Civic Intelligence

Luis W Lu M D P C

Plan context: Brett J. Karlik, MD PC 401(K) Plan

EIN 25-1437693 • Saint Marys, PA • 38 filings • 10 plans

765 Johnsonburg RoadSaint Marys, PA 15857
Current Snapshot

Latest Year

2023

2023 Participants

21

2023 Assets

$886,521

2023 Contributions

$72,232

Historical Graphs

Total Assets Over Time

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

$1,575,839$787,920$0199920132022YearValue
$886,521Latest year 2022

Participants Over Time

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

25130199920112022YearValue
21Latest year 2022

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
202310$0$0-
Brett J. Karlik, MD PC 401(K) Plan-0$0$0-
2022121$886,521$72,232$3,440iApproximate average salary by contribution assumption: employee only about $85,990 at 4% or $57,327 at 6%; with 50% employer match about $57,327 at 4% or $38,218 at 6%; with 100% employer match about $42,995 at 4% or $28,663 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-21$886,521$72,232$3,440iApproximate average salary by contribution assumption: employee only about $85,990 at 4% or $57,327 at 6%; with 50% employer match about $57,327 at 4% or $38,218 at 6%; with 100% employer match about $42,995 at 4% or $28,663 at 6%.
2021119$876,584$126,705$6,669iApproximate average salary by contribution assumption: employee only about $166,717 at 4% or $111,145 at 6%; with 50% employer match about $111,145 at 4% or $74,096 at 6%; with 100% employer match about $83,359 at 4% or $55,572 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-19$876,584$126,705$6,669iApproximate average salary by contribution assumption: employee only about $166,717 at 4% or $111,145 at 6%; with 50% employer match about $111,145 at 4% or $74,096 at 6%; with 100% employer match about $83,359 at 4% or $55,572 at 6%.
2020117$847,747$115,415$6,789iApproximate average salary by contribution assumption: employee only about $169,728 at 4% or $113,152 at 6%; with 50% employer match about $113,152 at 4% or $75,435 at 6%; with 100% employer match about $84,864 at 4% or $56,576 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-17$847,747$115,415$6,789iApproximate average salary by contribution assumption: employee only about $169,728 at 4% or $113,152 at 6%; with 50% employer match about $113,152 at 4% or $75,435 at 6%; with 100% employer match about $84,864 at 4% or $56,576 at 6%.
2019116$541,987$96,738$6,046iApproximate average salary by contribution assumption: employee only about $151,153 at 4% or $100,769 at 6%; with 50% employer match about $100,769 at 4% or $67,179 at 6%; with 100% employer match about $75,577 at 4% or $50,384 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-16$541,987$96,738$6,046iApproximate average salary by contribution assumption: employee only about $151,153 at 4% or $100,769 at 6%; with 50% employer match about $100,769 at 4% or $67,179 at 6%; with 100% employer match about $75,577 at 4% or $50,384 at 6%.
2018119$421,555$97,396$5,126iApproximate average salary by contribution assumption: employee only about $128,153 at 4% or $85,435 at 6%; with 50% employer match about $85,435 at 4% or $56,957 at 6%; with 100% employer match about $64,076 at 4% or $42,718 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-19$421,555$97,396$5,126iApproximate average salary by contribution assumption: employee only about $128,153 at 4% or $85,435 at 6%; with 50% employer match about $85,435 at 4% or $56,957 at 6%; with 100% employer match about $64,076 at 4% or $42,718 at 6%.
2017117$382,707$73,493$4,323iApproximate average salary by contribution assumption: employee only about $108,078 at 4% or $72,052 at 6%; with 50% employer match about $72,052 at 4% or $48,035 at 6%; with 100% employer match about $54,039 at 4% or $36,026 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-17$382,707$73,493$4,323iApproximate average salary by contribution assumption: employee only about $108,078 at 4% or $72,052 at 6%; with 50% employer match about $72,052 at 4% or $48,035 at 6%; with 100% employer match about $54,039 at 4% or $36,026 at 6%.
