Civic Intelligence

Michael S. Lucas, D.M.D.

Plan context: Michael S. Lucas, D.M.D. Profit Sharing 401K Plan

EIN 68-0336062 • Walnut Creek, CA • 26 filings • 3 plans

2021 Ygnacio Valley Rd.Bldg B., Suite 2Walnut Creek, CA 94598-3391
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,878,943

2024 Contributions

$84,123

Historical Graphs

Total Assets Over Time

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

$2,878,943$1,439,472$0200120132024YearValue
$2,878,943Latest year 2024

Participants Over Time

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

530200120132024YearValue
4Latest 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
202414$2,878,943$84,123$21,031iApproximate average salary by contribution assumption: employee only about $525,769 at 4% or $350,513 at 6%; with 50% employer match about $350,513 at 4% or $233,675 at 6%; with 100% employer match about $262,884 at 4% or $175,256 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-4$2,878,943$84,123$21,031iApproximate average salary by contribution assumption: employee only about $525,769 at 4% or $350,513 at 6%; with 50% employer match about $350,513 at 4% or $233,675 at 6%; with 100% employer match about $262,884 at 4% or $175,256 at 6%.
202314$2,621,476$95,578$23,895iApproximate average salary by contribution assumption: employee only about $597,363 at 4% or $398,242 at 6%; with 50% employer match about $398,242 at 4% or $265,494 at 6%; with 100% employer match about $298,681 at 4% or $199,121 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-4$2,621,476$95,578$23,895iApproximate average salary by contribution assumption: employee only about $597,363 at 4% or $398,242 at 6%; with 50% employer match about $398,242 at 4% or $265,494 at 6%; with 100% employer match about $298,681 at 4% or $199,121 at 6%.
202213$2,362,397$82,083$27,361iApproximate average salary by contribution assumption: employee only about $684,025 at 4% or $456,017 at 6%; with 50% employer match about $456,017 at 4% or $304,011 at 6%; with 100% employer match about $342,013 at 4% or $228,008 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$2,362,397$82,083$27,361iApproximate average salary by contribution assumption: employee only about $684,025 at 4% or $456,017 at 6%; with 50% employer match about $456,017 at 4% or $304,011 at 6%; with 100% employer match about $342,013 at 4% or $228,008 at 6%.
202114$2,607,943$93,000$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-4$2,607,943$93,000$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
202014$2,246,394$80,423$20,106iApproximate average salary by contribution assumption: employee only about $502,644 at 4% or $335,096 at 6%; with 50% employer match about $335,096 at 4% or $223,397 at 6%; with 100% employer match about $251,322 at 4% or $167,548 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-4$2,246,394$80,423$20,106iApproximate average salary by contribution assumption: employee only about $502,644 at 4% or $335,096 at 6%; with 50% employer match about $335,096 at 4% or $223,397 at 6%; with 100% employer match about $251,322 at 4% or $167,548 at 6%.
201913$2,013,109$84,027$28,009iApproximate average salary by contribution assumption: employee only about $700,225 at 4% or $466,817 at 6%; with 50% employer match about $466,817 at 4% or $311,211 at 6%; with 100% employer match about $350,113 at 4% or $233,408 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$2,013,109$84,027$28,009iApproximate average salary by contribution assumption: employee only about $700,225 at 4% or $466,817 at 6%; with 50% employer match about $466,817 at 4% or $311,211 at 6%; with 100% employer match about $350,113 at 4% or $233,408 at 6%.
201815$1,752,595$96,617$19,323iApproximate average salary by contribution assumption: employee only about $483,085 at 4% or $322,057 at 6%; with 50% employer match about $322,057 at 4% or $214,704 at 6%; with 100% employer match about $241,543 at 4% or $161,028 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-5$1,752,595$96,617$19,323iApproximate average salary by contribution assumption: employee only about $483,085 at 4% or $322,057 at 6%; with 50% employer match about $322,057 at 4% or $214,704 at 6%; with 100% employer match about $241,543 at 4% or $161,028 at 6%.
