Civic Intelligence

Lusa Associates Inc.

Plan context: Lusa Associates Inc. 401(K) Plan

EIN 52-2304111 • San Jose, CA • 28 filings • 8 plans

C/O Trust Management Services, Inc.1 Almaden Blvd., Ste 750San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$2,146,579

2024 Contributions

$237,466

Historical Graphs

Total Assets Over Time

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

$3,620,214$1,810,107$0200820162024YearValue
$2,146,579Latest year 2024

Participants Over Time

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

4032020200720162024YearValue
42Latest year 2024

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
2024242$2,146,579$237,466$5,654iApproximate average salary by contribution assumption: employee only about $141,349 at 4% or $94,233 at 6%; with 50% employer match about $94,233 at 4% or $62,822 at 6%; with 100% employer match about $70,674 at 4% or $47,116 at 6%.
Lusa Associates Inc. 401(K) Plan-42$2,101,783$85,269$2,030iApproximate average salary by contribution assumption: employee only about $50,755 at 4% or $33,837 at 6%; with 50% employer match about $33,837 at 4% or $22,558 at 6%; with 100% employer match about $25,378 at 4% or $16,918 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-42$44,796$152,197$3,624iApproximate average salary by contribution assumption: employee only about $90,593 at 4% or $60,396 at 6%; with 50% employer match about $60,396 at 4% or $40,264 at 6%; with 100% employer match about $45,297 at 4% or $30,198 at 6%.
2023239$2,172,234$217,821$5,585iApproximate average salary by contribution assumption: employee only about $139,629 at 4% or $93,086 at 6%; with 50% employer match about $93,086 at 4% or $62,057 at 6%; with 100% employer match about $69,814 at 4% or $46,543 at 6%.
Lusa Associates Inc. 401(K) Plan-38$2,011,808$84,365$2,220iApproximate average salary by contribution assumption: employee only about $55,503 at 4% or $37,002 at 6%; with 50% employer match about $37,002 at 4% or $24,668 at 6%; with 100% employer match about $27,752 at 4% or $18,501 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-39$160,426$133,456$3,422iApproximate average salary by contribution assumption: employee only about $85,549 at 4% or $57,032 at 6%; with 50% employer match about $57,032 at 4% or $38,022 at 6%; with 100% employer match about $42,774 at 4% or $28,516 at 6%.
2022260$2,190,423$578,904$9,648iApproximate average salary by contribution assumption: employee only about $241,210 at 4% or $160,807 at 6%; with 50% employer match about $160,807 at 4% or $107,204 at 6%; with 100% employer match about $120,605 at 4% or $80,403 at 6%.
Lusa Associates Inc. 401(K) Plan-60$1,818,168$103,751$1,729iApproximate average salary by contribution assumption: employee only about $43,230 at 4% or $28,820 at 6%; with 50% employer match about $28,820 at 4% or $19,213 at 6%; with 100% employer match about $21,615 at 4% or $14,410 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-33$372,255$475,153$14,399iApproximate average salary by contribution assumption: employee only about $359,964 at 4% or $239,976 at 6%; with 50% employer match about $239,976 at 4% or $159,984 at 6%; with 100% employer match about $179,982 at 4% or $119,988 at 6%.
20212204$3,295,977$935,385$4,585iApproximate average salary by contribution assumption: employee only about $114,631 at 4% or $76,420 at 6%; with 50% employer match about $76,420 at 4% or $50,947 at 6%; with 100% employer match about $57,315 at 4% or $38,210 at 6%.
Lusa Associates Inc. 401(K) Plan-204$2,669,260$204,658$1,003iApproximate average salary by contribution assumption: employee only about $25,081 at 4% or $16,720 at 6%; with 50% employer match about $16,720 at 4% or $11,147 at 6%; with 100% employer match about $12,540 at 4% or $8,360 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-68$626,717$730,727$10,746iApproximate average salary by contribution assumption: employee only about $268,650 at 4% or $179,100 at 6%; with 50% employer match about $179,100 at 4% or $119,400 at 6%; with 100% employer match about $134,325 at 4% or $89,550 at 6%.
20202191$3,620,214$1,425,048$7,461iApproximate average salary by contribution assumption: employee only about $186,525 at 4% or $124,350 at 6%; with 50% employer match about $124,350 at 4% or $82,900 at 6%; with 100% employer match about $93,262 at 4% or $62,175 at 6%.
