Civic Intelligence

Dr. Jenny Q Lu MD LLC

Plan context: Dr. Jenny Q Lu Cash Balance Plan

EIN 26-3883459 • Middletown, NY • 30 filings • 4 plans

75 Crystal Run RoadMiddletown, NY 10941
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,404,830

2024 Contributions

$181,596

Historical Graphs

Total Assets Over Time

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

$4,404,830$2,202,415$0201020172024YearValue
$4,404,830Latest year 2024

Participants Over Time

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

1790201020172024YearValue
17Latest 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
2024217$4,404,830$181,596$10,682iApproximate average salary by contribution assumption: employee only about $267,053 at 4% or $178,035 at 6%; with 50% employer match about $178,035 at 4% or $118,690 at 6%; with 100% employer match about $133,526 at 4% or $89,018 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-5$3,456,890$100,000$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%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-17$947,940$81,596$4,800iApproximate average salary by contribution assumption: employee only about $119,994 at 4% or $79,996 at 6%; with 50% employer match about $79,996 at 4% or $53,331 at 6%; with 100% employer match about $59,997 at 4% or $39,998 at 6%.
2023217$3,895,686$81,330$4,784iApproximate average salary by contribution assumption: employee only about $119,603 at 4% or $79,735 at 6%; with 50% employer match about $79,735 at 4% or $53,157 at 6%; with 100% employer match about $59,801 at 4% or $39,868 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-4$3,138,824--
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-17$756,862$81,330$4,784iApproximate average salary by contribution assumption: employee only about $119,603 at 4% or $79,735 at 6%; with 50% employer match about $79,735 at 4% or $53,157 at 6%; with 100% employer match about $59,801 at 4% or $39,868 at 6%.
2022215$3,558,935$164,690$10,979iApproximate average salary by contribution assumption: employee only about $274,483 at 4% or $182,989 at 6%; with 50% employer match about $182,989 at 4% or $121,993 at 6%; with 100% employer match about $137,242 at 4% or $91,494 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-3$2,965,278$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-15$593,657$64,690$4,313iApproximate average salary by contribution assumption: employee only about $107,817 at 4% or $71,878 at 6%; with 50% employer match about $71,878 at 4% or $47,919 at 6%; with 100% employer match about $53,908 at 4% or $35,939 at 6%.
2021214$3,638,841$69,490$4,964iApproximate average salary by contribution assumption: employee only about $124,089 at 4% or $82,726 at 6%; with 50% employer match about $82,726 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,363 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-2$2,978,548$0-
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-14$660,293$69,490$4,964iApproximate average salary by contribution assumption: employee only about $124,089 at 4% or $82,726 at 6%; with 50% employer match about $82,726 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,363 at 6%.
202025$3,404,342$44,198$8,840iApproximate average salary by contribution assumption: employee only about $220,990 at 4% or $147,327 at 6%; with 50% employer match about $147,327 at 4% or $98,218 at 6%; with 100% employer match about $110,495 at 4% or $73,663 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-2$2,848,833$0-
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-5$555,509$44,198$8,840iApproximate average salary by contribution assumption: employee only about $220,990 at 4% or $147,327 at 6%; with 50% employer match about $147,327 at 4% or $98,218 at 6%; with 100% employer match about $110,495 at 4% or $73,663 at 6%.
201926$2,829,904$247,841$41,307iApproximate average salary by contribution assumption: employee only about $1,032,671 at 4% or $688,447 at 6%; with 50% employer match about $688,447 at 4% or $458,965 at 6%; with 100% employer match about $516,335 at 4% or $344,224 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-4$2,423,907$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-6$405,997$47,841$7,974iApproximate average salary by contribution assumption: employee only about $199,338 at 4% or $132,892 at 6%; with 50% employer match about $132,892 at 4% or $88,594 at 6%; with 100% employer match about $99,669 at 4% or $66,446 at 6%.
201824$2,238,241$241,205$60,301iApproximate average salary by contribution assumption: employee only about $1,507,531 at 4% or $1,005,021 at 6%; with 50% employer match about $1,005,021 at 4% or $670,014 at 6%; with 100% employer match about $753,766 at 4% or $502,510 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-3$1,940,941$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-4$297,300$41,205$10,301iApproximate average salary by contribution assumption: employee only about $257,531 at 4% or $171,688 at 6%; with 50% employer match about $171,688 at 4% or $114,458 at 6%; with 100% employer match about $128,766 at 4% or $85,844 at 6%.
201724$2,043,509$240,200$60,050iApproximate average salary by contribution assumption: employee only about $1,501,250 at 4% or $1,000,833 at 6%; with 50% employer match about $1,000,833 at 4% or $667,222 at 6%; with 100% employer match about $750,625 at 4% or $500,417 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-2$1,772,137$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-4$271,372$40,200$10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%.
