Herbert Lutz & Co.
Plan context: Herbert Lutz & Co. 401(K) Plan
EIN 22-1617726 • Linden, NJ • 25 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$2,904,895
2025 Contributions
$37,401
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $2,904,895 | $37,401 | $2,877iApproximate average salary by contribution assumption: employee only about $71,925 at 4% or $47,950 at 6%; with 50% employer match about $47,950 at 4% or $31,967 at 6%; with 100% employer match about $35,963 at 4% or $23,975 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 13 | $2,904,895 | $37,401 | $2,877iApproximate average salary by contribution assumption: employee only about $71,925 at 4% or $47,950 at 6%; with 50% employer match about $47,950 at 4% or $31,967 at 6%; with 100% employer match about $35,963 at 4% or $23,975 at 6%. |
| 2024 | 1 | 12 | $2,473,794 | $33,130 | $2,761iApproximate average salary by contribution assumption: employee only about $69,021 at 4% or $46,014 at 6%; with 50% employer match about $46,014 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 12 | $2,473,794 | $33,130 | $2,761iApproximate average salary by contribution assumption: employee only about $69,021 at 4% or $46,014 at 6%; with 50% employer match about $46,014 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| 2023 | 1 | 12 | $2,073,866 | $33,111 | $2,759iApproximate average salary by contribution assumption: employee only about $68,981 at 4% or $45,988 at 6%; with 50% employer match about $45,988 at 4% or $30,658 at 6%; with 100% employer match about $34,491 at 4% or $22,994 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 12 | $2,073,866 | $33,111 | $2,759iApproximate average salary by contribution assumption: employee only about $68,981 at 4% or $45,988 at 6%; with 50% employer match about $45,988 at 4% or $30,658 at 6%; with 100% employer match about $34,491 at 4% or $22,994 at 6%. |
| 2022 | 1 | 13 | $1,765,675 | $38,635 | $2,972iApproximate average salary by contribution assumption: employee only about $74,298 at 4% or $49,532 at 6%; with 50% employer match about $49,532 at 4% or $33,021 at 6%; with 100% employer match about $37,149 at 4% or $24,766 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 13 | $1,765,675 | $38,635 | $2,972iApproximate average salary by contribution assumption: employee only about $74,298 at 4% or $49,532 at 6%; with 50% employer match about $49,532 at 4% or $33,021 at 6%; with 100% employer match about $37,149 at 4% or $24,766 at 6%. |
| 2021 | 1 | 14 | $2,163,964 | $42,416 | $3,030iApproximate average salary by contribution assumption: employee only about $75,743 at 4% or $50,495 at 6%; with 50% employer match about $50,495 at 4% or $33,663 at 6%; with 100% employer match about $37,871 at 4% or $25,248 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 14 | $2,163,964 | $42,416 | $3,030iApproximate average salary by contribution assumption: employee only about $75,743 at 4% or $50,495 at 6%; with 50% employer match about $50,495 at 4% or $33,663 at 6%; with 100% employer match about $37,871 at 4% or $25,248 at 6%. |
| 2020 | 1 | 14 | $1,944,061 | $43,477 | $3,106iApproximate average salary by contribution assumption: employee only about $77,638 at 4% or $51,758 at 6%; with 50% employer match about $51,758 at 4% or $34,506 at 6%; with 100% employer match about $38,819 at 4% or $25,879 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 14 | $1,944,061 | $43,477 | $3,106iApproximate average salary by contribution assumption: employee only about $77,638 at 4% or $51,758 at 6%; with 50% employer match about $51,758 at 4% or $34,506 at 6%; with 100% employer match about $38,819 at 4% or $25,879 at 6%. |
| 2019 | 1 | 14 | $1,885,185 | $46,422 | $3,316iApproximate average salary by contribution assumption: employee only about $82,896 at 4% or $55,264 at 6%; with 50% employer match about $55,264 at 4% or $36,843 at 6%; with 100% employer match about $41,448 at 4% or $27,632 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 14 | $1,885,185 | $46,422 | $3,316iApproximate average salary by contribution assumption: employee only about $82,896 at 4% or $55,264 at 6%; with 50% employer match about $55,264 at 4% or $36,843 at 6%; with 100% employer match about $41,448 at 4% or $27,632 at 6%. |
