Civic Intelligence

Robert J. Lung & Associates Inc.

Plan context: Robert J. Lung & Associates Inc. Retirement Plan

EIN 95-3009970 • Tustin, CA • 26 filings • 1 plans

2832 Walnut Avenue, Suite ETustin, CA 92680-7002
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,105,618

2024 Contributions

$69,594

Historical Graphs

Total Assets Over Time

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

$1,105,618$552,809$0199920132024YearValue
$1,105,618Latest year 2024

Participants Over Time

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

1680199920122024YearValue
4Latest 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
202414$1,105,618$69,594$17,399iApproximate average salary by contribution assumption: employee only about $434,963 at 4% or $289,975 at 6%; with 50% employer match about $289,975 at 4% or $193,317 at 6%; with 100% employer match about $217,481 at 4% or $144,988 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-4$1,105,618$69,594$17,399iApproximate average salary by contribution assumption: employee only about $434,963 at 4% or $289,975 at 6%; with 50% employer match about $289,975 at 4% or $193,317 at 6%; with 100% employer match about $217,481 at 4% or $144,988 at 6%.
202315$819,667$26,575$5,315iApproximate average salary by contribution assumption: employee only about $132,875 at 4% or $88,583 at 6%; with 50% employer match about $88,583 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-5$819,667$26,575$5,315iApproximate average salary by contribution assumption: employee only about $132,875 at 4% or $88,583 at 6%; with 50% employer match about $88,583 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%.
202215$774,472$33,257$6,651iApproximate average salary by contribution assumption: employee only about $166,285 at 4% or $110,857 at 6%; with 50% employer match about $110,857 at 4% or $73,904 at 6%; with 100% employer match about $83,143 at 4% or $55,428 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-5$774,472$33,257$6,651iApproximate average salary by contribution assumption: employee only about $166,285 at 4% or $110,857 at 6%; with 50% employer match about $110,857 at 4% or $73,904 at 6%; with 100% employer match about $83,143 at 4% or $55,428 at 6%.
202116$1,024,268$25,943$4,324iApproximate average salary by contribution assumption: employee only about $108,096 at 4% or $72,064 at 6%; with 50% employer match about $72,064 at 4% or $48,043 at 6%; with 100% employer match about $54,048 at 4% or $36,032 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-6$1,024,268$25,943$4,324iApproximate average salary by contribution assumption: employee only about $108,096 at 4% or $72,064 at 6%; with 50% employer match about $72,064 at 4% or $48,043 at 6%; with 100% employer match about $54,048 at 4% or $36,032 at 6%.
202018$1,014,857$25,925$3,241iApproximate average salary by contribution assumption: employee only about $81,016 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,005 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$1,014,857$25,925$3,241iApproximate average salary by contribution assumption: employee only about $81,016 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,005 at 6%.
201918$815,134$35,741$4,468iApproximate average salary by contribution assumption: employee only about $111,691 at 4% or $74,460 at 6%; with 50% employer match about $74,460 at 4% or $49,640 at 6%; with 100% employer match about $55,845 at 4% or $37,230 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$815,134$35,741$4,468iApproximate average salary by contribution assumption: employee only about $111,691 at 4% or $74,460 at 6%; with 50% employer match about $74,460 at 4% or $49,640 at 6%; with 100% employer match about $55,845 at 4% or $37,230 at 6%.
201818$633,352$37,377$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,913 at 6%; with 100% employer match about $58,402 at 4% or $38,934 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$633,352$37,377$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,913 at 6%; with 100% employer match about $58,402 at 4% or $38,934 at 6%.
