Civic Intelligence

Steven M. C. Lum, M.D. Inc.

Plan context: Steven M. C. Lum, M.D. Inc. Profit Sharing Plan

EIN 99-0234095 • Kailua, HI • 27 filings • 1 plans

40 Aulike Street, Suite 410Kailua, HI 96734
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,930,171

2025 Contributions

$17,500

Historical Graphs

Total Assets Over Time

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

$2,930,171$1,465,086$0199920122024YearValue
$2,930,171Latest year 2024

Participants Over Time

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

530199920122024YearValue
2Latest 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
202510$0$0-
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-0$0$0-
202412$2,930,171$0-
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,930,171$0-
202312$2,712,239$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,712,239$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
202212$2,282,661$61,527$30,764iApproximate average salary by contribution assumption: employee only about $769,088 at 4% or $512,725 at 6%; with 50% employer match about $512,725 at 4% or $341,817 at 6%; with 100% employer match about $384,544 at 4% or $256,363 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,282,661$61,527$30,764iApproximate average salary by contribution assumption: employee only about $769,088 at 4% or $512,725 at 6%; with 50% employer match about $512,725 at 4% or $341,817 at 6%; with 100% employer match about $384,544 at 4% or $256,363 at 6%.
202112$2,709,927$62,480$31,240iApproximate average salary by contribution assumption: employee only about $781,000 at 4% or $520,667 at 6%; with 50% employer match about $520,667 at 4% or $347,111 at 6%; with 100% employer match about $390,500 at 4% or $260,333 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,709,927$62,480$31,240iApproximate average salary by contribution assumption: employee only about $781,000 at 4% or $520,667 at 6%; with 50% employer match about $520,667 at 4% or $347,111 at 6%; with 100% employer match about $390,500 at 4% or $260,333 at 6%.
202012$2,326,347$61,707$30,854iApproximate average salary by contribution assumption: employee only about $771,338 at 4% or $514,225 at 6%; with 50% employer match about $514,225 at 4% or $342,817 at 6%; with 100% employer match about $385,669 at 4% or $257,113 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,326,347$61,707$30,854iApproximate average salary by contribution assumption: employee only about $771,338 at 4% or $514,225 at 6%; with 50% employer match about $514,225 at 4% or $342,817 at 6%; with 100% employer match about $385,669 at 4% or $257,113 at 6%.
201912$2,000,884$57,837$28,919iApproximate average salary by contribution assumption: employee only about $722,963 at 4% or $481,975 at 6%; with 50% employer match about $481,975 at 4% or $321,317 at 6%; with 100% employer match about $361,481 at 4% or $240,988 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$2,000,884$57,837$28,919iApproximate average salary by contribution assumption: employee only about $722,963 at 4% or $481,975 at 6%; with 50% employer match about $481,975 at 4% or $321,317 at 6%; with 100% employer match about $361,481 at 4% or $240,988 at 6%.
201812$1,638,610$57,670$28,835iApproximate average salary by contribution assumption: employee only about $720,875 at 4% or $480,583 at 6%; with 50% employer match about $480,583 at 4% or $320,389 at 6%; with 100% employer match about $360,438 at 4% or $240,292 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-2$1,638,610$57,670$28,835iApproximate average salary by contribution assumption: employee only about $720,875 at 4% or $480,583 at 6%; with 50% employer match about $480,583 at 4% or $320,389 at 6%; with 100% employer match about $360,438 at 4% or $240,292 at 6%.
201713$1,807,126$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-3$1,807,126$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201613$1,507,347$67,438$22,479iApproximate average salary by contribution assumption: employee only about $561,983 at 4% or $374,656 at 6%; with 50% employer match about $374,656 at 4% or $249,770 at 6%; with 100% employer match about $280,992 at 4% or $187,328 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-3$1,507,347$67,438$22,479iApproximate average salary by contribution assumption: employee only about $561,983 at 4% or $374,656 at 6%; with 50% employer match about $374,656 at 4% or $249,770 at 6%; with 100% employer match about $280,992 at 4% or $187,328 at 6%.
