DAVID E. LUM DDS LLC
Plan context: DAVID E. LUM DDS 401(K) PLAN
EIN 45-3646918 • Mililani, HI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$398,345
2025 Contributions
$95,035
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $398,345 | $95,035 | $5,940iApproximate average salary by contribution assumption: employee only about $148,492 at 4% or $98,995 at 6%; with 50% employer match about $98,995 at 4% or $65,997 at 6%; with 100% employer match about $74,246 at 4% or $49,497 at 6%. |
| DAVID E. LUM DDS 401(K) PLAN | - | 16 | $398,345 | $95,035 | $5,940iApproximate average salary by contribution assumption: employee only about $148,492 at 4% or $98,995 at 6%; with 50% employer match about $98,995 at 4% or $65,997 at 6%; with 100% employer match about $74,246 at 4% or $49,497 at 6%. |
| 2024 | 1 | 16 | $292,096 | $92,378 | $5,774iApproximate average salary by contribution assumption: employee only about $144,341 at 4% or $96,227 at 6%; with 50% employer match about $96,227 at 4% or $64,151 at 6%; with 100% employer match about $72,170 at 4% or $48,114 at 6%. |
| DAVID E. LUM DDS 401(K) PLAN | - | 16 | $292,096 | $92,378 | $5,774iApproximate average salary by contribution assumption: employee only about $144,341 at 4% or $96,227 at 6%; with 50% employer match about $96,227 at 4% or $64,151 at 6%; with 100% employer match about $72,170 at 4% or $48,114 at 6%. |
| 2023 | 1 | 12 | $176,150 | $68,481 | $5,707iApproximate average salary by contribution assumption: employee only about $142,669 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%. |
| DAVID E. LUM DDS 401(K) PLAN | - | 12 | $176,150 | $68,481 | $5,707iApproximate average salary by contribution assumption: employee only about $142,669 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%. |
| 2022 | 1 | 11 | $85,079 | $75,577 | $6,871iApproximate average salary by contribution assumption: employee only about $171,766 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,340 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%. |
| DAVID E. LUM DDS 401(K) PLAN | - | 11 | $85,079 | $75,577 | $6,871iApproximate average salary by contribution assumption: employee only about $171,766 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,340 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%. |
| 2021 | 1 | 11 | $18,679 | $18,344 | $1,668iApproximate average salary by contribution assumption: employee only about $41,691 at 4% or $27,794 at 6%; with 50% employer match about $27,794 at 4% or $18,529 at 6%; with 100% employer match about $20,845 at 4% or $13,897 at 6%. |
| DAVID E. LUM DDS 401(K) PLAN | - | 11 | $18,679 | $18,344 | $1,668iApproximate average salary by contribution assumption: employee only about $41,691 at 4% or $27,794 at 6%; with 50% employer match about $27,794 at 4% or $18,529 at 6%; with 100% employer match about $20,845 at 4% or $13,897 at 6%. |