Civic Intelligence

Phil DI Lucente and Associates

Plan context: Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust

EIN 83-4137024 • Pittsburgh, PA • 6 filings • 2 plans

310 Grant St - Ste 1801Pittsburgh, PA 15219-2335
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,004,448

2024 Contributions

$46,548

Historical Graphs

Total Assets Over Time

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

$1,004,448$502,224$0201920222024YearValue
$1,004,448Latest year 2024

Participants Over Time

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

740201920222024YearValue
6Latest 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
202416$1,004,448$46,548$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-6$1,004,448$46,548$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
202315$943,131$44,131$8,826iApproximate average salary by contribution assumption: employee only about $220,655 at 4% or $147,103 at 6%; with 50% employer match about $147,103 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-5$943,131$44,131$8,826iApproximate average salary by contribution assumption: employee only about $220,655 at 4% or $147,103 at 6%; with 50% employer match about $147,103 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
202215$795,783$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-5$795,783$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
202117$849,104$81,513$11,645iApproximate average salary by contribution assumption: employee only about $291,118 at 4% or $194,079 at 6%; with 50% employer match about $194,079 at 4% or $129,386 at 6%; with 100% employer match about $145,559 at 4% or $97,039 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-7$849,104$81,513$11,645iApproximate average salary by contribution assumption: employee only about $291,118 at 4% or $194,079 at 6%; with 50% employer match about $194,079 at 4% or $129,386 at 6%; with 100% employer match about $145,559 at 4% or $97,039 at 6%.
202015$700,575$74,569$14,914iApproximate average salary by contribution assumption: employee only about $372,845 at 4% or $248,563 at 6%; with 50% employer match about $248,563 at 4% or $165,709 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-5$700,575$74,569$14,914iApproximate average salary by contribution assumption: employee only about $372,845 at 4% or $248,563 at 6%; with 50% employer match about $248,563 at 4% or $165,709 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
201913$591,652$579,632$193,211iApproximate average salary by contribution assumption: employee only about $4,830,267 at 4% or $3,220,178 at 6%; with 50% employer match about $3,220,178 at 4% or $2,146,785 at 6%; with 100% employer match about $2,415,133 at 4% or $1,610,089 at 6%.
Phil DI Lucente and Associates 401(K) Profit Sharing Plan & Trust-3$591,652$579,632$193,211iApproximate average salary by contribution assumption: employee only about $4,830,267 at 4% or $3,220,178 at 6%; with 50% employer match about $3,220,178 at 4% or $2,146,785 at 6%; with 100% employer match about $2,415,133 at 4% or $1,610,089 at 6%.