201513$1,355,401$66,253$22,084iApproximate average salary by contribution assumption: employee only about $552,108 at 4% or $368,072 at 6%; with 50% employer match about $368,072 at 4% or $245,381 at 6%; with 100% employer match about $276,054 at 4% or $184,036 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-3$1,355,401$66,253$22,084iApproximate average salary by contribution assumption: employee only about $552,108 at 4% or $368,072 at 6%; with 50% employer match about $368,072 at 4% or $245,381 at 6%; with 100% employer match about $276,054 at 4% or $184,036 at 6%.
201415$1,367,750$64,650$12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$1,367,750$64,650$12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%.
201315$1,220,052$63,539$12,708iApproximate average salary by contribution assumption: employee only about $317,695 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,898 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$1,220,052$63,539$12,708iApproximate average salary by contribution assumption: employee only about $317,695 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,898 at 6%.
201215$992,641$62,464$12,493iApproximate average salary by contribution assumption: employee only about $312,320 at 4% or $208,213 at 6%; with 50% employer match about $208,213 at 4% or $138,809 at 6%; with 100% employer match about $156,160 at 4% or $104,107 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$992,641$62,464$12,493iApproximate average salary by contribution assumption: employee only about $312,320 at 4% or $208,213 at 6%; with 50% employer match about $208,213 at 4% or $138,809 at 6%; with 100% employer match about $156,160 at 4% or $104,107 at 6%.
201115$832,970$60,863$12,173iApproximate average salary by contribution assumption: employee only about $304,315 at 4% or $202,877 at 6%; with 50% employer match about $202,877 at 4% or $135,251 at 6%; with 100% employer match about $152,158 at 4% or $101,438 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$832,970$60,863$12,173iApproximate average salary by contribution assumption: employee only about $304,315 at 4% or $202,877 at 6%; with 50% employer match about $202,877 at 4% or $135,251 at 6%; with 100% employer match about $152,158 at 4% or $101,438 at 6%.
201015$786,017$0-
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$786,017$0-
200915$716,582$60,149$12,030iApproximate average salary by contribution assumption: employee only about $300,745 at 4% or $200,497 at 6%; with 50% employer match about $200,497 at 4% or $133,664 at 6%; with 100% employer match about $150,373 at 4% or $100,248 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$716,582$60,149$12,030iApproximate average salary by contribution assumption: employee only about $300,745 at 4% or $200,497 at 6%; with 50% employer match about $200,497 at 4% or $133,664 at 6%; with 100% employer match about $150,373 at 4% or $100,248 at 6%.
200814$553,686$58,689$14,672iApproximate average salary by contribution assumption: employee only about $366,806 at 4% or $244,538 at 6%; with 50% employer match about $244,538 at 4% or $163,025 at 6%; with 100% employer match about $183,403 at 4% or $122,269 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-4$553,686$58,689$14,672iApproximate average salary by contribution assumption: employee only about $366,806 at 4% or $244,538 at 6%; with 50% employer match about $244,538 at 4% or $163,025 at 6%; with 100% employer match about $183,403 at 4% or $122,269 at 6%.
200715$716,399$59,845$11,969iApproximate average salary by contribution assumption: employee only about $299,225 at 4% or $199,483 at 6%; with 50% employer match about $199,483 at 4% or $132,989 at 6%; with 100% employer match about $149,613 at 4% or $99,742 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$716,399$59,845$11,969iApproximate average salary by contribution assumption: employee only about $299,225 at 4% or $199,483 at 6%; with 50% employer match about $199,483 at 4% or $132,989 at 6%; with 100% employer match about $149,613 at 4% or $99,742 at 6%.
