Civic Intelligence

Stephen David Lugo, M.D.

Plan context: Stephen David Lugo, M.D. Profit-Sharing Plan

EIN 35-1958197 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

6

2007 Assets

$408,129

2007 Contributions

$48,000

Historical Graphs

Total Assets Over Time

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

$408,129$204,065$0199920032006YearValue
$408,129Latest year 2006

Participants Over Time

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

630199920022004YearValue
6Latest year 2004

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
200710$0$0-
Stephen David Lugo, M.D. Profit-Sharing Plan-0---
200610$408,129$0-
Stephen David Lugo, M.D. Profit-Sharing Plan-0$408,129--
200510$354,902$48,000-
Stephen David Lugo, M.D. Profit-Sharing Plan-0$354,902$48,000-
200416$282,486$50,757$8,460iApproximate average salary by contribution assumption: employee only about $211,488 at 4% or $140,992 at 6%; with 50% employer match about $140,992 at 4% or $93,994 at 6%; with 100% employer match about $105,744 at 4% or $70,496 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-6$282,486$50,757$8,460iApproximate average salary by contribution assumption: employee only about $211,488 at 4% or $140,992 at 6%; with 50% employer match about $140,992 at 4% or $93,994 at 6%; with 100% employer match about $105,744 at 4% or $70,496 at 6%.
200316$203,125$49,056$8,176iApproximate average salary by contribution assumption: employee only about $204,400 at 4% or $136,267 at 6%; with 50% employer match about $136,267 at 4% or $90,844 at 6%; with 100% employer match about $102,200 at 4% or $68,133 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-6$203,125$49,056$8,176iApproximate average salary by contribution assumption: employee only about $204,400 at 4% or $136,267 at 6%; with 50% employer match about $136,267 at 4% or $90,844 at 6%; with 100% employer match about $102,200 at 4% or $68,133 at 6%.
200216$112,117$47,564$7,927iApproximate average salary by contribution assumption: employee only about $198,183 at 4% or $132,122 at 6%; with 50% employer match about $132,122 at 4% or $88,081 at 6%; with 100% employer match about $99,092 at 4% or $66,061 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-6$112,117$47,564$7,927iApproximate average salary by contribution assumption: employee only about $198,183 at 4% or $132,122 at 6%; with 50% employer match about $132,122 at 4% or $88,081 at 6%; with 100% employer match about $99,092 at 4% or $66,061 at 6%.
200114$92,024$34,353$8,588iApproximate average salary by contribution assumption: employee only about $214,706 at 4% or $143,138 at 6%; with 50% employer match about $143,138 at 4% or $95,425 at 6%; with 100% employer match about $107,353 at 4% or $71,569 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-4$92,024$34,353$8,588iApproximate average salary by contribution assumption: employee only about $214,706 at 4% or $143,138 at 6%; with 50% employer match about $143,138 at 4% or $95,425 at 6%; with 100% employer match about $107,353 at 4% or $71,569 at 6%.
200015$71,631$38,881$7,776iApproximate average salary by contribution assumption: employee only about $194,405 at 4% or $129,603 at 6%; with 50% employer match about $129,603 at 4% or $86,402 at 6%; with 100% employer match about $97,203 at 4% or $64,802 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-5$71,631$38,881$7,776iApproximate average salary by contribution assumption: employee only about $194,405 at 4% or $129,603 at 6%; with 50% employer match about $129,603 at 4% or $86,402 at 6%; with 100% employer match about $97,203 at 4% or $64,802 at 6%.
199915$45,765$38,775$7,755iApproximate average salary by contribution assumption: employee only about $193,875 at 4% or $129,250 at 6%; with 50% employer match about $129,250 at 4% or $86,167 at 6%; with 100% employer match about $96,938 at 4% or $64,625 at 6%.
Stephen David Lugo, M.D. Profit-Sharing Plan-5$45,765$38,775$7,755iApproximate average salary by contribution assumption: employee only about $193,875 at 4% or $129,250 at 6%; with 50% employer match about $129,250 at 4% or $86,167 at 6%; with 100% employer match about $96,938 at 4% or $64,625 at 6%.