Civic Intelligence

Steven O. Lusk, Dds Inc.

Plan context: Makes Sense 401K Plan

EIN 73-1279971 • Gilbert, AZ • 37 filings • 8 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$1,733,534

2023 Contributions

$18,969

Historical Graphs

Total Assets Over Time

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

$2,030,827$1,015,414$0199920112022YearValue
$1,733,534Latest year 2022

Participants Over Time

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

950199920102022YearValue
9Latest year 2022

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
202320$0$18,969-
Makes Sense 401K Plan-0$0$18,969-
Steven O. Lusk, Dds Inc. Pension Plan-0$0--
202219$1,733,534$76,926$8,547iApproximate average salary by contribution assumption: employee only about $213,683 at 4% or $142,456 at 6%; with 50% employer match about $142,456 at 4% or $94,970 at 6%; with 100% employer match about $106,842 at 4% or $71,228 at 6%.
Makes Sense 401K Plan-9$1,733,534$76,926$8,547iApproximate average salary by contribution assumption: employee only about $213,683 at 4% or $142,456 at 6%; with 50% employer match about $142,456 at 4% or $94,970 at 6%; with 100% employer match about $106,842 at 4% or $71,228 at 6%.
202118$2,030,827$79,402$9,925iApproximate average salary by contribution assumption: employee only about $248,131 at 4% or $165,421 at 6%; with 50% employer match about $165,421 at 4% or $110,281 at 6%; with 100% employer match about $124,066 at 4% or $82,710 at 6%.
Makes Sense 401K Plan-8$2,030,827$79,402$9,925iApproximate average salary by contribution assumption: employee only about $248,131 at 4% or $165,421 at 6%; with 50% employer match about $165,421 at 4% or $110,281 at 6%; with 100% employer match about $124,066 at 4% or $82,710 at 6%.
202010$1,694,056$82,181-
Makes Sense 401K Plan-0$1,694,056$82,181-
201918$1,452,551$78,839$9,855iApproximate average salary by contribution assumption: employee only about $246,372 at 4% or $164,248 at 6%; with 50% employer match about $164,248 at 4% or $109,499 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%.
Makes Sense 401K Plan-8$1,452,551$78,839$9,855iApproximate average salary by contribution assumption: employee only about $246,372 at 4% or $164,248 at 6%; with 50% employer match about $164,248 at 4% or $109,499 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%.
201817$1,164,420$81,670$11,667iApproximate average salary by contribution assumption: employee only about $291,679 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,635 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
Makes Sense 401K Plan-7$1,164,420$81,670$11,667iApproximate average salary by contribution assumption: employee only about $291,679 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,635 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
201717$1,301,470$76,576$10,939iApproximate average salary by contribution assumption: employee only about $273,486 at 4% or $182,324 at 6%; with 50% employer match about $182,324 at 4% or $121,549 at 6%; with 100% employer match about $136,743 at 4% or $91,162 at 6%.
Makes Sense 401K Plan-7$1,301,470$76,576$10,939iApproximate average salary by contribution assumption: employee only about $273,486 at 4% or $182,324 at 6%; with 50% employer match about $182,324 at 4% or $121,549 at 6%; with 100% employer match about $136,743 at 4% or $91,162 at 6%.
201617$1,175,427$75,311$10,759iApproximate average salary by contribution assumption: employee only about $268,968 at 4% or $179,312 at 6%; with 50% employer match about $179,312 at 4% or $119,541 at 6%; with 100% employer match about $134,484 at 4% or $89,656 at 6%.
Makes Sense 401K Plan-7$1,175,427$75,311$10,759iApproximate average salary by contribution assumption: employee only about $268,968 at 4% or $179,312 at 6%; with 50% employer match about $179,312 at 4% or $119,541 at 6%; with 100% employer match about $134,484 at 4% or $89,656 at 6%.
201538$1,041,973$61,119$7,640iApproximate average salary by contribution assumption: employee only about $190,997 at 4% or $127,331 at 6%; with 50% employer match about $127,331 at 4% or $84,888 at 6%; with 100% employer match about $95,498 at 4% or $63,666 at 6%.
Makes Sense 401K Plan-8$1,041,973$60,507$7,563iApproximate average salary by contribution assumption: employee only about $189,084 at 4% or $126,056 at 6%; with 50% employer match about $126,056 at 4% or $84,038 at 6%; with 100% employer match about $94,542 at 4% or $63,028 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-0$0$612-
Steven O. Lusk, Dds Inc. Profit Sharing Plan-0$0$0-
