Lucor Inc. &Wholly Owned Subs.
Plan context: Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan
EIN 65-0195259 • Raleigh, NC • 45 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
689
2023 Assets
$4,029,461
2023 Contributions
$383,196
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Lucor Inc. Welfare Benefits Plan | - | 0 | - | - | - |
| 2022 | 3 | 689 | $4,029,461 | $383,196 | $556iApproximate average salary by contribution assumption: employee only about $13,904 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,180 at 6%; with 100% employer match about $6,952 at 4% or $4,635 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 689 | $4,029,461 | $383,196 | $556iApproximate average salary by contribution assumption: employee only about $13,904 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,180 at 6%; with 100% employer match about $6,952 at 4% or $4,635 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 4 | - | - | - |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 610 | $4,489,375 | $363,442 | $596iApproximate average salary by contribution assumption: employee only about $14,895 at 4% or $9,930 at 6%; with 50% employer match about $9,930 at 4% or $6,620 at 6%; with 100% employer match about $7,448 at 4% or $4,965 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 610 | $4,489,375 | $363,442 | $596iApproximate average salary by contribution assumption: employee only about $14,895 at 4% or $9,930 at 6%; with 50% employer match about $9,930 at 4% or $6,620 at 6%; with 100% employer match about $7,448 at 4% or $4,965 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 136 | - | - | - |
| 2020 | 2 | 681 | $4,368,689 | $318,470 | $468iApproximate average salary by contribution assumption: employee only about $11,691 at 4% or $7,794 at 6%; with 50% employer match about $7,794 at 4% or $5,196 at 6%; with 100% employer match about $5,846 at 4% or $3,897 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 681 | $4,368,689 | $318,470 | $468iApproximate average salary by contribution assumption: employee only about $11,691 at 4% or $7,794 at 6%; with 50% employer match about $7,794 at 4% or $5,196 at 6%; with 100% employer match about $5,846 at 4% or $3,897 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 140 | - | - | - |
| 2019 | 2 | 762 | $4,030,858 | $370,745 | $487iApproximate average salary by contribution assumption: employee only about $12,164 at 4% or $8,109 at 6%; with 50% employer match about $8,109 at 4% or $5,406 at 6%; with 100% employer match about $6,082 at 4% or $4,055 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 762 | $4,030,858 | $370,745 | $487iApproximate average salary by contribution assumption: employee only about $12,164 at 4% or $8,109 at 6%; with 50% employer match about $8,109 at 4% or $5,406 at 6%; with 100% employer match about $6,082 at 4% or $4,055 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 156 | - | - | - |
| 2018 | 2 | 844 | $3,785,034 | $377,139 | $447iApproximate average salary by contribution assumption: employee only about $11,171 at 4% or $7,447 at 6%; with 50% employer match about $7,447 at 4% or $4,965 at 6%; with 100% employer match about $5,586 at 4% or $3,724 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 844 | $3,785,034 | $377,139 | $447iApproximate average salary by contribution assumption: employee only about $11,171 at 4% or $7,447 at 6%; with 50% employer match about $7,447 at 4% or $4,965 at 6%; with 100% employer match about $5,586 at 4% or $3,724 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 159 | - | - | - |
| 2017 | 2 | 944 | $4,151,789 | $358,918 | $380iApproximate average salary by contribution assumption: employee only about $9,505 at 4% or $6,337 at 6%; with 50% employer match about $6,337 at 4% or $4,225 at 6%; with 100% employer match about $4,753 at 4% or $3,168 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 944 | $4,151,789 | $358,918 | $380iApproximate average salary by contribution assumption: employee only about $9,505 at 4% or $6,337 at 6%; with 50% employer match about $6,337 at 4% or $4,225 at 6%; with 100% employer match about $4,753 at 4% or $3,168 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 203 | - | - | - |
| 2016 | 2 | 820 | $3,610,163 | $350,429 | $427iApproximate average salary by contribution assumption: employee only about $10,684 at 4% or $7,123 at 6%; with 50% employer match about $7,123 at 4% or $4,748 at 6%; with 100% employer match about $5,342 at 4% or $3,561 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 820 | $3,610,163 | $350,429 | $427iApproximate average salary by contribution assumption: employee only about $10,684 at 4% or $7,123 at 6%; with 50% employer match about $7,123 at 4% or $4,748 at 6%; with 100% employer match about $5,342 at 4% or $3,561 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 216 | - | - | - |
