Civic Intelligence

Mount Lucas Management LP

Plan context: Mt. Lucas Management LP 401(K) Profit Sharing Plan

EIN 27-3992694 • Newtown, PA • 15 filings • 1 plans

405 South State StreetNewtown, PA 18940
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$14,296,623

2024 Contributions

$280,825

Historical Graphs

Total Assets Over Time

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

$14,296,623$7,148,312$0201020172024YearValue
$14,296,623Latest year 2024

Participants Over Time

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

26130201020172024YearValue
18Latest 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
2024118$14,296,623$280,825$15,601iApproximate average salary by contribution assumption: employee only about $390,035 at 4% or $260,023 at 6%; with 50% employer match about $260,023 at 4% or $173,349 at 6%; with 100% employer match about $195,017 at 4% or $130,012 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-18$14,296,623$280,825$15,601iApproximate average salary by contribution assumption: employee only about $390,035 at 4% or $260,023 at 6%; with 50% employer match about $260,023 at 4% or $173,349 at 6%; with 100% employer match about $195,017 at 4% or $130,012 at 6%.
2023119$13,719,855$349,665$18,403iApproximate average salary by contribution assumption: employee only about $460,086 at 4% or $306,724 at 6%; with 50% employer match about $306,724 at 4% or $204,482 at 6%; with 100% employer match about $230,043 at 4% or $153,362 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-19$13,719,855$349,665$18,403iApproximate average salary by contribution assumption: employee only about $460,086 at 4% or $306,724 at 6%; with 50% employer match about $306,724 at 4% or $204,482 at 6%; with 100% employer match about $230,043 at 4% or $153,362 at 6%.
2022118$12,442,930$307,691$17,094iApproximate average salary by contribution assumption: employee only about $427,349 at 4% or $284,899 at 6%; with 50% employer match about $284,899 at 4% or $189,933 at 6%; with 100% employer match about $213,674 at 4% or $142,450 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-18$12,442,930$307,691$17,094iApproximate average salary by contribution assumption: employee only about $427,349 at 4% or $284,899 at 6%; with 50% employer match about $284,899 at 4% or $189,933 at 6%; with 100% employer match about $213,674 at 4% or $142,450 at 6%.
2021118$12,669,082$313,670$17,426iApproximate average salary by contribution assumption: employee only about $435,653 at 4% or $290,435 at 6%; with 50% employer match about $290,435 at 4% or $193,623 at 6%; with 100% employer match about $217,826 at 4% or $145,218 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-18$12,669,082$313,670$17,426iApproximate average salary by contribution assumption: employee only about $435,653 at 4% or $290,435 at 6%; with 50% employer match about $290,435 at 4% or $193,623 at 6%; with 100% employer match about $217,826 at 4% or $145,218 at 6%.
2020118$13,698,055$1,227,629$68,202iApproximate average salary by contribution assumption: employee only about $1,705,040 at 4% or $1,136,694 at 6%; with 50% employer match about $1,136,694 at 4% or $757,796 at 6%; with 100% employer match about $852,520 at 4% or $568,347 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-18$13,698,055$1,227,629$68,202iApproximate average salary by contribution assumption: employee only about $1,705,040 at 4% or $1,136,694 at 6%; with 50% employer match about $1,136,694 at 4% or $757,796 at 6%; with 100% employer match about $852,520 at 4% or $568,347 at 6%.
2019121$10,425,827$1,859,146$88,531iApproximate average salary by contribution assumption: employee only about $2,213,269 at 4% or $1,475,513 at 6%; with 50% employer match about $1,475,513 at 4% or $983,675 at 6%; with 100% employer match about $1,106,635 at 4% or $737,756 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-21$10,425,827$1,859,146$88,531iApproximate average salary by contribution assumption: employee only about $2,213,269 at 4% or $1,475,513 at 6%; with 50% employer match about $1,475,513 at 4% or $983,675 at 6%; with 100% employer match about $1,106,635 at 4% or $737,756 at 6%.
2018121$8,302,206$342,227$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,609 at 6%; with 50% employer match about $271,609 at 4% or $181,072 at 6%; with 100% employer match about $203,707 at 4% or $135,804 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-21$8,302,206$342,227$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,609 at 6%; with 50% employer match about $271,609 at 4% or $181,072 at 6%; with 100% employer match about $203,707 at 4% or $135,804 at 6%.
