Civic Intelligence

JOSEPH P. LUCIA & ASSOCIATES LLC

Plan context: JOSEPH P. LUCIA & ASSOCIATES LLC 401K

EIN 26-2909413 • Yorktown Heights, NY • 7 filings • 2 plans

3505 Hill Blvd Suite JYorktown Heights, NY 10598
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,844,485

2025 Contributions

$197,649

Historical Graphs

Total Assets Over Time

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

$3,844,485$1,922,243$0202020232025YearValue
$3,844,485Latest year 2025

Participants Over Time

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

630202020232025YearValue
6Latest year 2025

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
202516$3,844,485$197,649$32,942iApproximate average salary by contribution assumption: employee only about $823,538 at 4% or $549,025 at 6%; with 50% employer match about $549,025 at 4% or $366,017 at 6%; with 100% employer match about $411,769 at 4% or $274,513 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-6$3,844,485$197,649$32,942iApproximate average salary by contribution assumption: employee only about $823,538 at 4% or $549,025 at 6%; with 50% employer match about $549,025 at 4% or $366,017 at 6%; with 100% employer match about $411,769 at 4% or $274,513 at 6%.
202416$3,085,202$174,548$29,091iApproximate average salary by contribution assumption: employee only about $727,283 at 4% or $484,856 at 6%; with 50% employer match about $484,856 at 4% or $323,237 at 6%; with 100% employer match about $363,642 at 4% or $242,428 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-6$3,085,202$174,548$29,091iApproximate average salary by contribution assumption: employee only about $727,283 at 4% or $484,856 at 6%; with 50% employer match about $484,856 at 4% or $323,237 at 6%; with 100% employer match about $363,642 at 4% or $242,428 at 6%.
202316$1,958,848$76,306$12,718iApproximate average salary by contribution assumption: employee only about $317,942 at 4% or $211,961 at 6%; with 50% employer match about $211,961 at 4% or $141,307 at 6%; with 100% employer match about $158,971 at 4% or $105,981 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-6$1,958,848$76,306$12,718iApproximate average salary by contribution assumption: employee only about $317,942 at 4% or $211,961 at 6%; with 50% employer match about $211,961 at 4% or $141,307 at 6%; with 100% employer match about $158,971 at 4% or $105,981 at 6%.
202226$1,432,665$362,736$60,456iApproximate average salary by contribution assumption: employee only about $1,511,400 at 4% or $1,007,600 at 6%; with 50% employer match about $1,007,600 at 4% or $671,733 at 6%; with 100% employer match about $755,700 at 4% or $503,800 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-6$1,195,289$125,360$20,893iApproximate average salary by contribution assumption: employee only about $522,333 at 4% or $348,222 at 6%; with 50% employer match about $348,222 at 4% or $232,148 at 6%; with 100% employer match about $261,167 at 4% or $174,111 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC DEFINED BENEFIT PLAN-6$237,376$237,376$39,563iApproximate average salary by contribution assumption: employee only about $989,067 at 4% or $659,378 at 6%; with 50% employer match about $659,378 at 4% or $439,585 at 6%; with 100% employer match about $494,533 at 4% or $329,689 at 6%.
202112$1,656,177$102,500$51,250iApproximate average salary by contribution assumption: employee only about $1,281,250 at 4% or $854,167 at 6%; with 50% employer match about $854,167 at 4% or $569,444 at 6%; with 100% employer match about $640,625 at 4% or $427,083 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-2$1,656,177$102,500$51,250iApproximate average salary by contribution assumption: employee only about $1,281,250 at 4% or $854,167 at 6%; with 50% employer match about $854,167 at 4% or $569,444 at 6%; with 100% employer match about $640,625 at 4% or $427,083 at 6%.
202012$1,235,035$96,900$48,450iApproximate average salary by contribution assumption: employee only about $1,211,250 at 4% or $807,500 at 6%; with 50% employer match about $807,500 at 4% or $538,333 at 6%; with 100% employer match about $605,625 at 4% or $403,750 at 6%.
JOSEPH P. LUCIA & ASSOCIATES LLC 401K-2$1,235,035$96,900$48,450iApproximate average salary by contribution assumption: employee only about $1,211,250 at 4% or $807,500 at 6%; with 50% employer match about $807,500 at 4% or $538,333 at 6%; with 100% employer match about $605,625 at 4% or $403,750 at 6%.