Civic Intelligence

Mark M. Lau, M.D., Gregory J. Duncan, M.D.

Plan context: Lau & Duncan 401K Profit Sharing Plan & Trust

EIN 68-0275660 • 10 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

7

2005 Assets

$1,345,347

2005 Contributions

$106,371

Historical Graphs

Total Assets Over Time

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

$1,345,347$672,674$0199920022004YearValue
$1,345,347Latest year 2004

Participants Over Time

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

950199920022004YearValue
7Latest year 2004

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
200510$0$0-
Lau & Duncan 401K Profit Sharing Plan & Trust-0---
200417$1,345,347$106,371$15,196iApproximate average salary by contribution assumption: employee only about $379,896 at 4% or $253,264 at 6%; with 50% employer match about $253,264 at 4% or $168,843 at 6%; with 100% employer match about $189,948 at 4% or $126,632 at 6%.
Lau & Duncan 401K Profit Sharing Plan & Trust-7$1,345,347$106,371$15,196iApproximate average salary by contribution assumption: employee only about $379,896 at 4% or $253,264 at 6%; with 50% employer match about $253,264 at 4% or $168,843 at 6%; with 100% employer match about $189,948 at 4% or $126,632 at 6%.
200318$1,097,960$111,836$13,980iApproximate average salary by contribution assumption: employee only about $349,488 at 4% or $232,992 at 6%; with 50% employer match about $232,992 at 4% or $155,328 at 6%; with 100% employer match about $174,744 at 4% or $116,496 at 6%.
Lau & Duncan 401K Profit Sharing Plan & Trust-8$1,097,960$111,836$13,980iApproximate average salary by contribution assumption: employee only about $349,488 at 4% or $232,992 at 6%; with 50% employer match about $232,992 at 4% or $155,328 at 6%; with 100% employer match about $174,744 at 4% or $116,496 at 6%.
200219$822,702$117,638$13,071iApproximate average salary by contribution assumption: employee only about $326,772 at 4% or $217,848 at 6%; with 50% employer match about $217,848 at 4% or $145,232 at 6%; with 100% employer match about $163,386 at 4% or $108,924 at 6%.
Lau & Duncan 401K Profit Sharing Plan & Trust-9$822,702$117,638$13,071iApproximate average salary by contribution assumption: employee only about $326,772 at 4% or $217,848 at 6%; with 50% employer match about $217,848 at 4% or $145,232 at 6%; with 100% employer match about $163,386 at 4% or $108,924 at 6%.
200129$0$0-
Lau & Duncan Money Purchase Pension Plan & Trust-0---
Lau & Duncan 401K Profit Sharing Plan & Trust-9---
200029$959,876$99,973$11,108iApproximate average salary by contribution assumption: employee only about $277,703 at 4% or $185,135 at 6%; with 50% employer match about $185,135 at 4% or $123,423 at 6%; with 100% employer match about $138,851 at 4% or $92,568 at 6%.
Lau & Duncan 401K Profit Sharing Plan & Trust-9$533,064$59,544$6,616iApproximate average salary by contribution assumption: employee only about $165,400 at 4% or $110,267 at 6%; with 50% employer match about $110,267 at 4% or $73,511 at 6%; with 100% employer match about $82,700 at 4% or $55,133 at 6%.
Lau & Duncan Money Purchase Pension Plan & Trust-8$426,812$40,429$5,054iApproximate average salary by contribution assumption: employee only about $126,341 at 4% or $84,227 at 6%; with 50% employer match about $84,227 at 4% or $56,151 at 6%; with 100% employer match about $63,170 at 4% or $42,114 at 6%.
199928$941,072$94,761$11,845iApproximate average salary by contribution assumption: employee only about $296,128 at 4% or $197,419 at 6%; with 50% employer match about $197,419 at 4% or $131,613 at 6%; with 100% employer match about $148,064 at 4% or $98,709 at 6%.
Lau & Duncan 401K Profit Sharing Plan & Trust-8$510,566$57,433$7,179iApproximate average salary by contribution assumption: employee only about $179,478 at 4% or $119,652 at 6%; with 50% employer match about $119,652 at 4% or $79,768 at 6%; with 100% employer match about $89,739 at 4% or $59,826 at 6%.
Lau & Duncan Money Purchase Pension Plan & Trust-8$430,506$37,328$4,666iApproximate average salary by contribution assumption: employee only about $116,650 at 4% or $77,767 at 6%; with 50% employer match about $77,767 at 4% or $51,844 at 6%; with 100% employer match about $58,325 at 4% or $38,883 at 6%.