Civic Intelligence

Luckie and Company

Plan context: Luckie and Company Profit Sharing Tax Deferred Savings Plan

EIN 63-1160366 • 24 filings • 4 plans

Current Snapshot

Latest Year

2023

2023 Participants

84

2023 Assets

$636,462

2023 Contributions

$248,662

Historical Graphs

Total Assets Over Time

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

$12,353,429$6,176,715$0200120122023YearValue
$636,462Latest year 2023

Participants Over Time

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

109550200020122023YearValue
84Latest year 2023

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
2023184$636,462$248,662$2,960iApproximate average salary by contribution assumption: employee only about $74,007 at 4% or $49,338 at 6%; with 50% employer match about $49,338 at 4% or $32,892 at 6%; with 100% employer match about $37,003 at 4% or $24,669 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-84$636,462$248,662$2,960iApproximate average salary by contribution assumption: employee only about $74,007 at 4% or $49,338 at 6%; with 50% employer match about $49,338 at 4% or $32,892 at 6%; with 100% employer match about $37,003 at 4% or $24,669 at 6%.
2022184$7,366,803$702,909$8,368iApproximate average salary by contribution assumption: employee only about $209,199 at 4% or $139,466 at 6%; with 50% employer match about $139,466 at 4% or $92,977 at 6%; with 100% employer match about $104,600 at 4% or $69,733 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-84$7,366,803$702,909$8,368iApproximate average salary by contribution assumption: employee only about $209,199 at 4% or $139,466 at 6%; with 50% employer match about $139,466 at 4% or $92,977 at 6%; with 100% employer match about $104,600 at 4% or $69,733 at 6%.
2021165$8,357,680$479,640$7,379iApproximate average salary by contribution assumption: employee only about $184,477 at 4% or $122,985 at 6%; with 50% employer match about $122,985 at 4% or $81,990 at 6%; with 100% employer match about $92,238 at 4% or $61,492 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-65$8,357,680$479,640$7,379iApproximate average salary by contribution assumption: employee only about $184,477 at 4% or $122,985 at 6%; with 50% employer match about $122,985 at 4% or $81,990 at 6%; with 100% employer match about $92,238 at 4% or $61,492 at 6%.
2020178$7,666,981$428,685$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-78$7,666,981$428,685$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
2019168$7,425,518$346,151$5,090iApproximate average salary by contribution assumption: employee only about $127,261 at 4% or $84,841 at 6%; with 50% employer match about $84,841 at 4% or $56,561 at 6%; with 100% employer match about $63,631 at 4% or $42,420 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-68$7,425,518$346,151$5,090iApproximate average salary by contribution assumption: employee only about $127,261 at 4% or $84,841 at 6%; with 50% employer match about $84,841 at 4% or $56,561 at 6%; with 100% employer match about $63,631 at 4% or $42,420 at 6%.
2018165$6,297,950$308,158$4,741iApproximate average salary by contribution assumption: employee only about $118,522 at 4% or $79,015 at 6%; with 50% employer match about $79,015 at 4% or $52,677 at 6%; with 100% employer match about $59,261 at 4% or $39,507 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-65$6,297,950$308,158$4,741iApproximate average salary by contribution assumption: employee only about $118,522 at 4% or $79,015 at 6%; with 50% employer match about $79,015 at 4% or $52,677 at 6%; with 100% employer match about $59,261 at 4% or $39,507 at 6%.
2017168$6,539,859$294,018$4,324iApproximate average salary by contribution assumption: employee only about $108,095 at 4% or $72,063 at 6%; with 50% employer match about $72,063 at 4% or $48,042 at 6%; with 100% employer match about $54,047 at 4% or $36,032 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-68$6,539,859$294,018$4,324iApproximate average salary by contribution assumption: employee only about $108,095 at 4% or $72,063 at 6%; with 50% employer match about $72,063 at 4% or $48,042 at 6%; with 100% employer match about $54,047 at 4% or $36,032 at 6%.
