Civic Intelligence

Franklin W. Lusby, M.D. Inc.

Plan context: FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN

EIN 95-4233472 • LA Jolla, CA • 19 filings • 2 plans

9850 Genesee Avenue, Suite 220LA Jolla, CA 92037
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,819,766

2025 Contributions

$44,000

Historical Graphs

Total Assets Over Time

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

$2,819,766$1,409,883$0201620212025YearValue
$2,819,766Latest year 2025

Participants Over Time

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

630201620212025YearValue
2Latest year 2025

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
202512$2,819,766$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-2$2,819,766$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
202426$2,609,070$75,222$12,537iApproximate average salary by contribution assumption: employee only about $313,425 at 4% or $208,950 at 6%; with 50% employer match about $208,950 at 4% or $139,300 at 6%; with 100% employer match about $156,713 at 4% or $104,475 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-3$2,446,105$0-
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-6$162,965$75,222$12,537iApproximate average salary by contribution assumption: employee only about $313,425 at 4% or $208,950 at 6%; with 50% employer match about $208,950 at 4% or $139,300 at 6%; with 100% employer match about $156,713 at 4% or $104,475 at 6%.
202325$2,516,857$476,000$95,200iApproximate average salary by contribution assumption: employee only about $2,380,000 at 4% or $1,586,667 at 6%; with 50% employer match about $1,586,667 at 4% or $1,057,778 at 6%; with 100% employer match about $1,190,000 at 4% or $793,333 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-3$2,388,712$460,280$153,427iApproximate average salary by contribution assumption: employee only about $3,835,667 at 4% or $2,557,111 at 6%; with 50% employer match about $2,557,111 at 4% or $1,704,741 at 6%; with 100% employer match about $1,917,833 at 4% or $1,278,556 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-5$128,145$15,720$3,144iApproximate average salary by contribution assumption: employee only about $78,600 at 4% or $52,400 at 6%; with 50% employer match about $52,400 at 4% or $34,933 at 6%; with 100% employer match about $39,300 at 4% or $26,200 at 6%.
202225$1,881,615$520,000$104,000iApproximate average salary by contribution assumption: employee only about $2,600,000 at 4% or $1,733,333 at 6%; with 50% employer match about $1,733,333 at 4% or $1,155,556 at 6%; with 100% employer match about $1,300,000 at 4% or $866,667 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-3$1,777,875$507,018$169,006iApproximate average salary by contribution assumption: employee only about $4,225,150 at 4% or $2,816,767 at 6%; with 50% employer match about $2,816,767 at 4% or $1,877,844 at 6%; with 100% employer match about $2,112,575 at 4% or $1,408,383 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-5$103,740$12,982$2,596iApproximate average salary by contribution assumption: employee only about $64,910 at 4% or $43,273 at 6%; with 50% employer match about $43,273 at 4% or $28,849 at 6%; with 100% employer match about $32,455 at 4% or $21,637 at 6%.
202125$2,212,837$576,477$115,295iApproximate average salary by contribution assumption: employee only about $2,882,385 at 4% or $1,921,590 at 6%; with 50% employer match about $1,921,590 at 4% or $1,281,060 at 6%; with 100% employer match about $1,441,193 at 4% or $960,795 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-4$2,108,526$560,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-5$104,311$16,477$3,295iApproximate average salary by contribution assumption: employee only about $82,385 at 4% or $54,923 at 6%; with 50% employer match about $54,923 at 4% or $36,616 at 6%; with 100% employer match about $41,193 at 4% or $27,462 at 6%.
202025$1,564,213$532,394$106,479iApproximate average salary by contribution assumption: employee only about $2,661,970 at 4% or $1,774,647 at 6%; with 50% employer match about $1,774,647 at 4% or $1,183,098 at 6%; with 100% employer match about $1,330,985 at 4% or $887,323 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-4$1,481,672$525,000$131,250iApproximate average salary by contribution assumption: employee only about $3,281,250 at 4% or $2,187,500 at 6%; with 50% employer match about $2,187,500 at 4% or $1,458,333 at 6%; with 100% employer match about $1,640,625 at 4% or $1,093,750 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-5$82,541$7,394$1,479iApproximate average salary by contribution assumption: employee only about $36,970 at 4% or $24,647 at 6%; with 50% employer match about $24,647 at 4% or $16,431 at 6%; with 100% employer match about $18,485 at 4% or $12,323 at 6%.
201925$980,414$500,096$100,019iApproximate average salary by contribution assumption: employee only about $2,500,480 at 4% or $1,666,987 at 6%; with 50% employer match about $1,666,987 at 4% or $1,111,324 at 6%; with 100% employer match about $1,250,240 at 4% or $833,493 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-4$910,745$487,000$121,750iApproximate average salary by contribution assumption: employee only about $3,043,750 at 4% or $2,029,167 at 6%; with 50% employer match about $2,029,167 at 4% or $1,352,778 at 6%; with 100% employer match about $1,521,875 at 4% or $1,014,583 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-5$69,669$13,096$2,619iApproximate average salary by contribution assumption: employee only about $65,480 at 4% or $43,653 at 6%; with 50% employer match about $43,653 at 4% or $29,102 at 6%; with 100% employer match about $32,740 at 4% or $21,827 at 6%.
201824$440,961$182,221$45,555iApproximate average salary by contribution assumption: employee only about $1,138,881 at 4% or $759,254 at 6%; with 50% employer match about $759,254 at 4% or $506,169 at 6%; with 100% employer match about $569,441 at 4% or $379,627 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-3$388,903$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-4$52,058$22,221$5,555iApproximate average salary by contribution assumption: employee only about $138,881 at 4% or $92,588 at 6%; with 50% employer match about $92,588 at 4% or $61,725 at 6%; with 100% employer match about $69,441 at 4% or $46,294 at 6%.
201724$274,151$106,744$26,686iApproximate average salary by contribution assumption: employee only about $667,150 at 4% or $444,767 at 6%; with 50% employer match about $444,767 at 4% or $296,511 at 6%; with 100% employer match about $333,575 at 4% or $222,383 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-4$242,934$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-4$31,217$6,744$1,686iApproximate average salary by contribution assumption: employee only about $42,150 at 4% or $28,100 at 6%; with 50% employer match about $28,100 at 4% or $18,733 at 6%; with 100% employer match about $21,075 at 4% or $14,050 at 6%.
201624$163,826$163,826$40,957iApproximate average salary by contribution assumption: employee only about $1,023,913 at 4% or $682,608 at 6%; with 50% employer match about $682,608 at 4% or $455,072 at 6%; with 100% employer match about $511,956 at 4% or $341,304 at 6%.
FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN-4$139,738$139,738$34,935iApproximate average salary by contribution assumption: employee only about $873,363 at 4% or $582,242 at 6%; with 50% employer match about $582,242 at 4% or $388,161 at 6%; with 100% employer match about $436,681 at 4% or $291,121 at 6%.
Franklin W. Lusby, M.D. Inc. Profit Sharing Plan-4$24,088$24,088$6,022iApproximate average salary by contribution assumption: employee only about $150,550 at 4% or $100,367 at 6%; with 50% employer match about $100,367 at 4% or $66,911 at 6%; with 100% employer match about $75,275 at 4% or $50,183 at 6%.