Diane M. Lucas, P.C.
Plan context: Diane M. Lucas PC. Defined Benefit Plan
EIN 86-0768635 • Phoenix, AZ • 7 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$1,085,616
2013 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 3 | $1,085,616 | $0 | - |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $1,085,616 | $0 | - |
| 2012 | 1 | 3 | $1,036,112 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $1,036,112 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2011 | 1 | 2 | $775,544 | $170,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 2 | $775,544 | $170,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| 2010 | 1 | 3 | $729,297 | $170,000 | $56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $729,297 | $170,000 | $56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%. |
| 2009 | 1 | 3 | $509,500 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $509,500 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2008 | 1 | 3 | $266,053 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $266,053 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2007 | 1 | 3 | $169,560 | $185,099 | $61,700iApproximate average salary by contribution assumption: employee only about $1,542,492 at 4% or $1,028,328 at 6%; with 50% employer match about $1,028,328 at 4% or $685,552 at 6%; with 100% employer match about $771,246 at 4% or $514,164 at 6%. |
| Diane M. Lucas PC. Defined Benefit Plan | - | 3 | $169,560 | $185,099 | $61,700iApproximate average salary by contribution assumption: employee only about $1,542,492 at 4% or $1,028,328 at 6%; with 50% employer match about $1,028,328 at 4% or $685,552 at 6%; with 100% employer match about $771,246 at 4% or $514,164 at 6%. |