| 2015 | 2 | 1,241 | $3,542,423 | $351,398 | $283iApproximate average salary by contribution assumption: employee only about $7,079 at 4% or $4,719 at 6%; with 50% employer match about $4,719 at 4% or $3,146 at 6%; with 100% employer match about $3,539 at 4% or $2,360 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 1,241 | $3,542,423 | $351,398 | $283iApproximate average salary by contribution assumption: employee only about $7,079 at 4% or $4,719 at 6%; with 50% employer match about $4,719 at 4% or $3,146 at 6%; with 100% employer match about $3,539 at 4% or $2,360 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 260 | - | - | - |
| 2014 | 2 | 802 | $3,561,504 | $409,284 | $510iApproximate average salary by contribution assumption: employee only about $12,758 at 4% or $8,505 at 6%; with 50% employer match about $8,505 at 4% or $5,670 at 6%; with 100% employer match about $6,379 at 4% or $4,253 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 802 | $3,561,504 | $409,284 | $510iApproximate average salary by contribution assumption: employee only about $12,758 at 4% or $8,505 at 6%; with 50% employer match about $8,505 at 4% or $5,670 at 6%; with 100% employer match about $6,379 at 4% or $4,253 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 347 | - | - | - |
| 2013 | 2 | 959 | $3,378,915 | $376,480 | $393iApproximate average salary by contribution assumption: employee only about $9,814 at 4% or $6,543 at 6%; with 50% employer match about $6,543 at 4% or $4,362 at 6%; with 100% employer match about $4,907 at 4% or $3,271 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 959 | $3,378,915 | $376,480 | $393iApproximate average salary by contribution assumption: employee only about $9,814 at 4% or $6,543 at 6%; with 50% employer match about $6,543 at 4% or $4,362 at 6%; with 100% employer match about $4,907 at 4% or $3,271 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 347 | - | - | - |
| 2012 | 2 | 799 | $3,012,630 | $395,664 | $495iApproximate average salary by contribution assumption: employee only about $12,380 at 4% or $8,253 at 6%; with 50% employer match about $8,253 at 4% or $5,502 at 6%; with 100% employer match about $6,190 at 4% or $4,127 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 799 | $3,012,630 | $395,664 | $495iApproximate average salary by contribution assumption: employee only about $12,380 at 4% or $8,253 at 6%; with 50% employer match about $8,253 at 4% or $5,502 at 6%; with 100% employer match about $6,190 at 4% or $4,127 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 305 | - | - | - |
| 2011 | 2 | 1,241 | $2,720,421 | $358,020 | $288iApproximate average salary by contribution assumption: employee only about $7,212 at 4% or $4,808 at 6%; with 50% employer match about $4,808 at 4% or $3,205 at 6%; with 100% employer match about $3,606 at 4% or $2,404 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 1,241 | $2,720,421 | $358,020 | $288iApproximate average salary by contribution assumption: employee only about $7,212 at 4% or $4,808 at 6%; with 50% employer match about $4,808 at 4% or $3,205 at 6%; with 100% employer match about $3,606 at 4% or $2,404 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 330 | - | - | - |
| 2010 | 2 | 836 | $2,728,822 | $301,051 | $360iApproximate average salary by contribution assumption: employee only about $9,003 at 4% or $6,002 at 6%; with 50% employer match about $6,002 at 4% or $4,001 at 6%; with 100% employer match about $4,501 at 4% or $3,001 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 836 | $2,728,822 | $301,051 | $360iApproximate average salary by contribution assumption: employee only about $9,003 at 4% or $6,002 at 6%; with 50% employer match about $6,002 at 4% or $4,001 at 6%; with 100% employer match about $4,501 at 4% or $3,001 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 421 | - | - | - |
| 2009 | 2 | 809 | $2,304,812 | $294,132 | $364iApproximate average salary by contribution assumption: employee only about $9,089 at 4% or $6,060 at 6%; with 50% employer match about $6,060 at 4% or $4,040 at 6%; with 100% employer match about $4,545 at 4% or $3,030 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 809 | $2,304,812 | $294,132 | $364iApproximate average salary by contribution assumption: employee only about $9,089 at 4% or $6,060 at 6%; with 50% employer match about $6,060 at 4% or $4,040 at 6%; with 100% employer match about $4,545 at 4% or $3,030 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 357 | - | - | - |
| 2008 | 2 | 643 | $1,797,181 | $312,195 | $486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,395 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 643 | $1,797,181 | $312,195 | $486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,395 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 357 | - | - | - |
| 2007 | 2 | 514 | $2,329,827 | $264,100 | $514iApproximate average salary by contribution assumption: employee only about $12,845 at 4% or $8,564 at 6%; with 50% employer match about $8,564 at 4% or $5,709 at 6%; with 100% employer match about $6,423 at 4% or $4,282 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 514 | $2,329,827 | $264,100 | $514iApproximate average salary by contribution assumption: employee only about $12,845 at 4% or $8,564 at 6%; with 50% employer match about $8,564 at 4% or $5,709 at 6%; with 100% employer match about $6,423 at 4% or $4,282 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 208 | - | - | - |
