Ronald Lu, D.D.S., a Sole Proprietor
Plan context: RONALD LU DDS A SOLE PROPRIETOR MONEY PURCHASE PLAN
EIN 95-3265054 • 5 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$218,071
2001 Contributions
$34,179
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 2 | $0 | $0 | - |
| RONALD LU, D.D.S., A SOLE PROPRIETOR MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |
| Ronald Lu, D.D.S., a Sole Proprietor Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 2 | $218,071 | $34,179 | $17,090iApproximate average salary by contribution assumption: employee only about $427,238 at 4% or $284,825 at 6%; with 50% employer match about $284,825 at 4% or $189,883 at 6%; with 100% employer match about $213,619 at 4% or $142,413 at 6%. |
| RONALD LU DDS A SOLE PROPRIETOR MONEY PURCHASE PLAN | - | 2 | $218,071 | $34,179 | $17,090iApproximate average salary by contribution assumption: employee only about $427,238 at 4% or $284,825 at 6%; with 50% employer match about $284,825 at 4% or $189,883 at 6%; with 100% employer match about $213,619 at 4% or $142,413 at 6%. |
| Ronald Lu, D.D.S., a Sole Proprietor Defined Benefit Pension Plan | - | 2 | - | - | - |
| 1999 | 1 | 4 | $942,679 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Ronald Lu, D.D.S., a Sole Proprietor Defined Benefit Pension Plan | - | 4 | $942,679 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |