LUK ASSOCIATES
Plan context: LUK AND ASSOCIATES PROFIT SHARING PLAN
EIN 68-0277638 • Hercules, CA • 45 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$11,034,847
2025 Contributions
$304,768
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 20 | $11,034,847 | $304,768 | $15,238iApproximate average salary by contribution assumption: employee only about $380,960 at 4% or $253,973 at 6%; with 50% employer match about $253,973 at 4% or $169,316 at 6%; with 100% employer match about $190,480 at 4% or $126,987 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 16 | $6,072,291 | $198,972 | $12,436iApproximate average salary by contribution assumption: employee only about $310,894 at 4% or $207,263 at 6%; with 50% employer match about $207,263 at 4% or $138,175 at 6%; with 100% employer match about $155,447 at 4% or $103,631 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 20 | $4,962,556 | $105,796 | $5,290iApproximate average salary by contribution assumption: employee only about $132,245 at 4% or $88,163 at 6%; with 50% employer match about $88,163 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%. |
| 2023 | 2 | 20 | $9,462,956 | $328,400 | $16,420iApproximate average salary by contribution assumption: employee only about $410,500 at 4% or $273,667 at 6%; with 50% employer match about $273,667 at 4% or $182,444 at 6%; with 100% employer match about $205,250 at 4% or $136,833 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 17 | $5,160,293 | $198,400 | $11,671iApproximate average salary by contribution assumption: employee only about $291,765 at 4% or $194,510 at 6%; with 50% employer match about $194,510 at 4% or $129,673 at 6%; with 100% employer match about $145,882 at 4% or $97,255 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 20 | $4,302,663 | $130,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2022 | 2 | 20 | $8,036,935 | $325,937 | $16,297iApproximate average salary by contribution assumption: employee only about $407,421 at 4% or $271,614 at 6%; with 50% employer match about $271,614 at 4% or $181,076 at 6%; with 100% employer match about $203,711 at 4% or $135,807 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 19 | $4,276,537 | $193,103 | $10,163iApproximate average salary by contribution assumption: employee only about $254,083 at 4% or $169,389 at 6%; with 50% employer match about $169,389 at 4% or $112,926 at 6%; with 100% employer match about $127,041 at 4% or $84,694 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 20 | $3,760,398 | $132,834 | $6,642iApproximate average salary by contribution assumption: employee only about $166,043 at 4% or $110,695 at 6%; with 50% employer match about $110,695 at 4% or $73,797 at 6%; with 100% employer match about $83,021 at 4% or $55,348 at 6%. |
| 2021 | 2 | 20 | $8,918,929 | $326,283 | $16,314iApproximate average salary by contribution assumption: employee only about $407,854 at 4% or $271,903 at 6%; with 50% employer match about $271,903 at 4% or $181,268 at 6%; with 100% employer match about $203,927 at 4% or $135,951 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 19 | $4,921,582 | $215,272 | $11,330iApproximate average salary by contribution assumption: employee only about $283,253 at 4% or $188,835 at 6%; with 50% employer match about $188,835 at 4% or $125,890 at 6%; with 100% employer match about $141,626 at 4% or $94,418 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 20 | $3,997,347 | $111,011 | $5,551iApproximate average salary by contribution assumption: employee only about $138,764 at 4% or $92,509 at 6%; with 50% employer match about $92,509 at 4% or $61,673 at 6%; with 100% employer match about $69,382 at 4% or $46,255 at 6%. |
| 2020 | 2 | 20 | $8,985,065 | $479,713 | $23,986iApproximate average salary by contribution assumption: employee only about $599,641 at 4% or $399,761 at 6%; with 50% employer match about $399,761 at 4% or $266,507 at 6%; with 100% employer match about $299,821 at 4% or $199,880 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 19 | $5,341,363 | $259,550 | $13,661iApproximate average salary by contribution assumption: employee only about $341,513 at 4% or $227,675 at 6%; with 50% employer match about $227,675 at 4% or $151,784 at 6%; with 100% employer match about $170,757 at 4% or $113,838 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 20 | $3,643,702 | $220,163 | $11,008iApproximate average salary by contribution assumption: employee only about $275,204 at 4% or $183,469 at 6%; with 50% employer match about $183,469 at 4% or $122,313 at 6%; with 100% employer match about $137,602 at 4% or $91,735 at 6%. |
