Civic Intelligence

Joseph T. Lu, M.D.

Plan context: Joseph T. Lu, M.D. Defined Benefit Plan

EIN 95-3285524 • Monterey Park, CA • 22 filings • 2 plans

500 N. Garfield Ave., Suite 202Monterey Park, CA 91754
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$146,545

2020 Contributions

$105,000

Historical Graphs

Total Assets Over Time

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

$959,375$479,688$0199920112020YearValue
$146,545Latest year 2020

Participants Over Time

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

840199920102020YearValue
3Latest year 2020

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
202013$146,545$0-
Joseph T. Lu, M.D. Defined Benefit Plan-3$146,545$0-
201917$359,651$0-
Joseph T. Lu, M.D. Defined Benefit Plan-7$359,651$0-
201814$420,926$0-
Joseph T. Lu, M.D. Defined Benefit Plan-4$420,926$0-
201714$667,810$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-4$667,810$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
201615$647,984$0-
Joseph T. Lu, M.D. Defined Benefit Plan-5$647,984$0-
201516$841,810$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-6$841,810$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201416$549,346$0-
Joseph T. Lu, M.D. Defined Benefit Plan-6$549,346$0-
201315$665,544$0-
Joseph T. Lu, M.D. Defined Benefit Plan-5$665,544$0-
201218$665,544$0-
Joseph T. Lu, M.D. Defined Benefit Plan-8$665,544$0-
201117$663,024$20,100$2,871iApproximate average salary by contribution assumption: employee only about $71,786 at 4% or $47,857 at 6%; with 50% employer match about $47,857 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-7$663,024$20,100$2,871iApproximate average salary by contribution assumption: employee only about $71,786 at 4% or $47,857 at 6%; with 50% employer match about $47,857 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
201015$684,488$21,000$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-5$684,488$21,000$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
200915$630,855$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-5$630,855$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200813$682,447$7,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$682,447$7,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
200713$0$0-
Joseph T. Lu, M.D. Defined Benefit Plan-3---
200613$959,375$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$959,375$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
200512$857,746$30,889$15,445iApproximate average salary by contribution assumption: employee only about $386,113 at 4% or $257,408 at 6%; with 50% employer match about $257,408 at 4% or $171,606 at 6%; with 100% employer match about $193,056 at 4% or $128,704 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-2$857,746$30,889$15,445iApproximate average salary by contribution assumption: employee only about $386,113 at 4% or $257,408 at 6%; with 50% employer match about $257,408 at 4% or $171,606 at 6%; with 100% employer match about $193,056 at 4% or $128,704 at 6%.
200413$824,313$132,707$44,236iApproximate average salary by contribution assumption: employee only about $1,105,892 at 4% or $737,261 at 6%; with 50% employer match about $737,261 at 4% or $491,507 at 6%; with 100% employer match about $552,946 at 4% or $368,631 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$824,313$132,707$44,236iApproximate average salary by contribution assumption: employee only about $1,105,892 at 4% or $737,261 at 6%; with 50% employer match about $737,261 at 4% or $491,507 at 6%; with 100% employer match about $552,946 at 4% or $368,631 at 6%.
200313$691,781$95,348$31,783iApproximate average salary by contribution assumption: employee only about $794,567 at 4% or $529,711 at 6%; with 50% employer match about $529,711 at 4% or $353,141 at 6%; with 100% employer match about $397,283 at 4% or $264,856 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$691,781$95,348$31,783iApproximate average salary by contribution assumption: employee only about $794,567 at 4% or $529,711 at 6%; with 50% employer match about $529,711 at 4% or $353,141 at 6%; with 100% employer match about $397,283 at 4% or $264,856 at 6%.
200213$0$0-
Joseph T. Lu, M.D. Defined Benefit Plan-3---
200113$0$0-
Joseph T. Lu, M.D. Defined Benefit Plan-3---
200013$617,425$25,307$8,436iApproximate average salary by contribution assumption: employee only about $210,892 at 4% or $140,594 at 6%; with 50% employer match about $140,594 at 4% or $93,730 at 6%; with 100% employer match about $105,446 at 4% or $70,297 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$617,425$25,307$8,436iApproximate average salary by contribution assumption: employee only about $210,892 at 4% or $140,594 at 6%; with 50% employer match about $140,594 at 4% or $93,730 at 6%; with 100% employer match about $105,446 at 4% or $70,297 at 6%.
199913$628,020$16,080$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.
Joseph T. Lu, M.D. Defined Benefit Plan-3$628,020$16,080$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.