201624$1,682,829$238,089$59,522iApproximate average salary by contribution assumption: employee only about $1,488,056 at 4% or $992,038 at 6%; with 50% employer match about $992,038 at 4% or $661,358 at 6%; with 100% employer match about $744,028 at 4% or $496,019 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-2$1,476,143$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-4$206,686$38,089$9,522iApproximate average salary by contribution assumption: employee only about $238,056 at 4% or $158,704 at 6%; with 50% employer match about $158,704 at 4% or $105,803 at 6%; with 100% employer match about $119,028 at 4% or $79,352 at 6%.
201524$1,395,005$236,245$59,061iApproximate average salary by contribution assumption: employee only about $1,476,531 at 4% or $984,354 at 6%; with 50% employer match about $984,354 at 4% or $656,236 at 6%; with 100% employer match about $738,266 at 4% or $492,177 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-4$1,228,618$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-4$166,387$36,245$9,061iApproximate average salary by contribution assumption: employee only about $226,531 at 4% or $151,021 at 6%; with 50% employer match about $151,021 at 4% or $100,681 at 6%; with 100% employer match about $113,266 at 4% or $75,510 at 6%.
201424$1,187,007$238,367$59,592iApproximate average salary by contribution assumption: employee only about $1,489,794 at 4% or $993,196 at 6%; with 50% employer match about $993,196 at 4% or $662,131 at 6%; with 100% employer match about $744,897 at 4% or $496,598 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-4$1,049,550$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-3$137,457$38,367$12,789iApproximate average salary by contribution assumption: employee only about $319,725 at 4% or $213,150 at 6%; with 50% employer match about $213,150 at 4% or $142,100 at 6%; with 100% employer match about $159,863 at 4% or $106,575 at 6%.
201324$920,862$303,083$75,771iApproximate average salary by contribution assumption: employee only about $1,894,269 at 4% or $1,262,846 at 6%; with 50% employer match about $1,262,846 at 4% or $841,897 at 6%; with 100% employer match about $947,134 at 4% or $631,423 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-4$822,989$267,518$66,880iApproximate average salary by contribution assumption: employee only about $1,671,988 at 4% or $1,114,658 at 6%; with 50% employer match about $1,114,658 at 4% or $743,106 at 6%; with 100% employer match about $835,994 at 4% or $557,329 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-3$97,873$35,565$11,855iApproximate average salary by contribution assumption: employee only about $296,375 at 4% or $197,583 at 6%; with 50% employer match about $197,583 at 4% or $131,722 at 6%; with 100% employer match about $148,188 at 4% or $98,792 at 6%.
201223$584,143$307,316$102,439iApproximate average salary by contribution assumption: employee only about $2,560,967 at 4% or $1,707,311 at 6%; with 50% employer match about $1,707,311 at 4% or $1,138,207 at 6%; with 100% employer match about $1,280,483 at 4% or $853,656 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-3$528,542$287,840$95,947iApproximate average salary by contribution assumption: employee only about $2,398,667 at 4% or $1,599,111 at 6%; with 50% employer match about $1,599,111 at 4% or $1,066,074 at 6%; with 100% employer match about $1,199,333 at 4% or $799,556 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-3$55,601$19,476$6,492iApproximate average salary by contribution assumption: employee only about $162,300 at 4% or $108,200 at 6%; with 50% employer match about $108,200 at 4% or $72,133 at 6%; with 100% employer match about $81,150 at 4% or $54,100 at 6%.
201123$272,776$151,010$50,337iApproximate average salary by contribution assumption: employee only about $1,258,417 at 4% or $838,944 at 6%; with 50% employer match about $838,944 at 4% or $559,296 at 6%; with 100% employer match about $629,208 at 4% or $419,472 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-2$237,119$123,100$61,550iApproximate average salary by contribution assumption: employee only about $1,538,750 at 4% or $1,025,833 at 6%; with 50% employer match about $1,025,833 at 4% or $683,889 at 6%; with 100% employer match about $769,375 at 4% or $512,917 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-3$35,657$27,910$9,303iApproximate average salary by contribution assumption: employee only about $232,583 at 4% or $155,056 at 6%; with 50% employer match about $155,056 at 4% or $103,370 at 6%; with 100% employer match about $116,292 at 4% or $77,528 at 6%.
201023$121,520$121,520$40,507iApproximate average salary by contribution assumption: employee only about $1,012,667 at 4% or $675,111 at 6%; with 50% employer match about $675,111 at 4% or $450,074 at 6%; with 100% employer match about $506,333 at 4% or $337,556 at 6%.
Dr. Jenny Q Lu Cash Balance Plan-3$113,773$113,773$37,924iApproximate average salary by contribution assumption: employee only about $948,108 at 4% or $632,072 at 6%; with 50% employer match about $632,072 at 4% or $421,381 at 6%; with 100% employer match about $474,054 at 4% or $316,036 at 6%.
Dr.Jenny Q Lu MD LLC 401(K) Profit Sharing Plan-3$7,747$7,747$2,582iApproximate average salary by contribution assumption: employee only about $64,558 at 4% or $43,039 at 6%; with 50% employer match about $43,039 at 4% or $28,693 at 6%; with 100% employer match about $32,279 at 4% or $21,519 at 6%.