Civic Intelligence

Kathleen E. Lucas, M.D., P.A.

Plan context: Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust

EIN 56-1876987 • Greensboro, NC • 14 filings • 3 plans

1416 Yanceyville StreetGreensboro, NC 27405
Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$685,254

2009 Contributions

$27,389

Historical Graphs

Total Assets Over Time

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

$1,020,658$510,329$0199920042008YearValue
$685,254Latest year 2008

Participants Over Time

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

1160199920042008YearValue
10Latest year 2008

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
200910$0$27,389-
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-0$0$27,389-
2008110$685,254$43,269$4,327iApproximate average salary by contribution assumption: employee only about $108,172 at 4% or $72,115 at 6%; with 50% employer match about $72,115 at 4% or $48,077 at 6%; with 100% employer match about $54,086 at 4% or $36,058 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-10$685,254$43,269$4,327iApproximate average salary by contribution assumption: employee only about $108,172 at 4% or $72,115 at 6%; with 50% employer match about $72,115 at 4% or $48,077 at 6%; with 100% employer match about $54,086 at 4% or $36,058 at 6%.
2007111$1,020,658$64,816$5,892iApproximate average salary by contribution assumption: employee only about $147,309 at 4% or $98,206 at 6%; with 50% employer match about $98,206 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-11$1,020,658$64,816$5,892iApproximate average salary by contribution assumption: employee only about $147,309 at 4% or $98,206 at 6%; with 50% employer match about $98,206 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
2006111$867,961$58,739$5,340iApproximate average salary by contribution assumption: employee only about $133,498 at 4% or $88,998 at 6%; with 50% employer match about $88,998 at 4% or $59,332 at 6%; with 100% employer match about $66,749 at 4% or $44,499 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-11$867,961$58,739$5,340iApproximate average salary by contribution assumption: employee only about $133,498 at 4% or $88,998 at 6%; with 50% employer match about $88,998 at 4% or $59,332 at 6%; with 100% employer match about $66,749 at 4% or $44,499 at 6%.
200518$722,638$25,320$3,165iApproximate average salary by contribution assumption: employee only about $79,125 at 4% or $52,750 at 6%; with 50% employer match about $52,750 at 4% or $35,167 at 6%; with 100% employer match about $39,563 at 4% or $26,375 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-8$722,638$25,320$3,165iApproximate average salary by contribution assumption: employee only about $79,125 at 4% or $52,750 at 6%; with 50% employer match about $52,750 at 4% or $35,167 at 6%; with 100% employer match about $39,563 at 4% or $26,375 at 6%.
200416$646,177$54,120$9,020iApproximate average salary by contribution assumption: employee only about $225,500 at 4% or $150,333 at 6%; with 50% employer match about $150,333 at 4% or $100,222 at 6%; with 100% employer match about $112,750 at 4% or $75,167 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-6$646,177$54,120$9,020iApproximate average salary by contribution assumption: employee only about $225,500 at 4% or $150,333 at 6%; with 50% employer match about $150,333 at 4% or $100,222 at 6%; with 100% employer match about $112,750 at 4% or $75,167 at 6%.
200319$564,818$108,107$12,012iApproximate average salary by contribution assumption: employee only about $300,297 at 4% or $200,198 at 6%; with 50% employer match about $200,198 at 4% or $133,465 at 6%; with 100% employer match about $150,149 at 4% or $100,099 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-9$564,818$108,107$12,012iApproximate average salary by contribution assumption: employee only about $300,297 at 4% or $200,198 at 6%; with 50% employer match about $200,198 at 4% or $133,465 at 6%; with 100% employer match about $150,149 at 4% or $100,099 at 6%.
2002110$405,557$34,885$3,489iApproximate average salary by contribution assumption: employee only about $87,213 at 4% or $58,142 at 6%; with 50% employer match about $58,142 at 4% or $38,761 at 6%; with 100% employer match about $43,606 at 4% or $29,071 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-10$405,557$34,885$3,489iApproximate average salary by contribution assumption: employee only about $87,213 at 4% or $58,142 at 6%; with 50% employer match about $58,142 at 4% or $38,761 at 6%; with 100% employer match about $43,606 at 4% or $29,071 at 6%.
200128$390,443$32,711$4,089iApproximate average salary by contribution assumption: employee only about $102,222 at 4% or $68,148 at 6%; with 50% employer match about $68,148 at 4% or $45,432 at 6%; with 100% employer match about $51,111 at 4% or $34,074 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-8$390,443$32,711$4,089iApproximate average salary by contribution assumption: employee only about $102,222 at 4% or $68,148 at 6%; with 50% employer match about $68,148 at 4% or $45,432 at 6%; with 100% employer match about $51,111 at 4% or $34,074 at 6%.
Kathleen E. Lucas, M.D., P.A. Money Purchase Pension Plan and Trust-0---
200026$382,520$25,371$4,229iApproximate average salary by contribution assumption: employee only about $105,713 at 4% or $70,475 at 6%; with 50% employer match about $70,475 at 4% or $46,983 at 6%; with 100% employer match about $52,856 at 4% or $35,238 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-6$296,853$9,129$1,522iApproximate average salary by contribution assumption: employee only about $38,038 at 4% or $25,358 at 6%; with 50% employer match about $25,358 at 4% or $16,906 at 6%; with 100% employer match about $19,019 at 4% or $12,679 at 6%.
Kathleen E. Lucas, M.D., P.A. Money Purchase Pension Plan and Trust-5$85,667$16,242$3,248iApproximate average salary by contribution assumption: employee only about $81,210 at 4% or $54,140 at 6%; with 50% employer match about $54,140 at 4% or $36,093 at 6%; with 100% employer match about $40,605 at 4% or $27,070 at 6%.
199925$366,213$17,783$3,557iApproximate average salary by contribution assumption: employee only about $88,915 at 4% or $59,277 at 6%; with 50% employer match about $59,277 at 4% or $39,518 at 6%; with 100% employer match about $44,458 at 4% or $29,638 at 6%.
Kathleen E. Lucas, M.D., P.A. 401K Profit Sharing Plan and Trust-5$294,045$8,182$1,636iApproximate average salary by contribution assumption: employee only about $40,910 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,637 at 6%.
Kathleen E. Lucas, M.D., P.A. Money Purchase Pension Plan and Trust-3$72,168$9,601$3,200iApproximate average salary by contribution assumption: employee only about $80,008 at 4% or $53,339 at 6%; with 50% employer match about $53,339 at 4% or $35,559 at 6%; with 100% employer match about $40,004 at 4% or $26,669 at 6%.
Kathleen E. Lucas, M.D., P.A. | EIN 56-1876987 | 2009 Form 5500 Company Profile