Civic Intelligence

Luke Andreae, P.A.

Plan context: Luke a. Andreae 401(K) Profit Sharing Plan and Trust

EIN 20-2096594 • Punta Gorda, FL • 21 filings • 2 plans

2815 Tamiami TrailPunta Gorda, FL 33950
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,143,930

2024 Contributions

$137,321

Historical Graphs

Total Assets Over Time

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

$2,143,930$1,071,965$0200520152024YearValue
$2,143,930Latest year 2024

Participants Over Time

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

630200420142024YearValue
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$2,143,930$137,321$27,464iApproximate average salary by contribution assumption: employee only about $686,605 at 4% or $457,737 at 6%; with 50% employer match about $457,737 at 4% or $305,158 at 6%; with 100% employer match about $343,303 at 4% or $228,868 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$2,143,930$137,321$27,464iApproximate average salary by contribution assumption: employee only about $686,605 at 4% or $457,737 at 6%; with 50% employer match about $457,737 at 4% or $305,158 at 6%; with 100% employer match about $343,303 at 4% or $228,868 at 6%.
202316$1,895,824$129,226$21,538iApproximate average salary by contribution assumption: employee only about $538,442 at 4% or $358,961 at 6%; with 50% employer match about $358,961 at 4% or $239,307 at 6%; with 100% employer match about $269,221 at 4% or $179,481 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$1,895,824$129,226$21,538iApproximate average salary by contribution assumption: employee only about $538,442 at 4% or $358,961 at 6%; with 50% employer match about $358,961 at 4% or $239,307 at 6%; with 100% employer match about $269,221 at 4% or $179,481 at 6%.
202216$1,684,668$113,801$18,967iApproximate average salary by contribution assumption: employee only about $474,171 at 4% or $316,114 at 6%; with 50% employer match about $316,114 at 4% or $210,743 at 6%; with 100% employer match about $237,085 at 4% or $158,057 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$1,684,668$113,801$18,967iApproximate average salary by contribution assumption: employee only about $474,171 at 4% or $316,114 at 6%; with 50% employer match about $316,114 at 4% or $210,743 at 6%; with 100% employer match about $237,085 at 4% or $158,057 at 6%.
202116$1,881,958$109,425$18,238iApproximate average salary by contribution assumption: employee only about $455,938 at 4% or $303,958 at 6%; with 50% employer match about $303,958 at 4% or $202,639 at 6%; with 100% employer match about $227,969 at 4% or $151,979 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$1,881,958$109,425$18,238iApproximate average salary by contribution assumption: employee only about $455,938 at 4% or $303,958 at 6%; with 50% employer match about $303,958 at 4% or $202,639 at 6%; with 100% employer match about $227,969 at 4% or $151,979 at 6%.
202015$1,632,173$102,105$20,421iApproximate average salary by contribution assumption: employee only about $510,525 at 4% or $340,350 at 6%; with 50% employer match about $340,350 at 4% or $226,900 at 6%; with 100% employer match about $255,263 at 4% or $170,175 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$1,632,173$102,105$20,421iApproximate average salary by contribution assumption: employee only about $510,525 at 4% or $340,350 at 6%; with 50% employer match about $340,350 at 4% or $226,900 at 6%; with 100% employer match about $255,263 at 4% or $170,175 at 6%.
201916$1,393,657$101,747$16,958iApproximate average salary by contribution assumption: employee only about $423,946 at 4% or $282,631 at 6%; with 50% employer match about $282,631 at 4% or $188,420 at 6%; with 100% employer match about $211,973 at 4% or $141,315 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$1,393,657$101,747$16,958iApproximate average salary by contribution assumption: employee only about $423,946 at 4% or $282,631 at 6%; with 50% employer match about $282,631 at 4% or $188,420 at 6%; with 100% employer match about $211,973 at 4% or $141,315 at 6%.
201815$1,110,193$93,039$18,608iApproximate average salary by contribution assumption: employee only about $465,195 at 4% or $310,130 at 6%; with 50% employer match about $310,130 at 4% or $206,753 at 6%; with 100% employer match about $232,598 at 4% or $155,065 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$1,110,193$93,039$18,608iApproximate average salary by contribution assumption: employee only about $465,195 at 4% or $310,130 at 6%; with 50% employer match about $310,130 at 4% or $206,753 at 6%; with 100% employer match about $232,598 at 4% or $155,065 at 6%.
201715$1,114,911$95,038$19,008iApproximate average salary by contribution assumption: employee only about $475,190 at 4% or $316,793 at 6%; with 50% employer match about $316,793 at 4% or $211,196 at 6%; with 100% employer match about $237,595 at 4% or $158,397 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$1,114,911$95,038$19,008iApproximate average salary by contribution assumption: employee only about $475,190 at 4% or $316,793 at 6%; with 50% employer match about $316,793 at 4% or $211,196 at 6%; with 100% employer match about $237,595 at 4% or $158,397 at 6%.
201616$913,171$49,087$8,181iApproximate average salary by contribution assumption: employee only about $204,529 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,176 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$913,171$49,087$8,181iApproximate average salary by contribution assumption: employee only about $204,529 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,176 at 6%.
201515$831,958$89,034$17,807iApproximate average salary by contribution assumption: employee only about $445,170 at 4% or $296,780 at 6%; with 50% employer match about $296,780 at 4% or $197,853 at 6%; with 100% employer match about $222,585 at 4% or $148,390 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$831,958$89,034$17,807iApproximate average salary by contribution assumption: employee only about $445,170 at 4% or $296,780 at 6%; with 50% employer match about $296,780 at 4% or $197,853 at 6%; with 100% employer match about $222,585 at 4% or $148,390 at 6%.