| 2019 | 2 | 18 | $7,616,284 | $317,402 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,891 at 6%; with 50% employer match about $293,891 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $4,297,597 | $197,013 | $10,945iApproximate average salary by contribution assumption: employee only about $273,629 at 4% or $182,419 at 6%; with 50% employer match about $182,419 at 4% or $121,613 at 6%; with 100% employer match about $136,815 at 4% or $91,210 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 16 | $3,318,687 | $120,389 | $7,524iApproximate average salary by contribution assumption: employee only about $188,108 at 4% or $125,405 at 6%; with 50% employer match about $125,405 at 4% or $83,603 at 6%; with 100% employer match about $94,054 at 4% or $62,703 at 6%. |
| 2018 | 2 | 19 | $6,148,486 | $332,661 | $17,508iApproximate average salary by contribution assumption: employee only about $437,712 at 4% or $291,808 at 6%; with 50% employer match about $291,808 at 4% or $194,539 at 6%; with 100% employer match about $218,856 at 4% or $145,904 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 16 | $3,258,705 | $191,399 | $11,962iApproximate average salary by contribution assumption: employee only about $299,061 at 4% or $199,374 at 6%; with 50% employer match about $199,374 at 4% or $132,916 at 6%; with 100% employer match about $149,530 at 4% or $99,687 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 19 | $2,889,781 | $141,262 | $7,435iApproximate average salary by contribution assumption: employee only about $185,871 at 4% or $123,914 at 6%; with 50% employer match about $123,914 at 4% or $82,609 at 6%; with 100% employer match about $92,936 at 4% or $61,957 at 6%. |
| 2017 | 2 | 18 | $6,117,599 | $324,481 | $18,027iApproximate average salary by contribution assumption: employee only about $450,668 at 4% or $300,445 at 6%; with 50% employer match about $300,445 at 4% or $200,297 at 6%; with 100% employer match about $225,334 at 4% or $150,223 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $3,310,432 | $204,481 | $11,360iApproximate average salary by contribution assumption: employee only about $284,001 at 4% or $189,334 at 6%; with 50% employer match about $189,334 at 4% or $126,223 at 6%; with 100% employer match about $142,001 at 4% or $94,667 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 15 | $2,807,167 | $120,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2016 | 2 | 17 | $5,014,119 | $267,072 | $15,710iApproximate average salary by contribution assumption: employee only about $392,753 at 4% or $261,835 at 6%; with 50% employer match about $261,835 at 4% or $174,557 at 6%; with 100% employer match about $196,376 at 4% or $130,918 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 17 | $2,603,177 | $171,454 | $10,086iApproximate average salary by contribution assumption: employee only about $252,138 at 4% or $168,092 at 6%; with 50% employer match about $168,092 at 4% or $112,061 at 6%; with 100% employer match about $126,069 at 4% or $84,046 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 14 | $2,410,942 | $95,618 | $6,830iApproximate average salary by contribution assumption: employee only about $170,746 at 4% or $113,831 at 6%; with 50% employer match about $113,831 at 4% or $75,887 at 6%; with 100% employer match about $85,373 at 4% or $56,915 at 6%. |
| 2015 | 2 | 18 | $4,492,050 | $287,837 | $15,991iApproximate average salary by contribution assumption: employee only about $399,774 at 4% or $266,516 at 6%; with 50% employer match about $266,516 at 4% or $177,677 at 6%; with 100% employer match about $199,887 at 4% or $133,258 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $2,286,153 | $163,805 | $9,100iApproximate average salary by contribution assumption: employee only about $227,507 at 4% or $151,671 at 6%; with 50% employer match about $151,671 at 4% or $101,114 at 6%; with 100% employer match about $113,753 at 4% or $75,836 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 15 | $2,205,897 | $124,032 | $8,269iApproximate average salary by contribution assumption: employee only about $206,720 at 4% or $137,813 at 6%; with 50% employer match about $137,813 at 4% or $91,876 at 6%; with 100% employer match about $103,360 at 4% or $68,907 at 6%. |
