with 100% employer match about $103,687 at 4% or $69,124 at 6%.
2009113$555,286$112,630$8,664iApproximate average salary by contribution assumption: employee only about $216,596 at 4% or $144,397 at 6%; with 50% employer match about $144,397 at 4% or $96,265 at 6%; with 100% employer match about $108,298 at 4% or $72,199 at 6%.
James E. Lupi, Dds PC 401(K) Plan-13$555,286$112,630$8,664iApproximate average salary by contribution assumption: employee only about $216,596 at 4% or $144,397 at 6%; with 50% employer match about $144,397 at 4% or $96,265 at 6%; with 100% employer match about $108,298 at 4% or $72,199 at 6%.
2008110$345,359$105,834$10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,293 at 4% or $88,195 at 6%.
James E. Lupi, Dds PC 401(K) Plan-10$345,359$105,834$10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,293 at 4% or $88,195 at 6%.
2007111$346,541$102,925$9,357iApproximate average salary by contribution assumption: employee only about $233,920 at 4% or $155,947 at 6%; with 50% employer match about $155,947 at 4% or $103,965 at 6%; with 100% employer match about $116,960 at 4% or $77,973 at 6%.
James E. Lupi, Dds PC 401(K) Plan-11$346,541$102,925$9,357iApproximate average salary by contribution assumption: employee only about $233,920 at 4% or $155,947 at 6%; with 50% employer match about $155,947 at 4% or $103,965 at 6%; with 100% employer match about $116,960 at 4% or $77,973 at 6%.
2006110$227,155$110,247$11,025iApproximate average salary by contribution assumption: employee only about $275,618 at 4% or $183,745 at 6%; with 50% employer match about $183,745 at 4% or $122,497 at 6%; with 100% employer match about $137,809 at 4% or $91,873 at 6%.
James E. Lupi, Dds PC 401(K) Plan-10$227,155$110,247$11,025iApproximate average salary by contribution assumption: employee only about $275,618 at 4% or $183,745 at 6%; with 50% employer match about $183,745 at 4% or $122,497 at 6%; with 100% employer match about $137,809 at 4% or $91,873 at 6%.
200519$101,980$97,605$10,845iApproximate average salary by contribution assumption: employee only about $271,125 at 4% or $180,750 at 6%; with 50% employer match about $180,750 at 4% or $120,500 at 6%; with 100% employer match about $135,563 at 4% or $90,375 at 6%.
James E. Lupi, Dds PC 401(K) Plan-9$101,980$97,605$10,845iApproximate average salary by contribution assumption: employee only about $271,125 at 4% or $180,750 at 6%; with 50% employer match about $180,750 at 4% or $120,500 at 6%; with 100% employer match about $135,563 at 4% or $90,375 at 6%.