2016173$9,031,390$357,013$4,891iApproximate average salary by contribution assumption: employee only about $122,265 at 4% or $81,510 at 6%; with 50% employer match about $81,510 at 4% or $54,340 at 6%; with 100% employer match about $61,132 at 4% or $40,755 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-73$9,031,390$357,013$4,891iApproximate average salary by contribution assumption: employee only about $122,265 at 4% or $81,510 at 6%; with 50% employer match about $81,510 at 4% or $54,340 at 6%; with 100% employer match about $61,132 at 4% or $40,755 at 6%.
2015172$9,094,005$371,197$5,156iApproximate average salary by contribution assumption: employee only about $128,888 at 4% or $85,925 at 6%; with 50% employer match about $85,925 at 4% or $57,283 at 6%; with 100% employer match about $64,444 at 4% or $42,963 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-72$9,094,005$371,197$5,156iApproximate average salary by contribution assumption: employee only about $128,888 at 4% or $85,925 at 6%; with 50% employer match about $85,925 at 4% or $57,283 at 6%; with 100% employer match about $64,444 at 4% or $42,963 at 6%.
2014185$10,961,007$470,826$5,539iApproximate average salary by contribution assumption: employee only about $138,478 at 4% or $92,319 at 6%; with 50% employer match about $92,319 at 4% or $61,546 at 6%; with 100% employer match about $69,239 at 4% or $46,159 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-85$10,961,007$470,826$5,539iApproximate average salary by contribution assumption: employee only about $138,478 at 4% or $92,319 at 6%; with 50% employer match about $92,319 at 4% or $61,546 at 6%; with 100% employer match about $69,239 at 4% or $46,159 at 6%.
2013189$12,353,429$477,038$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $67,000 at 4% or $44,666 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-89$12,353,429$477,038$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $67,000 at 4% or $44,666 at 6%.
20121103$11,484,196$607,917$5,902iApproximate average salary by contribution assumption: employee only about $147,553 at 4% or $98,368 at 6%; with 50% employer match about $98,368 at 4% or $65,579 at 6%; with 100% employer match about $73,776 at 4% or $49,184 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-103$11,484,196$607,917$5,902iApproximate average salary by contribution assumption: employee only about $147,553 at 4% or $98,368 at 6%; with 50% employer match about $98,368 at 4% or $65,579 at 6%; with 100% employer match about $73,776 at 4% or $49,184 at 6%.
20111109$10,511,275$806,084$7,395iApproximate average salary by contribution assumption: employee only about $184,882 at 4% or $123,254 at 6%; with 50% employer match about $123,254 at 4% or $82,170 at 6%; with 100% employer match about $92,441 at 4% or $61,627 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-109$10,511,275$806,084$7,395iApproximate average salary by contribution assumption: employee only about $184,882 at 4% or $123,254 at 6%; with 50% employer match about $123,254 at 4% or $82,170 at 6%; with 100% employer match about $92,441 at 4% or $61,627 at 6%.
2010196$10,871,600$630,298$6,566iApproximate average salary by contribution assumption: employee only about $164,140 at 4% or $109,427 at 6%; with 50% employer match about $109,427 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-96$10,871,600$630,298$6,566iApproximate average salary by contribution assumption: employee only about $164,140 at 4% or $109,427 at 6%; with 50% employer match about $109,427 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
2009192$9,532,605$600,016$6,522iApproximate average salary by contribution assumption: employee only about $163,048 at 4% or $108,699 at 6%; with 50% employer match about $108,699 at 4% or $72,466 at 6%; with 100% employer match about $81,524 at 4% or $54,349 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-92$9,532,605$600,016$6,522iApproximate average salary by contribution assumption: employee only about $163,048 at 4% or $108,699 at 6%; with 50% employer match about $108,699 at 4% or $72,466 at 6%; with 100% employer match about $81,524 at 4% or $54,349 at 6%.
