Civic Intelligence

Lu Inc.

Plan context: Lu Inc. 401(K) Profit Sharing Plan

EIN 62-1202539 • Kingston Springs, TN • 27 filings • 4 plans

P.O. Box 607Kingston Springs, TN 37082
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$3,525,998

2024 Contributions

$642,495

Historical Graphs

Total Assets Over Time

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

$3,525,998$1,762,999$0199920122024YearValue
$3,525,998Latest year 2024

Participants Over Time

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

48240199920122024YearValue
48Latest 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
2024248$3,525,998$642,495$13,385iApproximate average salary by contribution assumption: employee only about $334,633 at 4% or $223,089 at 6%; with 50% employer match about $223,089 at 4% or $148,726 at 6%; with 100% employer match about $167,316 at 4% or $111,544 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-48$2,404,798$36,288$756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%.
LU, INC. CASH BALANCE PENSION PLAN-16$1,121,200$606,207$37,888iApproximate average salary by contribution assumption: employee only about $947,198 at 4% or $631,466 at 6%; with 50% employer match about $631,466 at 4% or $420,977 at 6%; with 100% employer match about $473,599 at 4% or $315,733 at 6%.
2023232$2,483,338$814,732$25,460iApproximate average salary by contribution assumption: employee only about $636,509 at 4% or $424,340 at 6%; with 50% employer match about $424,340 at 4% or $282,893 at 6%; with 100% employer match about $318,255 at 4% or $212,170 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-32$1,917,436$248,830$7,776iApproximate average salary by contribution assumption: employee only about $194,398 at 4% or $129,599 at 6%; with 50% employer match about $129,599 at 4% or $86,399 at 6%; with 100% employer match about $97,199 at 4% or $64,799 at 6%.
LU, INC. CASH BALANCE PENSION PLAN-12$565,902$565,902$47,159iApproximate average salary by contribution assumption: employee only about $1,178,963 at 4% or $785,975 at 6%; with 50% employer match about $785,975 at 4% or $523,983 at 6%; with 100% employer match about $589,481 at 4% or $392,988 at 6%.
2022130$1,592,197$312,198$10,407iApproximate average salary by contribution assumption: employee only about $260,165 at 4% or $173,443 at 6%; with 50% employer match about $173,443 at 4% or $115,629 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-30$1,592,197$312,198$10,407iApproximate average salary by contribution assumption: employee only about $260,165 at 4% or $173,443 at 6%; with 50% employer match about $173,443 at 4% or $115,629 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%.
2021135$1,552,856$178,930$5,112iApproximate average salary by contribution assumption: employee only about $127,807 at 4% or $85,205 at 6%; with 50% employer match about $85,205 at 4% or $56,803 at 6%; with 100% employer match about $63,904 at 4% or $42,602 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-35$1,552,856$178,930$5,112iApproximate average salary by contribution assumption: employee only about $127,807 at 4% or $85,205 at 6%; with 50% employer match about $85,205 at 4% or $56,803 at 6%; with 100% employer match about $63,904 at 4% or $42,602 at 6%.
2020136$1,378,275$164,337$4,565iApproximate average salary by contribution assumption: employee only about $114,123 at 4% or $76,082 at 6%; with 50% employer match about $76,082 at 4% or $50,721 at 6%; with 100% employer match about $57,061 at 4% or $38,041 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-36$1,378,275$164,337$4,565iApproximate average salary by contribution assumption: employee only about $114,123 at 4% or $76,082 at 6%; with 50% employer match about $76,082 at 4% or $50,721 at 6%; with 100% employer match about $57,061 at 4% or $38,041 at 6%.
2019136$2,133,131$163,564$4,543iApproximate average salary by contribution assumption: employee only about $113,586 at 4% or $75,724 at 6%; with 50% employer match about $75,724 at 4% or $50,483 at 6%; with 100% employer match about $56,793 at 4% or $37,862 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-36$2,133,131$163,564$4,543iApproximate average salary by contribution assumption: employee only about $113,586 at 4% or $75,724 at 6%; with 50% employer match about $75,724 at 4% or $50,483 at 6%; with 100% employer match about $56,793 at 4% or $37,862 at 6%.