201717$641,813$42,523$6,075iApproximate average salary by contribution assumption: employee only about $151,868 at 4% or $101,245 at 6%; with 50% employer match about $101,245 at 4% or $67,497 at 6%; with 100% employer match about $75,934 at 4% or $50,623 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-7$641,813$42,523$6,075iApproximate average salary by contribution assumption: employee only about $151,868 at 4% or $101,245 at 6%; with 50% employer match about $101,245 at 4% or $67,497 at 6%; with 100% employer match about $75,934 at 4% or $50,623 at 6%.
201617$514,038$45,362$6,480iApproximate average salary by contribution assumption: employee only about $162,007 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,002 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-7$514,038$45,362$6,480iApproximate average salary by contribution assumption: employee only about $162,007 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,002 at 6%.
201517$446,620$47,504$6,786iApproximate average salary by contribution assumption: employee only about $169,657 at 4% or $113,105 at 6%; with 50% employer match about $113,105 at 4% or $75,403 at 6%; with 100% employer match about $84,829 at 4% or $56,552 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-7$446,620$47,504$6,786iApproximate average salary by contribution assumption: employee only about $169,657 at 4% or $113,105 at 6%; with 50% employer match about $113,105 at 4% or $75,403 at 6%; with 100% employer match about $84,829 at 4% or $56,552 at 6%.
201417$406,351$50,665$7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,631 at 6%; with 50% employer match about $120,631 at 4% or $80,421 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-7$406,351$50,665$7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,631 at 6%; with 50% employer match about $120,631 at 4% or $80,421 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%.
201318$488,329$43,697$5,462iApproximate average salary by contribution assumption: employee only about $136,553 at 4% or $91,035 at 6%; with 50% employer match about $91,035 at 4% or $60,690 at 6%; with 100% employer match about $68,277 at 4% or $45,518 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$488,329$43,697$5,462iApproximate average salary by contribution assumption: employee only about $136,553 at 4% or $91,035 at 6%; with 50% employer match about $91,035 at 4% or $60,690 at 6%; with 100% employer match about $68,277 at 4% or $45,518 at 6%.
2012110$581,613$20,385$2,039iApproximate average salary by contribution assumption: employee only about $50,963 at 4% or $33,975 at 6%; with 50% employer match about $33,975 at 4% or $22,650 at 6%; with 100% employer match about $25,481 at 4% or $16,988 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-10$581,613$20,385$2,039iApproximate average salary by contribution assumption: employee only about $50,963 at 4% or $33,975 at 6%; with 50% employer match about $33,975 at 4% or $22,650 at 6%; with 100% employer match about $25,481 at 4% or $16,988 at 6%.
201118$503,970$6,811$851iApproximate average salary by contribution assumption: employee only about $21,284 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,642 at 4% or $7,095 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$503,970$6,811$851iApproximate average salary by contribution assumption: employee only about $21,284 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,642 at 4% or $7,095 at 6%.
201018$522,905$4,614$577iApproximate average salary by contribution assumption: employee only about $14,419 at 4% or $9,613 at 6%; with 50% employer match about $9,613 at 4% or $6,408 at 6%; with 100% employer match about $7,209 at 4% or $4,806 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-8$522,905$4,614$577iApproximate average salary by contribution assumption: employee only about $14,419 at 4% or $9,613 at 6%; with 50% employer match about $9,613 at 4% or $6,408 at 6%; with 100% employer match about $7,209 at 4% or $4,806 at 6%.
2009110$469,785$10,163$1,016iApproximate average salary by contribution assumption: employee only about $25,408 at 4% or $16,938 at 6%; with 50% employer match about $16,938 at 4% or $11,292 at 6%; with 100% employer match about $12,704 at 4% or $8,469 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-10$469,785$10,163$1,016iApproximate average salary by contribution assumption: employee only about $25,408 at 4% or $16,938 at 6%; with 50% employer match about $16,938 at 4% or $11,292 at 6%; with 100% employer match about $12,704 at 4% or $8,469 at 6%.
