Civic Intelligence

Steven R. Lunz, M.D. Inc.

Plan context: Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan

EIN 31-1667032 • Fairfield, OH • 22 filings • 6 plans

2960 Mack Road, Suite 204Fairfield, OH 45014
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$838,636

2018 Contributions

$12,227

Historical Graphs

Total Assets Over Time

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

$838,636$419,318$0200020102017YearValue
$838,636Latest year 2017

Participants Over Time

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

740200120092017YearValue
4Latest year 2017

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
201810$0$12,227-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-0$0$12,227-
201714$838,636$18,997$4,749iApproximate average salary by contribution assumption: employee only about $118,731 at 4% or $79,154 at 6%; with 50% employer match about $79,154 at 4% or $52,769 at 6%; with 100% employer match about $59,366 at 4% or $39,577 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$838,636$18,997$4,749iApproximate average salary by contribution assumption: employee only about $118,731 at 4% or $79,154 at 6%; with 50% employer match about $79,154 at 4% or $52,769 at 6%; with 100% employer match about $59,366 at 4% or $39,577 at 6%.
201614$687,475$26,720$6,680iApproximate average salary by contribution assumption: employee only about $167,000 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,667 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$687,475$26,720$6,680iApproximate average salary by contribution assumption: employee only about $167,000 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,667 at 6%.
201514$594,471$25,827$6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,613 at 6%; with 50% employer match about $107,613 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$594,471$25,827$6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,613 at 6%; with 50% employer match about $107,613 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%.
201414$574,640$18,199$4,550iApproximate average salary by contribution assumption: employee only about $113,744 at 4% or $75,829 at 6%; with 50% employer match about $75,829 at 4% or $50,553 at 6%; with 100% employer match about $56,872 at 4% or $37,915 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$574,640$18,199$4,550iApproximate average salary by contribution assumption: employee only about $113,744 at 4% or $75,829 at 6%; with 50% employer match about $75,829 at 4% or $50,553 at 6%; with 100% employer match about $56,872 at 4% or $37,915 at 6%.
201314$529,884$15,432$3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$529,884$15,432$3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%.
201214$425,881$17,848$4,462iApproximate average salary by contribution assumption: employee only about $111,550 at 4% or $74,367 at 6%; with 50% employer match about $74,367 at 4% or $49,578 at 6%; with 100% employer match about $55,775 at 4% or $37,183 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$425,881$17,848$4,462iApproximate average salary by contribution assumption: employee only about $111,550 at 4% or $74,367 at 6%; with 50% employer match about $74,367 at 4% or $49,578 at 6%; with 100% employer match about $55,775 at 4% or $37,183 at 6%.
201114$358,376$13,459$3,365iApproximate average salary by contribution assumption: employee only about $84,119 at 4% or $56,079 at 6%; with 50% employer match about $56,079 at 4% or $37,386 at 6%; with 100% employer match about $42,059 at 4% or $28,040 at 6%.
Steven R. Lunz, M.D. Inc. Money Purchase Pension Plan-4$358,376$13,459$3,365iApproximate average salary by contribution assumption: employee only about $84,119 at 4% or $56,079 at 6%; with 50% employer match about $56,079 at 4% or $37,386 at 6%; with 100% employer match about $42,059 at 4% or $28,040 at 6%.
201014$357,824$15,535$3,884iApproximate average salary by contribution assumption: employee only about $97,094 at 4% or $64,729 at 6%; with 50% employer match about $64,729 at 4% or $43,153 at 6%; with 100% employer match about $48,547 at 4% or $32,365 at 6%.
Steven R. Lunz, M.D. Inc. Money Purchase Pension Plan-4$357,824$15,535$3,884iApproximate average salary by contribution assumption: employee only about $97,094 at 4% or $64,729 at 6%; with 50% employer match about $64,729 at 4% or $43,153 at 6%; with 100% employer match about $48,547 at 4% or $32,365 at 6%.
200914$303,463$20,732$5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,788 at 4% or $43,192 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$303,463$20,732$5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,788 at 4% or $43,192 at 6%.
200814$0$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4---
200714$0$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4---
200614$298,538$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$298,538--
200514$266,616$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$266,616--
200414$262,643$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-4$262,643--
200322$243,841$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-2$243,841--
Steven R. Lunz, M.D. Inc. Money Purchase Pension Plan-0---
200223$202,510$2,718$906iApproximate average salary by contribution assumption: employee only about $22,650 at 4% or $15,100 at 6%; with 50% employer match about $15,100 at 4% or $10,067 at 6%; with 100% employer match about $11,325 at 4% or $7,550 at 6%.
Steven R. Lunz, M.D. Inc. Money Purchase Pension Plan-3$119,843$2,718$906iApproximate average salary by contribution assumption: employee only about $22,650 at 4% or $15,100 at 6%; with 50% employer match about $15,100 at 4% or $10,067 at 6%; with 100% employer match about $11,325 at 4% or $7,550 at 6%.
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-3$82,667--
200127$0$0-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-7---
Steven R. Lunz, M.D. Inc. Money Purchase Pension Plan-7---
200010$125,419$125,419-
Steven R. Lunz, M.D. Inc. Profit Sharing Retirement Plan-0$125,419$125,419-