Civic Intelligence

Ted M. Lum, M.D. Inc.

Plan context: Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust

EIN 31-1664649 • Cincinnati, OH • 22 filings • 2 plans

2825 Burnet AveSte 208Cincinnati, OH 45219-2426
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,831,617

2024 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,927,138$963,569$0199920112020YearValue
$1,831,617Latest year 2020

Participants Over Time

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

630199920102020YearValue
6Latest year 2020

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
202410$0$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-0$0--
202016$1,831,617$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,831,617--
201916$1,927,138$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,927,138$0-
201816$1,608,106$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,608,106$0-
201716$1,749,139$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,749,139--
201616$1,537,724$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,537,724--
201516$1,404,674$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,404,674--
201416$1,484,030$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,484,030--
201316$1,394,830$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,394,830$0-
201216$1,241,375$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,241,375$0-
201116$1,145,829$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-6$1,145,829--
201015$1,158,587$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,158,587$0-
200915$1,040,266$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,040,266--
200714$0$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-4---
200615$1,219,303$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,219,303--
200515$1,125,399$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,125,399$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200415$1,089,530$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,089,530--
200315$1,020,755$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,020,755--
200215$839,965$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$839,965--
200115$0$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5---
200015$1,037,308$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-5$1,037,308--
199914$1,107,569$0-
Ted M. Lum, M.D. Inc. Profit Sharing Plan & Trust-4$1,107,569--