Civic Intelligence

Peter E. Lyu, D.D.S., M.D. Inc.

Plan context: Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan

EIN 20-3001628 • San Francisco, CA • 21 filings • 2 plans

450 Sutter Street, Suite 1023San Francisco, CA 94108-4007
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,785,187

2024 Contributions

$312,551

Historical Graphs

Total Assets Over Time

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

$3,785,187$1,892,594$0200920172024YearValue
$3,785,187Latest year 2024

Participants Over Time

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

740200720162024YearValue
7Latest 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
202427$3,785,187$312,551$44,650iApproximate average salary by contribution assumption: employee only about $1,116,254 at 4% or $744,169 at 6%; with 50% employer match about $744,169 at 4% or $496,113 at 6%; with 100% employer match about $558,127 at 4% or $372,085 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-7$2,894,285$91,185$13,026iApproximate average salary by contribution assumption: employee only about $325,661 at 4% or $217,107 at 6%; with 50% employer match about $217,107 at 4% or $144,738 at 6%; with 100% employer match about $162,830 at 4% or $108,554 at 6%.
PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN-6$890,902$221,366$36,894iApproximate average salary by contribution assumption: employee only about $922,358 at 4% or $614,906 at 6%; with 50% employer match about $614,906 at 4% or $409,937 at 6%; with 100% employer match about $461,179 at 4% or $307,453 at 6%.
202327$3,174,717$315,800$45,114iApproximate average salary by contribution assumption: employee only about $1,127,857 at 4% or $751,905 at 6%; with 50% employer match about $751,905 at 4% or $501,270 at 6%; with 100% employer match about $563,929 at 4% or $375,952 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-7$2,544,930$104,445$14,921iApproximate average salary by contribution assumption: employee only about $373,018 at 4% or $248,679 at 6%; with 50% employer match about $248,679 at 4% or $165,786 at 6%; with 100% employer match about $186,509 at 4% or $124,339 at 6%.
PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN-6$629,787$211,355$35,226iApproximate average salary by contribution assumption: employee only about $880,646 at 4% or $587,097 at 6%; with 50% employer match about $587,097 at 4% or $391,398 at 6%; with 100% employer match about $440,323 at 4% or $293,549 at 6%.
202227$2,490,974$339,400$48,486iApproximate average salary by contribution assumption: employee only about $1,212,143 at 4% or $808,095 at 6%; with 50% employer match about $808,095 at 4% or $538,730 at 6%; with 100% employer match about $606,071 at 4% or $404,048 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-7$2,102,465$114,400$16,343iApproximate average salary by contribution assumption: employee only about $408,571 at 4% or $272,381 at 6%; with 50% employer match about $272,381 at 4% or $181,587 at 6%; with 100% employer match about $204,286 at 4% or $136,190 at 6%.
PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN-6$388,509$225,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202127$2,324,597$231,712$33,102iApproximate average salary by contribution assumption: employee only about $827,543 at 4% or $551,695 at 6%; with 50% employer match about $551,695 at 4% or $367,797 at 6%; with 100% employer match about $413,771 at 4% or $275,848 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-7$2,166,296$73,411$10,487iApproximate average salary by contribution assumption: employee only about $262,182 at 4% or $174,788 at 6%; with 50% employer match about $174,788 at 4% or $116,525 at 6%; with 100% employer match about $131,091 at 4% or $87,394 at 6%.
PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN-6$158,301$158,301$26,384iApproximate average salary by contribution assumption: employee only about $659,588 at 4% or $439,725 at 6%; with 50% employer match about $439,725 at 4% or $293,150 at 6%; with 100% employer match about $329,794 at 4% or $219,863 at 6%.
202015$1,686,153$98,088$19,618iApproximate average salary by contribution assumption: employee only about $490,440 at 4% or $326,960 at 6%; with 50% employer match about $326,960 at 4% or $217,973 at 6%; with 100% employer match about $245,220 at 4% or $163,480 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-5$1,686,153$98,088$19,618iApproximate average salary by contribution assumption: employee only about $490,440 at 4% or $326,960 at 6%; with 50% employer match about $326,960 at 4% or $217,973 at 6%; with 100% employer match about $245,220 at 4% or $163,480 at 6%.
201916$1,565,162$93,162$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$1,565,162$93,162$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
201814$1,224,444$85,900$21,475iApproximate average salary by contribution assumption: employee only about $536,875 at 4% or $357,917 at 6%; with 50% employer match about $357,917 at 4% or $238,611 at 6%; with 100% employer match about $268,438 at 4% or $178,958 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-4$1,224,444$85,900$21,475iApproximate average salary by contribution assumption: employee only about $536,875 at 4% or $357,917 at 6%; with 50% employer match about $357,917 at 4% or $238,611 at 6%; with 100% employer match about $268,438 at 4% or $178,958 at 6%.