201415$770,685$100,870$20,174iApproximate average salary by contribution assumption: employee only about $504,350 at 4% or $336,233 at 6%; with 50% employer match about $336,233 at 4% or $224,156 at 6%; with 100% employer match about $252,175 at 4% or $168,117 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$770,685$100,870$20,174iApproximate average salary by contribution assumption: employee only about $504,350 at 4% or $336,233 at 6%; with 50% employer match about $336,233 at 4% or $224,156 at 6%; with 100% employer match about $252,175 at 4% or $168,117 at 6%.
201315$650,020$106,414$21,283iApproximate average salary by contribution assumption: employee only about $532,070 at 4% or $354,713 at 6%; with 50% employer match about $354,713 at 4% or $236,476 at 6%; with 100% employer match about $266,035 at 4% or $177,357 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-5$650,020$106,414$21,283iApproximate average salary by contribution assumption: employee only about $532,070 at 4% or $354,713 at 6%; with 50% employer match about $354,713 at 4% or $236,476 at 6%; with 100% employer match about $266,035 at 4% or $177,357 at 6%.
201216$486,512$93,793$15,632iApproximate average salary by contribution assumption: employee only about $390,804 at 4% or $260,536 at 6%; with 50% employer match about $260,536 at 4% or $173,691 at 6%; with 100% employer match about $195,402 at 4% or $130,268 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-6$486,512$93,793$15,632iApproximate average salary by contribution assumption: employee only about $390,804 at 4% or $260,536 at 6%; with 50% employer match about $260,536 at 4% or $173,691 at 6%; with 100% employer match about $195,402 at 4% or $130,268 at 6%.
201114$362,050$33,942$8,486iApproximate average salary by contribution assumption: employee only about $212,138 at 4% or $141,425 at 6%; with 50% employer match about $141,425 at 4% or $94,283 at 6%; with 100% employer match about $106,069 at 4% or $70,713 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-4$362,050$33,942$8,486iApproximate average salary by contribution assumption: employee only about $212,138 at 4% or $141,425 at 6%; with 50% employer match about $141,425 at 4% or $94,283 at 6%; with 100% employer match about $106,069 at 4% or $70,713 at 6%.
201014$319,898$40,133$10,033iApproximate average salary by contribution assumption: employee only about $250,831 at 4% or $167,221 at 6%; with 50% employer match about $167,221 at 4% or $111,481 at 6%; with 100% employer match about $125,416 at 4% or $83,610 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-4$319,898$40,133$10,033iApproximate average salary by contribution assumption: employee only about $250,831 at 4% or $167,221 at 6%; with 50% employer match about $167,221 at 4% or $111,481 at 6%; with 100% employer match about $125,416 at 4% or $83,610 at 6%.
200914$251,789$37,991$9,498iApproximate average salary by contribution assumption: employee only about $237,444 at 4% or $158,296 at 6%; with 50% employer match about $158,296 at 4% or $105,531 at 6%; with 100% employer match about $118,722 at 4% or $79,148 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-4$251,789$37,991$9,498iApproximate average salary by contribution assumption: employee only about $237,444 at 4% or $158,296 at 6%; with 50% employer match about $158,296 at 4% or $105,531 at 6%; with 100% employer match about $118,722 at 4% or $79,148 at 6%.
200814$183,568$28,662$7,166iApproximate average salary by contribution assumption: employee only about $179,138 at 4% or $119,425 at 6%; with 50% employer match about $119,425 at 4% or $79,617 at 6%; with 100% employer match about $89,569 at 4% or $59,713 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-4$183,568$28,662$7,166iApproximate average salary by contribution assumption: employee only about $179,138 at 4% or $119,425 at 6%; with 50% employer match about $119,425 at 4% or $79,617 at 6%; with 100% employer match about $89,569 at 4% or $59,713 at 6%.
200713$212,771$33,619$11,206iApproximate average salary by contribution assumption: employee only about $280,158 at 4% or $186,772 at 6%; with 50% employer match about $186,772 at 4% or $124,515 at 6%; with 100% employer match about $140,079 at 4% or $93,386 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-3$212,771$33,619$11,206iApproximate average salary by contribution assumption: employee only about $280,158 at 4% or $186,772 at 6%; with 50% employer match about $186,772 at 4% or $124,515 at 6%; with 100% employer match about $140,079 at 4% or $93,386 at 6%.
200613$171,426$48,371$16,124iApproximate average salary by contribution assumption: employee only about $403,092 at 4% or $268,728 at 6%; with 50% employer match about $268,728 at 4% or $179,152 at 6%; with 100% employer match about $201,546 at 4% or $134,364 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-3$171,426$48,371$16,124iApproximate average salary by contribution assumption: employee only about $403,092 at 4% or $268,728 at 6%; with 50% employer match about $268,728 at 4% or $179,152 at 6%; with 100% employer match about $201,546 at 4% or $134,364 at 6%.
200512$111,862$65,494$32,747iApproximate average salary by contribution assumption: employee only about $818,675 at 4% or $545,783 at 6%; with 50% employer match about $545,783 at 4% or $363,856 at 6%; with 100% employer match about $409,338 at 4% or $272,892 at 6%.
Luke a. Andreae 401(K) Profit Sharing Plan and Trust-2$111,862$65,494$32,747iApproximate average salary by contribution assumption: employee only about $818,675 at 4% or $545,783 at 6%; with 50% employer match about $545,783 at 4% or $363,856 at 6%; with 100% employer match about $409,338 at 4% or $272,892 at 6%.
200411$0$0-
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