Lucas Associates Inc. Fka Lucas Group
Plan context: Lucas Group 401K Profit Sharing Plan
EIN 58-1120385 • 45 filings • 6 plans
Current Snapshot
Latest Year
2021
2021 Participants
321
2021 Assets
$42,683,737
2021 Contributions
$2,989,154
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 321 | $0 | $2,989,154 | $9,312iApproximate average salary by contribution assumption: employee only about $232,800 at 4% or $155,200 at 6%; with 50% employer match about $155,200 at 4% or $103,467 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 0 | - | $2,989,154 | - |
| Lucas Associates Inc Welfare Benefit Program | - | 321 | - | - | - |
| 2020 | 2 | 315 | $42,683,737 | $2,838,668 | $9,012iApproximate average salary by contribution assumption: employee only about $225,291 at 4% or $150,194 at 6%; with 50% employer match about $150,194 at 4% or $100,129 at 6%; with 100% employer match about $112,646 at 4% or $75,097 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 315 | $42,683,737 | $2,838,668 | $9,012iApproximate average salary by contribution assumption: employee only about $225,291 at 4% or $150,194 at 6%; with 50% employer match about $150,194 at 4% or $100,129 at 6%; with 100% employer match about $112,646 at 4% or $75,097 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 302 | - | - | - |
| 2019 | 2 | 530 | $38,838,766 | $3,127,610 | $5,901iApproximate average salary by contribution assumption: employee only about $147,529 at 4% or $98,353 at 6%; with 50% employer match about $98,353 at 4% or $65,568 at 6%; with 100% employer match about $73,764 at 4% or $49,176 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 530 | $38,838,766 | $3,127,610 | $5,901iApproximate average salary by contribution assumption: employee only about $147,529 at 4% or $98,353 at 6%; with 50% employer match about $98,353 at 4% or $65,568 at 6%; with 100% employer match about $73,764 at 4% or $49,176 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 402 | - | - | - |
| 2018 | 2 | 473 | $32,972,988 | $3,477,101 | $7,351iApproximate average salary by contribution assumption: employee only about $183,779 at 4% or $122,519 at 6%; with 50% employer match about $122,519 at 4% or $81,680 at 6%; with 100% employer match about $91,890 at 4% or $61,260 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 473 | $32,972,988 | $3,477,101 | $7,351iApproximate average salary by contribution assumption: employee only about $183,779 at 4% or $122,519 at 6%; with 50% employer match about $122,519 at 4% or $81,680 at 6%; with 100% employer match about $91,890 at 4% or $61,260 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 262 | - | - | - |
| 2017 | 2 | 477 | $34,047,833 | $2,747,189 | $5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 477 | $34,047,833 | $2,747,189 | $5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 281 | - | - | - |
| 2016 | 2 | 432 | $27,289,491 | $2,467,322 | $5,711iApproximate average salary by contribution assumption: employee only about $142,785 at 4% or $95,190 at 6%; with 50% employer match about $95,190 at 4% or $63,460 at 6%; with 100% employer match about $71,392 at 4% or $47,595 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 432 | $27,289,491 | $2,467,322 | $5,711iApproximate average salary by contribution assumption: employee only about $142,785 at 4% or $95,190 at 6%; with 50% employer match about $95,190 at 4% or $63,460 at 6%; with 100% employer match about $71,392 at 4% or $47,595 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 361 | - | - | - |
| 2015 | 2 | 412 | $23,570,802 | $2,258,370 | $5,481iApproximate average salary by contribution assumption: employee only about $137,037 at 4% or $91,358 at 6%; with 50% employer match about $91,358 at 4% or $60,905 at 6%; with 100% employer match about $68,519 at 4% or $45,679 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 412 | $23,570,802 | $2,258,370 | $5,481iApproximate average salary by contribution assumption: employee only about $137,037 at 4% or $91,358 at 6%; with 50% employer match about $91,358 at 4% or $60,905 at 6%; with 100% employer match about $68,519 at 4% or $45,679 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 399 | - | - | - |
| 2014 | 2 | 384 | $22,550,426 | $1,951,219 | $5,081iApproximate average salary by contribution assumption: employee only about $127,032 at 4% or $84,688 at 6%; with 50% employer match about $84,688 at 4% or $56,459 at 6%; with 100% employer match about $63,516 at 4% or $42,344 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 384 | $22,550,426 | $1,951,219 | $5,081iApproximate average salary by contribution assumption: employee only about $127,032 at 4% or $84,688 at 6%; with 50% employer match about $84,688 at 4% or $56,459 at 6%; with 100% employer match about $63,516 at 4% or $42,344 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 300 | - | - | - |