201427$1,207,194$130,593$18,656iApproximate average salary by contribution assumption: employee only about $466,404 at 4% or $310,936 at 6%; with 50% employer match about $310,936 at 4% or $207,290 at 6%; with 100% employer match about $233,202 at 4% or $155,468 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-7$1,015,743$87,200$12,457iApproximate average salary by contribution assumption: employee only about $311,429 at 4% or $207,619 at 6%; with 50% employer match about $207,619 at 4% or $138,413 at 6%; with 100% employer match about $155,714 at 4% or $103,810 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-4$191,451$43,393$10,848iApproximate average salary by contribution assumption: employee only about $271,206 at 4% or $180,804 at 6%; with 50% employer match about $180,804 at 4% or $120,536 at 6%; with 100% employer match about $135,603 at 4% or $90,402 at 6%.
201327$1,089,383$106,346$15,192iApproximate average salary by contribution assumption: employee only about $379,807 at 4% or $253,205 at 6%; with 50% employer match about $253,205 at 4% or $168,803 at 6%; with 100% employer match about $189,904 at 4% or $126,602 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-7$940,976$71,346$10,192iApproximate average salary by contribution assumption: employee only about $254,807 at 4% or $169,871 at 6%; with 50% employer match about $169,871 at 4% or $113,248 at 6%; with 100% employer match about $127,404 at 4% or $84,936 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-3$148,407$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201228$956,118$97,434$12,179iApproximate average salary by contribution assumption: employee only about $304,481 at 4% or $202,988 at 6%; with 50% employer match about $202,988 at 4% or $135,325 at 6%; with 100% employer match about $152,241 at 4% or $101,494 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-8$843,658$60,434$7,554iApproximate average salary by contribution assumption: employee only about $188,856 at 4% or $125,904 at 6%; with 50% employer match about $125,904 at 4% or $83,936 at 6%; with 100% employer match about $94,428 at 4% or $62,952 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-3$112,460$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
201128$843,283$87,714$10,964iApproximate average salary by contribution assumption: employee only about $274,106 at 4% or $182,738 at 6%; with 50% employer match about $182,738 at 4% or $121,825 at 6%; with 100% employer match about $137,053 at 4% or $91,369 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-8$771,468$50,934$6,367iApproximate average salary by contribution assumption: employee only about $159,169 at 4% or $106,113 at 6%; with 50% employer match about $106,113 at 4% or $70,742 at 6%; with 100% employer match about $79,584 at 4% or $53,056 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-3$71,815$36,780$12,260iApproximate average salary by contribution assumption: employee only about $306,500 at 4% or $204,333 at 6%; with 50% employer match about $204,333 at 4% or $136,222 at 6%; with 100% employer match about $153,250 at 4% or $102,167 at 6%.
201028$771,370$81,852$10,232iApproximate average salary by contribution assumption: employee only about $255,788 at 4% or $170,525 at 6%; with 50% employer match about $170,525 at 4% or $113,683 at 6%; with 100% employer match about $127,894 at 4% or $85,263 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-8$736,340$46,822$5,853iApproximate average salary by contribution assumption: employee only about $146,319 at 4% or $97,546 at 6%; with 50% employer match about $97,546 at 4% or $65,031 at 6%; with 100% employer match about $73,159 at 4% or $48,773 at 6%.
Steven O. Lusk, Dds Inc. Defined Benefit Plan-3$35,030$35,030$11,677iApproximate average salary by contribution assumption: employee only about $291,917 at 4% or $194,611 at 6%; with 50% employer match about $194,611 at 4% or $129,741 at 6%; with 100% employer match about $145,958 at 4% or $97,306 at 6%.
200918$648,347$66,823$8,353iApproximate average salary by contribution assumption: employee only about $208,822 at 4% or $139,215 at 6%; with 50% employer match about $139,215 at 4% or $92,810 at 6%; with 100% employer match about $104,411 at 4% or $69,607 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-8$648,347$66,823$8,353iApproximate average salary by contribution assumption: employee only about $208,822 at 4% or $139,215 at 6%; with 50% employer match about $139,215 at 4% or $92,810 at 6%; with 100% employer match about $104,411 at 4% or $69,607 at 6%.
200818$442,368$54,222$6,778iApproximate average salary by contribution assumption: employee only about $169,444 at 4% or $112,963 at 6%; with 50% employer match about $112,963 at 4% or $75,308 at 6%; with 100% employer match about $84,722 at 4% or $56,481 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-8$442,368$54,222$6,778iApproximate average salary by contribution assumption: employee only about $169,444 at 4% or $112,963 at 6%; with 50% employer match about $112,963 at 4% or $75,308 at 6%; with 100% employer match about $84,722 at 4% or $56,481 at 6%.
