Civic Intelligence

Lucas and Cavalier, LLC

Plan context: Lucas and Cavalier LLC 401(K) Ps Plan

EIN 23-3033848 • Philadelphia, PA • 24 filings • 3 plans

1500 Walnut StreetSuite # 502Philadelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,060,590

2024 Contributions

$339,156

Historical Graphs

Total Assets Over Time

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

$3,060,590$1,530,295$0200920172024YearValue
$3,060,590Latest year 2024

Participants Over Time

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

1370200720162024YearValue
10Latest 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
2024210$3,060,590$339,156$33,916iApproximate average salary by contribution assumption: employee only about $847,890 at 4% or $565,260 at 6%; with 50% employer match about $565,260 at 4% or $376,840 at 6%; with 100% employer match about $423,945 at 4% or $282,630 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-10$1,991,260$99,156$9,916iApproximate average salary by contribution assumption: employee only about $247,890 at 4% or $165,260 at 6%; with 50% employer match about $165,260 at 4% or $110,173 at 6%; with 100% employer match about $123,945 at 4% or $82,630 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-10$1,069,330$240,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
2023211$2,615,142$198,208$18,019iApproximate average salary by contribution assumption: employee only about $450,473 at 4% or $300,315 at 6%; with 50% employer match about $300,315 at 4% or $200,210 at 6%; with 100% employer match about $225,236 at 4% or $150,158 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$1,788,217$85,361$7,760iApproximate average salary by contribution assumption: employee only about $194,002 at 4% or $129,335 at 6%; with 50% employer match about $129,335 at 4% or $86,223 at 6%; with 100% employer match about $97,001 at 4% or $64,667 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-10$826,925$112,847$11,285iApproximate average salary by contribution assumption: employee only about $282,118 at 4% or $188,078 at 6%; with 50% employer match about $188,078 at 4% or $125,386 at 6%; with 100% employer match about $141,059 at 4% or $94,039 at 6%.
2022211$2,293,150$306,480$27,862iApproximate average salary by contribution assumption: employee only about $696,545 at 4% or $464,364 at 6%; with 50% employer match about $464,364 at 4% or $309,576 at 6%; with 100% employer match about $348,273 at 4% or $232,182 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$1,577,993$146,480$13,316iApproximate average salary by contribution assumption: employee only about $332,909 at 4% or $221,939 at 6%; with 50% employer match about $221,939 at 4% or $147,960 at 6%; with 100% employer match about $166,455 at 4% or $110,970 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-8$715,157$160,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2021211$2,502,109$562,030$51,094iApproximate average salary by contribution assumption: employee only about $1,277,341 at 4% or $851,561 at 6%; with 50% employer match about $851,561 at 4% or $567,707 at 6%; with 100% employer match about $638,670 at 4% or $425,780 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$1,883,096$164,442$14,949iApproximate average salary by contribution assumption: employee only about $373,732 at 4% or $249,155 at 6%; with 50% employer match about $249,155 at 4% or $166,103 at 6%; with 100% employer match about $186,866 at 4% or $124,577 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-9$619,013$397,588$44,176iApproximate average salary by contribution assumption: employee only about $1,104,411 at 4% or $736,274 at 6%; with 50% employer match about $736,274 at 4% or $490,849 at 6%; with 100% employer match about $552,206 at 4% or $368,137 at 6%.
2020211$1,797,893$275,499$25,045iApproximate average salary by contribution assumption: employee only about $626,134 at 4% or $417,423 at 6%; with 50% employer match about $417,423 at 4% or $278,282 at 6%; with 100% employer match about $313,067 at 4% or $208,711 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$1,549,281$175,499$15,954iApproximate average salary by contribution assumption: employee only about $398,861 at 4% or $265,908 at 6%; with 50% employer match about $265,908 at 4% or $177,272 at 6%; with 100% employer match about $199,431 at 4% or $132,954 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-6$248,612$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2019211$1,409,839$338,475$30,770iApproximate average salary by contribution assumption: employee only about $769,261 at 4% or $512,841 at 6%; with 50% employer match about $512,841 at 4% or $341,894 at 6%; with 100% employer match about $384,631 at 4% or $256,420 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$1,236,851$154,689$14,063iApproximate average salary by contribution assumption: employee only about $351,566 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,252 at 6%; with 100% employer match about $175,783 at 4% or $117,189 at 6%.
LUCAS AND CAVALIER, LLC PENSION PLAN-6$172,988$183,786$30,631iApproximate average salary by contribution assumption: employee only about $765,775 at 4% or $510,517 at 6%; with 50% employer match about $510,517 at 4% or $340,344 at 6%; with 100% employer match about $382,888 at 4% or $255,258 at 6%.
