The Bill Lutz Group Inc.
Plan context: The Bill Lutz Group Inc. Profit Sharing Plan
EIN 13-3060765 • New York, NY • 21 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$308,658
2019 Contributions
$8,375
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 2 | $308,658 | $0 | - |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 2 | $308,658 | $0 | - |
| 2017 | 1 | 2 | $230,150 | $8,375 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 2 | $230,150 | $8,375 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| 2016 | 1 | 4 | $508,076 | $29,233 | $7,308iApproximate average salary by contribution assumption: employee only about $182,706 at 4% or $121,804 at 6%; with 50% employer match about $121,804 at 4% or $81,203 at 6%; with 100% employer match about $91,353 at 4% or $60,902 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $508,076 | $29,233 | $7,308iApproximate average salary by contribution assumption: employee only about $182,706 at 4% or $121,804 at 6%; with 50% employer match about $121,804 at 4% or $81,203 at 6%; with 100% employer match about $91,353 at 4% or $60,902 at 6%. |
| 2015 | 1 | 4 | $475,865 | $26,764 | $6,691iApproximate average salary by contribution assumption: employee only about $167,275 at 4% or $111,517 at 6%; with 50% employer match about $111,517 at 4% or $74,344 at 6%; with 100% employer match about $83,638 at 4% or $55,758 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $475,865 | $26,764 | $6,691iApproximate average salary by contribution assumption: employee only about $167,275 at 4% or $111,517 at 6%; with 50% employer match about $111,517 at 4% or $74,344 at 6%; with 100% employer match about $83,638 at 4% or $55,758 at 6%. |
| 2014 | 1 | 4 | $642,003 | $27,295 | $6,824iApproximate average salary by contribution assumption: employee only about $170,594 at 4% or $113,729 at 6%; with 50% employer match about $113,729 at 4% or $75,819 at 6%; with 100% employer match about $85,297 at 4% or $56,865 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $642,003 | $27,295 | $6,824iApproximate average salary by contribution assumption: employee only about $170,594 at 4% or $113,729 at 6%; with 50% employer match about $113,729 at 4% or $75,819 at 6%; with 100% employer match about $85,297 at 4% or $56,865 at 6%. |
| 2013 | 1 | 4 | $530,706 | $23,217 | $5,804iApproximate average salary by contribution assumption: employee only about $145,106 at 4% or $96,738 at 6%; with 50% employer match about $96,738 at 4% or $64,492 at 6%; with 100% employer match about $72,553 at 4% or $48,369 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $530,706 | $23,217 | $5,804iApproximate average salary by contribution assumption: employee only about $145,106 at 4% or $96,738 at 6%; with 50% employer match about $96,738 at 4% or $64,492 at 6%; with 100% employer match about $72,553 at 4% or $48,369 at 6%. |
| 2012 | 1 | 4 | $499,337 | $55,897 | $13,974iApproximate average salary by contribution assumption: employee only about $349,356 at 4% or $232,904 at 6%; with 50% employer match about $232,904 at 4% or $155,269 at 6%; with 100% employer match about $174,678 at 4% or $116,452 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $499,337 | $55,897 | $13,974iApproximate average salary by contribution assumption: employee only about $349,356 at 4% or $232,904 at 6%; with 50% employer match about $232,904 at 4% or $155,269 at 6%; with 100% employer match about $174,678 at 4% or $116,452 at 6%. |
| 2011 | 1 | 4 | $422,793 | $40,744 | $10,186iApproximate average salary by contribution assumption: employee only about $254,650 at 4% or $169,767 at 6%; with 50% employer match about $169,767 at 4% or $113,178 at 6%; with 100% employer match about $127,325 at 4% or $84,883 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $422,793 | $40,744 | $10,186iApproximate average salary by contribution assumption: employee only about $254,650 at 4% or $169,767 at 6%; with 50% employer match about $169,767 at 4% or $113,178 at 6%; with 100% employer match about $127,325 at 4% or $84,883 at 6%. |
| 2010 | 1 | 5 | $509,521 | $59,410 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $509,521 | $59,410 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| 2009 | 1 | 5 | $399,303 | $38,748 | $7,750iApproximate average salary by contribution assumption: employee only about $193,740 at 4% or $129,160 at 6%; with 50% employer match about $129,160 at 4% or $86,107 at 6%; with 100% employer match about $96,870 at 4% or $64,580 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $399,303 | $38,748 | $7,750iApproximate average salary by contribution assumption: employee only about $193,740 at 4% or $129,160 at 6%; with 50% employer match about $129,160 at 4% or $86,107 at 6%; with 100% employer match about $96,870 at 4% or $64,580 at 6%. |
