Calvin Lu
Plan context: Calvin Lu MD Basic Profit Sharing Pension Plan
EIN 23-2318113 • 8 filings • 6 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$782,938
2002 Contributions
$1,111
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 1 | $782,938 | $0 | - |
| Calvin Lu MD Basic Profit Sharing Pension Plan | - | 1 | $406,018 | - | - |
| Calvin LV MD Basic Money Purchase Pension Plan | - | 1 | $376,920 | - | - |
| 2001 | 2 | 1 | $857,415 | $0 | - |
| Calvin Lu MD Basic Profit Sharing Pension Plan | - | 1 | $438,347 | - | - |
| Calvin LV MD Basic Money Purchase Pension Plan | - | 1 | $419,068 | - | - |
| 2000 | 2 | 1 | $941,804 | $1,111 | $1,111iApproximate average salary by contribution assumption: employee only about $27,775 at 4% or $18,517 at 6%; with 50% employer match about $18,517 at 4% or $12,344 at 6%; with 100% employer match about $13,888 at 4% or $9,258 at 6%. |
| Calvin Lu MD Basic Profit Sharing Pension Plan | - | 1 | $476,960 | $278 | $278iApproximate average salary by contribution assumption: employee only about $6,950 at 4% or $4,633 at 6%; with 50% employer match about $4,633 at 4% or $3,089 at 6%; with 100% employer match about $3,475 at 4% or $2,317 at 6%. |
| Calvin LV MD Basic Money Purchase Pension Plan | - | 1 | $464,844 | $833 | $833iApproximate average salary by contribution assumption: employee only about $20,825 at 4% or $13,883 at 6%; with 50% employer match about $13,883 at 4% or $9,256 at 6%; with 100% employer match about $10,413 at 4% or $6,942 at 6%. |
| 1999 | 2 | 1 | $934,176 | $30,912 | $30,912iApproximate average salary by contribution assumption: employee only about $772,800 at 4% or $515,200 at 6%; with 50% employer match about $515,200 at 4% or $343,467 at 6%; with 100% employer match about $386,400 at 4% or $257,600 at 6%. |
| Calvin Lu MD Basic Profit Sharing Pension Plan | - | 1 | $470,922 | $15,547 | $15,547iApproximate average salary by contribution assumption: employee only about $388,675 at 4% or $259,117 at 6%; with 50% employer match about $259,117 at 4% or $172,744 at 6%; with 100% employer match about $194,338 at 4% or $129,558 at 6%. |
| Calvin LV MD Basic Money Purchase Pension Plan | - | 1 | $463,254 | $15,365 | $15,365iApproximate average salary by contribution assumption: employee only about $384,125 at 4% or $256,083 at 6%; with 50% employer match about $256,083 at 4% or $170,722 at 6%; with 100% employer match about $192,063 at 4% or $128,042 at 6%. |