Civic Intelligence

Linda S. Lubitz, Cfp, Pa

Plan context: Lubitz Retirement Plan

EIN 65-0718667 • Coral Gables, FL • 27 filings • 3 plans

121 Alhambra PlazaSuite 1000Coral Gables, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$408,610

2024 Contributions

$82,492

Historical Graphs

Total Assets Over Time

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

$2,270,556$1,135,278$0199920132024YearValue
$408,610Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest 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
202417$408,610$82,492$11,785iApproximate average salary by contribution assumption: employee only about $294,614 at 4% or $196,410 at 6%; with 50% employer match about $196,410 at 4% or $130,940 at 6%; with 100% employer match about $147,307 at 4% or $98,205 at 6%.
Lubitz Retirement Plan-7$408,610$82,492$11,785iApproximate average salary by contribution assumption: employee only about $294,614 at 4% or $196,410 at 6%; with 50% employer match about $196,410 at 4% or $130,940 at 6%; with 100% employer match about $147,307 at 4% or $98,205 at 6%.
2023110$312,146$76,028$7,603iApproximate average salary by contribution assumption: employee only about $190,070 at 4% or $126,713 at 6%; with 50% employer match about $126,713 at 4% or $84,476 at 6%; with 100% employer match about $95,035 at 4% or $63,357 at 6%.
Lubitz Retirement Plan-10$312,146$76,028$7,603iApproximate average salary by contribution assumption: employee only about $190,070 at 4% or $126,713 at 6%; with 50% employer match about $126,713 at 4% or $84,476 at 6%; with 100% employer match about $95,035 at 4% or $63,357 at 6%.
2022110$321,984$91,391$9,139iApproximate average salary by contribution assumption: employee only about $228,478 at 4% or $152,318 at 6%; with 50% employer match about $152,318 at 4% or $101,546 at 6%; with 100% employer match about $114,239 at 4% or $76,159 at 6%.
Lubitz Retirement Plan-10$321,984$91,391$9,139iApproximate average salary by contribution assumption: employee only about $228,478 at 4% or $152,318 at 6%; with 50% employer match about $152,318 at 4% or $101,546 at 6%; with 100% employer match about $114,239 at 4% or $76,159 at 6%.
2021110$756,691$87,093$8,709iApproximate average salary by contribution assumption: employee only about $217,732 at 4% or $145,155 at 6%; with 50% employer match about $145,155 at 4% or $96,770 at 6%; with 100% employer match about $108,866 at 4% or $72,578 at 6%.
Lubitz Retirement Plan-10$756,691$87,093$8,709iApproximate average salary by contribution assumption: employee only about $217,732 at 4% or $145,155 at 6%; with 50% employer match about $145,155 at 4% or $96,770 at 6%; with 100% employer match about $108,866 at 4% or $72,578 at 6%.
202017$2,270,556$91,799$13,114iApproximate average salary by contribution assumption: employee only about $327,854 at 4% or $218,569 at 6%; with 50% employer match about $218,569 at 4% or $145,713 at 6%; with 100% employer match about $163,927 at 4% or $109,285 at 6%.
Lubitz Retirement Plan-7$2,270,556$91,799$13,114iApproximate average salary by contribution assumption: employee only about $327,854 at 4% or $218,569 at 6%; with 50% employer match about $218,569 at 4% or $145,713 at 6%; with 100% employer match about $163,927 at 4% or $109,285 at 6%.
201917$1,939,445$93,742$13,392iApproximate average salary by contribution assumption: employee only about $334,793 at 4% or $223,195 at 6%; with 50% employer match about $223,195 at 4% or $148,797 at 6%; with 100% employer match about $167,396 at 4% or $111,598 at 6%.
Lubitz Retirement Plan-7$1,939,445$93,742$13,392iApproximate average salary by contribution assumption: employee only about $334,793 at 4% or $223,195 at 6%; with 50% employer match about $223,195 at 4% or $148,797 at 6%; with 100% employer match about $167,396 at 4% or $111,598 at 6%.
201817$1,625,696$95,124$13,589iApproximate average salary by contribution assumption: employee only about $339,729 at 4% or $226,486 at 6%; with 50% employer match about $226,486 at 4% or $150,990 at 6%; with 100% employer match about $169,864 at 4% or $113,243 at 6%.