201713$1,913,297$93,178$31,059iApproximate average salary by contribution assumption: employee only about $776,483 at 4% or $517,656 at 6%; with 50% employer match about $517,656 at 4% or $345,104 at 6%; with 100% employer match about $388,242 at 4% or $258,828 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,913,297$93,178$31,059iApproximate average salary by contribution assumption: employee only about $776,483 at 4% or $517,656 at 6%; with 50% employer match about $517,656 at 4% or $345,104 at 6%; with 100% employer match about $388,242 at 4% or $258,828 at 6%.
201613$1,692,096$91,717$30,572iApproximate average salary by contribution assumption: employee only about $764,308 at 4% or $509,539 at 6%; with 50% employer match about $509,539 at 4% or $339,693 at 6%; with 100% employer match about $382,154 at 4% or $254,769 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,692,096$91,717$30,572iApproximate average salary by contribution assumption: employee only about $764,308 at 4% or $509,539 at 6%; with 50% employer match about $509,539 at 4% or $339,693 at 6%; with 100% employer match about $382,154 at 4% or $254,769 at 6%.
201513$1,494,751$100,186$33,395iApproximate average salary by contribution assumption: employee only about $834,883 at 4% or $556,589 at 6%; with 50% employer match about $556,589 at 4% or $371,059 at 6%; with 100% employer match about $417,442 at 4% or $278,294 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,494,751$100,186$33,395iApproximate average salary by contribution assumption: employee only about $834,883 at 4% or $556,589 at 6%; with 50% employer match about $556,589 at 4% or $371,059 at 6%; with 100% employer match about $417,442 at 4% or $278,294 at 6%.
201413$1,489,478$98,349$32,783iApproximate average salary by contribution assumption: employee only about $819,575 at 4% or $546,383 at 6%; with 50% employer match about $546,383 at 4% or $364,256 at 6%; with 100% employer match about $409,788 at 4% or $273,192 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,489,478$98,349$32,783iApproximate average salary by contribution assumption: employee only about $819,575 at 4% or $546,383 at 6%; with 50% employer match about $546,383 at 4% or $364,256 at 6%; with 100% employer match about $409,788 at 4% or $273,192 at 6%.
201313$1,429,647$95,822$31,941iApproximate average salary by contribution assumption: employee only about $798,517 at 4% or $532,344 at 6%; with 50% employer match about $532,344 at 4% or $354,896 at 6%; with 100% employer match about $399,258 at 4% or $266,172 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,429,647$95,822$31,941iApproximate average salary by contribution assumption: employee only about $798,517 at 4% or $532,344 at 6%; with 50% employer match about $532,344 at 4% or $354,896 at 6%; with 100% employer match about $399,258 at 4% or $266,172 at 6%.
201213$1,187,087$91,261$30,420iApproximate average salary by contribution assumption: employee only about $760,508 at 4% or $507,006 at 6%; with 50% employer match about $507,006 at 4% or $338,004 at 6%; with 100% employer match about $380,254 at 4% or $253,503 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,187,087$91,261$30,420iApproximate average salary by contribution assumption: employee only about $760,508 at 4% or $507,006 at 6%; with 50% employer match about $507,006 at 4% or $338,004 at 6%; with 100% employer match about $380,254 at 4% or $253,503 at 6%.
201113$1,018,416$87,886$29,295iApproximate average salary by contribution assumption: employee only about $732,383 at 4% or $488,256 at 6%; with 50% employer match about $488,256 at 4% or $325,504 at 6%; with 100% employer match about $366,192 at 4% or $244,128 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,018,416$87,886$29,295iApproximate average salary by contribution assumption: employee only about $732,383 at 4% or $488,256 at 6%; with 50% employer match about $488,256 at 4% or $325,504 at 6%; with 100% employer match about $366,192 at 4% or $244,128 at 6%.
201013$1,027,835$89,100$29,700iApproximate average salary by contribution assumption: employee only about $742,500 at 4% or $495,000 at 6%; with 50% employer match about $495,000 at 4% or $330,000 at 6%; with 100% employer match about $371,250 at 4% or $247,500 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$1,027,835$89,100$29,700iApproximate average salary by contribution assumption: employee only about $742,500 at 4% or $495,000 at 6%; with 50% employer match about $495,000 at 4% or $330,000 at 6%; with 100% employer match about $371,250 at 4% or $247,500 at 6%.
