Dr. Lubet & Associates, S.C.
Plan context: Dr. Lubet & Associates, S.C. Savings & Retirement Plan
EIN 39-1566898 • Middleton, WI • 16 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
7
2015 Assets
$629,871
2015 Contributions
$20,798
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $20,798 | - |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 0 | $0 | $20,798 | - |
| 2014 | 1 | 7 | $629,871 | $38,504 | $5,501iApproximate average salary by contribution assumption: employee only about $137,514 at 4% or $91,676 at 6%; with 50% employer match about $91,676 at 4% or $61,117 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 7 | $629,871 | $38,504 | $5,501iApproximate average salary by contribution assumption: employee only about $137,514 at 4% or $91,676 at 6%; with 50% employer match about $91,676 at 4% or $61,117 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| 2013 | 1 | 7 | $576,239 | $34,836 | $4,977iApproximate average salary by contribution assumption: employee only about $124,414 at 4% or $82,943 at 6%; with 50% employer match about $82,943 at 4% or $55,295 at 6%; with 100% employer match about $62,207 at 4% or $41,471 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 7 | $576,239 | $34,836 | $4,977iApproximate average salary by contribution assumption: employee only about $124,414 at 4% or $82,943 at 6%; with 50% employer match about $82,943 at 4% or $55,295 at 6%; with 100% employer match about $62,207 at 4% or $41,471 at 6%. |
| 2012 | 1 | 8 | $486,401 | $33,980 | $4,248iApproximate average salary by contribution assumption: employee only about $106,188 at 4% or $70,792 at 6%; with 50% employer match about $70,792 at 4% or $47,194 at 6%; with 100% employer match about $53,094 at 4% or $35,396 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 8 | $486,401 | $33,980 | $4,248iApproximate average salary by contribution assumption: employee only about $106,188 at 4% or $70,792 at 6%; with 50% employer match about $70,792 at 4% or $47,194 at 6%; with 100% employer match about $53,094 at 4% or $35,396 at 6%. |
| 2011 | 1 | 9 | $413,026 | $35,033 | $3,893iApproximate average salary by contribution assumption: employee only about $97,314 at 4% or $64,876 at 6%; with 50% employer match about $64,876 at 4% or $43,251 at 6%; with 100% employer match about $48,657 at 4% or $32,438 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 9 | $413,026 | $35,033 | $3,893iApproximate average salary by contribution assumption: employee only about $97,314 at 4% or $64,876 at 6%; with 50% employer match about $64,876 at 4% or $43,251 at 6%; with 100% employer match about $48,657 at 4% or $32,438 at 6%. |
| 2010 | 1 | 9 | $381,834 | $35,181 | $3,909iApproximate average salary by contribution assumption: employee only about $97,725 at 4% or $65,150 at 6%; with 50% employer match about $65,150 at 4% or $43,433 at 6%; with 100% employer match about $48,863 at 4% or $32,575 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 9 | $381,834 | $35,181 | $3,909iApproximate average salary by contribution assumption: employee only about $97,725 at 4% or $65,150 at 6%; with 50% employer match about $65,150 at 4% or $43,433 at 6%; with 100% employer match about $48,863 at 4% or $32,575 at 6%. |
| 2009 | 1 | 10 | $341,263 | $31,527 | $3,153iApproximate average salary by contribution assumption: employee only about $78,818 at 4% or $52,545 at 6%; with 50% employer match about $52,545 at 4% or $35,030 at 6%; with 100% employer match about $39,409 at 4% or $26,273 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 10 | $341,263 | $31,527 | $3,153iApproximate average salary by contribution assumption: employee only about $78,818 at 4% or $52,545 at 6%; with 50% employer match about $52,545 at 4% or $35,030 at 6%; with 100% employer match about $39,409 at 4% or $26,273 at 6%. |
| 2008 | 1 | 10 | $230,706 | $40,734 | $4,073iApproximate average salary by contribution assumption: employee only about $101,835 at 4% or $67,890 at 6%; with 50% employer match about $67,890 at 4% or $45,260 at 6%; with 100% employer match about $50,918 at 4% or $33,945 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 10 | $230,706 | $40,734 | $4,073iApproximate average salary by contribution assumption: employee only about $101,835 at 4% or $67,890 at 6%; with 50% employer match about $67,890 at 4% or $45,260 at 6%; with 100% employer match about $50,918 at 4% or $33,945 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 9 | - | - | - |
| 2004 | 1 | 8 | $197,082 | $34,654 | $4,332iApproximate average salary by contribution assumption: employee only about $108,294 at 4% or $72,196 at 6%; with 50% employer match about $72,196 at 4% or $48,131 at 6%; with 100% employer match about $54,147 at 4% or $36,098 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 8 | $197,082 | $34,654 | $4,332iApproximate average salary by contribution assumption: employee only about $108,294 at 4% or $72,196 at 6%; with 50% employer match about $72,196 at 4% or $48,131 at 6%; with 100% employer match about $54,147 at 4% or $36,098 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 9 | - | - | - |
| 2002 | 1 | 10 | $92,059 | $30,605 | $3,061iApproximate average salary by contribution assumption: employee only about $76,513 at 4% or $51,008 at 6%; with 50% employer match about $51,008 at 4% or $34,006 at 6%; with 100% employer match about $38,256 at 4% or $25,504 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 10 | $92,059 | $30,605 | $3,061iApproximate average salary by contribution assumption: employee only about $76,513 at 4% or $51,008 at 6%; with 50% employer match about $51,008 at 4% or $34,006 at 6%; with 100% employer match about $38,256 at 4% or $25,504 at 6%. |
| 2001 | 1 | 8 | $86,352 | $22,643 | $2,830iApproximate average salary by contribution assumption: employee only about $70,759 at 4% or $47,173 at 6%; with 50% employer match about $47,173 at 4% or $31,449 at 6%; with 100% employer match about $35,380 at 4% or $23,586 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 8 | $86,352 | $22,643 | $2,830iApproximate average salary by contribution assumption: employee only about $70,759 at 4% or $47,173 at 6%; with 50% employer match about $47,173 at 4% or $31,449 at 6%; with 100% employer match about $35,380 at 4% or $23,586 at 6%. |
| 2000 | 1 | 8 | $78,783 | $22,272 | $2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 8 | $78,783 | $22,272 | $2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%. |
| 1999 | 1 | 8 | $73,938 | $18,812 | $2,352iApproximate average salary by contribution assumption: employee only about $58,788 at 4% or $39,192 at 6%; with 50% employer match about $39,192 at 4% or $26,128 at 6%; with 100% employer match about $29,394 at 4% or $19,596 at 6%. |
| Dr. Lubet & Associates, S.C. Savings & Retirement Plan | - | 8 | $73,938 | $18,812 | $2,352iApproximate average salary by contribution assumption: employee only about $58,788 at 4% or $39,192 at 6%; with 50% employer match about $39,192 at 4% or $26,128 at 6%; with 100% employer match about $29,394 at 4% or $19,596 at 6%. |