Xiaoyu Lu, D.D.S. Inc.
Plan context: Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan
EIN 27-3403301 • Rosemead, CA • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,020,798
2024 Contributions
$150,000
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 11 | $1,020,798 | $0 | - |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 7 | $946,701 | $0 | - |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 11 | $74,097 | $0 | - |
| 2023 | 2 | 11 | $996,877 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 7 | $925,408 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 11 | $71,469 | $0 | - |
| 2022 | 2 | 11 | $750,371 | $120,000 | $10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 8 | $683,823 | $120,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 11 | $66,548 | $0 | - |
| 2021 | 2 | 12 | $665,896 | $211,060 | $17,588iApproximate average salary by contribution assumption: employee only about $439,708 at 4% or $293,139 at 6%; with 50% employer match about $293,139 at 4% or $195,426 at 6%; with 100% employer match about $219,854 at 4% or $146,569 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 7 | $552,056 | $190,000 | $27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 12 | $113,840 | $21,060 | $1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%. |
| 2020 | 2 | 12 | $658,089 | $112,131 | $9,344iApproximate average salary by contribution assumption: employee only about $233,606 at 4% or $155,738 at 6%; with 50% employer match about $155,738 at 4% or $103,825 at 6%; with 100% employer match about $116,803 at 4% or $77,869 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 8 | $568,851 | $100,952 | $12,619iApproximate average salary by contribution assumption: employee only about $315,475 at 4% or $210,317 at 6%; with 50% employer match about $210,317 at 4% or $140,211 at 6%; with 100% employer match about $157,738 at 4% or $105,158 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 12 | $89,238 | $11,179 | $932iApproximate average salary by contribution assumption: employee only about $23,290 at 4% or $15,526 at 6%; with 50% employer match about $15,526 at 4% or $10,351 at 6%; with 100% employer match about $11,645 at 4% or $7,763 at 6%. |
| 2019 | 2 | 10 | $538,947 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 7 | $462,332 | $83,513 | $11,930iApproximate average salary by contribution assumption: employee only about $298,261 at 4% or $198,840 at 6%; with 50% employer match about $198,840 at 4% or $132,560 at 6%; with 100% employer match about $149,130 at 4% or $99,420 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 10 | $76,615 | $16,487 | $1,649iApproximate average salary by contribution assumption: employee only about $41,218 at 4% or $27,478 at 6%; with 50% employer match about $27,478 at 4% or $18,319 at 6%; with 100% employer match about $20,609 at 4% or $13,739 at 6%. |
| 2018 | 2 | 8 | $454,004 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 8 | $394,326 | $87,315 | $10,914iApproximate average salary by contribution assumption: employee only about $272,859 at 4% or $181,906 at 6%; with 50% employer match about $181,906 at 4% or $121,271 at 6%; with 100% employer match about $136,430 at 4% or $90,953 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 7 | $59,678 | $12,685 | $1,812iApproximate average salary by contribution assumption: employee only about $45,304 at 4% or $30,202 at 6%; with 50% employer match about $30,202 at 4% or $20,135 at 6%; with 100% employer match about $22,652 at 4% or $15,101 at 6%. |
| 2017 | 2 | 9 | $350,087 | $161,335 | $17,926iApproximate average salary by contribution assumption: employee only about $448,153 at 4% or $298,769 at 6%; with 50% employer match about $298,769 at 4% or $199,179 at 6%; with 100% employer match about $224,076 at 4% or $149,384 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 9 | $303,853 | $147,239 | $16,360iApproximate average salary by contribution assumption: employee only about $408,997 at 4% or $272,665 at 6%; with 50% employer match about $272,665 at 4% or $181,777 at 6%; with 100% employer match about $204,499 at 4% or $136,332 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 7 | $46,234 | $14,096 | $2,014iApproximate average salary by contribution assumption: employee only about $50,343 at 4% or $33,562 at 6%; with 50% employer match about $33,562 at 4% or $22,375 at 6%; with 100% employer match about $25,171 at 4% or $16,781 at 6%. |
| 2016 | 2 | 8 | $190,548 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 8 | $158,418 | $37,519 | $4,690iApproximate average salary by contribution assumption: employee only about $117,247 at 4% or $78,165 at 6%; with 50% employer match about $78,165 at 4% or $52,110 at 6%; with 100% employer match about $58,623 at 4% or $39,082 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 6 | $32,130 | $12,481 | $2,080iApproximate average salary by contribution assumption: employee only about $52,004 at 4% or $34,669 at 6%; with 50% employer match about $34,669 at 4% or $23,113 at 6%; with 100% employer match about $26,002 at 4% or $17,335 at 6%. |
| 2015 | 2 | 7 | $144,356 | $96,374 | $13,768iApproximate average salary by contribution assumption: employee only about $344,193 at 4% or $229,462 at 6%; with 50% employer match about $229,462 at 4% or $152,975 at 6%; with 100% employer match about $172,096 at 4% or $114,731 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 7 | $124,709 | $84,175 | $12,025iApproximate average salary by contribution assumption: employee only about $300,625 at 4% or $200,417 at 6%; with 50% employer match about $200,417 at 4% or $133,611 at 6%; with 100% employer match about $150,313 at 4% or $100,208 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 5 | $19,647 | $12,199 | $2,440iApproximate average salary by contribution assumption: employee only about $60,995 at 4% or $40,663 at 6%; with 50% employer match about $40,663 at 4% or $27,109 at 6%; with 100% employer match about $30,498 at 4% or $20,332 at 6%. |
| 2014 | 2 | 6 | $49,999 | $49,999 | $8,333iApproximate average salary by contribution assumption: employee only about $208,329 at 4% or $138,886 at 6%; with 50% employer match about $138,886 at 4% or $92,591 at 6%; with 100% employer match about $104,165 at 4% or $69,443 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Defined Benefit Pension Plan | - | 6 | $42,626 | $42,626 | $7,104iApproximate average salary by contribution assumption: employee only about $177,608 at 4% or $118,406 at 6%; with 50% employer match about $118,406 at 4% or $78,937 at 6%; with 100% employer match about $88,804 at 4% or $59,203 at 6%. |
| Xiaoyu Lu, D.D.S. Inc. Profit Sharing Plan | - | 4 | $7,373 | $7,373 | $1,843iApproximate average salary by contribution assumption: employee only about $46,081 at 4% or $30,721 at 6%; with 50% employer match about $30,721 at 4% or $20,481 at 6%; with 100% employer match about $23,041 at 4% or $15,360 at 6%. |