200913$811,492$84,746$28,249iApproximate average salary by contribution assumption: employee only about $706,217 at 4% or $470,811 at 6%; with 50% employer match about $470,811 at 4% or $313,874 at 6%; with 100% employer match about $353,108 at 4% or $235,406 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$811,492$84,746$28,249iApproximate average salary by contribution assumption: employee only about $706,217 at 4% or $470,811 at 6%; with 50% employer match about $470,811 at 4% or $313,874 at 6%; with 100% employer match about $353,108 at 4% or $235,406 at 6%.
200813$565,517$79,724$26,575iApproximate average salary by contribution assumption: employee only about $664,367 at 4% or $442,911 at 6%; with 50% employer match about $442,911 at 4% or $295,274 at 6%; with 100% employer match about $332,183 at 4% or $221,456 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$565,517$79,724$26,575iApproximate average salary by contribution assumption: employee only about $664,367 at 4% or $442,911 at 6%; with 50% employer match about $442,911 at 4% or $295,274 at 6%; with 100% employer match about $332,183 at 4% or $221,456 at 6%.
200713$683,057$84,488$28,163iApproximate average salary by contribution assumption: employee only about $704,067 at 4% or $469,378 at 6%; with 50% employer match about $469,378 at 4% or $312,919 at 6%; with 100% employer match about $352,033 at 4% or $234,689 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$683,057$84,488$28,163iApproximate average salary by contribution assumption: employee only about $704,067 at 4% or $469,378 at 6%; with 50% employer match about $469,378 at 4% or $312,919 at 6%; with 100% employer match about $352,033 at 4% or $234,689 at 6%.
200613$598,501$76,191$25,397iApproximate average salary by contribution assumption: employee only about $634,925 at 4% or $423,283 at 6%; with 50% employer match about $423,283 at 4% or $282,189 at 6%; with 100% employer match about $317,463 at 4% or $211,642 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$598,501$76,191$25,397iApproximate average salary by contribution assumption: employee only about $634,925 at 4% or $423,283 at 6%; with 50% employer match about $423,283 at 4% or $282,189 at 6%; with 100% employer match about $317,463 at 4% or $211,642 at 6%.
200512$449,290$77,465$38,733iApproximate average salary by contribution assumption: employee only about $968,313 at 4% or $645,542 at 6%; with 50% employer match about $645,542 at 4% or $430,361 at 6%; with 100% employer match about $484,156 at 4% or $322,771 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-2$449,290$77,465$38,733iApproximate average salary by contribution assumption: employee only about $968,313 at 4% or $645,542 at 6%; with 50% employer match about $645,542 at 4% or $430,361 at 6%; with 100% employer match about $484,156 at 4% or $322,771 at 6%.
200412$347,593$65,659$32,830iApproximate average salary by contribution assumption: employee only about $820,738 at 4% or $547,158 at 6%; with 50% employer match about $547,158 at 4% or $364,772 at 6%; with 100% employer match about $410,369 at 4% or $273,579 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-2$347,593$65,659$32,830iApproximate average salary by contribution assumption: employee only about $820,738 at 4% or $547,158 at 6%; with 50% employer match about $547,158 at 4% or $364,772 at 6%; with 100% employer match about $410,369 at 4% or $273,579 at 6%.
200313$271,579$60,497$20,166iApproximate average salary by contribution assumption: employee only about $504,142 at 4% or $336,094 at 6%; with 50% employer match about $336,094 at 4% or $224,063 at 6%; with 100% employer match about $252,071 at 4% or $168,047 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-3$271,579$60,497$20,166iApproximate average salary by contribution assumption: employee only about $504,142 at 4% or $336,094 at 6%; with 50% employer match about $336,094 at 4% or $224,063 at 6%; with 100% employer match about $252,071 at 4% or $168,047 at 6%.
200222$0$0-
MICHAEL S. LUCAS, D.M.D. MONEY PURCHASE PENSION PLAN-0---
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-2---
200122$155,394$39,403$19,702iApproximate average salary by contribution assumption: employee only about $492,538 at 4% or $328,358 at 6%; with 50% employer match about $328,358 at 4% or $218,906 at 6%; with 100% employer match about $246,269 at 4% or $164,179 at 6%.
Michael S. Lucas, D.M.D. Profit Sharing 401K Plan-2$101,778$18,146$9,073iApproximate average salary by contribution assumption: employee only about $226,825 at 4% or $151,217 at 6%; with 50% employer match about $151,217 at 4% or $100,811 at 6%; with 100% employer match about $113,413 at 4% or $75,608 at 6%.
MICHAEL S. LUCAS, D.M.D. MONEY PURCHASE PENSION PLAN-0$53,616$21,257-