Luce, Schwab & Kase Inc.
Plan context: Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan
EIN 22-1614374 • Fairfield, NJ • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
74
2025 Assets
$12,227,186
2025 Contributions
$716,994
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 74 | $12,227,186 | $716,994 | $9,689iApproximate average salary by contribution assumption: employee only about $242,228 at 4% or $161,485 at 6%; with 50% employer match about $161,485 at 4% or $107,657 at 6%; with 100% employer match about $121,114 at 4% or $80,743 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 74 | $12,227,186 | $716,994 | $9,689iApproximate average salary by contribution assumption: employee only about $242,228 at 4% or $161,485 at 6%; with 50% employer match about $161,485 at 4% or $107,657 at 6%; with 100% employer match about $121,114 at 4% or $80,743 at 6%. |
| 2024 | 1 | 73 | $10,855,030 | $663,578 | $9,090iApproximate average salary by contribution assumption: employee only about $227,253 at 4% or $151,502 at 6%; with 50% employer match about $151,502 at 4% or $101,001 at 6%; with 100% employer match about $113,626 at 4% or $75,751 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 73 | $10,855,030 | $663,578 | $9,090iApproximate average salary by contribution assumption: employee only about $227,253 at 4% or $151,502 at 6%; with 50% employer match about $151,502 at 4% or $101,001 at 6%; with 100% employer match about $113,626 at 4% or $75,751 at 6%. |
| 2023 | 1 | 65 | $8,920,750 | $624,684 | $9,611iApproximate average salary by contribution assumption: employee only about $240,263 at 4% or $160,175 at 6%; with 50% employer match about $160,175 at 4% or $106,784 at 6%; with 100% employer match about $120,132 at 4% or $80,088 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 65 | $8,920,750 | $624,684 | $9,611iApproximate average salary by contribution assumption: employee only about $240,263 at 4% or $160,175 at 6%; with 50% employer match about $160,175 at 4% or $106,784 at 6%; with 100% employer match about $120,132 at 4% or $80,088 at 6%. |
| 2022 | 1 | 59 | $6,951,829 | $491,903 | $8,337iApproximate average salary by contribution assumption: employee only about $208,433 at 4% or $138,956 at 6%; with 50% employer match about $138,956 at 4% or $92,637 at 6%; with 100% employer match about $104,217 at 4% or $69,478 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 59 | $6,951,829 | $491,903 | $8,337iApproximate average salary by contribution assumption: employee only about $208,433 at 4% or $138,956 at 6%; with 50% employer match about $138,956 at 4% or $92,637 at 6%; with 100% employer match about $104,217 at 4% or $69,478 at 6%. |
| 2021 | 1 | 54 | $8,463,655 | $552,912 | $10,239iApproximate average salary by contribution assumption: employee only about $255,978 at 4% or $170,652 at 6%; with 50% employer match about $170,652 at 4% or $113,768 at 6%; with 100% employer match about $127,989 at 4% or $85,326 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 54 | $8,463,655 | $552,912 | $10,239iApproximate average salary by contribution assumption: employee only about $255,978 at 4% or $170,652 at 6%; with 50% employer match about $170,652 at 4% or $113,768 at 6%; with 100% employer match about $127,989 at 4% or $85,326 at 6%. |
| 2020 | 1 | 48 | $7,807,049 | $442,971 | $9,229iApproximate average salary by contribution assumption: employee only about $230,714 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,540 at 6%; with 100% employer match about $115,357 at 4% or $76,905 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 48 | $7,807,049 | $442,971 | $9,229iApproximate average salary by contribution assumption: employee only about $230,714 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,540 at 6%; with 100% employer match about $115,357 at 4% or $76,905 at 6%. |
| 2019 | 1 | 43 | $6,754,168 | $433,998 | $10,093iApproximate average salary by contribution assumption: employee only about $252,324 at 4% or $168,216 at 6%; with 50% employer match about $168,216 at 4% or $112,144 at 6%; with 100% employer match about $126,162 at 4% or $84,108 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 43 | $6,754,168 | $433,998 | $10,093iApproximate average salary by contribution assumption: employee only about $252,324 at 4% or $168,216 at 6%; with 50% employer match about $168,216 at 4% or $112,144 at 6%; with 100% employer match about $126,162 at 4% or $84,108 at 6%. |
