Civic Intelligence

Kevin P. Lucas, D.D.S. Ltd.

Plan context: Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan

EIN 36-4108214 • North Barrington, IL • 41 filings • 3 plans

476 E. Oxford RoadNorth Barrington, IL 60010
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,790,525

2024 Contributions

$134,286

Historical Graphs

Total Assets Over Time

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

$5,790,525$2,895,263$0200420142024YearValue
$5,790,525Latest year 2024

Participants Over Time

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

1580200420142024YearValue
14Latest year 2024

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
2024214$5,790,525$134,286$9,592iApproximate average salary by contribution assumption: employee only about $239,796 at 4% or $159,864 at 6%; with 50% employer match about $159,864 at 4% or $106,576 at 6%; with 100% employer match about $119,898 at 4% or $79,932 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-14$3,734,936$103,189$7,371iApproximate average salary by contribution assumption: employee only about $184,266 at 4% or $122,844 at 6%; with 50% employer match about $122,844 at 4% or $81,896 at 6%; with 100% employer match about $92,133 at 4% or $61,422 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-13$2,055,589$31,097$2,392iApproximate average salary by contribution assumption: employee only about $59,802 at 4% or $39,868 at 6%; with 50% employer match about $39,868 at 4% or $26,579 at 6%; with 100% employer match about $29,901 at 4% or $19,934 at 6%.
2023214$5,170,262$173,756$12,411iApproximate average salary by contribution assumption: employee only about $310,279 at 4% or $206,852 at 6%; with 50% employer match about $206,852 at 4% or $137,902 at 6%; with 100% employer match about $155,139 at 4% or $103,426 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-14$3,252,416$114,903$8,207iApproximate average salary by contribution assumption: employee only about $205,184 at 4% or $136,789 at 6%; with 50% employer match about $136,789 at 4% or $91,193 at 6%; with 100% employer match about $102,592 at 4% or $68,395 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-11$1,917,846$58,853$5,350iApproximate average salary by contribution assumption: employee only about $133,757 at 4% or $89,171 at 6%; with 50% employer match about $89,171 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,586 at 6%.
2022214$4,416,468$338,554$24,182iApproximate average salary by contribution assumption: employee only about $604,561 at 4% or $403,040 at 6%; with 50% employer match about $403,040 at 4% or $268,694 at 6%; with 100% employer match about $302,280 at 4% or $201,520 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-14$2,695,462$107,096$7,650iApproximate average salary by contribution assumption: employee only about $191,243 at 4% or $127,495 at 6%; with 50% employer match about $127,495 at 4% or $84,997 at 6%; with 100% employer match about $95,621 at 4% or $63,748 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-12$1,721,006$231,458$19,288iApproximate average salary by contribution assumption: employee only about $482,204 at 4% or $321,469 at 6%; with 50% employer match about $321,469 at 4% or $214,313 at 6%; with 100% employer match about $241,102 at 4% or $160,735 at 6%.
2021210$4,714,033$293,612$29,361iApproximate average salary by contribution assumption: employee only about $734,030 at 4% or $489,353 at 6%; with 50% employer match about $489,353 at 4% or $326,236 at 6%; with 100% employer match about $367,015 at 4% or $244,677 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$3,073,450$93,612$9,361iApproximate average salary by contribution assumption: employee only about $234,030 at 4% or $156,020 at 6%; with 50% employer match about $156,020 at 4% or $104,013 at 6%; with 100% employer match about $117,015 at 4% or $78,010 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-9$1,640,583$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
2020211$3,961,676$121,741$11,067iApproximate average salary by contribution assumption: employee only about $276,684 at 4% or $184,456 at 6%; with 50% employer match about $184,456 at 4% or $122,971 at 6%; with 100% employer match about $138,342 at 4% or $92,228 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-11$2,601,520$121,741$11,067iApproximate average salary by contribution assumption: employee only about $276,684 at 4% or $184,456 at 6%; with 50% employer match about $184,456 at 4% or $122,971 at 6%; with 100% employer match about $138,342 at 4% or $92,228 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-9$1,360,156--
2019210$3,416,004$115,759$11,576iApproximate average salary by contribution assumption: employee only about $289,398 at 4% or $192,932 at 6%; with 50% employer match about $192,932 at 4% or $128,621 at 6%; with 100% employer match about $144,699 at 4% or $96,466 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$2,123,852$100,759$10,076iApproximate average salary by contribution assumption: employee only about $251,898 at 4% or $167,932 at 6%; with 50% employer match about $167,932 at 4% or $111,954 at 6%; with 100% employer match about $125,949 at 4% or $83,966 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-9$1,292,152$15,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2018210$2,822,125$113,891$11,389iApproximate average salary by contribution assumption: employee only about $284,728 at 4% or $189,818 at 6%; with 50% employer match about $189,818 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,909 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$1,665,889$113,891$11,389iApproximate average salary by contribution assumption: employee only about $284,728 at 4% or $189,818 at 6%; with 50% employer match about $189,818 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,909 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-10$1,156,236$0-
