Lucas & Lucas Inc.
Plan context: Lucas & Lucas Inc. 401(K) Profit Sharing Plan
EIN 46-1618046 • Healdsburg, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$595,669
2025 Contributions
$22,582
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 | 4 | $595,669 | $22,582 | $5,646iApproximate average salary by contribution assumption: employee only about $141,138 at 4% or $94,092 at 6%; with 50% employer match about $94,092 at 4% or $62,728 at 6%; with 100% employer match about $70,569 at 4% or $47,046 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $595,669 | $22,582 | $5,646iApproximate average salary by contribution assumption: employee only about $141,138 at 4% or $94,092 at 6%; with 50% employer match about $94,092 at 4% or $62,728 at 6%; with 100% employer match about $70,569 at 4% or $47,046 at 6%. |
| 2024 | 1 | 4 | $493,442 | $22,064 | $5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $493,442 | $22,064 | $5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%. |
| 2023 | 1 | 4 | $424,353 | $16,144 | $4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $424,353 | $16,144 | $4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%. |
| 2022 | 1 | 4 | $363,941 | $3,600 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $363,941 | $3,600 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| 2021 | 1 | 4 | $461,627 | $3,209 | $802iApproximate average salary by contribution assumption: employee only about $20,056 at 4% or $13,371 at 6%; with 50% employer match about $13,371 at 4% or $8,914 at 6%; with 100% employer match about $10,028 at 4% or $6,685 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $461,627 | $3,209 | $802iApproximate average salary by contribution assumption: employee only about $20,056 at 4% or $13,371 at 6%; with 50% employer match about $13,371 at 4% or $8,914 at 6%; with 100% employer match about $10,028 at 4% or $6,685 at 6%. |
| 2020 | 1 | 4 | $406,319 | $65,973 | $16,493iApproximate average salary by contribution assumption: employee only about $412,331 at 4% or $274,888 at 6%; with 50% employer match about $274,888 at 4% or $183,258 at 6%; with 100% employer match about $206,166 at 4% or $137,444 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $406,319 | $65,973 | $16,493iApproximate average salary by contribution assumption: employee only about $412,331 at 4% or $274,888 at 6%; with 50% employer match about $274,888 at 4% or $183,258 at 6%; with 100% employer match about $206,166 at 4% or $137,444 at 6%. |
| 2019 | 1 | 3 | $297,497 | $14,863 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 3 | $297,497 | $14,863 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| 2018 | 1 | 4 | $250,148 | $61,480 | $15,370iApproximate average salary by contribution assumption: employee only about $384,250 at 4% or $256,167 at 6%; with 50% employer match about $256,167 at 4% or $170,778 at 6%; with 100% employer match about $192,125 at 4% or $128,083 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $250,148 | $61,480 | $15,370iApproximate average salary by contribution assumption: employee only about $384,250 at 4% or $256,167 at 6%; with 50% employer match about $256,167 at 4% or $170,778 at 6%; with 100% employer match about $192,125 at 4% or $128,083 at 6%. |
| 2017 | 1 | 4 | $195,527 | $34,940 | $8,735iApproximate average salary by contribution assumption: employee only about $218,375 at 4% or $145,583 at 6%; with 50% employer match about $145,583 at 4% or $97,056 at 6%; with 100% employer match about $109,188 at 4% or $72,792 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $195,527 | $34,940 | $8,735iApproximate average salary by contribution assumption: employee only about $218,375 at 4% or $145,583 at 6%; with 50% employer match about $145,583 at 4% or $97,056 at 6%; with 100% employer match about $109,188 at 4% or $72,792 at 6%. |
| 2016 | 1 | 4 | $154,971 | $23,813 | $5,953iApproximate average salary by contribution assumption: employee only about $148,831 at 4% or $99,221 at 6%; with 50% employer match about $99,221 at 4% or $66,147 at 6%; with 100% employer match about $74,416 at 4% or $49,610 at 6%. |
| Lucas & Lucas Inc. 401(K) Profit Sharing Plan | - | 4 | $154,971 | $23,813 | $5,953iApproximate average salary by contribution assumption: employee only about $148,831 at 4% or $99,221 at 6%; with 50% employer match about $99,221 at 4% or $66,147 at 6%; with 100% employer match about $74,416 at 4% or $49,610 at 6%. |