| 2014 | 2 | 15 | $4,340,539 | $353,617 | $23,574iApproximate average salary by contribution assumption: employee only about $589,362 at 4% or $392,908 at 6%; with 50% employer match about $392,908 at 4% or $261,939 at 6%; with 100% employer match about $294,681 at 4% or $196,454 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 15 | $2,253,375 | $213,545 | $14,236iApproximate average salary by contribution assumption: employee only about $355,908 at 4% or $237,272 at 6%; with 50% employer match about $237,272 at 4% or $158,181 at 6%; with 100% employer match about $177,954 at 4% or $118,636 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 14 | $2,087,164 | $140,072 | $10,005iApproximate average salary by contribution assumption: employee only about $250,129 at 4% or $166,752 at 6%; with 50% employer match about $166,752 at 4% or $111,168 at 6%; with 100% employer match about $125,064 at 4% or $83,376 at 6%. |
| 2013 | 2 | 18 | $3,805,408 | $243,944 | $13,552iApproximate average salary by contribution assumption: employee only about $338,811 at 4% or $225,874 at 6%; with 50% employer match about $225,874 at 4% or $150,583 at 6%; with 100% employer match about $169,406 at 4% or $112,937 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $1,946,850 | $92,172 | $5,121iApproximate average salary by contribution assumption: employee only about $128,017 at 4% or $85,344 at 6%; with 50% employer match about $85,344 at 4% or $56,896 at 6%; with 100% employer match about $64,008 at 4% or $42,672 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 15 | $1,858,558 | $151,772 | $10,118iApproximate average salary by contribution assumption: employee only about $252,953 at 4% or $168,636 at 6%; with 50% employer match about $168,636 at 4% or $112,424 at 6%; with 100% employer match about $126,477 at 4% or $84,318 at 6%. |
| 2012 | 3 | 18 | $4,735,906 | $638,542 | $35,475iApproximate average salary by contribution assumption: employee only about $886,864 at 4% or $591,243 at 6%; with 50% employer match about $591,243 at 4% or $394,162 at 6%; with 100% employer match about $443,432 at 4% or $295,621 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $1,581,944 | $79,732 | $4,430iApproximate average salary by contribution assumption: employee only about $110,739 at 4% or $73,826 at 6%; with 50% employer match about $73,826 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 15 | $1,576,981 | $279,405 | $18,627iApproximate average salary by contribution assumption: employee only about $465,675 at 4% or $310,450 at 6%; with 50% employer match about $310,450 at 4% or $206,967 at 6%; with 100% employer match about $232,838 at 4% or $155,225 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 15 | $1,576,981 | $279,405 | $18,627iApproximate average salary by contribution assumption: employee only about $465,675 at 4% or $310,450 at 6%; with 50% employer match about $310,450 at 4% or $206,967 at 6%; with 100% employer match about $232,838 at 4% or $155,225 at 6%. |
| 2011 | 3 | 18 | $2,695,961 | $237,140 | $13,174iApproximate average salary by contribution assumption: employee only about $329,361 at 4% or $219,574 at 6%; with 50% employer match about $219,574 at 4% or $146,383 at 6%; with 100% employer match about $164,681 at 4% or $109,787 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $1,398,385 | $71,353 | $3,964iApproximate average salary by contribution assumption: employee only about $99,101 at 4% or $66,068 at 6%; with 50% employer match about $66,068 at 4% or $44,045 at 6%; with 100% employer match about $49,551 at 4% or $33,034 at 6%. |
| LUK ASSOCIATES PENSION PLAN | - | 15 | $1,297,576 | $165,787 | $11,052iApproximate average salary by contribution assumption: employee only about $276,312 at 4% or $184,208 at 6%; with 50% employer match about $184,208 at 4% or $122,805 at 6%; with 100% employer match about $138,156 at 4% or $92,104 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 18 | $1,407,445 | $60,309 | $3,351iApproximate average salary by contribution assumption: employee only about $83,763 at 4% or $55,842 at 6%; with 50% employer match about $55,842 at 4% or $37,228 at 6%; with 100% employer match about $41,881 at 4% or $27,921 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 18 | $1,407,445 | $60,309 | $3,351iApproximate average salary by contribution assumption: employee only about $83,763 at 4% or $55,842 at 6%; with 50% employer match about $55,842 at 4% or $37,228 at 6%; with 100% employer match about $41,881 at 4% or $27,921 at 6%. |