| 2013 | 2 | 357 | $20,744,325 | $1,756,657 | $4,921iApproximate average salary by contribution assumption: employee only about $123,015 at 4% or $82,010 at 6%; with 50% employer match about $82,010 at 4% or $54,673 at 6%; with 100% employer match about $61,508 at 4% or $41,005 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 357 | $20,744,325 | $1,756,657 | $4,921iApproximate average salary by contribution assumption: employee only about $123,015 at 4% or $82,010 at 6%; with 50% employer match about $82,010 at 4% or $54,673 at 6%; with 100% employer match about $61,508 at 4% or $41,005 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 273 | - | - | - |
| 2012 | 2 | 356 | $16,855,959 | $1,563,048 | $4,391iApproximate average salary by contribution assumption: employee only about $109,765 at 4% or $73,176 at 6%; with 50% employer match about $73,176 at 4% or $48,784 at 6%; with 100% employer match about $54,882 at 4% or $36,588 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 356 | $16,855,959 | $1,563,048 | $4,391iApproximate average salary by contribution assumption: employee only about $109,765 at 4% or $73,176 at 6%; with 50% employer match about $73,176 at 4% or $48,784 at 6%; with 100% employer match about $54,882 at 4% or $36,588 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 264 | - | - | - |
| 2011 | 2 | 297 | $14,379,929 | $1,404,952 | $4,730iApproximate average salary by contribution assumption: employee only about $118,262 at 4% or $78,841 at 6%; with 50% employer match about $78,841 at 4% or $52,561 at 6%; with 100% employer match about $59,131 at 4% or $39,421 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 297 | $14,379,929 | $1,404,952 | $4,730iApproximate average salary by contribution assumption: employee only about $118,262 at 4% or $78,841 at 6%; with 50% employer match about $78,841 at 4% or $52,561 at 6%; with 100% employer match about $59,131 at 4% or $39,421 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 225 | - | - | - |
| 2010 | 2 | 267 | $14,004,082 | $1,031,995 | $3,865iApproximate average salary by contribution assumption: employee only about $96,629 at 4% or $64,419 at 6%; with 50% employer match about $64,419 at 4% or $42,946 at 6%; with 100% employer match about $48,314 at 4% or $32,210 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 267 | $14,004,082 | $1,031,995 | $3,865iApproximate average salary by contribution assumption: employee only about $96,629 at 4% or $64,419 at 6%; with 50% employer match about $64,419 at 4% or $42,946 at 6%; with 100% employer match about $48,314 at 4% or $32,210 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 216 | - | - | - |
| 2009 | 2 | 307 | $12,769,049 | $1,184,520 | $3,858iApproximate average salary by contribution assumption: employee only about $96,459 at 4% or $64,306 at 6%; with 50% employer match about $64,306 at 4% or $42,871 at 6%; with 100% employer match about $48,230 at 4% or $32,153 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 307 | $12,769,049 | $1,184,520 | $3,858iApproximate average salary by contribution assumption: employee only about $96,459 at 4% or $64,306 at 6%; with 50% employer match about $64,306 at 4% or $42,871 at 6%; with 100% employer match about $48,230 at 4% or $32,153 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 215 | - | - | - |
| 2008 | 2 | 418 | $12,012,260 | $2,078,608 | $4,973iApproximate average salary by contribution assumption: employee only about $124,319 at 4% or $82,879 at 6%; with 50% employer match about $82,879 at 4% or $55,253 at 6%; with 100% employer match about $62,159 at 4% or $41,440 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 418 | $12,012,260 | $2,078,608 | $4,973iApproximate average salary by contribution assumption: employee only about $124,319 at 4% or $82,879 at 6%; with 50% employer match about $82,879 at 4% or $55,253 at 6%; with 100% employer match about $62,159 at 4% or $41,440 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 241 | - | - | - |
| 2007 | 2 | 453 | $16,139,349 | $2,210,958 | $4,881iApproximate average salary by contribution assumption: employee only about $122,018 at 4% or $81,345 at 6%; with 50% employer match about $81,345 at 4% or $54,230 at 6%; with 100% employer match about $61,009 at 4% or $40,673 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 453 | $16,139,349 | $2,210,958 | $4,881iApproximate average salary by contribution assumption: employee only about $122,018 at 4% or $81,345 at 6%; with 50% employer match about $81,345 at 4% or $54,230 at 6%; with 100% employer match about $61,009 at 4% or $40,673 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 294 | - | - | - |
