LULAC INSTITUTE, INC.
Plan context: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF LULAC INSTITUTE, INC.
EIN 52-2072106 • Washington, DC • 9 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$822,095
2024 Contributions
$181,859
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 32 | $822,095 | $181,859 | $5,683iApproximate average salary by contribution assumption: employee only about $142,077 at 4% or $94,718 at 6%; with 50% employer match about $94,718 at 4% or $63,145 at 6%; with 100% employer match about $71,039 at 4% or $47,359 at 6%. |
| SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF LULAC INSTITUTE, INC. | - | 32 | $822,095 | $181,859 | $5,683iApproximate average salary by contribution assumption: employee only about $142,077 at 4% or $94,718 at 6%; with 50% employer match about $94,718 at 4% or $63,145 at 6%; with 100% employer match about $71,039 at 4% or $47,359 at 6%. |
| 2023 | 1 | 33 | $606,119 | $82,556 | $2,502iApproximate average salary by contribution assumption: employee only about $62,542 at 4% or $41,695 at 6%; with 50% employer match about $41,695 at 4% or $27,797 at 6%; with 100% employer match about $31,271 at 4% or $20,847 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 33 | $606,119 | $82,556 | $2,502iApproximate average salary by contribution assumption: employee only about $62,542 at 4% or $41,695 at 6%; with 50% employer match about $41,695 at 4% or $27,797 at 6%; with 100% employer match about $31,271 at 4% or $20,847 at 6%. |
| 2022 | 1 | 36 | $531,372 | $109,387 | $3,039iApproximate average salary by contribution assumption: employee only about $75,963 at 4% or $50,642 at 6%; with 50% employer match about $50,642 at 4% or $33,761 at 6%; with 100% employer match about $37,982 at 4% or $25,321 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 36 | $531,372 | $109,387 | $3,039iApproximate average salary by contribution assumption: employee only about $75,963 at 4% or $50,642 at 6%; with 50% employer match about $50,642 at 4% or $33,761 at 6%; with 100% employer match about $37,982 at 4% or $25,321 at 6%. |
| 2021 | 1 | 34 | $509,119 | $85,244 | $2,507iApproximate average salary by contribution assumption: employee only about $62,679 at 4% or $41,786 at 6%; with 50% employer match about $41,786 at 4% or $27,858 at 6%; with 100% employer match about $31,340 at 4% or $20,893 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 34 | $509,119 | $85,244 | $2,507iApproximate average salary by contribution assumption: employee only about $62,679 at 4% or $41,786 at 6%; with 50% employer match about $41,786 at 4% or $27,858 at 6%; with 100% employer match about $31,340 at 4% or $20,893 at 6%. |
| 2020 | 1 | 30 | $400,448 | $71,190 | $2,373iApproximate average salary by contribution assumption: employee only about $59,325 at 4% or $39,550 at 6%; with 50% employer match about $39,550 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,775 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 30 | $400,448 | $71,190 | $2,373iApproximate average salary by contribution assumption: employee only about $59,325 at 4% or $39,550 at 6%; with 50% employer match about $39,550 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,775 at 6%. |
| 2019 | 1 | 32 | $303,902 | $55,619 | $1,738iApproximate average salary by contribution assumption: employee only about $43,452 at 4% or $28,968 at 6%; with 50% employer match about $28,968 at 4% or $19,312 at 6%; with 100% employer match about $21,726 at 4% or $14,484 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 32 | $303,902 | $55,619 | $1,738iApproximate average salary by contribution assumption: employee only about $43,452 at 4% or $28,968 at 6%; with 50% employer match about $28,968 at 4% or $19,312 at 6%; with 100% employer match about $21,726 at 4% or $14,484 at 6%. |
| 2018 | 1 | 24 | $209,791 | $56,349 | $2,348iApproximate average salary by contribution assumption: employee only about $58,697 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,088 at 6%; with 100% employer match about $29,348 at 4% or $19,566 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. | - | 24 | $209,791 | $56,349 | $2,348iApproximate average salary by contribution assumption: employee only about $58,697 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,088 at 6%; with 100% employer match about $29,348 at 4% or $19,566 at 6%. |
| 2017 | 1 | 29 | $271,725 | $116,202 | $4,007iApproximate average salary by contribution assumption: employee only about $100,174 at 4% or $66,783 at 6%; with 50% employer match about $66,783 at 4% or $44,522 at 6%; with 100% employer match about $50,087 at 4% or $33,391 at 6%. |
| 403 B THRIFT PLAN OF LULAC INSTITUTE INC | - | 29 | $271,725 | $116,202 | $4,007iApproximate average salary by contribution assumption: employee only about $100,174 at 4% or $66,783 at 6%; with 50% employer match about $66,783 at 4% or $44,522 at 6%; with 100% employer match about $50,087 at 4% or $33,391 at 6%. |
| 2016 | 1 | 27 | $138,226 | $132,304 | $4,900iApproximate average salary by contribution assumption: employee only about $122,504 at 4% or $81,669 at 6%; with 50% employer match about $81,669 at 4% or $54,446 at 6%; with 100% employer match about $61,252 at 4% or $40,835 at 6%. |
| 403(B) THRIFT PLAN OF LULAC INSTITUTE, INC. LULAC INSTITUTE, INC. | - | 27 | $138,226 | $132,304 | $4,900iApproximate average salary by contribution assumption: employee only about $122,504 at 4% or $81,669 at 6%; with 50% employer match about $81,669 at 4% or $54,446 at 6%; with 100% employer match about $61,252 at 4% or $40,835 at 6%. |