200717$566,478$51,019$7,288iApproximate average salary by contribution assumption: employee only about $182,211 at 4% or $121,474 at 6%; with 50% employer match about $121,474 at 4% or $80,983 at 6%; with 100% employer match about $91,105 at 4% or $60,737 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-7$566,478$51,019$7,288iApproximate average salary by contribution assumption: employee only about $182,211 at 4% or $121,474 at 6%; with 50% employer match about $121,474 at 4% or $80,983 at 6%; with 100% employer match about $91,105 at 4% or $60,737 at 6%.
200617$461,548$85,261$12,180iApproximate average salary by contribution assumption: employee only about $304,504 at 4% or $203,002 at 6%; with 50% employer match about $203,002 at 4% or $135,335 at 6%; with 100% employer match about $152,252 at 4% or $101,501 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-7$461,548$85,261$12,180iApproximate average salary by contribution assumption: employee only about $304,504 at 4% or $203,002 at 6%; with 50% employer match about $203,002 at 4% or $135,335 at 6%; with 100% employer match about $152,252 at 4% or $101,501 at 6%.
200516$329,252$40,124$6,687iApproximate average salary by contribution assumption: employee only about $167,183 at 4% or $111,456 at 6%; with 50% employer match about $111,456 at 4% or $74,304 at 6%; with 100% employer match about $83,592 at 4% or $55,728 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-6$329,252$40,124$6,687iApproximate average salary by contribution assumption: employee only about $167,183 at 4% or $111,456 at 6%; with 50% employer match about $111,456 at 4% or $74,304 at 6%; with 100% employer match about $83,592 at 4% or $55,728 at 6%.
200411$277,900$41,065$41,065iApproximate average salary by contribution assumption: employee only about $1,026,625 at 4% or $684,417 at 6%; with 50% employer match about $684,417 at 4% or $456,278 at 6%; with 100% employer match about $513,313 at 4% or $342,208 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-1$277,900$41,065$41,065iApproximate average salary by contribution assumption: employee only about $1,026,625 at 4% or $684,417 at 6%; with 50% employer match about $684,417 at 4% or $456,278 at 6%; with 100% employer match about $513,313 at 4% or $342,208 at 6%.
200316$204,636$39,596$6,599iApproximate average salary by contribution assumption: employee only about $164,983 at 4% or $109,989 at 6%; with 50% employer match about $109,989 at 4% or $73,326 at 6%; with 100% employer match about $82,492 at 4% or $54,994 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-6$204,636$39,596$6,599iApproximate average salary by contribution assumption: employee only about $164,983 at 4% or $109,989 at 6%; with 50% employer match about $109,989 at 4% or $73,326 at 6%; with 100% employer match about $82,492 at 4% or $54,994 at 6%.
200222$124,133$0-
Steven O. Lusk, Dds Inc. Profit Sharing Plan-2$124,133--
Steven O. Lusk, Dds Inc. Pension Plan-0---
200125$0$0-
Steven O. Lusk, Dds Inc. Pension Plan-5---
Steven O. Lusk, Dds Inc. Profit Sharing Plan-3---
200024$138,968$20,739$5,185iApproximate average salary by contribution assumption: employee only about $129,619 at 4% or $86,413 at 6%; with 50% employer match about $86,413 at 4% or $57,608 at 6%; with 100% employer match about $64,809 at 4% or $43,206 at 6%.
Steven O. Lusk, Dds Inc. Pension Plan-4$138,968$20,739$5,185iApproximate average salary by contribution assumption: employee only about $129,619 at 4% or $86,413 at 6%; with 50% employer match about $86,413 at 4% or $57,608 at 6%; with 100% employer match about $64,809 at 4% or $43,206 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-4---
199925$206,236$28,136$5,627iApproximate average salary by contribution assumption: employee only about $140,680 at 4% or $93,787 at 6%; with 50% employer match about $93,787 at 4% or $62,524 at 6%; with 100% employer match about $70,340 at 4% or $46,893 at 6%.
Steven O. Lusk, Dds Inc. Pension Plan-5$159,610$17,689$3,538iApproximate average salary by contribution assumption: employee only about $88,445 at 4% or $58,963 at 6%; with 50% employer match about $58,963 at 4% or $39,309 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%.
Steven O. Lusk, Dds Inc. Profit Sharing Plan-5$46,626$10,447$2,089iApproximate average salary by contribution assumption: employee only about $52,235 at 4% or $34,823 at 6%; with 50% employer match about $34,823 at 4% or $23,216 at 6%; with 100% employer match about $26,118 at 4% or $17,412 at 6%.