Civic Intelligence

James F. Lunardon, Dds, Msd, P.A.

Plan context: James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan

EIN 85-0285264 • Carlsbad, NM • 19 filings • 6 plans

701 N. CanyonCarlsbad, NM 88220
Current Snapshot

Latest Year

2018

2018 Participants

17

2018 Assets

$530,183

2018 Contributions

$123,930

Historical Graphs

Total Assets Over Time

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

$2,317,512$1,158,756$0200020092017YearValue
$530,183Latest year 2017

Participants Over Time

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

20100200020092017YearValue
17Latest year 2017

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
201810$0$0-
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-0$0$0-
2017117$530,183$123,930$7,290iApproximate average salary by contribution assumption: employee only about $182,250 at 4% or $121,500 at 6%; with 50% employer match about $121,500 at 4% or $81,000 at 6%; with 100% employer match about $91,125 at 4% or $60,750 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-17$530,183$123,930$7,290iApproximate average salary by contribution assumption: employee only about $182,250 at 4% or $121,500 at 6%; with 50% employer match about $121,500 at 4% or $81,000 at 6%; with 100% employer match about $91,125 at 4% or $60,750 at 6%.
2016119$2,244,899$63,008$3,316iApproximate average salary by contribution assumption: employee only about $82,905 at 4% or $55,270 at 6%; with 50% employer match about $55,270 at 4% or $36,847 at 6%; with 100% employer match about $41,453 at 4% or $27,635 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-19$2,244,899$63,008$3,316iApproximate average salary by contribution assumption: employee only about $82,905 at 4% or $55,270 at 6%; with 50% employer match about $55,270 at 4% or $36,847 at 6%; with 100% employer match about $41,453 at 4% or $27,635 at 6%.
2015116$2,222,036$118,716$7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-16$2,222,036$118,716$7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%.
2014118$2,317,512$126,688$7,038iApproximate average salary by contribution assumption: employee only about $175,956 at 4% or $117,304 at 6%; with 50% employer match about $117,304 at 4% or $78,202 at 6%; with 100% employer match about $87,978 at 4% or $58,652 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-18$2,317,512$126,688$7,038iApproximate average salary by contribution assumption: employee only about $175,956 at 4% or $117,304 at 6%; with 50% employer match about $117,304 at 4% or $78,202 at 6%; with 100% employer match about $87,978 at 4% or $58,652 at 6%.
2013118$2,103,769$148,687$8,260iApproximate average salary by contribution assumption: employee only about $206,510 at 4% or $137,673 at 6%; with 50% employer match about $137,673 at 4% or $91,782 at 6%; with 100% employer match about $103,255 at 4% or $68,837 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-18$2,103,769$148,687$8,260iApproximate average salary by contribution assumption: employee only about $206,510 at 4% or $137,673 at 6%; with 50% employer match about $137,673 at 4% or $91,782 at 6%; with 100% employer match about $103,255 at 4% or $68,837 at 6%.
2012119$1,780,201$115,060$6,056iApproximate average salary by contribution assumption: employee only about $151,395 at 4% or $100,930 at 6%; with 50% employer match about $100,930 at 4% or $67,287 at 6%; with 100% employer match about $75,697 at 4% or $50,465 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-19$1,780,201$115,060$6,056iApproximate average salary by contribution assumption: employee only about $151,395 at 4% or $100,930 at 6%; with 50% employer match about $100,930 at 4% or $67,287 at 6%; with 100% employer match about $75,697 at 4% or $50,465 at 6%.
2011118$1,547,846$112,365$6,243iApproximate average salary by contribution assumption: employee only about $156,063 at 4% or $104,042 at 6%; with 50% employer match about $104,042 at 4% or $69,361 at 6%; with 100% employer match about $78,031 at 4% or $52,021 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-18$1,547,846$112,365$6,243iApproximate average salary by contribution assumption: employee only about $156,063 at 4% or $104,042 at 6%; with 50% employer match about $104,042 at 4% or $69,361 at 6%; with 100% employer match about $78,031 at 4% or $52,021 at 6%.
2010120$1,570,079$119,960$5,998iApproximate average salary by contribution assumption: employee only about $149,950 at 4% or $99,967 at 6%; with 50% employer match about $99,967 at 4% or $66,644 at 6%; with 100% employer match about $74,975 at 4% or $49,983 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-20$1,570,079$119,960$5,998iApproximate average salary by contribution assumption: employee only about $149,950 at 4% or $99,967 at 6%; with 50% employer match about $99,967 at 4% or $66,644 at 6%; with 100% employer match about $74,975 at 4% or $49,983 at 6%.
