Civic Intelligence

Sharon T. Lu, D.D.S. Inc.

Plan context: Sharon T. Lu, D.D.S. Inc. Defined Benefit Plan

EIN 20-8492628 • Fountain Valley, CA • 8 filings • 3 plans

18426 Brookhurst Street, Suite 203Fountain Valley, CA 92708
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$128,834

2024 Contributions

$128,834

Historical Graphs

Total Assets Over Time

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

$372,456$186,228$0201420202024YearValue
$128,834Latest year 2024

Participants Over Time

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

210201420202024YearValue
2Latest 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
202422$128,834$128,834$64,417iApproximate average salary by contribution assumption: employee only about $1,610,425 at 4% or $1,073,617 at 6%; with 50% employer match about $1,073,617 at 4% or $715,744 at 6%; with 100% employer match about $805,213 at 4% or $536,808 at 6%.
Sharon T. Lu, D.D.S. Inc. Defined Benefit Plan-2$90,000$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
SHARON T. LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$38,834$38,834$19,417iApproximate average salary by contribution assumption: employee only about $485,425 at 4% or $323,617 at 6%; with 50% employer match about $323,617 at 4% or $215,744 at 6%; with 100% employer match about $242,713 at 4% or $161,808 at 6%.
202210$0$0-
Sharon T. Lu Dds. Inc. 401K Plan-0$0$0-
202111$372,456$26,700$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
Sharon T. Lu Dds. Inc. 401K Plan-1$372,456$26,700$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
202011$282,604$26,700$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
Sharon T. Lu Dds. Inc. 401K Plan-1$282,604$26,700$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
201711$122,274$22,368$22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%.
Sharon T. Lu Dds. Inc. 401K Plan-1$122,274$22,368$22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%.
201611$89,093$22,740$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
Sharon T. Lu Dds. Inc. 401K Plan-1$89,093$22,740$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
201411$57,500$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Sharon T. Lu Dds. Inc. 401K Plan-1$57,500$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.