Lubitz Retirement Plan-7$1,625,696$95,124$13,589iApproximate average salary by contribution assumption: employee only about $339,729 at 4% or $226,486 at 6%; with 50% employer match about $226,486 at 4% or $150,990 at 6%; with 100% employer match about $169,864 at 4% or $113,243 at 6%.
201719$1,755,191$98,204$10,912iApproximate average salary by contribution assumption: employee only about $272,789 at 4% or $181,859 at 6%; with 50% employer match about $181,859 at 4% or $121,240 at 6%; with 100% employer match about $136,394 at 4% or $90,930 at 6%.
Lubitz Retirement Plan-9$1,755,191$98,204$10,912iApproximate average salary by contribution assumption: employee only about $272,789 at 4% or $181,859 at 6%; with 50% employer match about $181,859 at 4% or $121,240 at 6%; with 100% employer match about $136,394 at 4% or $90,930 at 6%.
201617$1,432,914$93,521$13,360iApproximate average salary by contribution assumption: employee only about $334,004 at 4% or $222,669 at 6%; with 50% employer match about $222,669 at 4% or $148,446 at 6%; with 100% employer match about $167,002 at 4% or $111,335 at 6%.
Lubitz Retirement Plan-7$1,432,914$93,521$13,360iApproximate average salary by contribution assumption: employee only about $334,004 at 4% or $222,669 at 6%; with 50% employer match about $222,669 at 4% or $148,446 at 6%; with 100% employer match about $167,002 at 4% or $111,335 at 6%.
201518$1,221,711$93,622$11,703iApproximate average salary by contribution assumption: employee only about $292,569 at 4% or $195,046 at 6%; with 50% employer match about $195,046 at 4% or $130,031 at 6%; with 100% employer match about $146,284 at 4% or $97,523 at 6%.
Lubitz Retirement Plan-8$1,221,711$93,622$11,703iApproximate average salary by contribution assumption: employee only about $292,569 at 4% or $195,046 at 6%; with 50% employer match about $195,046 at 4% or $130,031 at 6%; with 100% employer match about $146,284 at 4% or $97,523 at 6%.
201418$1,171,620$71,848$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
Lubitz Retirement Plan-8$1,171,620$71,848$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
201317$1,084,636$94,568$13,510iApproximate average salary by contribution assumption: employee only about $337,743 at 4% or $225,162 at 6%; with 50% employer match about $225,162 at 4% or $150,108 at 6%; with 100% employer match about $168,871 at 4% or $112,581 at 6%.
Lubitz Retirement Plan-7$1,084,636$94,568$13,510iApproximate average salary by contribution assumption: employee only about $337,743 at 4% or $225,162 at 6%; with 50% employer match about $225,162 at 4% or $150,108 at 6%; with 100% employer match about $168,871 at 4% or $112,581 at 6%.
201218$1,005,222$62,333$7,792iApproximate average salary by contribution assumption: employee only about $194,791 at 4% or $129,860 at 6%; with 50% employer match about $129,860 at 4% or $86,574 at 6%; with 100% employer match about $97,395 at 4% or $64,930 at 6%.
Lubitz Retirement Plan-8$1,005,222$62,333$7,792iApproximate average salary by contribution assumption: employee only about $194,791 at 4% or $129,860 at 6%; with 50% employer match about $129,860 at 4% or $86,574 at 6%; with 100% employer match about $97,395 at 4% or $64,930 at 6%.
201117$866,410$78,607$11,230iApproximate average salary by contribution assumption: employee only about $280,739 at 4% or $187,160 at 6%; with 50% employer match about $187,160 at 4% or $124,773 at 6%; with 100% employer match about $140,370 at 4% or $93,580 at 6%.
Lubitz Retirement Plan-7$866,410$78,607$11,230iApproximate average salary by contribution assumption: employee only about $280,739 at 4% or $187,160 at 6%; with 50% employer match about $187,160 at 4% or $124,773 at 6%; with 100% employer match about $140,370 at 4% or $93,580 at 6%.
201017$1,011,153$58,055$8,294iApproximate average salary by contribution assumption: employee only about $207,339 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%.
