Civic Intelligence

Kathleen M. Luciano Dds

Plan context: KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN

EIN 33-0102139 • Chino, CA • 23 filings • 5 plans

12626 Central Ave.Chino, CA 91710
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$193,664

2021 Contributions

$30,592

Historical Graphs

Total Assets Over Time

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

$1,379,608$689,804$0200220122020YearValue
$193,664Latest year 2020

Participants Over Time

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

420200020112020YearValue
4Latest 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
202110$0$0-
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-0$0$0-
202014$193,664$0-
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$193,664$0-
201914$178,918$30,592$7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%.
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$178,918$30,592$7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%.
201814$135,589$26,537$6,634iApproximate average salary by contribution assumption: employee only about $165,856 at 4% or $110,571 at 6%; with 50% employer match about $110,571 at 4% or $73,714 at 6%; with 100% employer match about $82,928 at 4% or $55,285 at 6%.
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$135,589$26,537$6,634iApproximate average salary by contribution assumption: employee only about $165,856 at 4% or $110,571 at 6%; with 50% employer match about $110,571 at 4% or $73,714 at 6%; with 100% employer match about $82,928 at 4% or $55,285 at 6%.
201714$121,178$28,003$7,001iApproximate average salary by contribution assumption: employee only about $175,019 at 4% or $116,679 at 6%; with 50% employer match about $116,679 at 4% or $77,786 at 6%; with 100% employer match about $87,509 at 4% or $58,340 at 6%.
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$121,178$28,003$7,001iApproximate average salary by contribution assumption: employee only about $175,019 at 4% or $116,679 at 6%; with 50% employer match about $116,679 at 4% or $77,786 at 6%; with 100% employer match about $87,509 at 4% or $58,340 at 6%.
201614$83,578$34,385$8,596iApproximate average salary by contribution assumption: employee only about $214,906 at 4% or $143,271 at 6%; with 50% employer match about $143,271 at 4% or $95,514 at 6%; with 100% employer match about $107,453 at 4% or $71,635 at 6%.
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$83,578$34,385$8,596iApproximate average salary by contribution assumption: employee only about $214,906 at 4% or $143,271 at 6%; with 50% employer match about $143,271 at 4% or $95,514 at 6%; with 100% employer match about $107,453 at 4% or $71,635 at 6%.
201524$49,289$49,289$12,322iApproximate average salary by contribution assumption: employee only about $308,056 at 4% or $205,371 at 6%; with 50% employer match about $205,371 at 4% or $136,914 at 6%; with 100% employer match about $154,028 at 4% or $102,685 at 6%.
KATHLEEN M. LUCIANO, D.D.S. RETIREMENT PLAN-4$49,289$49,289$12,322iApproximate average salary by contribution assumption: employee only about $308,056 at 4% or $205,371 at 6%; with 50% employer match about $205,371 at 4% or $136,914 at 6%; with 100% employer match about $154,028 at 4% or $102,685 at 6%.
Keogh Plus Plan-0$0$0-
201411$1,379,608$0-
Keogh Plus Plan-1$1,379,608--
201311$1,317,664$0-
Keogh Plus Plan-1$1,317,664--
201211$1,047,101$0-
Keogh Plus Plan-1$1,047,101--
201111$974,536$0-
Keogh Plus Plan-1$974,536--
201011$893,111$0-
Keogh Plus Plan-1$893,111--
200912$852,550$3,707$1,854iApproximate average salary by contribution assumption: employee only about $46,338 at 4% or $30,892 at 6%; with 50% employer match about $30,892 at 4% or $20,594 at 6%; with 100% employer match about $23,169 at 4% or $15,446 at 6%.
Keogh Plus Plan-2$852,550$3,707$1,854iApproximate average salary by contribution assumption: employee only about $46,338 at 4% or $30,892 at 6%; with 50% employer match about $30,892 at 4% or $20,594 at 6%; with 100% employer match about $23,169 at 4% or $15,446 at 6%.
200812$819,775$3,873$1,937iApproximate average salary by contribution assumption: employee only about $48,413 at 4% or $32,275 at 6%; with 50% employer match about $32,275 at 4% or $21,517 at 6%; with 100% employer match about $24,206 at 4% or $16,138 at 6%.
Keogh Plus Plan-2$819,775$3,873$1,937iApproximate average salary by contribution assumption: employee only about $48,413 at 4% or $32,275 at 6%; with 50% employer match about $32,275 at 4% or $21,517 at 6%; with 100% employer match about $24,206 at 4% or $16,138 at 6%.
200712$0$0-
Keogh Plus Plan-2---
200613$980,636$0-
Keogh Plus Plan-3$980,636--
200513$912,129$32,169$10,723iApproximate average salary by contribution assumption: employee only about $268,075 at 4% or $178,717 at 6%; with 50% employer match about $178,717 at 4% or $119,144 at 6%; with 100% employer match about $134,038 at 4% or $89,358 at 6%.
Keogh Plus Plan-3$912,129$32,169$10,723iApproximate average salary by contribution assumption: employee only about $268,075 at 4% or $178,717 at 6%; with 50% employer match about $178,717 at 4% or $119,144 at 6%; with 100% employer match about $134,038 at 4% or $89,358 at 6%.
200413$873,949$34,164$11,388iApproximate average salary by contribution assumption: employee only about $284,700 at 4% or $189,800 at 6%; with 50% employer match about $189,800 at 4% or $126,533 at 6%; with 100% employer match about $142,350 at 4% or $94,900 at 6%.
Keogh Plus Plan-3$873,949$34,164$11,388iApproximate average salary by contribution assumption: employee only about $284,700 at 4% or $189,800 at 6%; with 50% employer match about $189,800 at 4% or $126,533 at 6%; with 100% employer match about $142,350 at 4% or $94,900 at 6%.
200314$646,376$25,563$6,391iApproximate average salary by contribution assumption: employee only about $159,769 at 4% or $106,513 at 6%; with 50% employer match about $106,513 at 4% or $71,008 at 6%; with 100% employer match about $79,884 at 4% or $53,256 at 6%.
Keogh Plus Plan-4$646,376$25,563$6,391iApproximate average salary by contribution assumption: employee only about $159,769 at 4% or $106,513 at 6%; with 50% employer match about $106,513 at 4% or $71,008 at 6%; with 100% employer match about $79,884 at 4% or $53,256 at 6%.
200213$619,199$21,424$7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%.
Keogh Plus Plan-3$619,199$21,424$7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%.
200110$0$0-
Keogh Plus Plan-0---
200013$0$0-
Keogh Plus Plan-3---