LUGANO FINANCIAL LLC
Plan context: LUGANO FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 72-1570029 • Miami, FL • 12 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$986,656
2025 Contributions
$30,545
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 | 3 | $986,656 | $30,545 | $10,182iApproximate average salary by contribution assumption: employee only about $254,542 at 4% or $169,694 at 6%; with 50% employer match about $169,694 at 4% or $113,130 at 6%; with 100% employer match about $127,271 at 4% or $84,847 at 6%. |
| LUGANO FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $986,656 | $30,545 | $10,182iApproximate average salary by contribution assumption: employee only about $254,542 at 4% or $169,694 at 6%; with 50% employer match about $169,694 at 4% or $113,130 at 6%; with 100% employer match about $127,271 at 4% or $84,847 at 6%. |
| 2024 | 1 | 3 | $911,898 | $28,783 | $9,594iApproximate average salary by contribution assumption: employee only about $239,858 at 4% or $159,906 at 6%; with 50% employer match about $159,906 at 4% or $106,604 at 6%; with 100% employer match about $119,929 at 4% or $79,953 at 6%. |
| LUGANO FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $911,898 | $28,783 | $9,594iApproximate average salary by contribution assumption: employee only about $239,858 at 4% or $159,906 at 6%; with 50% employer match about $159,906 at 4% or $106,604 at 6%; with 100% employer match about $119,929 at 4% or $79,953 at 6%. |
| 2023 | 1 | 3 | $758,971 | $28,445 | $9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%. |
| LUGANO FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $758,971 | $28,445 | $9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%. |
| 2022 | 1 | 3 | $611,202 | $28,139 | $9,380iApproximate average salary by contribution assumption: employee only about $234,492 at 4% or $156,328 at 6%; with 50% employer match about $156,328 at 4% or $104,219 at 6%; with 100% employer match about $117,246 at 4% or $78,164 at 6%. |
| LUGANO FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $611,202 | $28,139 | $9,380iApproximate average salary by contribution assumption: employee only about $234,492 at 4% or $156,328 at 6%; with 50% employer match about $156,328 at 4% or $104,219 at 6%; with 100% employer match about $117,246 at 4% or $78,164 at 6%. |
| 2021 | 1 | 3 | $735,770 | $25,802 | $8,601iApproximate average salary by contribution assumption: employee only about $215,017 at 4% or $143,344 at 6%; with 50% employer match about $143,344 at 4% or $95,563 at 6%; with 100% employer match about $107,508 at 4% or $71,672 at 6%. |
| LUGANO FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $735,770 | $25,802 | $8,601iApproximate average salary by contribution assumption: employee only about $215,017 at 4% or $143,344 at 6%; with 50% employer match about $143,344 at 4% or $95,563 at 6%; with 100% employer match about $107,508 at 4% or $71,672 at 6%. |
| 2020 | 1 | 3 | $593,115 | $21,450 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| LUGANO FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $593,115 | $21,450 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| 2019 | 1 | 3 | $469,731 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| LUGANO FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $469,731 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| 2018 | 1 | 3 | $352,167 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| LUGANO FINANCIAL 401 K PROFIT SHARING PLAN TRUST | - | 3 | $352,167 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| 2017 | 1 | 3 | $360,981 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| LUGANO FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $360,981 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| 2016 | 1 | 3 | $280,692 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| LUGANO FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $280,692 | $20,925 | $6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%. |
| 2008 | 1 | 3 | $39,325 | $31,900 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%. |
| LUGANO FINANCIAL 401K PROFIT SHARING PLAN & TRUST | - | 3 | $39,325 | $31,900 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| LUGANO FINANCIAL 401K PROFIT SHARING PLAN & TRUST | - | 3 | - | - | - |