2016118$313,475$76,803$4,267iApproximate average salary by contribution assumption: employee only about $106,671 at 4% or $71,114 at 6%; with 50% employer match about $71,114 at 4% or $47,409 at 6%; with 100% employer match about $53,335 at 4% or $35,557 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-18$313,475$76,803$4,267iApproximate average salary by contribution assumption: employee only about $106,671 at 4% or $71,114 at 6%; with 50% employer match about $71,114 at 4% or $47,409 at 6%; with 100% employer match about $53,335 at 4% or $35,557 at 6%.
2015116$207,840$78,887$4,930iApproximate average salary by contribution assumption: employee only about $123,261 at 4% or $82,174 at 6%; with 50% employer match about $82,174 at 4% or $54,783 at 6%; with 100% employer match about $61,630 at 4% or $41,087 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-16$207,840$78,887$4,930iApproximate average salary by contribution assumption: employee only about $123,261 at 4% or $82,174 at 6%; with 50% employer match about $82,174 at 4% or $54,783 at 6%; with 100% employer match about $61,630 at 4% or $41,087 at 6%.
2014214$134,656$108,411$7,744iApproximate average salary by contribution assumption: employee only about $193,591 at 4% or $129,061 at 6%; with 50% employer match about $129,061 at 4% or $86,040 at 6%; with 100% employer match about $96,796 at 4% or $64,530 at 6%.
Brett J. Karlik, MD PC 401(K) Plan-14$134,656$108,411$7,744iApproximate average salary by contribution assumption: employee only about $193,591 at 4% or $129,061 at 6%; with 50% employer match about $129,061 at 4% or $86,040 at 6%; with 100% employer match about $96,796 at 4% or $64,530 at 6%.
LUIS W. LU, MD, PC DEFINED BENEFIT PLAN-0$0$0-
2013223$813,743$25,559$1,111iApproximate average salary by contribution assumption: employee only about $27,782 at 4% or $18,521 at 6%; with 50% employer match about $18,521 at 4% or $12,347 at 6%; with 100% employer match about $13,891 at 4% or $9,261 at 6%.
LUIS W. LU, MD, PC DEFINED BENEFIT PLAN-23$788,184$0-
Brett J. Karlik, MD PC 401(K) Plan-17$25,559$25,559$1,503iApproximate average salary by contribution assumption: employee only about $37,587 at 4% or $25,058 at 6%; with 50% employer match about $25,058 at 4% or $16,705 at 6%; with 100% employer match about $18,793 at 4% or $12,529 at 6%.
2012225$1,575,839$3,565$143iApproximate average salary by contribution assumption: employee only about $3,565 at 4% or $2,377 at 6%; with 50% employer match about $2,377 at 4% or $1,584 at 6%; with 100% employer match about $1,783 at 4% or $1,188 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-23$808,896$3,565$155iApproximate average salary by contribution assumption: employee only about $3,875 at 4% or $2,583 at 6%; with 50% employer match about $2,583 at 4% or $1,722 at 6%; with 100% employer match about $1,938 at 4% or $1,292 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-25$766,943$0-
2011223$1,515,777$261,823$11,384iApproximate average salary by contribution assumption: employee only about $284,590 at 4% or $189,727 at 6%; with 50% employer match about $189,727 at 4% or $126,485 at 6%; with 100% employer match about $142,295 at 4% or $94,863 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-21$778,955$39,372$1,875iApproximate average salary by contribution assumption: employee only about $46,871 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-23$736,822$222,451$9,672iApproximate average salary by contribution assumption: employee only about $241,795 at 4% or $161,196 at 6%; with 50% employer match about $161,196 at 4% or $107,464 at 6%; with 100% employer match about $120,897 at 4% or $80,598 at 6%.
2010220$1,273,034$224,434$11,222iApproximate average salary by contribution assumption: employee only about $280,543 at 4% or $187,028 at 6%; with 50% employer match about $187,028 at 4% or $124,686 at 6%; with 100% employer match about $140,271 at 4% or $93,514 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-16$749,816$36,618$2,289iApproximate average salary by contribution assumption: employee only about $57,216 at 4% or $38,144 at 6%; with 50% employer match about $38,144 at 4% or $25,429 at 6%; with 100% employer match about $28,608 at 4% or $19,072 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-20$523,218$187,816$9,391iApproximate average salary by contribution assumption: employee only about $234,770 at 4% or $156,513 at 6%; with 50% employer match about $156,513 at 4% or $104,342 at 6%; with 100% employer match about $117,385 at 4% or $78,257 at 6%.