| 2006 | 2 | 449 | $13,996,990 | $2,044,839 | $4,554iApproximate average salary by contribution assumption: employee only about $113,855 at 4% or $75,903 at 6%; with 50% employer match about $75,903 at 4% or $50,602 at 6%; with 100% employer match about $56,928 at 4% or $37,952 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 449 | $13,996,990 | $2,044,839 | $4,554iApproximate average salary by contribution assumption: employee only about $113,855 at 4% or $75,903 at 6%; with 50% employer match about $75,903 at 4% or $50,602 at 6%; with 100% employer match about $56,928 at 4% or $37,952 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 296 | - | - | - |
| 2005 | 2 | 387 | $11,237,088 | $1,429,068 | $3,693iApproximate average salary by contribution assumption: employee only about $92,317 at 4% or $61,545 at 6%; with 50% employer match about $61,545 at 4% or $41,030 at 6%; with 100% employer match about $46,159 at 4% or $30,772 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 387 | $11,237,088 | $1,429,068 | $3,693iApproximate average salary by contribution assumption: employee only about $92,317 at 4% or $61,545 at 6%; with 50% employer match about $61,545 at 4% or $41,030 at 6%; with 100% employer match about $46,159 at 4% or $30,772 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 196 | - | - | - |
| 2004 | 2 | 213 | $9,990,949 | $1,219,565 | $5,726iApproximate average salary by contribution assumption: employee only about $143,141 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,618 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 213 | $9,990,949 | $1,219,565 | $5,726iApproximate average salary by contribution assumption: employee only about $143,141 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,618 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 185 | - | - | - |
| 2003 | 2 | 201 | $8,097,559 | $792,436 | $3,942iApproximate average salary by contribution assumption: employee only about $98,562 at 4% or $65,708 at 6%; with 50% employer match about $65,708 at 4% or $43,805 at 6%; with 100% employer match about $49,281 at 4% or $32,854 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 201 | $8,097,559 | $792,436 | $3,942iApproximate average salary by contribution assumption: employee only about $98,562 at 4% or $65,708 at 6%; with 50% employer match about $65,708 at 4% or $43,805 at 6%; with 100% employer match about $49,281 at 4% or $32,854 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 160 | - | - | - |
| 2002 | 2 | 209 | $6,220,450 | $823,253 | $3,939iApproximate average salary by contribution assumption: employee only about $98,475 at 4% or $65,650 at 6%; with 50% employer match about $65,650 at 4% or $43,767 at 6%; with 100% employer match about $49,238 at 4% or $32,825 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 209 | $6,220,450 | $823,253 | $3,939iApproximate average salary by contribution assumption: employee only about $98,475 at 4% or $65,650 at 6%; with 50% employer match about $65,650 at 4% or $43,767 at 6%; with 100% employer match about $49,238 at 4% or $32,825 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 163 | - | - | - |
| 2001 | 2 | 228 | $7,818,319 | $1,185,364 | $5,199iApproximate average salary by contribution assumption: employee only about $129,974 at 4% or $86,649 at 6%; with 50% employer match about $86,649 at 4% or $57,766 at 6%; with 100% employer match about $64,987 at 4% or $43,325 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 228 | $7,818,319 | $1,185,364 | $5,199iApproximate average salary by contribution assumption: employee only about $129,974 at 4% or $86,649 at 6%; with 50% employer match about $86,649 at 4% or $57,766 at 6%; with 100% employer match about $64,987 at 4% or $43,325 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 198 | - | - | - |
| 2000 | 2 | 282 | $8,381,243 | $1,172,303 | $4,157iApproximate average salary by contribution assumption: employee only about $103,928 at 4% or $69,285 at 6%; with 50% employer match about $69,285 at 4% or $46,190 at 6%; with 100% employer match about $51,964 at 4% or $34,643 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 282 | $8,381,243 | $1,172,303 | $4,157iApproximate average salary by contribution assumption: employee only about $103,928 at 4% or $69,285 at 6%; with 50% employer match about $69,285 at 4% or $46,190 at 6%; with 100% employer match about $51,964 at 4% or $34,643 at 6%. |
| Lucas Associates Inc Welfare Benefit Program | - | 198 | - | - | - |
| 1999 | 1 | 304 | $8,671,071 | $268,080 | $882iApproximate average salary by contribution assumption: employee only about $22,046 at 4% or $14,697 at 6%; with 50% employer match about $14,697 at 4% or $9,798 at 6%; with 100% employer match about $11,023 at 4% or $7,349 at 6%. |
| Lucas Group 401K Profit Sharing Plan | - | 304 | $8,671,071 | $268,080 | $882iApproximate average salary by contribution assumption: employee only about $22,046 at 4% or $14,697 at 6%; with 50% employer match about $14,697 at 4% or $9,798 at 6%; with 100% employer match about $11,023 at 4% or $7,349 at 6%. |