Norman Guy Lucas Real Estate
Plan context: Lucas Profit Sharing Plan
EIN 95-4868926 • Rolling Hills Estates, CA • 15 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,220,295
2017 Contributions
$27,500
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 2 | $1,220,295 | $27,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Lucas Profit Sharing Plan | - | 2 | $1,220,295 | $27,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2016 | 1 | 2 | $1,152,943 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Lucas Profit Sharing Plan | - | 2 | $1,152,943 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2015 | 1 | 3 | $997,208 | $62,037 | $20,679iApproximate average salary by contribution assumption: employee only about $516,975 at 4% or $344,650 at 6%; with 50% employer match about $344,650 at 4% or $229,767 at 6%; with 100% employer match about $258,488 at 4% or $172,325 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $997,208 | $62,037 | $20,679iApproximate average salary by contribution assumption: employee only about $516,975 at 4% or $344,650 at 6%; with 50% employer match about $344,650 at 4% or $229,767 at 6%; with 100% employer match about $258,488 at 4% or $172,325 at 6%. |
| 2014 | 1 | 3 | $919,179 | $30,540 | $10,180iApproximate average salary by contribution assumption: employee only about $254,500 at 4% or $169,667 at 6%; with 50% employer match about $169,667 at 4% or $113,111 at 6%; with 100% employer match about $127,250 at 4% or $84,833 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $919,179 | $30,540 | $10,180iApproximate average salary by contribution assumption: employee only about $254,500 at 4% or $169,667 at 6%; with 50% employer match about $169,667 at 4% or $113,111 at 6%; with 100% employer match about $127,250 at 4% or $84,833 at 6%. |
| 2013 | 1 | 3 | $786,566 | $60,366 | $20,122iApproximate average salary by contribution assumption: employee only about $503,050 at 4% or $335,367 at 6%; with 50% employer match about $335,367 at 4% or $223,578 at 6%; with 100% employer match about $251,525 at 4% or $167,683 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $786,566 | $60,366 | $20,122iApproximate average salary by contribution assumption: employee only about $503,050 at 4% or $335,367 at 6%; with 50% employer match about $335,367 at 4% or $223,578 at 6%; with 100% employer match about $251,525 at 4% or $167,683 at 6%. |
| 2012 | 1 | 3 | $550,270 | $54,604 | $18,201iApproximate average salary by contribution assumption: employee only about $455,033 at 4% or $303,356 at 6%; with 50% employer match about $303,356 at 4% or $202,237 at 6%; with 100% employer match about $227,517 at 4% or $151,678 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $550,270 | $54,604 | $18,201iApproximate average salary by contribution assumption: employee only about $455,033 at 4% or $303,356 at 6%; with 50% employer match about $303,356 at 4% or $202,237 at 6%; with 100% employer match about $227,517 at 4% or $151,678 at 6%. |
| 2011 | 1 | 2 | $481,673 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| Lucas Profit Sharing Plan | - | 2 | $481,673 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2010 | 1 | 2 | $430,074 | $0 | - |
| Lucas Profit Sharing Plan | - | 2 | $430,074 | - | - |
| 2009 | 1 | 3 | $400,387 | $0 | - |
| Lucas Profit Sharing Plan | - | 3 | $400,387 | $0 | - |
| 2008 | 1 | 3 | $381,777 | $0 | - |
| Lucas Profit Sharing Plan | - | 3 | $381,777 | - | - |
| 2007 | 1 | 3 | $416,325 | $51,585 | $17,195iApproximate average salary by contribution assumption: employee only about $429,875 at 4% or $286,583 at 6%; with 50% employer match about $286,583 at 4% or $191,056 at 6%; with 100% employer match about $214,938 at 4% or $143,292 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $416,325 | $51,585 | $17,195iApproximate average salary by contribution assumption: employee only about $429,875 at 4% or $286,583 at 6%; with 50% employer match about $286,583 at 4% or $191,056 at 6%; with 100% employer match about $214,938 at 4% or $143,292 at 6%. |
| 2006 | 1 | 3 | $326,935 | $50,752 | $16,917iApproximate average salary by contribution assumption: employee only about $422,933 at 4% or $281,956 at 6%; with 50% employer match about $281,956 at 4% or $187,970 at 6%; with 100% employer match about $211,467 at 4% or $140,978 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $326,935 | $50,752 | $16,917iApproximate average salary by contribution assumption: employee only about $422,933 at 4% or $281,956 at 6%; with 50% employer match about $281,956 at 4% or $187,970 at 6%; with 100% employer match about $211,467 at 4% or $140,978 at 6%. |
| 2005 | 1 | 3 | $242,624 | $47,360 | $15,787iApproximate average salary by contribution assumption: employee only about $394,667 at 4% or $263,111 at 6%; with 50% employer match about $263,111 at 4% or $175,407 at 6%; with 100% employer match about $197,333 at 4% or $131,556 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $242,624 | $47,360 | $15,787iApproximate average salary by contribution assumption: employee only about $394,667 at 4% or $263,111 at 6%; with 50% employer match about $263,111 at 4% or $175,407 at 6%; with 100% employer match about $197,333 at 4% or $131,556 at 6%. |
| 2004 | 1 | 3 | $178,683 | $37,584 | $12,528iApproximate average salary by contribution assumption: employee only about $313,200 at 4% or $208,800 at 6%; with 50% employer match about $208,800 at 4% or $139,200 at 6%; with 100% employer match about $156,600 at 4% or $104,400 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $178,683 | $37,584 | $12,528iApproximate average salary by contribution assumption: employee only about $313,200 at 4% or $208,800 at 6%; with 50% employer match about $208,800 at 4% or $139,200 at 6%; with 100% employer match about $156,600 at 4% or $104,400 at 6%. |
| 2003 | 1 | 3 | $132,869 | $132,867 | $44,289iApproximate average salary by contribution assumption: employee only about $1,107,225 at 4% or $738,150 at 6%; with 50% employer match about $738,150 at 4% or $492,100 at 6%; with 100% employer match about $553,613 at 4% or $369,075 at 6%. |
| Lucas Profit Sharing Plan | - | 3 | $132,869 | $132,867 | $44,289iApproximate average salary by contribution assumption: employee only about $1,107,225 at 4% or $738,150 at 6%; with 50% employer match about $738,150 at 4% or $492,100 at 6%; with 100% employer match about $553,613 at 4% or $369,075 at 6%. |