200615$621,886$57,644$11,529iApproximate average salary by contribution assumption: employee only about $288,220 at 4% or $192,147 at 6%; with 50% employer match about $192,147 at 4% or $128,098 at 6%; with 100% employer match about $144,110 at 4% or $96,073 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$621,886$57,644$11,529iApproximate average salary by contribution assumption: employee only about $288,220 at 4% or $192,147 at 6%; with 50% employer match about $192,147 at 4% or $128,098 at 6%; with 100% employer match about $144,110 at 4% or $96,073 at 6%.
200515$515,465$55,118$11,024iApproximate average salary by contribution assumption: employee only about $275,590 at 4% or $183,727 at 6%; with 50% employer match about $183,727 at 4% or $122,484 at 6%; with 100% employer match about $137,795 at 4% or $91,863 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$515,465$55,118$11,024iApproximate average salary by contribution assumption: employee only about $275,590 at 4% or $183,727 at 6%; with 50% employer match about $183,727 at 4% or $122,484 at 6%; with 100% employer match about $137,795 at 4% or $91,863 at 6%.
200415$433,980$53,814$10,763iApproximate average salary by contribution assumption: employee only about $269,070 at 4% or $179,380 at 6%; with 50% employer match about $179,380 at 4% or $119,587 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$433,980$53,814$10,763iApproximate average salary by contribution assumption: employee only about $269,070 at 4% or $179,380 at 6%; with 50% employer match about $179,380 at 4% or $119,587 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%.
200315$364,260$50,576$10,115iApproximate average salary by contribution assumption: employee only about $252,880 at 4% or $168,587 at 6%; with 50% employer match about $168,587 at 4% or $112,391 at 6%; with 100% employer match about $126,440 at 4% or $84,293 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-5$364,260$50,576$10,115iApproximate average salary by contribution assumption: employee only about $252,880 at 4% or $168,587 at 6%; with 50% employer match about $168,587 at 4% or $112,391 at 6%; with 100% employer match about $126,440 at 4% or $84,293 at 6%.
200214$262,537$45,411$11,353iApproximate average salary by contribution assumption: employee only about $283,819 at 4% or $189,213 at 6%; with 50% employer match about $189,213 at 4% or $126,142 at 6%; with 100% employer match about $141,909 at 4% or $94,606 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-4$262,537$45,411$11,353iApproximate average salary by contribution assumption: employee only about $283,819 at 4% or $189,213 at 6%; with 50% employer match about $189,213 at 4% or $126,142 at 6%; with 100% employer match about $141,909 at 4% or $94,606 at 6%.
200113$288,450$31,036$10,345iApproximate average salary by contribution assumption: employee only about $258,633 at 4% or $172,422 at 6%; with 50% employer match about $172,422 at 4% or $114,948 at 6%; with 100% employer match about $129,317 at 4% or $86,211 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-3$288,450$31,036$10,345iApproximate average salary by contribution assumption: employee only about $258,633 at 4% or $172,422 at 6%; with 50% employer match about $172,422 at 4% or $114,948 at 6%; with 100% employer match about $129,317 at 4% or $86,211 at 6%.
200013$607,920$32,685$10,895iApproximate average salary by contribution assumption: employee only about $272,375 at 4% or $181,583 at 6%; with 50% employer match about $181,583 at 4% or $121,056 at 6%; with 100% employer match about $136,188 at 4% or $90,792 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-3$607,920$32,685$10,895iApproximate average salary by contribution assumption: employee only about $272,375 at 4% or $181,583 at 6%; with 50% employer match about $181,583 at 4% or $121,056 at 6%; with 100% employer match about $136,188 at 4% or $90,792 at 6%.
199914$748,977$31,613$7,903iApproximate average salary by contribution assumption: employee only about $197,581 at 4% or $131,721 at 6%; with 50% employer match about $131,721 at 4% or $87,814 at 6%; with 100% employer match about $98,791 at 4% or $65,860 at 6%.
Steven M. C. Lum, M.D. Inc. Profit Sharing Plan-4$748,977$31,613$7,903iApproximate average salary by contribution assumption: employee only about $197,581 at 4% or $131,721 at 6%; with 50% employer match about $131,721 at 4% or $87,814 at 6%; with 100% employer match about $98,791 at 4% or $65,860 at 6%.