2017121$8,536,709$378,282$18,013iApproximate average salary by contribution assumption: employee only about $450,336 at 4% or $300,224 at 6%; with 50% employer match about $300,224 at 4% or $200,149 at 6%; with 100% employer match about $225,168 at 4% or $150,112 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-21$8,536,709$378,282$18,013iApproximate average salary by contribution assumption: employee only about $450,336 at 4% or $300,224 at 6%; with 50% employer match about $300,224 at 4% or $200,149 at 6%; with 100% employer match about $225,168 at 4% or $150,112 at 6%.
2016125$7,589,896$387,242$15,490iApproximate average salary by contribution assumption: employee only about $387,242 at 4% or $258,161 at 6%; with 50% employer match about $258,161 at 4% or $172,108 at 6%; with 100% employer match about $193,621 at 4% or $129,081 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-25$7,589,896$387,242$15,490iApproximate average salary by contribution assumption: employee only about $387,242 at 4% or $258,161 at 6%; with 50% employer match about $258,161 at 4% or $172,108 at 6%; with 100% employer match about $193,621 at 4% or $129,081 at 6%.
2015126$6,605,075$441,867$16,995iApproximate average salary by contribution assumption: employee only about $424,872 at 4% or $283,248 at 6%; with 50% employer match about $283,248 at 4% or $188,832 at 6%; with 100% employer match about $212,436 at 4% or $141,624 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-26$6,605,075$441,867$16,995iApproximate average salary by contribution assumption: employee only about $424,872 at 4% or $283,248 at 6%; with 50% employer match about $283,248 at 4% or $188,832 at 6%; with 100% employer match about $212,436 at 4% or $141,624 at 6%.
2014119$6,601,162$391,511$20,606iApproximate average salary by contribution assumption: employee only about $515,146 at 4% or $343,431 at 6%; with 50% employer match about $343,431 at 4% or $228,954 at 6%; with 100% employer match about $257,573 at 4% or $171,715 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-19$6,601,162$391,511$20,606iApproximate average salary by contribution assumption: employee only about $515,146 at 4% or $343,431 at 6%; with 50% employer match about $343,431 at 4% or $228,954 at 6%; with 100% employer match about $257,573 at 4% or $171,715 at 6%.
2013118$5,658,214$369,054$20,503iApproximate average salary by contribution assumption: employee only about $512,575 at 4% or $341,717 at 6%; with 50% employer match about $341,717 at 4% or $227,811 at 6%; with 100% employer match about $256,288 at 4% or $170,858 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-18$5,658,214$369,054$20,503iApproximate average salary by contribution assumption: employee only about $512,575 at 4% or $341,717 at 6%; with 50% employer match about $341,717 at 4% or $227,811 at 6%; with 100% employer match about $256,288 at 4% or $170,858 at 6%.
2012122$4,026,896$448,605$20,391iApproximate average salary by contribution assumption: employee only about $509,778 at 4% or $339,852 at 6%; with 50% employer match about $339,852 at 4% or $226,568 at 6%; with 100% employer match about $254,889 at 4% or $169,926 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-22$4,026,896$448,605$20,391iApproximate average salary by contribution assumption: employee only about $509,778 at 4% or $339,852 at 6%; with 50% employer match about $339,852 at 4% or $226,568 at 6%; with 100% employer match about $254,889 at 4% or $169,926 at 6%.
2011123$3,334,688$448,115$19,483iApproximate average salary by contribution assumption: employee only about $487,082 at 4% or $324,721 at 6%; with 50% employer match about $324,721 at 4% or $216,481 at 6%; with 100% employer match about $243,541 at 4% or $162,361 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-23$3,334,688$448,115$19,483iApproximate average salary by contribution assumption: employee only about $487,082 at 4% or $324,721 at 6%; with 50% employer match about $324,721 at 4% or $216,481 at 6%; with 100% employer match about $243,541 at 4% or $162,361 at 6%.
2010121$3,525,257$561,238$26,726iApproximate average salary by contribution assumption: employee only about $668,140 at 4% or $445,427 at 6%; with 50% employer match about $445,427 at 4% or $296,951 at 6%; with 100% employer match about $334,070 at 4% or $222,713 at 6%.
Mt. Lucas Management LP 401(K) Profit Sharing Plan-21$3,525,257$561,238$26,726iApproximate average salary by contribution assumption: employee only about $668,140 at 4% or $445,427 at 6%; with 50% employer match about $445,427 at 4% or $296,951 at 6%; with 100% employer match about $334,070 at 4% or $222,713 at 6%.