Civic Intelligence

Lucida Advisors LLC

Plan context: Lucida 401(K) Plan

EIN 87-3834167 • 2 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

96

2024 Assets

$4,166,871

2024 Contributions

$3,175,162

Historical Graphs

Total Assets Over Time

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

$4,166,871$2,083,436$020232024YearValue
$4,166,871Latest year 2024

Participants Over Time

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

9648020232024YearValue
96Latest 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
2024196$4,166,871$3,175,162$33,075iApproximate average salary by contribution assumption: employee only about $826,865 at 4% or $551,243 at 6%; with 50% employer match about $551,243 at 4% or $367,496 at 6%; with 100% employer match about $413,433 at 4% or $275,622 at 6%.
Lucida 401(K) Plan-96$4,166,871$3,175,162$33,075iApproximate average salary by contribution assumption: employee only about $826,865 at 4% or $551,243 at 6%; with 50% employer match about $551,243 at 4% or $367,496 at 6%; with 100% employer match about $413,433 at 4% or $275,622 at 6%.
2023182$977,932$910,987$11,110iApproximate average salary by contribution assumption: employee only about $277,740 at 4% or $185,160 at 6%; with 50% employer match about $185,160 at 4% or $123,440 at 6%; with 100% employer match about $138,870 at 4% or $92,580 at 6%.
Lucida 401(K) Plan-82$977,932$910,987$11,110iApproximate average salary by contribution assumption: employee only about $277,740 at 4% or $185,160 at 6%; with 50% employer match about $185,160 at 4% or $123,440 at 6%; with 100% employer match about $138,870 at 4% or $92,580 at 6%.