| 2018 | 1 | 43 | $6,424,496 | $449,071 | $10,444iApproximate average salary by contribution assumption: employee only about $261,088 at 4% or $174,059 at 6%; with 50% employer match about $174,059 at 4% or $116,039 at 6%; with 100% employer match about $130,544 at 4% or $87,029 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 43 | $6,424,496 | $449,071 | $10,444iApproximate average salary by contribution assumption: employee only about $261,088 at 4% or $174,059 at 6%; with 50% employer match about $174,059 at 4% or $116,039 at 6%; with 100% employer match about $130,544 at 4% or $87,029 at 6%. |
| 2017 | 1 | 42 | $6,614,637 | $350,275 | $8,340iApproximate average salary by contribution assumption: employee only about $208,497 at 4% or $138,998 at 6%; with 50% employer match about $138,998 at 4% or $92,665 at 6%; with 100% employer match about $104,249 at 4% or $69,499 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 42 | $6,614,637 | $350,275 | $8,340iApproximate average salary by contribution assumption: employee only about $208,497 at 4% or $138,998 at 6%; with 50% employer match about $138,998 at 4% or $92,665 at 6%; with 100% employer match about $104,249 at 4% or $69,499 at 6%. |
| 2016 | 1 | 41 | $5,576,341 | $321,619 | $7,844iApproximate average salary by contribution assumption: employee only about $196,109 at 4% or $130,739 at 6%; with 50% employer match about $130,739 at 4% or $87,160 at 6%; with 100% employer match about $98,055 at 4% or $65,370 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 41 | $5,576,341 | $321,619 | $7,844iApproximate average salary by contribution assumption: employee only about $196,109 at 4% or $130,739 at 6%; with 50% employer match about $130,739 at 4% or $87,160 at 6%; with 100% employer match about $98,055 at 4% or $65,370 at 6%. |
| 2015 | 1 | 41 | $5,029,060 | $291,996 | $7,122iApproximate average salary by contribution assumption: employee only about $178,046 at 4% or $118,698 at 6%; with 50% employer match about $118,698 at 4% or $79,132 at 6%; with 100% employer match about $89,023 at 4% or $59,349 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 41 | $5,029,060 | $291,996 | $7,122iApproximate average salary by contribution assumption: employee only about $178,046 at 4% or $118,698 at 6%; with 50% employer match about $118,698 at 4% or $79,132 at 6%; with 100% employer match about $89,023 at 4% or $59,349 at 6%. |
| 2014 | 1 | 41 | $4,914,861 | $407,499 | $9,939iApproximate average salary by contribution assumption: employee only about $248,475 at 4% or $165,650 at 6%; with 50% employer match about $165,650 at 4% or $110,433 at 6%; with 100% employer match about $124,238 at 4% or $82,825 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 41 | $4,914,861 | $407,499 | $9,939iApproximate average salary by contribution assumption: employee only about $248,475 at 4% or $165,650 at 6%; with 50% employer match about $165,650 at 4% or $110,433 at 6%; with 100% employer match about $124,238 at 4% or $82,825 at 6%. |
| 2013 | 1 | 39 | $4,311,852 | $302,957 | $7,768iApproximate average salary by contribution assumption: employee only about $194,203 at 4% or $129,469 at 6%; with 50% employer match about $129,469 at 4% or $86,313 at 6%; with 100% employer match about $97,102 at 4% or $64,734 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 39 | $4,311,852 | $302,957 | $7,768iApproximate average salary by contribution assumption: employee only about $194,203 at 4% or $129,469 at 6%; with 50% employer match about $129,469 at 4% or $86,313 at 6%; with 100% employer match about $97,102 at 4% or $64,734 at 6%. |
| 2012 | 1 | 41 | $3,466,125 | $281,503 | $6,866iApproximate average salary by contribution assumption: employee only about $171,648 at 4% or $114,432 at 6%; with 50% employer match about $114,432 at 4% or $76,288 at 6%; with 100% employer match about $85,824 at 4% or $57,216 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 41 | $3,466,125 | $281,503 | $6,866iApproximate average salary by contribution assumption: employee only about $171,648 at 4% or $114,432 at 6%; with 50% employer match about $114,432 at 4% or $76,288 at 6%; with 100% employer match about $85,824 at 4% or $57,216 at 6%. |
