Civic Intelligence

Nancy L. Luke, CPA

Plan context: Nancy L. Luke, CPA Profit Sharing Plan

EIN 95-3616145 • Alhambra, CA • 26 filings • 1 plans

1611 S. Garfield Ave#300Alhambra, CA 91801-5432
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,215,759

2024 Contributions

$160,466

Historical Graphs

Total Assets Over Time

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

$3,215,759$1,607,880$0199920132024YearValue
$3,215,759Latest year 2024

Participants Over Time

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

420199920122024YearValue
3Latest 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
202413$3,215,759$160,466$53,489iApproximate average salary by contribution assumption: employee only about $1,337,217 at 4% or $891,478 at 6%; with 50% employer match about $891,478 at 4% or $594,319 at 6%; with 100% employer match about $668,608 at 4% or $445,739 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$3,215,759$160,466$53,489iApproximate average salary by contribution assumption: employee only about $1,337,217 at 4% or $891,478 at 6%; with 50% employer match about $891,478 at 4% or $594,319 at 6%; with 100% employer match about $668,608 at 4% or $445,739 at 6%.
202313$2,278,960$158,190$52,730iApproximate average salary by contribution assumption: employee only about $1,318,250 at 4% or $878,833 at 6%; with 50% employer match about $878,833 at 4% or $585,889 at 6%; with 100% employer match about $659,125 at 4% or $439,417 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$2,278,960$158,190$52,730iApproximate average salary by contribution assumption: employee only about $1,318,250 at 4% or $878,833 at 6%; with 50% employer match about $878,833 at 4% or $585,889 at 6%; with 100% employer match about $659,125 at 4% or $439,417 at 6%.
202213$1,778,411$150,500$50,167iApproximate average salary by contribution assumption: employee only about $1,254,167 at 4% or $836,111 at 6%; with 50% employer match about $836,111 at 4% or $557,407 at 6%; with 100% employer match about $627,083 at 4% or $418,056 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,778,411$150,500$50,167iApproximate average salary by contribution assumption: employee only about $1,254,167 at 4% or $836,111 at 6%; with 50% employer match about $836,111 at 4% or $557,407 at 6%; with 100% employer match about $627,083 at 4% or $418,056 at 6%.
202113$1,928,158$141,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,928,158$141,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
202013$1,719,150$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,719,150$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
201913$1,531,107$176,030$58,677iApproximate average salary by contribution assumption: employee only about $1,466,917 at 4% or $977,944 at 6%; with 50% employer match about $977,944 at 4% or $651,963 at 6%; with 100% employer match about $733,458 at 4% or $488,972 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,531,107$176,030$58,677iApproximate average salary by contribution assumption: employee only about $1,466,917 at 4% or $977,944 at 6%; with 50% employer match about $977,944 at 4% or $651,963 at 6%; with 100% employer match about $733,458 at 4% or $488,972 at 6%.
201813$1,387,575$129,500$43,167iApproximate average salary by contribution assumption: employee only about $1,079,167 at 4% or $719,444 at 6%; with 50% employer match about $719,444 at 4% or $479,630 at 6%; with 100% employer match about $539,583 at 4% or $359,722 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,387,575$129,500$43,167iApproximate average salary by contribution assumption: employee only about $1,079,167 at 4% or $719,444 at 6%; with 50% employer match about $719,444 at 4% or $479,630 at 6%; with 100% employer match about $539,583 at 4% or $359,722 at 6%.
201713$1,293,125$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,293,125$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201613$1,142,330$983,538$327,846iApproximate average salary by contribution assumption: employee only about $8,196,150 at 4% or $5,464,100 at 6%; with 50% employer match about $5,464,100 at 4% or $3,642,733 at 6%; with 100% employer match about $4,098,075 at 4% or $2,732,050 at 6%.
Nancy L. Luke, CPA Profit Sharing Plan-3$1,142,330$983,538$327,846iApproximate average salary by contribution assumption: employee only about $8,196,150 at 4% or $5,464,100 at 6%; with 50% employer match about $5,464,100 at 4% or $3,642,733 at 6%; with 100% employer match about $4,098,075 at 4% or $2,732,050 at 6%.
201511$179,351$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$179,351$0-
201411$192,815$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$192,815$0-
201311$169,695$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$169,695$0-
201211$165,780$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$165,780$0-
201111$152,365$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$152,365$0-
201011$173,528$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$173,528$0-
200914$146,127$0-
Nancy L. Luke, CPA Profit Sharing Plan-4$146,127--
200814$0$0-
Nancy L. Luke, CPA Profit Sharing Plan-4---
200714$0$0-
Nancy L. Luke, CPA Profit Sharing Plan-4---
200614$172,011$0-
Nancy L. Luke, CPA Profit Sharing Plan-4$172,011--
200513$157,201$0-
Nancy L. Luke, CPA Profit Sharing Plan-3$157,201--
200414$126,997$0-
Nancy L. Luke, CPA Profit Sharing Plan-4$126,997--
200313$103,271$0-
Nancy L. Luke, CPA Profit Sharing Plan-3$103,271--
200212$62,259$0-
Nancy L. Luke, CPA Profit Sharing Plan-2$62,259--
200112$0$0-
Nancy L. Luke, CPA Profit Sharing Plan-2---
200012$118,852$0-
Nancy L. Luke, CPA Profit Sharing Plan-2$118,852--
199911$137,013$0-
Nancy L. Luke, CPA Profit Sharing Plan-1$137,013--