2017210$2,844,930$171,082$17,108iApproximate average salary by contribution assumption: employee only about $427,705 at 4% or $285,137 at 6%; with 50% employer match about $285,137 at 4% or $190,091 at 6%; with 100% employer match about $213,853 at 4% or $142,568 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$1,653,543$97,082$9,708iApproximate average salary by contribution assumption: employee only about $242,705 at 4% or $161,803 at 6%; with 50% employer match about $161,803 at 4% or $107,869 at 6%; with 100% employer match about $121,353 at 4% or $80,902 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-10$1,191,387$74,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
2016213$2,452,113$165,295$12,715iApproximate average salary by contribution assumption: employee only about $317,875 at 4% or $211,917 at 6%; with 50% employer match about $211,917 at 4% or $141,278 at 6%; with 100% employer match about $158,938 at 4% or $105,958 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-12$1,384,801$111,295$9,275iApproximate average salary by contribution assumption: employee only about $231,865 at 4% or $154,576 at 6%; with 50% employer match about $154,576 at 4% or $103,051 at 6%; with 100% employer match about $115,932 at 4% or $77,288 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-13$1,067,312$54,000$4,154iApproximate average salary by contribution assumption: employee only about $103,846 at 4% or $69,231 at 6%; with 50% employer match about $69,231 at 4% or $46,154 at 6%; with 100% employer match about $51,923 at 4% or $34,615 at 6%.
2015213$2,123,292$134,520$10,348iApproximate average salary by contribution assumption: employee only about $258,692 at 4% or $172,462 at 6%; with 50% employer match about $172,462 at 4% or $114,974 at 6%; with 100% employer match about $129,346 at 4% or $86,231 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-12$1,156,231$104,520$8,710iApproximate average salary by contribution assumption: employee only about $217,750 at 4% or $145,167 at 6%; with 50% employer match about $145,167 at 4% or $96,778 at 6%; with 100% employer match about $108,875 at 4% or $72,583 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-13$967,061$30,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
2014213$2,050,916$167,062$12,851iApproximate average salary by contribution assumption: employee only about $321,273 at 4% or $214,182 at 6%; with 50% employer match about $214,182 at 4% or $142,788 at 6%; with 100% employer match about $160,637 at 4% or $107,091 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-12$1,093,939$142,062$11,839iApproximate average salary by contribution assumption: employee only about $295,963 at 4% or $197,308 at 6%; with 50% employer match about $197,308 at 4% or $131,539 at 6%; with 100% employer match about $147,981 at 4% or $98,654 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-13$956,977$25,000$1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%.
2013210$1,834,383$82,741$8,274iApproximate average salary by contribution assumption: employee only about $206,853 at 4% or $137,902 at 6%; with 50% employer match about $137,902 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$921,796$82,741$8,274iApproximate average salary by contribution assumption: employee only about $206,853 at 4% or $137,902 at 6%; with 50% employer match about $137,902 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-8$912,587--
2012210$1,605,319$127,691$12,769iApproximate average salary by contribution assumption: employee only about $319,228 at 4% or $212,818 at 6%; with 50% employer match about $212,818 at 4% or $141,879 at 6%; with 100% employer match about $159,614 at 4% or $106,409 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-8$877,074$87,000$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-10$728,245$40,691$4,069iApproximate average salary by contribution assumption: employee only about $101,728 at 4% or $67,818 at 6%; with 50% employer match about $67,818 at 4% or $45,212 at 6%; with 100% employer match about $50,864 at 4% or $33,909 at 6%.
2011211$1,352,921$215,836$19,621iApproximate average salary by contribution assumption: employee only about $490,536 at 4% or $327,024 at 6%; with 50% employer match about $327,024 at 4% or $218,016 at 6%; with 100% employer match about $245,268 at 4% or $163,512 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-9$735,711$143,243$15,916iApproximate average salary by contribution assumption: employee only about $397,897 at 4% or $265,265 at 6%; with 50% employer match about $265,265 at 4% or $176,843 at 6%; with 100% employer match about $198,949 at 4% or $132,632 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-11$617,210$72,593$6,599iApproximate average salary by contribution assumption: employee only about $164,984 at 4% or $109,989 at 6%; with 50% employer match about $109,989 at 4% or $73,326 at 6%; with 100% employer match about $82,492 at 4% or $54,995 at 6%.
