Civic Intelligence

DR. JEFFREY LUNA, MD, PA

Plan context: Dr. Jeffrey Luna, MD 401(K) Plan

EIN 46-2335654 • Livingston, TX • 7 filings • 2 plans

219 Eastwood AvenueLivingston, TX 77351
Current Snapshot

Latest Year

2020

2020 Participants

16

2020 Assets

$849,304

2020 Contributions

$267,230

Historical Graphs

Total Assets Over Time

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

$849,304$424,652$0201420172020YearValue
$849,304Latest year 2020

Participants Over Time

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

1680201420172020YearValue
16Latest year 2020

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
2020116$849,304$267,230$16,702iApproximate average salary by contribution assumption: employee only about $417,547 at 4% or $278,365 at 6%; with 50% employer match about $278,365 at 4% or $185,576 at 6%; with 100% employer match about $208,773 at 4% or $139,182 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-16$849,304$267,230$16,702iApproximate average salary by contribution assumption: employee only about $417,547 at 4% or $278,365 at 6%; with 50% employer match about $278,365 at 4% or $185,576 at 6%; with 100% employer match about $208,773 at 4% or $139,182 at 6%.
2019111$471,366$73,275$6,661iApproximate average salary by contribution assumption: employee only about $166,534 at 4% or $111,023 at 6%; with 50% employer match about $111,023 at 4% or $74,015 at 6%; with 100% employer match about $83,267 at 4% or $55,511 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-11$471,366$73,275$6,661iApproximate average salary by contribution assumption: employee only about $166,534 at 4% or $111,023 at 6%; with 50% employer match about $111,023 at 4% or $74,015 at 6%; with 100% employer match about $83,267 at 4% or $55,511 at 6%.
2018111$316,554$77,396$7,036iApproximate average salary by contribution assumption: employee only about $175,900 at 4% or $117,267 at 6%; with 50% employer match about $117,267 at 4% or $78,178 at 6%; with 100% employer match about $87,950 at 4% or $58,633 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-11$316,554$77,396$7,036iApproximate average salary by contribution assumption: employee only about $175,900 at 4% or $117,267 at 6%; with 50% employer match about $117,267 at 4% or $78,178 at 6%; with 100% employer match about $87,950 at 4% or $58,633 at 6%.
2017113$274,408$46,261$3,559iApproximate average salary by contribution assumption: employee only about $88,963 at 4% or $59,309 at 6%; with 50% employer match about $59,309 at 4% or $39,539 at 6%; with 100% employer match about $44,482 at 4% or $29,654 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-13$274,408$46,261$3,559iApproximate average salary by contribution assumption: employee only about $88,963 at 4% or $59,309 at 6%; with 50% employer match about $59,309 at 4% or $39,539 at 6%; with 100% employer match about $44,482 at 4% or $29,654 at 6%.
2016110$201,798$67,079$6,708iApproximate average salary by contribution assumption: employee only about $167,698 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,849 at 4% or $55,899 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-10$201,798$67,079$6,708iApproximate average salary by contribution assumption: employee only about $167,698 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,849 at 4% or $55,899 at 6%.
2015110$126,540$68,991$6,899iApproximate average salary by contribution assumption: employee only about $172,478 at 4% or $114,985 at 6%; with 50% employer match about $114,985 at 4% or $76,657 at 6%; with 100% employer match about $86,239 at 4% or $57,493 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-10$126,540$68,991$6,899iApproximate average salary by contribution assumption: employee only about $172,478 at 4% or $114,985 at 6%; with 50% employer match about $114,985 at 4% or $76,657 at 6%; with 100% employer match about $86,239 at 4% or $57,493 at 6%.
201416$59,323$59,454$9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%.
Dr. Jeffrey Luna, MD 401(K) Plan-6$59,323$59,454$9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%.