2009120$1,338,800$140,879$7,044iApproximate average salary by contribution assumption: employee only about $176,099 at 4% or $117,399 at 6%; with 50% employer match about $117,399 at 4% or $78,266 at 6%; with 100% employer match about $88,049 at 4% or $58,700 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-20$1,338,800$140,879$7,044iApproximate average salary by contribution assumption: employee only about $176,099 at 4% or $117,399 at 6%; with 50% employer match about $117,399 at 4% or $78,266 at 6%; with 100% employer match about $88,049 at 4% or $58,700 at 6%.
200815$916,201$695,111$139,022iApproximate average salary by contribution assumption: employee only about $3,475,555 at 4% or $2,317,037 at 6%; with 50% employer match about $2,317,037 at 4% or $1,544,691 at 6%; with 100% employer match about $1,737,778 at 4% or $1,158,518 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-5$916,201$695,111$139,022iApproximate average salary by contribution assumption: employee only about $3,475,555 at 4% or $2,317,037 at 6%; with 50% employer match about $2,317,037 at 4% or $1,544,691 at 6%; with 100% employer match about $1,737,778 at 4% or $1,158,518 at 6%.
2007112$1,292,010$117,032$9,753iApproximate average salary by contribution assumption: employee only about $243,817 at 4% or $162,544 at 6%; with 50% employer match about $162,544 at 4% or $108,363 at 6%; with 100% employer match about $121,908 at 4% or $81,272 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-12$1,292,010$117,032$9,753iApproximate average salary by contribution assumption: employee only about $243,817 at 4% or $162,544 at 6%; with 50% employer match about $162,544 at 4% or $108,363 at 6%; with 100% employer match about $121,908 at 4% or $81,272 at 6%.
2006113$1,078,013$118,265$9,097iApproximate average salary by contribution assumption: employee only about $227,433 at 4% or $151,622 at 6%; with 50% employer match about $151,622 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-13$1,078,013$118,265$9,097iApproximate average salary by contribution assumption: employee only about $227,433 at 4% or $151,622 at 6%; with 50% employer match about $151,622 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
2005111$866,225$106,048$9,641iApproximate average salary by contribution assumption: employee only about $241,018 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,339 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-11$866,225$106,048$9,641iApproximate average salary by contribution assumption: employee only about $241,018 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,339 at 6%.
2004113$718,670$95,827$7,371iApproximate average salary by contribution assumption: employee only about $184,283 at 4% or $122,855 at 6%; with 50% employer match about $122,855 at 4% or $81,903 at 6%; with 100% employer match about $92,141 at 4% or $61,428 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-13$718,670$95,827$7,371iApproximate average salary by contribution assumption: employee only about $184,283 at 4% or $122,855 at 6%; with 50% employer match about $122,855 at 4% or $81,903 at 6%; with 100% employer match about $92,141 at 4% or $61,428 at 6%.
2003113$558,691$90,476$6,960iApproximate average salary by contribution assumption: employee only about $173,992 at 4% or $115,995 at 6%; with 50% employer match about $115,995 at 4% or $77,330 at 6%; with 100% employer match about $86,996 at 4% or $57,997 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-13$558,691$90,476$6,960iApproximate average salary by contribution assumption: employee only about $173,992 at 4% or $115,995 at 6%; with 50% employer match about $115,995 at 4% or $77,330 at 6%; with 100% employer match about $86,996 at 4% or $57,997 at 6%.
2002113$364,449$65,295$5,023iApproximate average salary by contribution assumption: employee only about $125,567 at 4% or $83,712 at 6%; with 50% employer match about $83,712 at 4% or $55,808 at 6%; with 100% employer match about $62,784 at 4% or $41,856 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-13$364,449$65,295$5,023iApproximate average salary by contribution assumption: employee only about $125,567 at 4% or $83,712 at 6%; with 50% employer match about $83,712 at 4% or $55,808 at 6%; with 100% employer match about $62,784 at 4% or $41,856 at 6%.
2001112$0$0-
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-12---
2000113$422,979$52,859$4,066iApproximate average salary by contribution assumption: employee only about $101,652 at 4% or $67,768 at 6%; with 50% employer match about $67,768 at 4% or $45,179 at 6%; with 100% employer match about $50,826 at 4% or $33,884 at 6%.
James F. Lunardon, Dds, Msd, P.A. 401(K) Profit Sharing Plan-13$422,979$52,859$4,066iApproximate average salary by contribution assumption: employee only about $101,652 at 4% or $67,768 at 6%; with 50% employer match about $67,768 at 4% or $45,179 at 6%; with 100% employer match about $50,826 at 4% or $33,884 at 6%.