2018138$1,824,793$168,316$4,429iApproximate average salary by contribution assumption: employee only about $110,734 at 4% or $73,823 at 6%; with 50% employer match about $73,823 at 4% or $49,215 at 6%; with 100% employer match about $55,367 at 4% or $36,911 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-38$1,824,793$168,316$4,429iApproximate average salary by contribution assumption: employee only about $110,734 at 4% or $73,823 at 6%; with 50% employer match about $73,823 at 4% or $49,215 at 6%; with 100% employer match about $55,367 at 4% or $36,911 at 6%.
2017135$1,814,257$156,362$4,467iApproximate average salary by contribution assumption: employee only about $111,687 at 4% or $74,458 at 6%; with 50% employer match about $74,458 at 4% or $49,639 at 6%; with 100% employer match about $55,844 at 4% or $37,229 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-35$1,814,257$156,362$4,467iApproximate average salary by contribution assumption: employee only about $111,687 at 4% or $74,458 at 6%; with 50% employer match about $74,458 at 4% or $49,639 at 6%; with 100% employer match about $55,844 at 4% or $37,229 at 6%.
2016130$1,433,467$145,033$4,834iApproximate average salary by contribution assumption: employee only about $120,861 at 4% or $80,574 at 6%; with 50% employer match about $80,574 at 4% or $53,716 at 6%; with 100% employer match about $60,430 at 4% or $40,287 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-30$1,433,467$145,033$4,834iApproximate average salary by contribution assumption: employee only about $120,861 at 4% or $80,574 at 6%; with 50% employer match about $80,574 at 4% or $53,716 at 6%; with 100% employer match about $60,430 at 4% or $40,287 at 6%.
2015130$1,207,225$27,776$926iApproximate average salary by contribution assumption: employee only about $23,147 at 4% or $15,431 at 6%; with 50% employer match about $15,431 at 4% or $10,287 at 6%; with 100% employer match about $11,573 at 4% or $7,716 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-30$1,207,225$27,776$926iApproximate average salary by contribution assumption: employee only about $23,147 at 4% or $15,431 at 6%; with 50% employer match about $15,431 at 4% or $10,287 at 6%; with 100% employer match about $11,573 at 4% or $7,716 at 6%.
2014127$1,248,620$0-
Lu Inc. 401(K) Profit Sharing Plan-27$1,248,620--
2013124$1,202,672$134,102$5,588iApproximate average salary by contribution assumption: employee only about $139,690 at 4% or $93,126 at 6%; with 50% employer match about $93,126 at 4% or $62,084 at 6%; with 100% employer match about $69,845 at 4% or $46,563 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-24$1,202,672$134,102$5,588iApproximate average salary by contribution assumption: employee only about $139,690 at 4% or $93,126 at 6%; with 50% employer match about $93,126 at 4% or $62,084 at 6%; with 100% employer match about $69,845 at 4% or $46,563 at 6%.
2012133$1,227,810$0-
Lu Inc. 401(K) Profit Sharing Plan-33$1,227,810--
2011140$1,202,221$9,109$228iApproximate average salary by contribution assumption: employee only about $5,693 at 4% or $3,795 at 6%; with 50% employer match about $3,795 at 4% or $2,530 at 6%; with 100% employer match about $2,847 at 4% or $1,898 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-40$1,202,221$9,109$228iApproximate average salary by contribution assumption: employee only about $5,693 at 4% or $3,795 at 6%; with 50% employer match about $3,795 at 4% or $2,530 at 6%; with 100% employer match about $2,847 at 4% or $1,898 at 6%.
2010143$1,231,582$120,522$2,803iApproximate average salary by contribution assumption: employee only about $70,071 at 4% or $46,714 at 6%; with 50% employer match about $46,714 at 4% or $31,143 at 6%; with 100% employer match about $35,035 at 4% or $23,357 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-43$1,231,582$120,522$2,803iApproximate average salary by contribution assumption: employee only about $70,071 at 4% or $46,714 at 6%; with 50% employer match about $46,714 at 4% or $31,143 at 6%; with 100% employer match about $35,035 at 4% or $23,357 at 6%.
