Civic Intelligence

Stephen Lui, M.D. Inc.

Plan context: Stephen Lui, M.D. Inc. Defined Benefit Plan

EIN 20-8317829 • Newport Coast, CA • 17 filings • 4 plans

5 Gentle BreezeNewport Coast, CA 92657
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,583,034

2019 Contributions

$76,974

Historical Graphs

Total Assets Over Time

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

$1,583,034$791,517$0200820162019YearValue
$1,583,034Latest year 2019

Participants Over Time

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

110200720152019YearValue
1Latest year 2019

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
201921$1,583,034$76,974$76,974iApproximate average salary by contribution assumption: employee only about $1,924,350 at 4% or $1,282,900 at 6%; with 50% employer match about $1,282,900 at 4% or $855,267 at 6%; with 100% employer match about $962,175 at 4% or $641,450 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$992,791$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$590,243$26,974$26,974iApproximate average salary by contribution assumption: employee only about $674,350 at 4% or $449,567 at 6%; with 50% employer match about $449,567 at 4% or $299,711 at 6%; with 100% employer match about $337,175 at 4% or $224,783 at 6%.
201821$1,274,985$38,500$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$796,318$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$478,667$28,500$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
201721$1,315,770$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$834,860$15,600$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$480,910$32,400$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%.
201621$1,099,458$68,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$708,388$35,600$35,600iApproximate average salary by contribution assumption: employee only about $890,000 at 4% or $593,333 at 6%; with 50% employer match about $593,333 at 4% or $395,556 at 6%; with 100% employer match about $445,000 at 4% or $296,667 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$391,070$32,400$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%.
201521$969,647$78,000$78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$634,625$45,600$45,600iApproximate average salary by contribution assumption: employee only about $1,140,000 at 4% or $760,000 at 6%; with 50% employer match about $760,000 at 4% or $506,667 at 6%; with 100% employer match about $570,000 at 4% or $380,000 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$335,022$32,400$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%.
201421$898,852$111,900$111,900iApproximate average salary by contribution assumption: employee only about $2,797,500 at 4% or $1,865,000 at 6%; with 50% employer match about $1,865,000 at 4% or $1,243,333 at 6%; with 100% employer match about $1,398,750 at 4% or $932,500 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$593,494$80,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$305,358$31,900$31,900iApproximate average salary by contribution assumption: employee only about $797,500 at 4% or $531,667 at 6%; with 50% employer match about $531,667 at 4% or $354,444 at 6%; with 100% employer match about $398,750 at 4% or $265,833 at 6%.
201321$742,632$99,900$99,900iApproximate average salary by contribution assumption: employee only about $2,497,500 at 4% or $1,665,000 at 6%; with 50% employer match about $1,665,000 at 4% or $1,110,000 at 6%; with 100% employer match about $1,248,750 at 4% or $832,500 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1$485,275$68,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$257,357$31,900$31,900iApproximate average salary by contribution assumption: employee only about $797,500 at 4% or $531,667 at 6%; with 50% employer match about $531,667 at 4% or $354,444 at 6%; with 100% employer match about $398,750 at 4% or $265,833 at 6%.
200821$52,658$29,300$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.
Stephen Lui, M.D. Inc. 401(K) Plan-1$52,658$29,300$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.
Stephen Lui, M.D. Inc. Defined Benefit Plan-1---
200711$0$0-
Stephen Lui, M.D. Inc. 401(K) Plan-1---