| 2011 | 1 | 38 | $3,283,726 | $310,895 | $8,181iApproximate average salary by contribution assumption: employee only about $204,536 at 4% or $136,357 at 6%; with 50% employer match about $136,357 at 4% or $90,905 at 6%; with 100% employer match about $102,268 at 4% or $68,179 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 38 | $3,283,726 | $310,895 | $8,181iApproximate average salary by contribution assumption: employee only about $204,536 at 4% or $136,357 at 6%; with 50% employer match about $136,357 at 4% or $90,905 at 6%; with 100% employer match about $102,268 at 4% or $68,179 at 6%. |
| 2010 | 1 | 37 | $3,129,725 | $279,340 | $7,550iApproximate average salary by contribution assumption: employee only about $188,743 at 4% or $125,829 at 6%; with 50% employer match about $125,829 at 4% or $83,886 at 6%; with 100% employer match about $94,372 at 4% or $62,914 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 37 | $3,129,725 | $279,340 | $7,550iApproximate average salary by contribution assumption: employee only about $188,743 at 4% or $125,829 at 6%; with 50% employer match about $125,829 at 4% or $83,886 at 6%; with 100% employer match about $94,372 at 4% or $62,914 at 6%. |
| 2009 | 1 | 42 | $2,706,984 | $285,178 | $6,790iApproximate average salary by contribution assumption: employee only about $169,749 at 4% or $113,166 at 6%; with 50% employer match about $113,166 at 4% or $75,444 at 6%; with 100% employer match about $84,874 at 4% or $56,583 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 42 | $2,706,984 | $285,178 | $6,790iApproximate average salary by contribution assumption: employee only about $169,749 at 4% or $113,166 at 6%; with 50% employer match about $113,166 at 4% or $75,444 at 6%; with 100% employer match about $84,874 at 4% or $56,583 at 6%. |
| 2008 | 1 | 43 | $1,911,463 | $328,675 | $7,644iApproximate average salary by contribution assumption: employee only about $191,090 at 4% or $127,393 at 6%; with 50% employer match about $127,393 at 4% or $84,929 at 6%; with 100% employer match about $95,545 at 4% or $63,697 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 43 | $1,911,463 | $328,675 | $7,644iApproximate average salary by contribution assumption: employee only about $191,090 at 4% or $127,393 at 6%; with 50% employer match about $127,393 at 4% or $84,929 at 6%; with 100% employer match about $95,545 at 4% or $63,697 at 6%. |
| 2007 | 1 | 40 | $2,316,918 | $324,724 | $8,118iApproximate average salary by contribution assumption: employee only about $202,953 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,476 at 4% or $67,651 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 40 | $2,316,918 | $324,724 | $8,118iApproximate average salary by contribution assumption: employee only about $202,953 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,476 at 4% or $67,651 at 6%. |
| 2006 | 1 | 41 | $1,592,513 | $392,715 | $9,578iApproximate average salary by contribution assumption: employee only about $239,460 at 4% or $159,640 at 6%; with 50% employer match about $159,640 at 4% or $106,427 at 6%; with 100% employer match about $119,730 at 4% or $79,820 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 41 | $1,592,513 | $392,715 | $9,578iApproximate average salary by contribution assumption: employee only about $239,460 at 4% or $159,640 at 6%; with 50% employer match about $159,640 at 4% or $106,427 at 6%; with 100% employer match about $119,730 at 4% or $79,820 at 6%. |
| 2005 | 1 | 39 | $1,075,107 | $300,378 | $7,702iApproximate average salary by contribution assumption: employee only about $192,550 at 4% or $128,367 at 6%; with 50% employer match about $128,367 at 4% or $85,578 at 6%; with 100% employer match about $96,275 at 4% or $64,183 at 6%. |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 39 | $1,075,107 | $300,378 | $7,702iApproximate average salary by contribution assumption: employee only about $192,550 at 4% or $128,367 at 6%; with 50% employer match about $128,367 at 4% or $85,578 at 6%; with 100% employer match about $96,275 at 4% or $64,183 at 6%. |
| 2004 | 1 | 38 | $737,021 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 38 | $737,021 | - | - |
| 2003 | 1 | 38 | $1,774,164 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 38 | $1,774,164 | - | - |
| 2002 | 1 | 37 | $1,627,733 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 37 | $1,627,733 | - | - |
| 2001 | 1 | 38 | $0 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 38 | - | - | - |
| 2000 | 1 | 38 | $2,124,789 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 38 | $2,124,789 | - | - |
| 1999 | 1 | 33 | $1,800,036 | $0 | - |
| Luce, Schwab & Kase Inc. 401(K) Profit Sharing Plan | - | 33 | $1,800,036 | - | - |