DR. JEFFREY LUNA, MD
Plan context: DR. JEFFREY LUNA, MD 401(K) PLAN
EIN 47-1096601 • Livingston, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$2,211,075
2025 Contributions
$148,306
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 | 12 | $2,211,075 | $148,306 | $12,359iApproximate average salary by contribution assumption: employee only about $308,971 at 4% or $205,981 at 6%; with 50% employer match about $205,981 at 4% or $137,320 at 6%; with 100% employer match about $154,485 at 4% or $102,990 at 6%. |
| DR. JEFFREY LUNA, MD 401(K) PLAN | - | 12 | $2,211,075 | $148,306 | $12,359iApproximate average salary by contribution assumption: employee only about $308,971 at 4% or $205,981 at 6%; with 50% employer match about $205,981 at 4% or $137,320 at 6%; with 100% employer match about $154,485 at 4% or $102,990 at 6%. |
| 2024 | 1 | 15 | $1,750,808 | $155,845 | $10,390iApproximate average salary by contribution assumption: employee only about $259,742 at 4% or $173,161 at 6%; with 50% employer match about $173,161 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%. |
| DR. JEFFREY LUNA, MD 401(K) PLAN | - | 15 | $1,750,808 | $155,845 | $10,390iApproximate average salary by contribution assumption: employee only about $259,742 at 4% or $173,161 at 6%; with 50% employer match about $173,161 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%. |
| 2023 | 1 | 15 | $1,386,253 | $162,525 | $10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%. |
| DR. JEFFREY LUNA, MD 401(K) PLAN | - | 15 | $1,386,253 | $162,525 | $10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%. |
| 2022 | 1 | 16 | $1,020,539 | $150,293 | $9,393iApproximate average salary by contribution assumption: employee only about $234,833 at 4% or $156,555 at 6%; with 50% employer match about $156,555 at 4% or $104,370 at 6%; with 100% employer match about $117,416 at 4% or $78,278 at 6%. |
| DR. JEFFREY LUNA, MD 401(K) PLAN | - | 16 | $1,020,539 | $150,293 | $9,393iApproximate average salary by contribution assumption: employee only about $234,833 at 4% or $156,555 at 6%; with 50% employer match about $156,555 at 4% or $104,370 at 6%; with 100% employer match about $117,416 at 4% or $78,278 at 6%. |
| 2021 | 1 | 16 | $1,117,056 | $173,531 | $10,846iApproximate average salary by contribution assumption: employee only about $271,142 at 4% or $180,761 at 6%; with 50% employer match about $180,761 at 4% or $120,508 at 6%; with 100% employer match about $135,571 at 4% or $90,381 at 6%. |
| DR. JEFFREY LUNA, MD 401(K) PLAN | - | 16 | $1,117,056 | $173,531 | $10,846iApproximate average salary by contribution assumption: employee only about $271,142 at 4% or $180,761 at 6%; with 50% employer match about $180,761 at 4% or $120,508 at 6%; with 100% employer match about $135,571 at 4% or $90,381 at 6%. |