Civic Intelligence

Lucas & Dietz PLLC

Plan context: Lucas & Dietz PLLC 401(K) Plan

EIN 27-4292384 • Florence, KY • 14 filings • 1 plans

1521 Cavalry Lane, Suite 103Florence, KY 41042
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,433,441

2024 Contributions

$88,581

Historical Graphs

Total Assets Over Time

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

$3,433,441$1,716,721$0201120182024YearValue
$3,433,441Latest year 2024

Participants Over Time

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

1160201120182024YearValue
7Latest 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
202417$3,433,441$88,581$12,654iApproximate average salary by contribution assumption: employee only about $316,361 at 4% or $210,907 at 6%; with 50% employer match about $210,907 at 4% or $140,605 at 6%; with 100% employer match about $158,180 at 4% or $105,454 at 6%.
Lucas & Dietz PLLC 401(K) Plan-7$3,433,441$88,581$12,654iApproximate average salary by contribution assumption: employee only about $316,361 at 4% or $210,907 at 6%; with 50% employer match about $210,907 at 4% or $140,605 at 6%; with 100% employer match about $158,180 at 4% or $105,454 at 6%.
202318$3,123,216$207,156$25,895iApproximate average salary by contribution assumption: employee only about $647,363 at 4% or $431,575 at 6%; with 50% employer match about $431,575 at 4% or $287,717 at 6%; with 100% employer match about $323,681 at 4% or $215,788 at 6%.
Lucas & Dietz PLLC 401(K) Plan-8$3,123,216$207,156$25,895iApproximate average salary by contribution assumption: employee only about $647,363 at 4% or $431,575 at 6%; with 50% employer match about $431,575 at 4% or $287,717 at 6%; with 100% employer match about $323,681 at 4% or $215,788 at 6%.
2022110$2,625,705$180,477$18,048iApproximate average salary by contribution assumption: employee only about $451,193 at 4% or $300,795 at 6%; with 50% employer match about $300,795 at 4% or $200,530 at 6%; with 100% employer match about $225,596 at 4% or $150,398 at 6%.
Lucas & Dietz PLLC 401(K) Plan-10$2,625,705$180,477$18,048iApproximate average salary by contribution assumption: employee only about $451,193 at 4% or $300,795 at 6%; with 50% employer match about $300,795 at 4% or $200,530 at 6%; with 100% employer match about $225,596 at 4% or $150,398 at 6%.
2021110$3,116,924$171,709$17,171iApproximate average salary by contribution assumption: employee only about $429,273 at 4% or $286,182 at 6%; with 50% employer match about $286,182 at 4% or $190,788 at 6%; with 100% employer match about $214,636 at 4% or $143,091 at 6%.
Lucas & Dietz PLLC 401(K) Plan-10$3,116,924$171,709$17,171iApproximate average salary by contribution assumption: employee only about $429,273 at 4% or $286,182 at 6%; with 50% employer match about $286,182 at 4% or $190,788 at 6%; with 100% employer match about $214,636 at 4% or $143,091 at 6%.
2020110$2,565,522$161,571$16,157iApproximate average salary by contribution assumption: employee only about $403,928 at 4% or $269,285 at 6%; with 50% employer match about $269,285 at 4% or $179,523 at 6%; with 100% employer match about $201,964 at 4% or $134,643 at 6%.
Lucas & Dietz PLLC 401(K) Plan-10$2,565,522$161,571$16,157iApproximate average salary by contribution assumption: employee only about $403,928 at 4% or $269,285 at 6%; with 50% employer match about $269,285 at 4% or $179,523 at 6%; with 100% employer match about $201,964 at 4% or $134,643 at 6%.
201919$2,384,150$172,965$19,218iApproximate average salary by contribution assumption: employee only about $480,458 at 4% or $320,306 at 6%; with 50% employer match about $320,306 at 4% or $213,537 at 6%; with 100% employer match about $240,229 at 4% or $160,153 at 6%.
Lucas & Dietz PLLC 401(K) Plan-9$2,384,150$172,965$19,218iApproximate average salary by contribution assumption: employee only about $480,458 at 4% or $320,306 at 6%; with 50% employer match about $320,306 at 4% or $213,537 at 6%; with 100% employer match about $240,229 at 4% or $160,153 at 6%.
201819$1,853,662$173,275$19,253iApproximate average salary by contribution assumption: employee only about $481,319 at 4% or $320,880 at 6%; with 50% employer match about $320,880 at 4% or $213,920 at 6%; with 100% employer match about $240,660 at 4% or $160,440 at 6%.