Lubitz Retirement Plan-7$1,011,153$58,055$8,294iApproximate average salary by contribution assumption: employee only about $207,339 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%.
200917$849,804$47,950$6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%.
Lubitz Retirement Plan-7$849,804$47,950$6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%.
200816$633,615$44,700$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
Lubitz Retirement Plan-6$633,615$44,700$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
200716$0$0-
Lubitz Retirement Plan-6---
200613$716,969$72,875$24,292iApproximate average salary by contribution assumption: employee only about $607,292 at 4% or $404,861 at 6%; with 50% employer match about $404,861 at 4% or $269,907 at 6%; with 100% employer match about $303,646 at 4% or $202,431 at 6%.
Lubitz Retirement Plan-3$716,969$72,875$24,292iApproximate average salary by contribution assumption: employee only about $607,292 at 4% or $404,861 at 6%; with 50% employer match about $404,861 at 4% or $269,907 at 6%; with 100% employer match about $303,646 at 4% or $202,431 at 6%.
200515$715,346$98,661$19,732iApproximate average salary by contribution assumption: employee only about $493,305 at 4% or $328,870 at 6%; with 50% employer match about $328,870 at 4% or $219,247 at 6%; with 100% employer match about $246,653 at 4% or $164,435 at 6%.
Lubitz Retirement Plan-5$715,346$98,661$19,732iApproximate average salary by contribution assumption: employee only about $493,305 at 4% or $328,870 at 6%; with 50% employer match about $328,870 at 4% or $219,247 at 6%; with 100% employer match about $246,653 at 4% or $164,435 at 6%.
200414$523,132$150,760$37,690iApproximate average salary by contribution assumption: employee only about $942,250 at 4% or $628,167 at 6%; with 50% employer match about $628,167 at 4% or $418,778 at 6%; with 100% employer match about $471,125 at 4% or $314,083 at 6%.
Lubitz Retirement Plan-4$523,132$150,760$37,690iApproximate average salary by contribution assumption: employee only about $942,250 at 4% or $628,167 at 6%; with 50% employer match about $628,167 at 4% or $418,778 at 6%; with 100% employer match about $471,125 at 4% or $314,083 at 6%.
200315$0$0-
Lubitz Retirement Plan-5---
200225$226,005$254,405$50,881iApproximate average salary by contribution assumption: employee only about $1,272,025 at 4% or $848,017 at 6%; with 50% employer match about $848,017 at 4% or $565,344 at 6%; with 100% employer match about $636,013 at 4% or $424,008 at 6%.
Lubitz Retirement Plan-5$226,005$254,405$50,881iApproximate average salary by contribution assumption: employee only about $1,272,025 at 4% or $848,017 at 6%; with 50% employer match about $848,017 at 4% or $565,344 at 6%; with 100% employer match about $636,013 at 4% or $424,008 at 6%.
Linda S. Lubitz Mp Plan-0---
200112$0$0-
Linda S. Lubitz Mp Plan-2---
200012$44,654$19,802$9,901iApproximate average salary by contribution assumption: employee only about $247,525 at 4% or $165,017 at 6%; with 50% employer match about $165,017 at 4% or $110,011 at 6%; with 100% employer match about $123,763 at 4% or $82,508 at 6%.
Linda S. Lubitz Mp Plan-2$44,654$19,802$9,901iApproximate average salary by contribution assumption: employee only about $247,525 at 4% or $165,017 at 6%; with 50% employer match about $165,017 at 4% or $110,011 at 6%; with 100% employer match about $123,763 at 4% or $82,508 at 6%.
199912$24,501$18,553$9,277iApproximate average salary by contribution assumption: employee only about $231,913 at 4% or $154,608 at 6%; with 50% employer match about $154,608 at 4% or $103,072 at 6%; with 100% employer match about $115,956 at 4% or $77,304 at 6%.
Linda S. Lubitz Mp Plan-2$24,501$18,553$9,277iApproximate average salary by contribution assumption: employee only about $231,913 at 4% or $154,608 at 6%; with 50% employer match about $154,608 at 4% or $103,072 at 6%; with 100% employer match about $115,956 at 4% or $77,304 at 6%.