2010214$1,184,234$192,266$13,733iApproximate average salary by contribution assumption: employee only about $343,332 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-12$594,465$92,550$7,713iApproximate average salary by contribution assumption: employee only about $192,813 at 4% or $128,542 at 6%; with 50% employer match about $128,542 at 4% or $85,694 at 6%; with 100% employer match about $96,406 at 4% or $64,271 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-14$589,769$99,716$7,123iApproximate average salary by contribution assumption: employee only about $178,064 at 4% or $118,710 at 6%; with 50% employer match about $118,710 at 4% or $79,140 at 6%; with 100% employer match about $89,032 at 4% or $59,355 at 6%.
2009215$906,387$203,597$13,573iApproximate average salary by contribution assumption: employee only about $339,328 at 4% or $226,219 at 6%; with 50% employer match about $226,219 at 4% or $150,813 at 6%; with 100% employer match about $169,664 at 4% or $113,109 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-14$469,172$107,903$7,707iApproximate average salary by contribution assumption: employee only about $192,684 at 4% or $128,456 at 6%; with 50% employer match about $128,456 at 4% or $85,637 at 6%; with 100% employer match about $96,342 at 4% or $64,228 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-15$437,215$95,694$6,380iApproximate average salary by contribution assumption: employee only about $159,490 at 4% or $106,327 at 6%; with 50% employer match about $106,327 at 4% or $70,884 at 6%; with 100% employer match about $79,745 at 4% or $53,163 at 6%.
200824$567,735$198,842$49,711iApproximate average salary by contribution assumption: employee only about $1,242,763 at 4% or $828,508 at 6%; with 50% employer match about $828,508 at 4% or $552,339 at 6%; with 100% employer match about $621,381 at 4% or $414,254 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-4$318,941$141,886$35,472iApproximate average salary by contribution assumption: employee only about $886,788 at 4% or $591,192 at 6%; with 50% employer match about $591,192 at 4% or $394,128 at 6%; with 100% employer match about $443,394 at 4% or $295,596 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-4$248,794$56,956$14,239iApproximate average salary by contribution assumption: employee only about $355,975 at 4% or $237,317 at 6%; with 50% employer match about $237,317 at 4% or $158,211 at 6%; with 100% employer match about $177,988 at 4% or $118,658 at 6%.
200724$559,123$151,317$37,829iApproximate average salary by contribution assumption: employee only about $945,731 at 4% or $630,488 at 6%; with 50% employer match about $630,488 at 4% or $420,325 at 6%; with 100% employer match about $472,866 at 4% or $315,244 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-4$331,165$77,941$19,485iApproximate average salary by contribution assumption: employee only about $487,131 at 4% or $324,754 at 6%; with 50% employer match about $324,754 at 4% or $216,503 at 6%; with 100% employer match about $243,566 at 4% or $162,377 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-4$227,958$73,376$18,344iApproximate average salary by contribution assumption: employee only about $458,600 at 4% or $305,733 at 6%; with 50% employer match about $305,733 at 4% or $203,822 at 6%; with 100% employer match about $229,300 at 4% or $152,867 at 6%.
200627$393,105$183,513$26,216iApproximate average salary by contribution assumption: employee only about $655,404 at 4% or $436,936 at 6%; with 50% employer match about $436,936 at 4% or $291,290 at 6%; with 100% employer match about $327,702 at 4% or $218,468 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-6$242,328$89,358$14,893iApproximate average salary by contribution assumption: employee only about $372,325 at 4% or $248,217 at 6%; with 50% employer match about $248,217 at 4% or $165,478 at 6%; with 100% employer match about $186,163 at 4% or $124,108 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-7$150,777$94,155$13,451iApproximate average salary by contribution assumption: employee only about $336,268 at 4% or $224,179 at 6%; with 50% employer match about $224,179 at 4% or $149,452 at 6%; with 100% employer match about $168,134 at 4% or $112,089 at 6%.
200527$194,559$122,689$17,527iApproximate average salary by contribution assumption: employee only about $438,175 at 4% or $292,117 at 6%; with 50% employer match about $292,117 at 4% or $194,744 at 6%; with 100% employer match about $219,088 at 4% or $146,058 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-7$140,658$68,788$9,827iApproximate average salary by contribution assumption: employee only about $245,671 at 4% or $163,781 at 6%; with 50% employer match about $163,781 at 4% or $109,187 at 6%; with 100% employer match about $122,836 at 4% or $81,890 at 6%.
Kevin P. Lucas, D.D.S. Ltd. Cash Balance Pension Plan & Trust-7$53,901$53,901$7,700iApproximate average salary by contribution assumption: employee only about $192,504 at 4% or $128,336 at 6%; with 50% employer match about $128,336 at 4% or $85,557 at 6%; with 100% employer match about $96,252 at 4% or $64,168 at 6%.
200416$65,242$64,706$10,784iApproximate average salary by contribution assumption: employee only about $269,608 at 4% or $179,739 at 6%; with 50% employer match about $179,739 at 4% or $119,826 at 6%; with 100% employer match about $134,804 at 4% or $89,869 at 6%.
Kevin P. Lucas, D.D.S. Ltd. 401(K) Plan-6$65,242$64,706$10,784iApproximate average salary by contribution assumption: employee only about $269,608 at 4% or $179,739 at 6%; with 50% employer match about $179,739 at 4% or $119,826 at 6%; with 100% employer match about $134,804 at 4% or $89,869 at 6%.