Civic Intelligence

Anna Lu DMD, Apc

Plan context: Anna Lu DMD Apc Cash Balance Plan

EIN 20-5487799 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,729,916

2024 Contributions

$619,200

Historical Graphs

Total Assets Over Time

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

$2,729,916$1,364,958$0201520202024YearValue
$2,729,916Latest year 2024

Participants Over Time

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

950201520202024YearValue
8Latest 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
202428$2,729,916$619,200$77,400iApproximate average salary by contribution assumption: employee only about $1,935,000 at 4% or $1,290,000 at 6%; with 50% employer match about $1,290,000 at 4% or $860,000 at 6%; with 100% employer match about $967,500 at 4% or $645,000 at 6%.
Anna Lu DMD Apc Cash Balance Plan-8$2,382,902$600,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-8$347,014$19,200$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
202327$2,110,716$230,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
Anna Lu DMD Apc Cash Balance Plan-7$1,782,902$165,500$23,643iApproximate average salary by contribution assumption: employee only about $591,071 at 4% or $394,048 at 6%; with 50% employer match about $394,048 at 4% or $262,698 at 6%; with 100% employer match about $295,536 at 4% or $197,024 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-7$327,814$64,500$9,214iApproximate average salary by contribution assumption: employee only about $230,357 at 4% or $153,571 at 6%; with 50% employer match about $153,571 at 4% or $102,381 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%.
202229$2,164,483$590,998$65,666iApproximate average salary by contribution assumption: employee only about $1,641,661 at 4% or $1,094,441 at 6%; with 50% employer match about $1,094,441 at 4% or $729,627 at 6%; with 100% employer match about $820,831 at 4% or $547,220 at 6%.
Anna Lu DMD Apc Cash Balance Plan-9$1,802,541$515,600$57,289iApproximate average salary by contribution assumption: employee only about $1,432,222 at 4% or $954,815 at 6%; with 50% employer match about $954,815 at 4% or $636,543 at 6%; with 100% employer match about $716,111 at 4% or $477,407 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-9$361,942$75,398$8,378iApproximate average salary by contribution assumption: employee only about $209,439 at 4% or $139,626 at 6%; with 50% employer match about $139,626 at 4% or $93,084 at 6%; with 100% employer match about $104,719 at 4% or $69,813 at 6%.
202128$2,065,530$403,848$50,481iApproximate average salary by contribution assumption: employee only about $1,262,025 at 4% or $841,350 at 6%; with 50% employer match about $841,350 at 4% or $560,900 at 6%; with 100% employer match about $631,013 at 4% or $420,675 at 6%.
Anna Lu DMD Apc Cash Balance Plan-8$1,545,540$348,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan--$519,990$55,848-
202027$1,540,409$378,005$54,001iApproximate average salary by contribution assumption: employee only about $1,350,018 at 4% or $900,012 at 6%; with 50% employer match about $900,012 at 4% or $600,008 at 6%; with 100% employer match about $675,009 at 4% or $450,006 at 6%.
Anna Lu DMD Apc Cash Balance Plan-7$1,076,267$327,098$46,728iApproximate average salary by contribution assumption: employee only about $1,168,207 at 4% or $778,805 at 6%; with 50% employer match about $778,805 at 4% or $519,203 at 6%; with 100% employer match about $584,104 at 4% or $389,402 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-7$464,142$50,907$7,272iApproximate average salary by contribution assumption: employee only about $181,811 at 4% or $121,207 at 6%; with 50% employer match about $121,207 at 4% or $80,805 at 6%; with 100% employer match about $90,905 at 4% or $60,604 at 6%.
201926$902,061$243,300$40,550iApproximate average salary by contribution assumption: employee only about $1,013,750 at 4% or $675,833 at 6%; with 50% employer match about $675,833 at 4% or $450,556 at 6%; with 100% employer match about $506,875 at 4% or $337,917 at 6%.
Anna Lu DMD Apc Cash Balance Plan-6$581,384$232,372$38,729iApproximate average salary by contribution assumption: employee only about $968,217 at 4% or $645,478 at 6%; with 50% employer match about $645,478 at 4% or $430,319 at 6%; with 100% employer match about $484,108 at 4% or $322,739 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-6$320,677$10,928$1,821iApproximate average salary by contribution assumption: employee only about $45,533 at 4% or $30,356 at 6%; with 50% employer match about $30,356 at 4% or $20,237 at 6%; with 100% employer match about $22,767 at 4% or $15,178 at 6%.
201827$594,696$204,107$29,158iApproximate average salary by contribution assumption: employee only about $728,954 at 4% or $485,969 at 6%; with 50% employer match about $485,969 at 4% or $323,979 at 6%; with 100% employer match about $364,477 at 4% or $242,985 at 6%.
Anna Lu DMD Apc Cash Balance Plan-7$306,141$145,417$20,774iApproximate average salary by contribution assumption: employee only about $519,346 at 4% or $346,231 at 6%; with 50% employer match about $346,231 at 4% or $230,821 at 6%; with 100% employer match about $259,673 at 4% or $173,115 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-5$288,555$58,690$11,738iApproximate average salary by contribution assumption: employee only about $293,450 at 4% or $195,633 at 6%; with 50% employer match about $195,633 at 4% or $130,422 at 6%; with 100% employer match about $146,725 at 4% or $97,817 at 6%.
201726$413,745$183,982$30,664iApproximate average salary by contribution assumption: employee only about $766,592 at 4% or $511,061 at 6%; with 50% employer match about $511,061 at 4% or $340,707 at 6%; with 100% employer match about $383,296 at 4% or $255,531 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-6$255,718$25,955$4,326iApproximate average salary by contribution assumption: employee only about $108,146 at 4% or $72,097 at 6%; with 50% employer match about $72,097 at 4% or $48,065 at 6%; with 100% employer match about $54,073 at 4% or $36,049 at 6%.
Anna Lu DMD Apc Cash Balance Plan-5$158,027$158,027$31,605iApproximate average salary by contribution assumption: employee only about $790,135 at 4% or $526,757 at 6%; with 50% employer match about $526,757 at 4% or $351,171 at 6%; with 100% employer match about $395,068 at 4% or $263,378 at 6%.
201616$229,763$116,299$19,383iApproximate average salary by contribution assumption: employee only about $484,579 at 4% or $323,053 at 6%; with 50% employer match about $323,053 at 4% or $215,369 at 6%; with 100% employer match about $242,290 at 4% or $161,526 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-6$229,763$116,299$19,383iApproximate average salary by contribution assumption: employee only about $484,579 at 4% or $323,053 at 6%; with 50% employer match about $323,053 at 4% or $215,369 at 6%; with 100% employer match about $242,290 at 4% or $161,526 at 6%.
201513$107,585$107,585$35,862iApproximate average salary by contribution assumption: employee only about $896,542 at 4% or $597,694 at 6%; with 50% employer match about $597,694 at 4% or $398,463 at 6%; with 100% employer match about $448,271 at 4% or $298,847 at 6%.
Annu Lu DMD Apc Safe Harbor 401(K) Plan-3$107,585$107,585$35,862iApproximate average salary by contribution assumption: employee only about $896,542 at 4% or $597,694 at 6%; with 50% employer match about $597,694 at 4% or $398,463 at 6%; with 100% employer match about $448,271 at 4% or $298,847 at 6%.