Civic Intelligence

Ann Lugbill & Associates Inc.

Plan context: Ann Lugbill & Associates Inc. 401(K) P/S Plan

EIN 20-5868063 • Cincinnati, OH • 19 filings • 2 plans

2406 Auburn AveCincinnati, OH 45219
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$321,864

2021 Contributions

$4,368

Historical Graphs

Total Assets Over Time

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

$1,405,032$702,516$0201120162020YearValue
$321,864Latest year 2020

Participants Over Time

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

210201120162020YearValue
2Latest year 2020

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
202110$0$4,368-
Ann Lugbill & Associates Inc. 401(K) P/S Plan-0$0$4,368-
202022$321,864$73,034$36,517iApproximate average salary by contribution assumption: employee only about $912,925 at 4% or $608,617 at 6%; with 50% employer match about $608,617 at 4% or $405,744 at 6%; with 100% employer match about $456,463 at 4% or $304,308 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$321,864$33,034$16,517iApproximate average salary by contribution assumption: employee only about $412,925 at 4% or $275,283 at 6%; with 50% employer match about $275,283 at 4% or $183,522 at 6%; with 100% employer match about $206,463 at 4% or $137,642 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-0$0$40,000-
201922$1,405,032$182,245$91,123iApproximate average salary by contribution assumption: employee only about $2,278,063 at 4% or $1,518,708 at 6%; with 50% employer match about $1,518,708 at 4% or $1,012,472 at 6%; with 100% employer match about $1,139,031 at 4% or $759,354 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$1,155,506$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$249,526$52,245$26,123iApproximate average salary by contribution assumption: employee only about $653,063 at 4% or $435,375 at 6%; with 50% employer match about $435,375 at 4% or $290,250 at 6%; with 100% employer match about $326,531 at 4% or $217,688 at 6%.
201822$1,067,521$208,830$104,415iApproximate average salary by contribution assumption: employee only about $2,610,375 at 4% or $1,740,250 at 6%; with 50% employer match about $1,740,250 at 4% or $1,160,167 at 6%; with 100% employer match about $1,305,188 at 4% or $870,125 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$904,894$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$162,627$28,830$14,415iApproximate average salary by contribution assumption: employee only about $360,375 at 4% or $240,250 at 6%; with 50% employer match about $240,250 at 4% or $160,167 at 6%; with 100% employer match about $180,188 at 4% or $120,125 at 6%.
201722$932,635$56,948$28,474iApproximate average salary by contribution assumption: employee only about $711,850 at 4% or $474,567 at 6%; with 50% employer match about $474,567 at 4% or $316,378 at 6%; with 100% employer match about $355,925 at 4% or $237,283 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$785,676$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$146,959$37,448$18,724iApproximate average salary by contribution assumption: employee only about $468,100 at 4% or $312,067 at 6%; with 50% employer match about $312,067 at 4% or $208,044 at 6%; with 100% employer match about $234,050 at 4% or $156,033 at 6%.
201622$790,477$139,074$69,537iApproximate average salary by contribution assumption: employee only about $1,738,425 at 4% or $1,158,950 at 6%; with 50% employer match about $1,158,950 at 4% or $772,633 at 6%; with 100% employer match about $869,213 at 4% or $579,475 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$695,379$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$95,098$14,074$7,037iApproximate average salary by contribution assumption: employee only about $175,925 at 4% or $117,283 at 6%; with 50% employer match about $117,283 at 4% or $78,189 at 6%; with 100% employer match about $87,963 at 4% or $58,642 at 6%.
201522$607,792$36,904$18,452iApproximate average salary by contribution assumption: employee only about $461,300 at 4% or $307,533 at 6%; with 50% employer match about $307,533 at 4% or $205,022 at 6%; with 100% employer match about $230,650 at 4% or $153,767 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$533,492$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$74,300$7,904$3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%.
201422$595,687$84,100$42,050iApproximate average salary by contribution assumption: employee only about $1,051,250 at 4% or $700,833 at 6%; with 50% employer match about $700,833 at 4% or $467,222 at 6%; with 100% employer match about $525,625 at 4% or $350,417 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$527,455$64,800$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$68,232$19,300$9,650iApproximate average salary by contribution assumption: employee only about $241,250 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,417 at 6%.
201322$507,323$220,264$110,132iApproximate average salary by contribution assumption: employee only about $2,753,300 at 4% or $1,835,533 at 6%; with 50% employer match about $1,835,533 at 4% or $1,223,689 at 6%; with 100% employer match about $1,376,650 at 4% or $917,767 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$460,339$174,000$87,000iApproximate average salary by contribution assumption: employee only about $2,175,000 at 4% or $1,450,000 at 6%; with 50% employer match about $1,450,000 at 4% or $966,667 at 6%; with 100% employer match about $1,087,500 at 4% or $725,000 at 6%.
Ann Lugbill & Associates Inc. 401(K) P/S Plan-2$46,984$46,264$23,132iApproximate average salary by contribution assumption: employee only about $578,300 at 4% or $385,533 at 6%; with 50% employer match about $385,533 at 4% or $257,022 at 6%; with 100% employer match about $289,150 at 4% or $192,767 at 6%.
201212$263,060$163,500$81,750iApproximate average salary by contribution assumption: employee only about $2,043,750 at 4% or $1,362,500 at 6%; with 50% employer match about $1,362,500 at 4% or $908,333 at 6%; with 100% employer match about $1,021,875 at 4% or $681,250 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$263,060$163,500$81,750iApproximate average salary by contribution assumption: employee only about $2,043,750 at 4% or $1,362,500 at 6%; with 50% employer match about $1,362,500 at 4% or $908,333 at 6%; with 100% employer match about $1,021,875 at 4% or $681,250 at 6%.
201112$96,894$96,894$48,447iApproximate average salary by contribution assumption: employee only about $1,211,175 at 4% or $807,450 at 6%; with 50% employer match about $807,450 at 4% or $538,300 at 6%; with 100% employer match about $605,588 at 4% or $403,725 at 6%.
ANN LUGBILL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$96,894$96,894$48,447iApproximate average salary by contribution assumption: employee only about $1,211,175 at 4% or $807,450 at 6%; with 50% employer match about $807,450 at 4% or $538,300 at 6%; with 100% employer match about $605,588 at 4% or $403,725 at 6%.