Civic Intelligence

GARY A LUU, D.D.S. INC.

Plan context: GARY A LUU, D.D.S. INC. 401(K) PLAN & TRUST

EIN 82-4532564 • Monterey Park, CA • 4 filings • 1 plans

1101 E. Garvey Ave #106Monterey Park, CA 91755
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$563,446

2025 Contributions

$197,550

Historical Graphs

Total Assets Over Time

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

$563,446$281,723$0202220242025YearValue
$563,446Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest 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
202515$563,446$197,550$39,510iApproximate average salary by contribution assumption: employee only about $987,750 at 4% or $658,500 at 6%; with 50% employer match about $658,500 at 4% or $439,000 at 6%; with 100% employer match about $493,875 at 4% or $329,250 at 6%.
GARY A LUU, D.D.S. INC. 401(K) PLAN & TRUST-5$563,446$197,550$39,510iApproximate average salary by contribution assumption: employee only about $987,750 at 4% or $658,500 at 6%; with 50% employer match about $658,500 at 4% or $439,000 at 6%; with 100% employer match about $493,875 at 4% or $329,250 at 6%.
202415$302,911$77,752$15,550iApproximate average salary by contribution assumption: employee only about $388,760 at 4% or $259,173 at 6%; with 50% employer match about $259,173 at 4% or $172,782 at 6%; with 100% employer match about $194,380 at 4% or $129,587 at 6%.
GARY A LUU, D.D.S. INC. 401(K) PLAN & TRUST-5$302,911$77,752$15,550iApproximate average salary by contribution assumption: employee only about $388,760 at 4% or $259,173 at 6%; with 50% employer match about $259,173 at 4% or $172,782 at 6%; with 100% employer match about $194,380 at 4% or $129,587 at 6%.
202315$212,006$106,448$21,290iApproximate average salary by contribution assumption: employee only about $532,240 at 4% or $354,827 at 6%; with 50% employer match about $354,827 at 4% or $236,551 at 6%; with 100% employer match about $266,120 at 4% or $177,413 at 6%.
GARY A LUU, D.D.S. INC. 401(K) PLAN & TRUST-5$212,006$106,448$21,290iApproximate average salary by contribution assumption: employee only about $532,240 at 4% or $354,827 at 6%; with 50% employer match about $354,827 at 4% or $236,551 at 6%; with 100% employer match about $266,120 at 4% or $177,413 at 6%.
202214$92,075$90,480$22,620iApproximate average salary by contribution assumption: employee only about $565,500 at 4% or $377,000 at 6%; with 50% employer match about $377,000 at 4% or $251,333 at 6%; with 100% employer match about $282,750 at 4% or $188,500 at 6%.
GARY A LUU, D.D.S. INC. 401(K) PLAN & TRUST-4$92,075$90,480$22,620iApproximate average salary by contribution assumption: employee only about $565,500 at 4% or $377,000 at 6%; with 50% employer match about $377,000 at 4% or $251,333 at 6%; with 100% employer match about $282,750 at 4% or $188,500 at 6%.