Lusa Associates Inc. 401(K) Plan-191$2,616,231$380,414$1,992iApproximate average salary by contribution assumption: employee only about $49,792 at 4% or $33,195 at 6%; with 50% employer match about $33,195 at 4% or $22,130 at 6%; with 100% employer match about $24,896 at 4% or $16,597 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-140$1,003,983$1,044,634$7,462iApproximate average salary by contribution assumption: employee only about $186,542 at 4% or $124,361 at 6%; with 50% employer match about $124,361 at 4% or $82,907 at 6%; with 100% employer match about $93,271 at 4% or $62,181 at 6%.
20192207$3,181,898$2,325,592$11,235iApproximate average salary by contribution assumption: employee only about $280,869 at 4% or $187,246 at 6%; with 50% employer match about $187,246 at 4% or $124,830 at 6%; with 100% employer match about $140,434 at 4% or $93,623 at 6%.
Lusa Associates Inc. 401(K) Plan-207$2,284,402$565,669$2,733iApproximate average salary by contribution assumption: employee only about $68,318 at 4% or $45,545 at 6%; with 50% employer match about $45,545 at 4% or $30,363 at 6%; with 100% employer match about $34,159 at 4% or $22,773 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-170$897,496$1,759,923$10,352iApproximate average salary by contribution assumption: employee only about $258,812 at 4% or $172,541 at 6%; with 50% employer match about $172,541 at 4% or $115,028 at 6%; with 100% employer match about $129,406 at 4% or $86,271 at 6%.
20182403$2,871,276$3,951,998$9,806iApproximate average salary by contribution assumption: employee only about $245,161 at 4% or $163,441 at 6%; with 50% employer match about $163,441 at 4% or $108,961 at 6%; with 100% employer match about $122,581 at 4% or $81,720 at 6%.
Lusa Associates Inc. 401(K) Plan-403$2,004,426$797,476$1,979iApproximate average salary by contribution assumption: employee only about $49,471 at 4% or $32,981 at 6%; with 50% employer match about $32,981 at 4% or $21,987 at 6%; with 100% employer match about $24,736 at 4% or $16,490 at 6%.
LUSA ASSOCIATES, INC. HEALTH AND WELFARE PLAN-339$866,850$3,154,522$9,305iApproximate average salary by contribution assumption: employee only about $232,634 at 4% or $155,090 at 6%; with 50% employer match about $155,090 at 4% or $103,393 at 6%; with 100% employer match about $116,317 at 4% or $77,545 at 6%.
20172370$2,405,023$1,298,295$3,509iApproximate average salary by contribution assumption: employee only about $87,723 at 4% or $58,482 at 6%; with 50% employer match about $58,482 at 4% or $38,988 at 6%; with 100% employer match about $43,861 at 4% or $29,241 at 6%.
Lusa Associates Inc. 401(K) Plan-370$1,978,967$475,296$1,285iApproximate average salary by contribution assumption: employee only about $32,115 at 4% or $21,410 at 6%; with 50% employer match about $21,410 at 4% or $14,273 at 6%; with 100% employer match about $16,057 at 4% or $10,705 at 6%.
LUSA ASSOCIATES, INC. AND ULTIMA SERVICES CORPORATION HEALTH AND WELFARE PLAN-337$426,056$822,999$2,442iApproximate average salary by contribution assumption: employee only about $61,053 at 4% or $40,702 at 6%; with 50% employer match about $40,702 at 4% or $27,135 at 6%; with 100% employer match about $30,527 at 4% or $20,351 at 6%.
20161360$1,706,384$755,572$2,099iApproximate average salary by contribution assumption: employee only about $52,470 at 4% or $34,980 at 6%; with 50% employer match about $34,980 at 4% or $23,320 at 6%; with 100% employer match about $26,235 at 4% or $17,490 at 6%.
Lusa Associates Inc. 401(K) Plan-360$1,706,384$755,572$2,099iApproximate average salary by contribution assumption: employee only about $52,470 at 4% or $34,980 at 6%; with 50% employer match about $34,980 at 4% or $23,320 at 6%; with 100% employer match about $26,235 at 4% or $17,490 at 6%.
20151283$1,262,352$548,338$1,938iApproximate average salary by contribution assumption: employee only about $48,440 at 4% or $32,293 at 6%; with 50% employer match about $32,293 at 4% or $21,529 at 6%; with 100% employer match about $24,220 at 4% or $16,147 at 6%.
