Civic Intelligence

Bernard W. Luk Accountancy Corp.

Plan context: Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan

EIN 94-3048377 • 19 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,180,651

2017 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$1,180,651$590,326$0199920092017YearValue
$1,180,651Latest year 2017

Participants Over Time

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

320199920082017YearValue
2Latest 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
201712$1,180,651$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$1,180,651$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201612$1,060,772$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$1,060,772$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201512$930,427$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$930,427$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201412$876,639$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$876,639$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201312$820,452$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$820,452$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201212$690,544$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$690,544$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201112$626,515$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$626,515$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201012$620,060$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$620,060$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200912$557,459$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$557,459$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
200812$421,484$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$421,484$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
200712$0$0-
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2---
200612$440,834$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$440,834$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
200512$353,266$42,500$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$353,266$42,500$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
200412$287,418$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$287,418$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200313$226,327$60,488$20,163iApproximate average salary by contribution assumption: employee only about $504,067 at 4% or $336,044 at 6%; with 50% employer match about $336,044 at 4% or $224,030 at 6%; with 100% employer match about $252,033 at 4% or $168,022 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-3$226,327$60,488$20,163iApproximate average salary by contribution assumption: employee only about $504,067 at 4% or $336,044 at 6%; with 50% employer match about $336,044 at 4% or $224,030 at 6%; with 100% employer match about $252,033 at 4% or $168,022 at 6%.
200213$131,032$52,371$17,457iApproximate average salary by contribution assumption: employee only about $436,425 at 4% or $290,950 at 6%; with 50% employer match about $290,950 at 4% or $193,967 at 6%; with 100% employer match about $218,213 at 4% or $145,475 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-3$131,032$52,371$17,457iApproximate average salary by contribution assumption: employee only about $436,425 at 4% or $290,950 at 6%; with 50% employer match about $290,950 at 4% or $193,967 at 6%; with 100% employer match about $218,213 at 4% or $145,475 at 6%.
200112$0$0-
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2---
200012$133,245$45,623$22,812iApproximate average salary by contribution assumption: employee only about $570,288 at 4% or $380,192 at 6%; with 50% employer match about $380,192 at 4% or $253,461 at 6%; with 100% employer match about $285,144 at 4% or $190,096 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-2$133,245$45,623$22,812iApproximate average salary by contribution assumption: employee only about $570,288 at 4% or $380,192 at 6%; with 50% employer match about $380,192 at 4% or $253,461 at 6%; with 100% employer match about $285,144 at 4% or $190,096 at 6%.
199913$219,188$31,483$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
Bernard W. Luk Accountancy Corp. Defined Benefit Pension Plan-3$219,188$31,483$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.