2009216$1,014,314$10,390$649iApproximate average salary by contribution assumption: employee only about $16,234 at 4% or $10,823 at 6%; with 50% employer match about $10,823 at 4% or $7,215 at 6%; with 100% employer match about $8,117 at 4% or $5,411 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-12$695,198$10,390$866iApproximate average salary by contribution assumption: employee only about $21,646 at 4% or $14,431 at 6%; with 50% employer match about $14,431 at 4% or $9,620 at 6%; with 100% employer match about $10,823 at 4% or $7,215 at 6%.
LUIS W. LU, M.D., S.C. DEFINED BENEFIT PLAN AND TRUST-16$319,116$0-
2008210$630$0-
Luis W Lu M D P C Profit Sharing Plan and Trust-10$630--
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-10---
2007215$0$0-
Luis W Lu M D P C Profit Sharing Plan and Trust-15---
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-12---
2006216$1,218,187$16,023$1,001iApproximate average salary by contribution assumption: employee only about $25,036 at 4% or $16,691 at 6%; with 50% employer match about $16,691 at 4% or $11,127 at 6%; with 100% employer match about $12,518 at 4% or $8,345 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-16$831,343$16,023$1,001iApproximate average salary by contribution assumption: employee only about $25,036 at 4% or $16,691 at 6%; with 50% employer match about $16,691 at 4% or $11,127 at 6%; with 100% employer match about $12,518 at 4% or $8,345 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-9$386,844--
2005215$1,070,068$15,504$1,034iApproximate average salary by contribution assumption: employee only about $25,840 at 4% or $17,227 at 6%; with 50% employer match about $17,227 at 4% or $11,484 at 6%; with 100% employer match about $12,920 at 4% or $8,613 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-15$725,729$15,504$1,034iApproximate average salary by contribution assumption: employee only about $25,840 at 4% or $17,227 at 6%; with 50% employer match about $17,227 at 4% or $11,484 at 6%; with 100% employer match about $12,920 at 4% or $8,613 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-12$344,339--
2004212$952,890$126,569$10,547iApproximate average salary by contribution assumption: employee only about $263,685 at 4% or $175,790 at 6%; with 50% employer match about $175,790 at 4% or $117,194 at 6%; with 100% employer match about $131,843 at 4% or $87,895 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-12$634,008$14,883$1,240iApproximate average salary by contribution assumption: employee only about $31,006 at 4% or $20,671 at 6%; with 50% employer match about $20,671 at 4% or $13,781 at 6%; with 100% employer match about $15,503 at 4% or $10,335 at 6%.
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-10$318,882$111,686$11,169iApproximate average salary by contribution assumption: employee only about $279,215 at 4% or $186,143 at 6%; with 50% employer match about $186,143 at 4% or $124,096 at 6%; with 100% employer match about $139,608 at 4% or $93,072 at 6%.
2003213$0$0-
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-11---
Luis W Lu M D P C Profit Sharing Plan and Trust-13---
2002211$0$0-
Luis W Lu M D P C Profit Sharing Plan and Trust-11---
LUIS W. LU, M.D., P.C. DEFINED BENEFIT PLAN AND TRUST-10---
200116$0$0-
Luis W Lu M D P C Profit Sharing Plan and Trust-6---
2000114$768,845$10,444$746iApproximate average salary by contribution assumption: employee only about $18,650 at 4% or $12,433 at 6%; with 50% employer match about $12,433 at 4% or $8,289 at 6%; with 100% employer match about $9,325 at 4% or $6,217 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-14$768,845$10,444$746iApproximate average salary by contribution assumption: employee only about $18,650 at 4% or $12,433 at 6%; with 50% employer match about $12,433 at 4% or $8,289 at 6%; with 100% employer match about $9,325 at 4% or $6,217 at 6%.
1999114$882,831$10,205$729iApproximate average salary by contribution assumption: employee only about $18,223 at 4% or $12,149 at 6%; with 50% employer match about $12,149 at 4% or $8,099 at 6%; with 100% employer match about $9,112 at 4% or $6,074 at 6%.
Luis W Lu M D P C Profit Sharing Plan and Trust-14$882,831$10,205$729iApproximate average salary by contribution assumption: employee only about $18,223 at 4% or $12,149 at 6%; with 50% employer match about $12,149 at 4% or $8,099 at 6%; with 100% employer match about $9,112 at 4% or $6,074 at 6%.