2008110$480,378$42,191$4,219iApproximate average salary by contribution assumption: employee only about $105,478 at 4% or $70,318 at 6%; with 50% employer match about $70,318 at 4% or $46,879 at 6%; with 100% employer match about $52,739 at 4% or $35,159 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-10$480,378$42,191$4,219iApproximate average salary by contribution assumption: employee only about $105,478 at 4% or $70,318 at 6%; with 50% employer match about $70,318 at 4% or $46,879 at 6%; with 100% employer match about $52,739 at 4% or $35,159 at 6%.
2007113$0$0-
Robert J. Lung & Associates Inc. Retirement Plan-13---
2006115$658,690$58,125$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-15$658,690$58,125$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
2005115$541,717$50,645$3,376iApproximate average salary by contribution assumption: employee only about $84,408 at 4% or $56,272 at 6%; with 50% employer match about $56,272 at 4% or $37,515 at 6%; with 100% employer match about $42,204 at 4% or $28,136 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-15$541,717$50,645$3,376iApproximate average salary by contribution assumption: employee only about $84,408 at 4% or $56,272 at 6%; with 50% employer match about $56,272 at 4% or $37,515 at 6%; with 100% employer match about $42,204 at 4% or $28,136 at 6%.
2004114$461,282$54,846$3,918iApproximate average salary by contribution assumption: employee only about $97,939 at 4% or $65,293 at 6%; with 50% employer match about $65,293 at 4% or $43,529 at 6%; with 100% employer match about $48,970 at 4% or $32,646 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-14$461,282$54,846$3,918iApproximate average salary by contribution assumption: employee only about $97,939 at 4% or $65,293 at 6%; with 50% employer match about $65,293 at 4% or $43,529 at 6%; with 100% employer match about $48,970 at 4% or $32,646 at 6%.
2003115$417,252$25,597$1,706iApproximate average salary by contribution assumption: employee only about $42,662 at 4% or $28,441 at 6%; with 50% employer match about $28,441 at 4% or $18,961 at 6%; with 100% employer match about $21,331 at 4% or $14,221 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-15$417,252$25,597$1,706iApproximate average salary by contribution assumption: employee only about $42,662 at 4% or $28,441 at 6%; with 50% employer match about $28,441 at 4% or $18,961 at 6%; with 100% employer match about $21,331 at 4% or $14,221 at 6%.
2002115$314,756$29,361$1,957iApproximate average salary by contribution assumption: employee only about $48,935 at 4% or $32,623 at 6%; with 50% employer match about $32,623 at 4% or $21,749 at 6%; with 100% employer match about $24,468 at 4% or $16,312 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-15$314,756$29,361$1,957iApproximate average salary by contribution assumption: employee only about $48,935 at 4% or $32,623 at 6%; with 50% employer match about $32,623 at 4% or $21,749 at 6%; with 100% employer match about $24,468 at 4% or $16,312 at 6%.
2001116$0$0-
Robert J. Lung & Associates Inc. Retirement Plan-16---
2000116$530,981$29,690$1,856iApproximate average salary by contribution assumption: employee only about $46,391 at 4% or $30,927 at 6%; with 50% employer match about $30,927 at 4% or $20,618 at 6%; with 100% employer match about $23,195 at 4% or $15,464 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-16$530,981$29,690$1,856iApproximate average salary by contribution assumption: employee only about $46,391 at 4% or $30,927 at 6%; with 50% employer match about $30,927 at 4% or $20,618 at 6%; with 100% employer match about $23,195 at 4% or $15,464 at 6%.
1999116$697,029$59,905$3,744iApproximate average salary by contribution assumption: employee only about $93,602 at 4% or $62,401 at 6%; with 50% employer match about $62,401 at 4% or $41,601 at 6%; with 100% employer match about $46,801 at 4% or $31,201 at 6%.
Robert J. Lung & Associates Inc. Retirement Plan-16$697,029$59,905$3,744iApproximate average salary by contribution assumption: employee only about $93,602 at 4% or $62,401 at 6%; with 50% employer match about $62,401 at 4% or $41,601 at 6%; with 100% employer match about $46,801 at 4% or $31,201 at 6%.