Civic Intelligence

Steven Y. Luo, Dds, Apc

Plan context: Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan

EIN 52-2362356 • Imperial Beach, CA • 19 filings • 3 plans

629 Ninth StreetImperial Beach, CA 91932
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,057,815

2024 Contributions

$36,595

Historical Graphs

Total Assets Over Time

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

$1,057,815$528,908$0200520162024YearValue
$1,057,815Latest year 2024

Participants Over Time

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

950200520162024YearValue
2Latest 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
202412$1,057,815$36,595$18,298iApproximate average salary by contribution assumption: employee only about $457,438 at 4% or $304,958 at 6%; with 50% employer match about $304,958 at 4% or $203,306 at 6%; with 100% employer match about $228,719 at 4% or $152,479 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$1,057,815$36,595$18,298iApproximate average salary by contribution assumption: employee only about $457,438 at 4% or $304,958 at 6%; with 50% employer match about $304,958 at 4% or $203,306 at 6%; with 100% employer match about $228,719 at 4% or $152,479 at 6%.
202312$953,904$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$953,904$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
202212$831,491$36,920$18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$831,491$36,920$18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%.
202112$913,962$36,480$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$913,962$36,480$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
202012$823,638$26,108$13,054iApproximate average salary by contribution assumption: employee only about $326,350 at 4% or $217,567 at 6%; with 50% employer match about $217,567 at 4% or $145,044 at 6%; with 100% employer match about $163,175 at 4% or $108,783 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$823,638$26,108$13,054iApproximate average salary by contribution assumption: employee only about $326,350 at 4% or $217,567 at 6%; with 50% employer match about $217,567 at 4% or $145,044 at 6%; with 100% employer match about $163,175 at 4% or $108,783 at 6%.
201913$704,787$28,120$9,373iApproximate average salary by contribution assumption: employee only about $234,333 at 4% or $156,222 at 6%; with 50% employer match about $156,222 at 4% or $104,148 at 6%; with 100% employer match about $117,167 at 4% or $78,111 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$704,787$28,120$9,373iApproximate average salary by contribution assumption: employee only about $234,333 at 4% or $156,222 at 6%; with 50% employer match about $156,222 at 4% or $104,148 at 6%; with 100% employer match about $117,167 at 4% or $78,111 at 6%.
201813$578,681$28,340$9,447iApproximate average salary by contribution assumption: employee only about $236,167 at 4% or $157,444 at 6%; with 50% employer match about $157,444 at 4% or $104,963 at 6%; with 100% employer match about $118,083 at 4% or $78,722 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$578,681$28,340$9,447iApproximate average salary by contribution assumption: employee only about $236,167 at 4% or $157,444 at 6%; with 50% employer match about $157,444 at 4% or $104,963 at 6%; with 100% employer match about $118,083 at 4% or $78,722 at 6%.
201713$592,874$27,200$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$592,874$27,200$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
201613$503,354$26,040$8,680iApproximate average salary by contribution assumption: employee only about $217,000 at 4% or $144,667 at 6%; with 50% employer match about $144,667 at 4% or $96,444 at 6%; with 100% employer match about $108,500 at 4% or $72,333 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$503,354$26,040$8,680iApproximate average salary by contribution assumption: employee only about $217,000 at 4% or $144,667 at 6%; with 50% employer match about $144,667 at 4% or $96,444 at 6%; with 100% employer match about $108,500 at 4% or $72,333 at 6%.
201513$446,625$26,787$8,929iApproximate average salary by contribution assumption: employee only about $223,225 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,408 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$446,625$26,787$8,929iApproximate average salary by contribution assumption: employee only about $223,225 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,408 at 6%.
201413$443,064$210,922$70,307iApproximate average salary by contribution assumption: employee only about $1,757,683 at 4% or $1,171,789 at 6%; with 50% employer match about $1,171,789 at 4% or $781,193 at 6%; with 100% employer match about $878,842 at 4% or $585,894 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-3$443,064$210,922$70,307iApproximate average salary by contribution assumption: employee only about $1,757,683 at 4% or $1,171,789 at 6%; with 50% employer match about $1,171,789 at 4% or $781,193 at 6%; with 100% employer match about $878,842 at 4% or $585,894 at 6%.
201312$220,167$28,405$14,203iApproximate average salary by contribution assumption: employee only about $355,063 at 4% or $236,708 at 6%; with 50% employer match about $236,708 at 4% or $157,806 at 6%; with 100% employer match about $177,531 at 4% or $118,354 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$220,167$28,405$14,203iApproximate average salary by contribution assumption: employee only about $355,063 at 4% or $236,708 at 6%; with 50% employer match about $236,708 at 4% or $157,806 at 6%; with 100% employer match about $177,531 at 4% or $118,354 at 6%.
201212$160,953$27,008$13,504iApproximate average salary by contribution assumption: employee only about $337,600 at 4% or $225,067 at 6%; with 50% employer match about $225,067 at 4% or $150,044 at 6%; with 100% employer match about $168,800 at 4% or $112,533 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$160,953$27,008$13,504iApproximate average salary by contribution assumption: employee only about $337,600 at 4% or $225,067 at 6%; with 50% employer match about $225,067 at 4% or $150,044 at 6%; with 100% employer match about $168,800 at 4% or $112,533 at 6%.
201112$117,979$26,629$13,315iApproximate average salary by contribution assumption: employee only about $332,863 at 4% or $221,908 at 6%; with 50% employer match about $221,908 at 4% or $147,939 at 6%; with 100% employer match about $166,431 at 4% or $110,954 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-2$117,979$26,629$13,315iApproximate average salary by contribution assumption: employee only about $332,863 at 4% or $221,908 at 6%; with 50% employer match about $221,908 at 4% or $147,939 at 6%; with 100% employer match about $166,431 at 4% or $110,954 at 6%.
201011$101,083$23,403$23,403iApproximate average salary by contribution assumption: employee only about $585,075 at 4% or $390,050 at 6%; with 50% employer match about $390,050 at 4% or $260,033 at 6%; with 100% employer match about $292,538 at 4% or $195,025 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-1$101,083$23,403$23,403iApproximate average salary by contribution assumption: employee only about $585,075 at 4% or $390,050 at 6%; with 50% employer match about $390,050 at 4% or $260,033 at 6%; with 100% employer match about $292,538 at 4% or $195,025 at 6%.
200910$0$0-
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-----
200719$45,751$0-
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-9$45,751--
200616$38,005$18,320$3,053iApproximate average salary by contribution assumption: employee only about $76,333 at 4% or $50,889 at 6%; with 50% employer match about $50,889 at 4% or $33,926 at 6%; with 100% employer match about $38,167 at 4% or $25,444 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-6$38,005$18,320$3,053iApproximate average salary by contribution assumption: employee only about $76,333 at 4% or $50,889 at 6%; with 50% employer match about $50,889 at 4% or $33,926 at 6%; with 100% employer match about $38,167 at 4% or $25,444 at 6%.
200516$18,830$18,800$3,133iApproximate average salary by contribution assumption: employee only about $78,333 at 4% or $52,222 at 6%; with 50% employer match about $52,222 at 4% or $34,815 at 6%; with 100% employer match about $39,167 at 4% or $26,111 at 6%.
Steven Y. Luo, Dds, Apc 401(K) Profit Sharing Plan-6$18,830$18,800$3,133iApproximate average salary by contribution assumption: employee only about $78,333 at 4% or $52,222 at 6%; with 50% employer match about $52,222 at 4% or $34,815 at 6%; with 100% employer match about $39,167 at 4% or $26,111 at 6%.