| 2006 | 2 | 308 | $2,171,052 | $232,617 | $755iApproximate average salary by contribution assumption: employee only about $18,881 at 4% or $12,588 at 6%; with 50% employer match about $12,588 at 4% or $8,392 at 6%; with 100% employer match about $9,441 at 4% or $6,294 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 308 | $2,171,052 | $232,617 | $755iApproximate average salary by contribution assumption: employee only about $18,881 at 4% or $12,588 at 6%; with 50% employer match about $12,588 at 4% or $8,392 at 6%; with 100% employer match about $9,441 at 4% or $6,294 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 164 | - | - | - |
| 2005 | 2 | 480 | $1,899,512 | $234,003 | $488iApproximate average salary by contribution assumption: employee only about $12,188 at 4% or $8,125 at 6%; with 50% employer match about $8,125 at 4% or $5,417 at 6%; with 100% employer match about $6,094 at 4% or $4,063 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 480 | $1,899,512 | $234,003 | $488iApproximate average salary by contribution assumption: employee only about $12,188 at 4% or $8,125 at 6%; with 50% employer match about $8,125 at 4% or $5,417 at 6%; with 100% employer match about $6,094 at 4% or $4,063 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 289 | - | - | - |
| 2004 | 2 | 584 | $1,658,737 | $255,285 | $437iApproximate average salary by contribution assumption: employee only about $10,928 at 4% or $7,286 at 6%; with 50% employer match about $7,286 at 4% or $4,857 at 6%; with 100% employer match about $5,464 at 4% or $3,643 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 584 | $1,658,737 | $255,285 | $437iApproximate average salary by contribution assumption: employee only about $10,928 at 4% or $7,286 at 6%; with 50% employer match about $7,286 at 4% or $4,857 at 6%; with 100% employer match about $5,464 at 4% or $3,643 at 6%. |
| Lucor Inc. Welfare Benefits Plan | - | 312 | - | - | - |
| 2003 | 1 | 566 | $1,381,778 | $160,185 | $283iApproximate average salary by contribution assumption: employee only about $7,075 at 4% or $4,717 at 6%; with 50% employer match about $4,717 at 4% or $3,145 at 6%; with 100% employer match about $3,538 at 4% or $2,358 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 566 | $1,381,778 | $160,185 | $283iApproximate average salary by contribution assumption: employee only about $7,075 at 4% or $4,717 at 6%; with 50% employer match about $4,717 at 4% or $3,145 at 6%; with 100% employer match about $3,538 at 4% or $2,358 at 6%. |
| 2002 | 1 | 673 | $1,084,717 | $203,727 | $303iApproximate average salary by contribution assumption: employee only about $7,568 at 4% or $5,045 at 6%; with 50% employer match about $5,045 at 4% or $3,363 at 6%; with 100% employer match about $3,784 at 4% or $2,523 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 673 | $1,084,717 | $203,727 | $303iApproximate average salary by contribution assumption: employee only about $7,568 at 4% or $5,045 at 6%; with 50% employer match about $5,045 at 4% or $3,363 at 6%; with 100% employer match about $3,784 at 4% or $2,523 at 6%. |
| 2001 | 1 | 430 | $1,071,056 | $232,403 | $540iApproximate average salary by contribution assumption: employee only about $13,512 at 4% or $9,008 at 6%; with 50% employer match about $9,008 at 4% or $6,005 at 6%; with 100% employer match about $6,756 at 4% or $4,504 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 430 | $1,071,056 | $232,403 | $540iApproximate average salary by contribution assumption: employee only about $13,512 at 4% or $9,008 at 6%; with 50% employer match about $9,008 at 4% or $6,005 at 6%; with 100% employer match about $6,756 at 4% or $4,504 at 6%. |
| 2000 | 1 | 483 | $1,147,758 | $266,914 | $553iApproximate average salary by contribution assumption: employee only about $13,815 at 4% or $9,210 at 6%; with 50% employer match about $9,210 at 4% or $6,140 at 6%; with 100% employer match about $6,908 at 4% or $4,605 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 483 | $1,147,758 | $266,914 | $553iApproximate average salary by contribution assumption: employee only about $13,815 at 4% or $9,210 at 6%; with 50% employer match about $9,210 at 4% or $6,140 at 6%; with 100% employer match about $6,908 at 4% or $4,605 at 6%. |
| 1999 | 1 | 296 | $1,109,143 | $277,407 | $937iApproximate average salary by contribution assumption: employee only about $23,430 at 4% or $15,620 at 6%; with 50% employer match about $15,620 at 4% or $10,413 at 6%; with 100% employer match about $11,715 at 4% or $7,810 at 6%. |
| Lucor Inc & Wholly Owned Subs. Savings and Retirement Plan | - | 296 | $1,109,143 | $277,407 | $937iApproximate average salary by contribution assumption: employee only about $23,430 at 4% or $15,620 at 6%; with 50% employer match about $15,620 at 4% or $10,413 at 6%; with 100% employer match about $11,715 at 4% or $7,810 at 6%. |