Lusa Associates Inc. 401(K) Plan-283$1,262,352$548,338$1,938iApproximate average salary by contribution assumption: employee only about $48,440 at 4% or $32,293 at 6%; with 50% employer match about $32,293 at 4% or $21,529 at 6%; with 100% employer match about $24,220 at 4% or $16,147 at 6%.
20142249$945,667$443,078$1,779iApproximate average salary by contribution assumption: employee only about $44,486 at 4% or $29,657 at 6%; with 50% employer match about $29,657 at 4% or $19,771 at 6%; with 100% employer match about $22,243 at 4% or $14,829 at 6%.
Lusa Associates Inc. 401(K) Plan-249$945,667$443,078$1,779iApproximate average salary by contribution assumption: employee only about $44,486 at 4% or $29,657 at 6%; with 50% employer match about $29,657 at 4% or $19,771 at 6%; with 100% employer match about $22,243 at 4% or $14,829 at 6%.
LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION EMPLOYEE BENEFIT PLAN-119---
20132229$607,678$261,818$1,143iApproximate average salary by contribution assumption: employee only about $28,583 at 4% or $19,055 at 6%; with 50% employer match about $19,055 at 4% or $12,703 at 6%; with 100% employer match about $14,291 at 4% or $9,528 at 6%.
Lusa Associates Inc. 401(K) Plan-229$607,678$261,818$1,143iApproximate average salary by contribution assumption: employee only about $28,583 at 4% or $19,055 at 6%; with 50% employer match about $19,055 at 4% or $12,703 at 6%; with 100% employer match about $14,291 at 4% or $9,528 at 6%.
LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION EMPLOYEE BENEFIT PLAN-154---
20121223$412,489$205,351$921iApproximate average salary by contribution assumption: employee only about $23,021 at 4% or $15,348 at 6%; with 50% employer match about $15,348 at 4% or $10,232 at 6%; with 100% employer match about $11,511 at 4% or $7,674 at 6%.
Lusa Associates Inc. 401(K) Plan-223$412,489$205,351$921iApproximate average salary by contribution assumption: employee only about $23,021 at 4% or $15,348 at 6%; with 50% employer match about $15,348 at 4% or $10,232 at 6%; with 100% employer match about $11,511 at 4% or $7,674 at 6%.
20111181$219,338$131,420$726iApproximate average salary by contribution assumption: employee only about $18,152 at 4% or $12,101 at 6%; with 50% employer match about $12,101 at 4% or $8,068 at 6%; with 100% employer match about $9,076 at 4% or $6,051 at 6%.
Lusa Associates Inc. 401(K) Plan-181$219,338$131,420$726iApproximate average salary by contribution assumption: employee only about $18,152 at 4% or $12,101 at 6%; with 50% employer match about $12,101 at 4% or $8,068 at 6%; with 100% employer match about $9,076 at 4% or $6,051 at 6%.
20101158$116,050$78,192$495iApproximate average salary by contribution assumption: employee only about $12,372 at 4% or $8,248 at 6%; with 50% employer match about $8,248 at 4% or $5,499 at 6%; with 100% employer match about $6,186 at 4% or $4,124 at 6%.
Lusa Associates Inc. 401(K) Plan-158$116,050$78,192$495iApproximate average salary by contribution assumption: employee only about $12,372 at 4% or $8,248 at 6%; with 50% employer match about $8,248 at 4% or $5,499 at 6%; with 100% employer match about $6,186 at 4% or $4,124 at 6%.
2009125$41,166$14,115$565iApproximate average salary by contribution assumption: employee only about $14,115 at 4% or $9,410 at 6%; with 50% employer match about $9,410 at 4% or $6,273 at 6%; with 100% employer match about $7,058 at 4% or $4,705 at 6%.
Lusa Associates Inc. 401(K) Plan-25$41,166$14,115$565iApproximate average salary by contribution assumption: employee only about $14,115 at 4% or $9,410 at 6%; with 50% employer match about $9,410 at 4% or $6,273 at 6%; with 100% employer match about $7,058 at 4% or $4,705 at 6%.
20081114$29,721$23,292$204iApproximate average salary by contribution assumption: employee only about $5,108 at 4% or $3,405 at 6%; with 50% employer match about $3,405 at 4% or $2,270 at 6%; with 100% employer match about $2,554 at 4% or $1,703 at 6%.
Lusa Associates Inc. 401(K) Plan-114$29,721$23,292$204iApproximate average salary by contribution assumption: employee only about $5,108 at 4% or $3,405 at 6%; with 50% employer match about $3,405 at 4% or $2,270 at 6%; with 100% employer match about $2,554 at 4% or $1,703 at 6%.
20071109$0$0-
Lusa Associates Inc. 401(K) Plan-109---