2009135$1,039,091$106,887$3,054iApproximate average salary by contribution assumption: employee only about $76,348 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,932 at 6%; with 100% employer match about $38,174 at 4% or $25,449 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-35$1,039,091$106,887$3,054iApproximate average salary by contribution assumption: employee only about $76,348 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,932 at 6%; with 100% employer match about $38,174 at 4% or $25,449 at 6%.
2008130$785,671$87,000$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-30$785,671$87,000$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
2007119$977,360$86,657$4,561iApproximate average salary by contribution assumption: employee only about $114,022 at 4% or $76,015 at 6%; with 50% employer match about $76,015 at 4% or $50,677 at 6%; with 100% employer match about $57,011 at 4% or $38,007 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-19$977,360$86,657$4,561iApproximate average salary by contribution assumption: employee only about $114,022 at 4% or $76,015 at 6%; with 50% employer match about $76,015 at 4% or $50,677 at 6%; with 100% employer match about $57,011 at 4% or $38,007 at 6%.
2006116$818,037$70,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-16$818,037$70,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
2005121$876,993$71,545$3,407iApproximate average salary by contribution assumption: employee only about $85,173 at 4% or $56,782 at 6%; with 50% employer match about $56,782 at 4% or $37,854 at 6%; with 100% employer match about $42,586 at 4% or $28,391 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-21$876,993$71,545$3,407iApproximate average salary by contribution assumption: employee only about $85,173 at 4% or $56,782 at 6%; with 50% employer match about $56,782 at 4% or $37,854 at 6%; with 100% employer match about $42,586 at 4% or $28,391 at 6%.
2004129$763,709$98,465$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,589 at 6%; with 50% employer match about $56,589 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-29$763,709$98,465$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,589 at 6%; with 50% employer match about $56,589 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
2003130$625,973$126,609$4,220iApproximate average salary by contribution assumption: employee only about $105,508 at 4% or $70,338 at 6%; with 50% employer match about $70,338 at 4% or $46,892 at 6%; with 100% employer match about $52,754 at 4% or $35,169 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-30$625,973$126,609$4,220iApproximate average salary by contribution assumption: employee only about $105,508 at 4% or $70,338 at 6%; with 50% employer match about $70,338 at 4% or $46,892 at 6%; with 100% employer match about $52,754 at 4% or $35,169 at 6%.
2002136$435,668$119,622$3,323iApproximate average salary by contribution assumption: employee only about $83,071 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,920 at 6%; with 100% employer match about $41,535 at 4% or $27,690 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-36$435,668$119,622$3,323iApproximate average salary by contribution assumption: employee only about $83,071 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,920 at 6%; with 100% employer match about $41,535 at 4% or $27,690 at 6%.
2000116$317,337$80,216$5,014iApproximate average salary by contribution assumption: employee only about $125,338 at 4% or $83,558 at 6%; with 50% employer match about $83,558 at 4% or $55,706 at 6%; with 100% employer match about $62,669 at 4% or $41,779 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-16$317,337$80,216$5,014iApproximate average salary by contribution assumption: employee only about $125,338 at 4% or $83,558 at 6%; with 50% employer match about $83,558 at 4% or $55,706 at 6%; with 100% employer match about $62,669 at 4% or $41,779 at 6%.
1999116$270,386$77,302$4,831iApproximate average salary by contribution assumption: employee only about $120,784 at 4% or $80,523 at 6%; with 50% employer match about $80,523 at 4% or $53,682 at 6%; with 100% employer match about $60,392 at 4% or $40,261 at 6%.
Lu Inc. 401(K) Profit Sharing Plan-16$270,386$77,302$4,831iApproximate average salary by contribution assumption: employee only about $120,784 at 4% or $80,523 at 6%; with 50% employer match about $80,523 at 4% or $53,682 at 6%; with 100% employer match about $60,392 at 4% or $40,261 at 6%.