Civic Intelligence

Luke J.H. Sheu, M.D.

Plan context: Luke J.H. Sheu, M.D. Target Benefit Plan

EIN 33-0278299 • Hemet, CA • 26 filings • 3 plans

28235 Rawlings RoadHemet, CA 92544
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$1,151,435

2015 Contributions

$160,000

Historical Graphs

Total Assets Over Time

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

$6,078,764$3,039,382$0199920082014YearValue
$1,151,435Latest year 2014

Participants Over Time

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

530199920072014YearValue
4Latest year 2014

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
201510$0$0-
Luke J.H. Sheu, M.D. Target Benefit Plan-0$0$0-
201414$1,151,435$0-
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,151,435$0-
201324$6,078,764$0-
LUKE J.H. SHEU, M.D. PENSION PLAN-2$4,935,508$0-
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,143,256$0-
201224$5,927,832$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$4,860,083$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,067,749$0-
201124$5,649,755$372,000$93,000iApproximate average salary by contribution assumption: employee only about $2,325,000 at 4% or $1,550,000 at 6%; with 50% employer match about $1,550,000 at 4% or $1,033,333 at 6%; with 100% employer match about $1,162,500 at 4% or $775,000 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$4,560,136$372,000$186,000iApproximate average salary by contribution assumption: employee only about $4,650,000 at 4% or $3,100,000 at 6%; with 50% employer match about $3,100,000 at 4% or $2,066,667 at 6%; with 100% employer match about $2,325,000 at 4% or $1,550,000 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,089,619$0-
201024$5,166,718$426,998$106,750iApproximate average salary by contribution assumption: employee only about $2,668,738 at 4% or $1,779,158 at 6%; with 50% employer match about $1,779,158 at 4% or $1,186,106 at 6%; with 100% employer match about $1,334,369 at 4% or $889,579 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$4,046,660$426,998$213,499iApproximate average salary by contribution assumption: employee only about $5,337,475 at 4% or $3,558,317 at 6%; with 50% employer match about $3,558,317 at 4% or $2,372,211 at 6%; with 100% employer match about $2,668,738 at 4% or $1,779,158 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,120,058$0-
200924$4,779,792$648,651$162,163iApproximate average salary by contribution assumption: employee only about $4,054,069 at 4% or $2,702,713 at 6%; with 50% employer match about $2,702,713 at 4% or $1,801,808 at 6%; with 100% employer match about $2,027,034 at 4% or $1,351,356 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$3,658,680$648,651$324,326iApproximate average salary by contribution assumption: employee only about $8,108,138 at 4% or $5,405,425 at 6%; with 50% employer match about $5,405,425 at 4% or $3,603,617 at 6%; with 100% employer match about $4,054,069 at 4% or $2,702,713 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-4$1,121,112$0-
200822$3,890,856$677,602$338,801iApproximate average salary by contribution assumption: employee only about $8,470,025 at 4% or $5,646,683 at 6%; with 50% employer match about $5,646,683 at 4% or $3,764,456 at 6%; with 100% employer match about $4,235,013 at 4% or $2,823,342 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$2,796,587$677,602$338,801iApproximate average salary by contribution assumption: employee only about $8,470,025 at 4% or $5,646,683 at 6%; with 50% employer match about $5,646,683 at 4% or $3,764,456 at 6%; with 100% employer match about $4,235,013 at 4% or $2,823,342 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$1,094,269--
200722$0$0-
Luke J.H. Sheu, M.D. Target Benefit Plan-2---
LUKE J.H. SHEU, M.D. PENSION PLAN-2---
200622$2,310,991$778,668$389,334iApproximate average salary by contribution assumption: employee only about $9,733,350 at 4% or $6,488,900 at 6%; with 50% employer match about $6,488,900 at 4% or $4,325,933 at 6%; with 100% employer match about $4,866,675 at 4% or $3,244,450 at 6%.
LUKE J.H. SHEU, M.D. PENSION PLAN-2$1,181,818$778,668$389,334iApproximate average salary by contribution assumption: employee only about $9,733,350 at 4% or $6,488,900 at 6%; with 50% employer match about $6,488,900 at 4% or $4,325,933 at 6%; with 100% employer match about $4,866,675 at 4% or $3,244,450 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$1,129,173--
200522$1,513,234$429,922$214,961iApproximate average salary by contribution assumption: employee only about $5,374,025 at 4% or $3,582,683 at 6%; with 50% employer match about $3,582,683 at 4% or $2,388,456 at 6%; with 100% employer match about $2,687,013 at 4% or $1,791,342 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$1,083,312--
LUKE J.H. SHEU, M.D. PENSION PLAN-2$429,922$429,922$214,961iApproximate average salary by contribution assumption: employee only about $5,374,025 at 4% or $3,582,683 at 6%; with 50% employer match about $3,582,683 at 4% or $2,388,456 at 6%; with 100% employer match about $2,687,013 at 4% or $1,791,342 at 6%.
200412$1,045,660$17,469$8,735iApproximate average salary by contribution assumption: employee only about $218,363 at 4% or $145,575 at 6%; with 50% employer match about $145,575 at 4% or $97,050 at 6%; with 100% employer match about $109,181 at 4% or $72,788 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$1,045,660$17,469$8,735iApproximate average salary by contribution assumption: employee only about $218,363 at 4% or $145,575 at 6%; with 50% employer match about $145,575 at 4% or $97,050 at 6%; with 100% employer match about $109,181 at 4% or $72,788 at 6%.
200312$879,983$21,474$10,737iApproximate average salary by contribution assumption: employee only about $268,425 at 4% or $178,950 at 6%; with 50% employer match about $178,950 at 4% or $119,300 at 6%; with 100% employer match about $134,213 at 4% or $89,475 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$879,983$21,474$10,737iApproximate average salary by contribution assumption: employee only about $268,425 at 4% or $178,950 at 6%; with 50% employer match about $178,950 at 4% or $119,300 at 6%; with 100% employer match about $134,213 at 4% or $89,475 at 6%.
200212$765,547$17,540$8,770iApproximate average salary by contribution assumption: employee only about $219,250 at 4% or $146,167 at 6%; with 50% employer match about $146,167 at 4% or $97,444 at 6%; with 100% employer match about $109,625 at 4% or $73,083 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-2$765,547$17,540$8,770iApproximate average salary by contribution assumption: employee only about $219,250 at 4% or $146,167 at 6%; with 50% employer match about $146,167 at 4% or $97,444 at 6%; with 100% employer match about $109,625 at 4% or $73,083 at 6%.
200115$0$0-
Luke J.H. Sheu, M.D. Target Benefit Plan-5---
200015$876,856$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-5$876,856$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
199913$1,445,645$19,547$6,516iApproximate average salary by contribution assumption: employee only about $162,892 at 4% or $108,594 at 6%; with 50% employer match about $108,594 at 4% or $72,396 at 6%; with 100% employer match about $81,446 at 4% or $54,297 at 6%.
Luke J.H. Sheu, M.D. Target Benefit Plan-3$1,445,645$19,547$6,516iApproximate average salary by contribution assumption: employee only about $162,892 at 4% or $108,594 at 6%; with 50% employer match about $108,594 at 4% or $72,396 at 6%; with 100% employer match about $81,446 at 4% or $54,297 at 6%.