201715$1,359,242$91,742$18,348iApproximate average salary by contribution assumption: employee only about $458,710 at 4% or $305,807 at 6%; with 50% employer match about $305,807 at 4% or $203,871 at 6%; with 100% employer match about $229,355 at 4% or $152,903 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-5$1,359,242$91,742$18,348iApproximate average salary by contribution assumption: employee only about $458,710 at 4% or $305,807 at 6%; with 50% employer match about $305,807 at 4% or $203,871 at 6%; with 100% employer match about $229,355 at 4% or $152,903 at 6%.
201616$1,161,927$91,912$15,319iApproximate average salary by contribution assumption: employee only about $382,967 at 4% or $255,311 at 6%; with 50% employer match about $255,311 at 4% or $170,207 at 6%; with 100% employer match about $191,483 at 4% or $127,656 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$1,161,927$91,912$15,319iApproximate average salary by contribution assumption: employee only about $382,967 at 4% or $255,311 at 6%; with 50% employer match about $255,311 at 4% or $170,207 at 6%; with 100% employer match about $191,483 at 4% or $127,656 at 6%.
201516$928,354$96,451$16,075iApproximate average salary by contribution assumption: employee only about $401,879 at 4% or $267,919 at 6%; with 50% employer match about $267,919 at 4% or $178,613 at 6%; with 100% employer match about $200,940 at 4% or $133,960 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$928,354$96,451$16,075iApproximate average salary by contribution assumption: employee only about $401,879 at 4% or $267,919 at 6%; with 50% employer match about $267,919 at 4% or $178,613 at 6%; with 100% employer match about $200,940 at 4% or $133,960 at 6%.
201416$872,467$92,769$15,462iApproximate average salary by contribution assumption: employee only about $386,538 at 4% or $257,692 at 6%; with 50% employer match about $257,692 at 4% or $171,794 at 6%; with 100% employer match about $193,269 at 4% or $128,846 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$872,467$92,769$15,462iApproximate average salary by contribution assumption: employee only about $386,538 at 4% or $257,692 at 6%; with 50% employer match about $257,692 at 4% or $171,794 at 6%; with 100% employer match about $193,269 at 4% or $128,846 at 6%.
201315$772,304$87,620$17,524iApproximate average salary by contribution assumption: employee only about $438,100 at 4% or $292,067 at 6%; with 50% employer match about $292,067 at 4% or $194,711 at 6%; with 100% employer match about $219,050 at 4% or $146,033 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-5$772,304$87,620$17,524iApproximate average salary by contribution assumption: employee only about $438,100 at 4% or $292,067 at 6%; with 50% employer match about $292,067 at 4% or $194,711 at 6%; with 100% employer match about $219,050 at 4% or $146,033 at 6%.
201215$521,076$83,921$16,784iApproximate average salary by contribution assumption: employee only about $419,605 at 4% or $279,737 at 6%; with 50% employer match about $279,737 at 4% or $186,491 at 6%; with 100% employer match about $209,803 at 4% or $139,868 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-5$521,076$83,921$16,784iApproximate average salary by contribution assumption: employee only about $419,605 at 4% or $279,737 at 6%; with 50% employer match about $279,737 at 4% or $186,491 at 6%; with 100% employer match about $209,803 at 4% or $139,868 at 6%.
201115$377,937$39,106$7,821iApproximate average salary by contribution assumption: employee only about $195,530 at 4% or $130,353 at 6%; with 50% employer match about $130,353 at 4% or $86,902 at 6%; with 100% employer match about $97,765 at 4% or $65,177 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-5$377,937$39,106$7,821iApproximate average salary by contribution assumption: employee only about $195,530 at 4% or $130,353 at 6%; with 50% employer match about $130,353 at 4% or $86,902 at 6%; with 100% employer match about $97,765 at 4% or $65,177 at 6%.
201016$347,983$78,627$13,105iApproximate average salary by contribution assumption: employee only about $327,613 at 4% or $218,408 at 6%; with 50% employer match about $218,408 at 4% or $145,606 at 6%; with 100% employer match about $163,806 at 4% or $109,204 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$347,983$78,627$13,105iApproximate average salary by contribution assumption: employee only about $327,613 at 4% or $218,408 at 6%; with 50% employer match about $218,408 at 4% or $145,606 at 6%; with 100% employer match about $163,806 at 4% or $109,204 at 6%.
200916$225,380$77,670$12,945iApproximate average salary by contribution assumption: employee only about $323,625 at 4% or $215,750 at 6%; with 50% employer match about $215,750 at 4% or $143,833 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-6$225,380$77,670$12,945iApproximate average salary by contribution assumption: employee only about $323,625 at 4% or $215,750 at 6%; with 50% employer match about $215,750 at 4% or $143,833 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
200714$0$0-
Peter E. Lyu, D.D.S., M.D. Inc. Profit Sharing 401K Plan-4---