2008193$8,547,639$703,132$7,561iApproximate average salary by contribution assumption: employee only about $189,014 at 4% or $126,009 at 6%; with 50% employer match about $126,009 at 4% or $84,006 at 6%; with 100% employer match about $94,507 at 4% or $63,005 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-93$8,547,639$703,132$7,561iApproximate average salary by contribution assumption: employee only about $189,014 at 4% or $126,009 at 6%; with 50% employer match about $126,009 at 4% or $84,006 at 6%; with 100% employer match about $94,507 at 4% or $63,005 at 6%.
2007194$10,611,392$1,068,645$11,369iApproximate average salary by contribution assumption: employee only about $284,214 at 4% or $189,476 at 6%; with 50% employer match about $189,476 at 4% or $126,317 at 6%; with 100% employer match about $142,107 at 4% or $94,738 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-94$10,611,392$1,068,645$11,369iApproximate average salary by contribution assumption: employee only about $284,214 at 4% or $189,476 at 6%; with 50% employer match about $189,476 at 4% or $126,317 at 6%; with 100% employer match about $142,107 at 4% or $94,738 at 6%.
2006193$9,888,362$461,270$4,960iApproximate average salary by contribution assumption: employee only about $123,997 at 4% or $82,665 at 6%; with 50% employer match about $82,665 at 4% or $55,110 at 6%; with 100% employer match about $61,999 at 4% or $41,332 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-93$9,888,362$461,270$4,960iApproximate average salary by contribution assumption: employee only about $123,997 at 4% or $82,665 at 6%; with 50% employer match about $82,665 at 4% or $55,110 at 6%; with 100% employer match about $61,999 at 4% or $41,332 at 6%.
2005181$8,584,830$665,738$8,219iApproximate average salary by contribution assumption: employee only about $205,475 at 4% or $136,983 at 6%; with 50% employer match about $136,983 at 4% or $91,322 at 6%; with 100% employer match about $102,737 at 4% or $68,492 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-81$8,584,830$665,738$8,219iApproximate average salary by contribution assumption: employee only about $205,475 at 4% or $136,983 at 6%; with 50% employer match about $136,983 at 4% or $91,322 at 6%; with 100% employer match about $102,737 at 4% or $68,492 at 6%.
2004164$7,523,308$591,998$9,250iApproximate average salary by contribution assumption: employee only about $231,249 at 4% or $154,166 at 6%; with 50% employer match about $154,166 at 4% or $102,777 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-64$7,523,308$591,998$9,250iApproximate average salary by contribution assumption: employee only about $231,249 at 4% or $154,166 at 6%; with 50% employer match about $154,166 at 4% or $102,777 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
2003153$6,354,489$363,345$6,856iApproximate average salary by contribution assumption: employee only about $171,389 at 4% or $114,259 at 6%; with 50% employer match about $114,259 at 4% or $76,173 at 6%; with 100% employer match about $85,695 at 4% or $57,130 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-53$6,354,489$363,345$6,856iApproximate average salary by contribution assumption: employee only about $171,389 at 4% or $114,259 at 6%; with 50% employer match about $114,259 at 4% or $76,173 at 6%; with 100% employer match about $85,695 at 4% or $57,130 at 6%.
2002148$5,162,054$355,943$7,415iApproximate average salary by contribution assumption: employee only about $185,387 at 4% or $123,591 at 6%; with 50% employer match about $123,591 at 4% or $82,394 at 6%; with 100% employer match about $92,693 at 4% or $61,796 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-48$5,162,054$355,943$7,415iApproximate average salary by contribution assumption: employee only about $185,387 at 4% or $123,591 at 6%; with 50% employer match about $123,591 at 4% or $82,394 at 6%; with 100% employer match about $92,693 at 4% or $61,796 at 6%.
2001148$5,383,028$326,713$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
Luckie and Company Profit Sharing Tax Deferred Savings Plan-48$5,383,028$326,713$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
2000140$0$0-
Luckie and Company Profit Sharing Tax Deferred Savings Plan-40---