Civic Intelligence

Jim Lu Dds PLLC

Plan context: Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust

EIN 81-3016485 • Asheboro, NC • 15 filings • 3 plans

350 N Cox St Ste 11Asheboro, NC 27203-5514
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$134,904

2025 Contributions

$21,193

Historical Graphs

Total Assets Over Time

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

$134,904$67,452$0201720212025YearValue
$134,904Latest year 2025

Participants Over Time

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

950201720212025YearValue
9Latest year 2025

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
202529$134,904$21,193$2,355iApproximate average salary by contribution assumption: employee only about $58,869 at 4% or $39,246 at 6%; with 50% employer match about $39,246 at 4% or $26,164 at 6%; with 100% employer match about $29,435 at 4% or $19,623 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-2$114,897$17,750$8,875iApproximate average salary by contribution assumption: employee only about $221,875 at 4% or $147,917 at 6%; with 50% employer match about $147,917 at 4% or $98,611 at 6%; with 100% employer match about $110,938 at 4% or $73,958 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-9$20,007$3,443$383iApproximate average salary by contribution assumption: employee only about $9,564 at 4% or $6,376 at 6%; with 50% employer match about $6,376 at 4% or $4,251 at 6%; with 100% employer match about $4,782 at 4% or $3,188 at 6%.
202428$103,850$22,018$2,752iApproximate average salary by contribution assumption: employee only about $68,806 at 4% or $45,871 at 6%; with 50% employer match about $45,871 at 4% or $30,581 at 6%; with 100% employer match about $34,403 at 4% or $22,935 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-2$87,394$18,433$9,217iApproximate average salary by contribution assumption: employee only about $230,413 at 4% or $153,608 at 6%; with 50% employer match about $153,608 at 4% or $102,406 at 6%; with 100% employer match about $115,206 at 4% or $76,804 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-8$16,456$3,585$448iApproximate average salary by contribution assumption: employee only about $11,203 at 4% or $7,469 at 6%; with 50% employer match about $7,469 at 4% or $4,979 at 6%; with 100% employer match about $5,602 at 4% or $3,734 at 6%.
202325$76,347$19,726$3,945iApproximate average salary by contribution assumption: employee only about $98,630 at 4% or $65,753 at 6%; with 50% employer match about $65,753 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-2$65,311$17,750$8,875iApproximate average salary by contribution assumption: employee only about $221,875 at 4% or $147,917 at 6%; with 50% employer match about $147,917 at 4% or $98,611 at 6%; with 100% employer match about $110,938 at 4% or $73,958 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-5$11,036$1,976$395iApproximate average salary by contribution assumption: employee only about $9,880 at 4% or $6,587 at 6%; with 50% employer match about $6,587 at 4% or $4,391 at 6%; with 100% employer match about $4,940 at 4% or $3,293 at 6%.
202225$49,998$18,993$3,799iApproximate average salary by contribution assumption: employee only about $94,965 at 4% or $63,310 at 6%; with 50% employer match about $63,310 at 4% or $42,207 at 6%; with 100% employer match about $47,483 at 4% or $31,655 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-2$42,332$17,067$8,534iApproximate average salary by contribution assumption: employee only about $213,338 at 4% or $142,225 at 6%; with 50% employer match about $142,225 at 4% or $94,817 at 6%; with 100% employer match about $106,669 at 4% or $71,113 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-5$7,666$1,926$385iApproximate average salary by contribution assumption: employee only about $9,630 at 4% or $6,420 at 6%; with 50% employer match about $6,420 at 4% or $4,280 at 6%; with 100% employer match about $4,815 at 4% or $3,210 at 6%.
202124$38,463$20,993$5,248iApproximate average salary by contribution assumption: employee only about $131,206 at 4% or $87,471 at 6%; with 50% employer match about $87,471 at 4% or $58,314 at 6%; with 100% employer match about $65,603 at 4% or $43,735 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-2$31,430$18,433$9,217iApproximate average salary by contribution assumption: employee only about $230,413 at 4% or $153,608 at 6%; with 50% employer match about $153,608 at 4% or $102,406 at 6%; with 100% employer match about $115,206 at 4% or $76,804 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-4$7,033$2,560$640iApproximate average salary by contribution assumption: employee only about $16,000 at 4% or $10,667 at 6%; with 50% employer match about $10,667 at 4% or $7,111 at 6%; with 100% employer match about $8,000 at 4% or $5,333 at 6%.
202024$23,779$18,521$4,630iApproximate average salary by contribution assumption: employee only about $115,756 at 4% or $77,171 at 6%; with 50% employer match about $77,171 at 4% or $51,447 at 6%; with 100% employer match about $57,878 at 4% or $38,585 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-4$17,240$17,067$4,267iApproximate average salary by contribution assumption: employee only about $106,669 at 4% or $71,113 at 6%; with 50% employer match about $71,113 at 4% or $47,408 at 6%; with 100% employer match about $53,334 at 4% or $35,556 at 6%.
ASHEBORO FAMILY DENTISTRY 401(K) PLAN-4$6,539$1,454$364iApproximate average salary by contribution assumption: employee only about $9,088 at 4% or $6,058 at 6%; with 50% employer match about $6,058 at 4% or $4,039 at 6%; with 100% employer match about $4,544 at 4% or $3,029 at 6%.
201913$47,974$18,433$6,144iApproximate average salary by contribution assumption: employee only about $153,608 at 4% or $102,406 at 6%; with 50% employer match about $102,406 at 4% or $68,270 at 6%; with 100% employer match about $76,804 at 4% or $51,203 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-3$47,974$18,433$6,144iApproximate average salary by contribution assumption: employee only about $153,608 at 4% or $102,406 at 6%; with 50% employer match about $102,406 at 4% or $68,270 at 6%; with 100% employer match about $76,804 at 4% or $51,203 at 6%.
201814$25,327$20,613$5,153iApproximate average salary by contribution assumption: employee only about $128,831 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,258 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-4$25,327$20,613$5,153iApproximate average salary by contribution assumption: employee only about $128,831 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,258 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
201714$5,768$5,639$1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%.
Jim Lu Dds PLLC 401(K) Profit Sharing Plan & Trust-4$5,768$5,639$1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%.