| 2008 | 1 | 4 | $293,415 | $12,425 | $3,106iApproximate average salary by contribution assumption: employee only about $77,656 at 4% or $51,771 at 6%; with 50% employer match about $51,771 at 4% or $34,514 at 6%; with 100% employer match about $38,828 at 4% or $25,885 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 4 | $293,415 | $12,425 | $3,106iApproximate average salary by contribution assumption: employee only about $77,656 at 4% or $51,771 at 6%; with 50% employer match about $51,771 at 4% or $34,514 at 6%; with 100% employer match about $38,828 at 4% or $25,885 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $494,534 | $83,709 | $16,742iApproximate average salary by contribution assumption: employee only about $418,545 at 4% or $279,030 at 6%; with 50% employer match about $279,030 at 4% or $186,020 at 6%; with 100% employer match about $209,273 at 4% or $139,515 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $494,534 | $83,709 | $16,742iApproximate average salary by contribution assumption: employee only about $418,545 at 4% or $279,030 at 6%; with 50% employer match about $279,030 at 4% or $186,020 at 6%; with 100% employer match about $209,273 at 4% or $139,515 at 6%. |
| 2005 | 1 | 5 | $392,833 | $38,494 | $7,699iApproximate average salary by contribution assumption: employee only about $192,470 at 4% or $128,313 at 6%; with 50% employer match about $128,313 at 4% or $85,542 at 6%; with 100% employer match about $96,235 at 4% or $64,157 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $392,833 | $38,494 | $7,699iApproximate average salary by contribution assumption: employee only about $192,470 at 4% or $128,313 at 6%; with 50% employer match about $128,313 at 4% or $85,542 at 6%; with 100% employer match about $96,235 at 4% or $64,157 at 6%. |
| 2004 | 1 | 5 | $344,158 | $46,393 | $9,279iApproximate average salary by contribution assumption: employee only about $231,965 at 4% or $154,643 at 6%; with 50% employer match about $154,643 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $344,158 | $46,393 | $9,279iApproximate average salary by contribution assumption: employee only about $231,965 at 4% or $154,643 at 6%; with 50% employer match about $154,643 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%. |
| 2003 | 1 | 5 | $311,216 | $103,766 | $20,753iApproximate average salary by contribution assumption: employee only about $518,830 at 4% or $345,887 at 6%; with 50% employer match about $345,887 at 4% or $230,591 at 6%; with 100% employer match about $259,415 at 4% or $172,943 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $311,216 | $103,766 | $20,753iApproximate average salary by contribution assumption: employee only about $518,830 at 4% or $345,887 at 6%; with 50% employer match about $345,887 at 4% or $230,591 at 6%; with 100% employer match about $259,415 at 4% or $172,943 at 6%. |
| 2002 | 1 | 5 | $196,626 | $72,687 | $14,537iApproximate average salary by contribution assumption: employee only about $363,435 at 4% or $242,290 at 6%; with 50% employer match about $242,290 at 4% or $161,527 at 6%; with 100% employer match about $181,718 at 4% or $121,145 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 5 | $196,626 | $72,687 | $14,537iApproximate average salary by contribution assumption: employee only about $363,435 at 4% or $242,290 at 6%; with 50% employer match about $242,290 at 4% or $161,527 at 6%; with 100% employer match about $181,718 at 4% or $121,145 at 6%. |
| 2001 | 1 | 6 | $201,385 | $56,012 | $9,335iApproximate average salary by contribution assumption: employee only about $233,383 at 4% or $155,589 at 6%; with 50% employer match about $155,589 at 4% or $103,726 at 6%; with 100% employer match about $116,692 at 4% or $77,794 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 6 | $201,385 | $56,012 | $9,335iApproximate average salary by contribution assumption: employee only about $233,383 at 4% or $155,589 at 6%; with 50% employer match about $155,589 at 4% or $103,726 at 6%; with 100% employer match about $116,692 at 4% or $77,794 at 6%. |
| 2000 | 1 | 7 | $0 | $0 | - |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 7 | $228,345 | $49,049 | $7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%. |
| The Bill Lutz Group Inc. Profit Sharing Plan | - | 7 | $228,345 | $49,049 | $7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%. |