S.L. Lue, M.D. Inc.
Plan context: S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN
EIN 95-3548210 • San Marino, CA • 51 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$11,404,270
2024 Contributions
$52,150
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $11,404,270 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $6,231,719 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $5,172,551 | - | - |
| 2023 | 2 | 3 | $9,790,235 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $5,432,690 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $4,357,545 | - | - |
| 2022 | 2 | 3 | $8,660,808 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $4,805,545 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,855,263 | - | - |
| 2021 | 2 | 3 | $11,121,397 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $5,660,212 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $5,461,185 | - | - |
| 2020 | 2 | 3 | $9,679,609 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $5,098,212 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $4,581,397 | - | - |
| 2019 | 2 | 3 | $7,398,559 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $3,916,535 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,482,024 | - | - |
| 2018 | 2 | 3 | $5,421,161 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,969,444 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,451,717 | - | - |
| 2017 | 2 | 3 | $6,032,437 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $3,144,410 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,888,027 | - | - |
| 2016 | 2 | 3 | $4,951,254 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,853,494 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,097,760 | - | - |
| 2015 | 2 | 3 | $4,881,234 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,807,547 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,073,687 | - | - |
| 2014 | 2 | 2 | $5,182,714 | $0 | - |
| S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $3,062,513 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $2,120,201 | - | - |
| 2013 | 2 | 2 | $4,911,230 | $52,150 | $26,075iApproximate average salary by contribution assumption: employee only about $651,875 at 4% or $434,583 at 6%; with 50% employer match about $434,583 at 4% or $289,722 at 6%; with 100% employer match about $325,938 at 4% or $217,292 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $2,766,297 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $2,144,933 | $52,150 | $26,075iApproximate average salary by contribution assumption: employee only about $651,875 at 4% or $434,583 at 6%; with 50% employer match about $434,583 at 4% or $289,722 at 6%; with 100% employer match about $325,938 at 4% or $217,292 at 6%. |
| 2012 | 2 | 2 | $4,319,429 | $360,574 | $180,287iApproximate average salary by contribution assumption: employee only about $4,507,175 at 4% or $3,004,783 at 6%; with 50% employer match about $3,004,783 at 4% or $2,003,189 at 6%; with 100% employer match about $2,253,588 at 4% or $1,502,392 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $2,535,547 | $360,574 | $180,287iApproximate average salary by contribution assumption: employee only about $4,507,175 at 4% or $3,004,783 at 6%; with 50% employer match about $3,004,783 at 4% or $2,003,189 at 6%; with 100% employer match about $2,253,588 at 4% or $1,502,392 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,783,882 | - | - |
| 2011 | 2 | 3 | $4,252,446 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,174,973 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,077,473 | - | - |
| 2010 | 2 | 4 | $3,935,195 | $205,000 | $51,250iApproximate average salary by contribution assumption: employee only about $1,281,250 at 4% or $854,167 at 6%; with 50% employer match about $854,167 at 4% or $569,444 at 6%; with 100% employer match about $640,625 at 4% or $427,083 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,173,889 | $205,000 | $68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $1,761,306 | $0 | - |
| 2009 | 2 | 4 | $3,483,719 | $285,000 | $71,250iApproximate average salary by contribution assumption: employee only about $1,781,250 at 4% or $1,187,500 at 6%; with 50% employer match about $1,187,500 at 4% or $791,667 at 6%; with 100% employer match about $890,625 at 4% or $593,750 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,770,672 | $285,000 | $95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $1,713,047 | $0 | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2006 | 2 | 4 | $1,132,269 | $209,126 | $52,282iApproximate average salary by contribution assumption: employee only about $1,307,038 at 4% or $871,358 at 6%; with 50% employer match about $871,358 at 4% or $580,906 at 6%; with 100% employer match about $653,519 at 4% or $435,679 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,132,269 | $209,126 | $69,709iApproximate average salary by contribution assumption: employee only about $1,742,717 at 4% or $1,161,811 at 6%; with 50% employer match about $1,161,811 at 4% or $774,541 at 6%; with 100% employer match about $871,358 at 4% or $580,906 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2005 | 2 | 4 | $854,476 | $192,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $854,476 | $192,000 | $64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2004 | 3 | 4 | $622,700 | $189,864 | $47,466iApproximate average salary by contribution assumption: employee only about $1,186,650 at 4% or $791,100 at 6%; with 50% employer match about $791,100 at 4% or $527,400 at 6%; with 100% employer match about $593,325 at 4% or $395,550 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $622,700 | $189,864 | $63,288iApproximate average salary by contribution assumption: employee only about $1,582,200 at 4% or $1,054,800 at 6%; with 50% employer match about $1,054,800 at 4% or $703,200 at 6%; with 100% employer match about $791,100 at 4% or $527,400 at 6%. |
| S.L. LUE, M.D., INC. TARGET BENEFIT PENSION PLAN | - | 0 | - | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2003 | 3 | 4 | $39,115 | $0 | - |
| S.L. LUE, M.D., INC. TARGET BENEFIT PENSION PLAN | - | 3 | $39,115 | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2002 | 3 | 4 | $249,103 | $180,579 | $45,145iApproximate average salary by contribution assumption: employee only about $1,128,619 at 4% or $752,413 at 6%; with 50% employer match about $752,413 at 4% or $501,608 at 6%; with 100% employer match about $564,309 at 4% or $376,206 at 6%. |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $180,579 | $180,579 | $60,193iApproximate average salary by contribution assumption: employee only about $1,504,825 at 4% or $1,003,217 at 6%; with 50% employer match about $1,003,217 at 4% or $668,811 at 6%; with 100% employer match about $752,413 at 4% or $501,608 at 6%. |
| S.L. LUE, M.D., INC. TARGET BENEFIT PENSION PLAN | - | 3 | $68,524 | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| S.L. LUE, M.D., INC. TARGET BENEFIT PENSION PLAN | - | 3 | - | - | - |
| S.L. Lue, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| S.L. LUE, M.D., INC. TARGET BENEFIT PENSION PLAN | - | 2 | - | - | - |