2018113$1,072,760$140,132$10,779iApproximate average salary by contribution assumption: employee only about $269,485 at 4% or $179,656 at 6%; with 50% employer match about $179,656 at 4% or $119,771 at 6%; with 100% employer match about $134,742 at 4% or $89,828 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-13$1,072,760$140,132$10,779iApproximate average salary by contribution assumption: employee only about $269,485 at 4% or $179,656 at 6%; with 50% employer match about $179,656 at 4% or $119,771 at 6%; with 100% employer match about $134,742 at 4% or $89,828 at 6%.
2017112$994,407$106,665$8,889iApproximate average salary by contribution assumption: employee only about $222,219 at 4% or $148,146 at 6%; with 50% employer match about $148,146 at 4% or $98,764 at 6%; with 100% employer match about $111,109 at 4% or $74,073 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-12$994,407$106,665$8,889iApproximate average salary by contribution assumption: employee only about $222,219 at 4% or $148,146 at 6%; with 50% employer match about $148,146 at 4% or $98,764 at 6%; with 100% employer match about $111,109 at 4% or $74,073 at 6%.
2016111$796,444$84,739$7,704iApproximate average salary by contribution assumption: employee only about $192,589 at 4% or $128,392 at 6%; with 50% employer match about $128,392 at 4% or $85,595 at 6%; with 100% employer match about $96,294 at 4% or $64,196 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-11$796,444$84,739$7,704iApproximate average salary by contribution assumption: employee only about $192,589 at 4% or $128,392 at 6%; with 50% employer match about $128,392 at 4% or $85,595 at 6%; with 100% employer match about $96,294 at 4% or $64,196 at 6%.
201519$677,992$83,681$9,298iApproximate average salary by contribution assumption: employee only about $232,447 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,482 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-9$677,992$83,681$9,298iApproximate average salary by contribution assumption: employee only about $232,447 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,482 at 6%.
201418$612,454$79,627$9,953iApproximate average salary by contribution assumption: employee only about $248,834 at 4% or $165,890 at 6%; with 50% employer match about $165,890 at 4% or $110,593 at 6%; with 100% employer match about $124,417 at 4% or $82,945 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-8$612,454$79,627$9,953iApproximate average salary by contribution assumption: employee only about $248,834 at 4% or $165,890 at 6%; with 50% employer match about $165,890 at 4% or $110,593 at 6%; with 100% employer match about $124,417 at 4% or $82,945 at 6%.
201319$551,651$69,533$7,726iApproximate average salary by contribution assumption: employee only about $193,147 at 4% or $128,765 at 6%; with 50% employer match about $128,765 at 4% or $85,843 at 6%; with 100% employer match about $96,574 at 4% or $64,382 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-9$551,651$69,533$7,726iApproximate average salary by contribution assumption: employee only about $193,147 at 4% or $128,765 at 6%; with 50% employer match about $128,765 at 4% or $85,843 at 6%; with 100% employer match about $96,574 at 4% or $64,382 at 6%.
201218$429,425$82,609$10,326iApproximate average salary by contribution assumption: employee only about $258,153 at 4% or $172,102 at 6%; with 50% employer match about $172,102 at 4% or $114,735 at 6%; with 100% employer match about $129,077 at 4% or $86,051 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-8$429,425$82,609$10,326iApproximate average salary by contribution assumption: employee only about $258,153 at 4% or $172,102 at 6%; with 50% employer match about $172,102 at 4% or $114,735 at 6%; with 100% employer match about $129,077 at 4% or $86,051 at 6%.
201118$494,123$103,158$12,895iApproximate average salary by contribution assumption: employee only about $322,369 at 4% or $214,913 at 6%; with 50% employer match about $214,913 at 4% or $143,275 at 6%; with 100% employer match about $161,184 at 4% or $107,456 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-8$494,123$103,158$12,895iApproximate average salary by contribution assumption: employee only about $322,369 at 4% or $214,913 at 6%; with 50% employer match about $214,913 at 4% or $143,275 at 6%; with 100% employer match about $161,184 at 4% or $107,456 at 6%.
201018$398,421$76,785$9,598iApproximate average salary by contribution assumption: employee only about $239,953 at 4% or $159,969 at 6%; with 50% employer match about $159,969 at 4% or $106,646 at 6%; with 100% employer match about $119,977 at 4% or $79,984 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-8$398,421$76,785$9,598iApproximate average salary by contribution assumption: employee only about $239,953 at 4% or $159,969 at 6%; with 50% employer match about $159,969 at 4% or $106,646 at 6%; with 100% employer match about $119,977 at 4% or $79,984 at 6%.
200917$294,889$70,610$10,087iApproximate average salary by contribution assumption: employee only about $252,179 at 4% or $168,119 at 6%; with 50% employer match about $168,119 at 4% or $112,079 at 6%; with 100% employer match about $126,089 at 4% or $84,060 at 6%.
Lucas and Cavalier LLC 401(K) Ps Plan-7$294,889$70,610$10,087iApproximate average salary by contribution assumption: employee only about $252,179 at 4% or $168,119 at 6%; with 50% employer match about $168,119 at 4% or $112,079 at 6%; with 100% employer match about $126,089 at 4% or $84,060 at 6%.
200817$0$0-
Lucas and Cavalier LLC 401(K) Ps Plan-7---
200717$0$0-
Lucas and Cavalier LLC 401(K) Ps Plan-7---