| 2009 | 1 | 12 | $1,295,630 | $78,662 | $6,555iApproximate average salary by contribution assumption: employee only about $163,879 at 4% or $109,253 at 6%; with 50% employer match about $109,253 at 4% or $72,835 at 6%; with 100% employer match about $81,940 at 4% or $54,626 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 12 | $1,295,630 | $78,662 | $6,555iApproximate average salary by contribution assumption: employee only about $163,879 at 4% or $109,253 at 6%; with 50% employer match about $109,253 at 4% or $72,835 at 6%; with 100% employer match about $81,940 at 4% or $54,626 at 6%. |
| 2008 | 1 | 12 | $967,671 | $190,335 | $15,861iApproximate average salary by contribution assumption: employee only about $396,531 at 4% or $264,354 at 6%; with 50% employer match about $264,354 at 4% or $176,236 at 6%; with 100% employer match about $198,266 at 4% or $132,177 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 12 | $967,671 | $190,335 | $15,861iApproximate average salary by contribution assumption: employee only about $396,531 at 4% or $264,354 at 6%; with 50% employer match about $264,354 at 4% or $176,236 at 6%; with 100% employer match about $198,266 at 4% or $132,177 at 6%. |
| 2007 | 2 | 17 | $0 | $0 | - |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 17 | - | - | - |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2006 | 1 | 13 | $881,673 | $168,580 | $12,968iApproximate average salary by contribution assumption: employee only about $324,192 at 4% or $216,128 at 6%; with 50% employer match about $216,128 at 4% or $144,085 at 6%; with 100% employer match about $162,096 at 4% or $108,064 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 13 | $881,673 | $168,580 | $12,968iApproximate average salary by contribution assumption: employee only about $324,192 at 4% or $216,128 at 6%; with 50% employer match about $216,128 at 4% or $144,085 at 6%; with 100% employer match about $162,096 at 4% or $108,064 at 6%. |
| 2005 | 1 | 11 | $670,321 | $176,146 | $16,013iApproximate average salary by contribution assumption: employee only about $400,332 at 4% or $266,888 at 6%; with 50% employer match about $266,888 at 4% or $177,925 at 6%; with 100% employer match about $200,166 at 4% or $133,444 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 11 | $670,321 | $176,146 | $16,013iApproximate average salary by contribution assumption: employee only about $400,332 at 4% or $266,888 at 6%; with 50% employer match about $266,888 at 4% or $177,925 at 6%; with 100% employer match about $200,166 at 4% or $133,444 at 6%. |
| 2004 | 1 | 11 | $0 | $0 | - |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 11 | - | - | - |
| 2003 | 3 | 9 | $429,202 | $167,110 | $18,568iApproximate average salary by contribution assumption: employee only about $464,194 at 4% or $309,463 at 6%; with 50% employer match about $309,463 at 4% or $206,309 at 6%; with 100% employer match about $232,097 at 4% or $154,731 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 9 | $325,715 | $63,623 | $7,069iApproximate average salary by contribution assumption: employee only about $176,731 at 4% or $117,820 at 6%; with 50% employer match about $117,820 at 4% or $78,547 at 6%; with 100% employer match about $88,365 at 4% or $58,910 at 6%. |
| LUK AND ASSOCIATES PENSION PLAN | - | 9 | $103,487 | $103,487 | $11,499iApproximate average salary by contribution assumption: employee only about $287,464 at 4% or $191,643 at 6%; with 50% employer match about $191,643 at 4% or $127,762 at 6%; with 100% employer match about $143,732 at 4% or $95,821 at 6%. |
| LUK AND ASSOCIATES PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2002 | 1 | 7 | $224,526 | $68,425 | $9,775iApproximate average salary by contribution assumption: employee only about $244,375 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,611 at 6%; with 100% employer match about $122,188 at 4% or $81,458 at 6%. |
| LUK & ASSOCIATES PROFIT SHARING PLAN | - | 7 | $224,526 | $68,425 | $9,775iApproximate average salary by contribution assumption: employee only about $244,375 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,611 at 6%; with 100% employer match about $122,188 at 4% or $81,458 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| LUK & ASSOCIATES PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| LUK & ASSOCIATES PROFIT SHARING PLAN | - | 8 | - | - | - |