Lucas & Dietz PLLC 401(K) Plan-9$1,853,662$173,275$19,253iApproximate average salary by contribution assumption: employee only about $481,319 at 4% or $320,880 at 6%; with 50% employer match about $320,880 at 4% or $213,920 at 6%; with 100% employer match about $240,660 at 4% or $160,440 at 6%.
201719$1,790,089$168,348$18,705iApproximate average salary by contribution assumption: employee only about $467,633 at 4% or $311,756 at 6%; with 50% employer match about $311,756 at 4% or $207,837 at 6%; with 100% employer match about $233,817 at 4% or $155,878 at 6%.
Lucas & Dietz PLLC 401(K) Plan-9$1,790,089$168,348$18,705iApproximate average salary by contribution assumption: employee only about $467,633 at 4% or $311,756 at 6%; with 50% employer match about $311,756 at 4% or $207,837 at 6%; with 100% employer match about $233,817 at 4% or $155,878 at 6%.
201619$1,415,286$178,410$19,823iApproximate average salary by contribution assumption: employee only about $495,583 at 4% or $330,389 at 6%; with 50% employer match about $330,389 at 4% or $220,259 at 6%; with 100% employer match about $247,792 at 4% or $165,194 at 6%.
Lucas & Dietz PLLC 401(K) Plan-9$1,415,286$178,410$19,823iApproximate average salary by contribution assumption: employee only about $495,583 at 4% or $330,389 at 6%; with 50% employer match about $330,389 at 4% or $220,259 at 6%; with 100% employer match about $247,792 at 4% or $165,194 at 6%.
2015111$1,170,088$161,998$14,727iApproximate average salary by contribution assumption: employee only about $368,177 at 4% or $245,452 at 6%; with 50% employer match about $245,452 at 4% or $163,634 at 6%; with 100% employer match about $184,089 at 4% or $122,726 at 6%.
Lucas & Dietz PLLC 401(K) Plan-11$1,170,088$161,998$14,727iApproximate average salary by contribution assumption: employee only about $368,177 at 4% or $245,452 at 6%; with 50% employer match about $245,452 at 4% or $163,634 at 6%; with 100% employer match about $184,089 at 4% or $122,726 at 6%.
201419$1,078,853$134,837$14,982iApproximate average salary by contribution assumption: employee only about $374,547 at 4% or $249,698 at 6%; with 50% employer match about $249,698 at 4% or $166,465 at 6%; with 100% employer match about $187,274 at 4% or $124,849 at 6%.
Lucas & Dietz PLLC 401(K) Plan-9$1,078,853$134,837$14,982iApproximate average salary by contribution assumption: employee only about $374,547 at 4% or $249,698 at 6%; with 50% employer match about $249,698 at 4% or $166,465 at 6%; with 100% employer match about $187,274 at 4% or $124,849 at 6%.
201318$912,916$128,512$16,064iApproximate average salary by contribution assumption: employee only about $401,600 at 4% or $267,733 at 6%; with 50% employer match about $267,733 at 4% or $178,489 at 6%; with 100% employer match about $200,800 at 4% or $133,867 at 6%.
Lucas & Dietz PLLC 401(K) Plan-8$912,916$128,512$16,064iApproximate average salary by contribution assumption: employee only about $401,600 at 4% or $267,733 at 6%; with 50% employer match about $267,733 at 4% or $178,489 at 6%; with 100% employer match about $200,800 at 4% or $133,867 at 6%.
201217$693,588$177,162$25,309iApproximate average salary by contribution assumption: employee only about $632,721 at 4% or $421,814 at 6%; with 50% employer match about $421,814 at 4% or $281,210 at 6%; with 100% employer match about $316,361 at 4% or $210,907 at 6%.
Lucas & Dietz PLLC 401(K) Plan-7$693,588$177,162$25,309iApproximate average salary by contribution assumption: employee only about $632,721 at 4% or $421,814 at 6%; with 50% employer match about $421,814 at 4% or $281,210 at 6%; with 100% employer match about $316,361 at 4% or $210,907 at 6%.
201113$464,100$489,955$163,318iApproximate average salary by contribution assumption: employee only about $4,082,958 at 4% or $2,721,972 at 6%; with 50% employer match about $2,721,972 at 4% or $1,814,648 at 6%; with 100% employer match about $2,041,479 at 4% or $1,360,986 at 6%.
Lucas & Dietz PLLC 401(K) Plan-3$464,100$489,955$163,318iApproximate average salary by contribution assumption: employee only about $4,082,958 at 4% or $2,721,972 at 6%; with 50% employer match about $2,721,972 at 4% or $1,814,648 at 6%; with 100% employer match about $2,041,479 at 4% or $1,360,986 at 6%.