| 2018 | 1 | 15 | $1,625,674 | $51,393 | $3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,103 at 6%; with 50% employer match about $57,103 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 15 | $1,625,674 | $51,393 | $3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,103 at 6%; with 50% employer match about $57,103 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%. |
| 2017 | 1 | 15 | $1,705,150 | $43,357 | $2,890iApproximate average salary by contribution assumption: employee only about $72,262 at 4% or $48,174 at 6%; with 50% employer match about $48,174 at 4% or $32,116 at 6%; with 100% employer match about $36,131 at 4% or $24,087 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 15 | $1,705,150 | $43,357 | $2,890iApproximate average salary by contribution assumption: employee only about $72,262 at 4% or $48,174 at 6%; with 50% employer match about $48,174 at 4% or $32,116 at 6%; with 100% employer match about $36,131 at 4% or $24,087 at 6%. |
| 2016 | 1 | 16 | $1,597,096 | $37,407 | $2,338iApproximate average salary by contribution assumption: employee only about $58,448 at 4% or $38,966 at 6%; with 50% employer match about $38,966 at 4% or $25,977 at 6%; with 100% employer match about $29,224 at 4% or $19,483 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 16 | $1,597,096 | $37,407 | $2,338iApproximate average salary by contribution assumption: employee only about $58,448 at 4% or $38,966 at 6%; with 50% employer match about $38,966 at 4% or $25,977 at 6%; with 100% employer match about $29,224 at 4% or $19,483 at 6%. |
| 2015 | 1 | 16 | $1,484,857 | $39,627 | $2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,959 at 4% or $20,639 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 16 | $1,484,857 | $39,627 | $2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,959 at 4% or $20,639 at 6%. |
| 2014 | 1 | 17 | $1,504,644 | $51,153 | $3,009iApproximate average salary by contribution assumption: employee only about $75,225 at 4% or $50,150 at 6%; with 50% employer match about $50,150 at 4% or $33,433 at 6%; with 100% employer match about $37,613 at 4% or $25,075 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 17 | $1,504,644 | $51,153 | $3,009iApproximate average salary by contribution assumption: employee only about $75,225 at 4% or $50,150 at 6%; with 50% employer match about $50,150 at 4% or $33,433 at 6%; with 100% employer match about $37,613 at 4% or $25,075 at 6%. |
| 2013 | 1 | 16 | $1,349,780 | $57,652 | $3,603iApproximate average salary by contribution assumption: employee only about $90,081 at 4% or $60,054 at 6%; with 50% employer match about $60,054 at 4% or $40,036 at 6%; with 100% employer match about $45,041 at 4% or $30,027 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 16 | $1,349,780 | $57,652 | $3,603iApproximate average salary by contribution assumption: employee only about $90,081 at 4% or $60,054 at 6%; with 50% employer match about $60,054 at 4% or $40,036 at 6%; with 100% employer match about $45,041 at 4% or $30,027 at 6%. |
| 2012 | 1 | 17 | $1,321,630 | $51,176 | $3,010iApproximate average salary by contribution assumption: employee only about $75,259 at 4% or $50,173 at 6%; with 50% employer match about $50,173 at 4% or $33,448 at 6%; with 100% employer match about $37,629 at 4% or $25,086 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 17 | $1,321,630 | $51,176 | $3,010iApproximate average salary by contribution assumption: employee only about $75,259 at 4% or $50,173 at 6%; with 50% employer match about $50,173 at 4% or $33,448 at 6%; with 100% employer match about $37,629 at 4% or $25,086 at 6%. |
| 2011 | 1 | 17 | $1,149,976 | $50,585 | $2,976iApproximate average salary by contribution assumption: employee only about $74,390 at 4% or $49,593 at 6%; with 50% employer match about $49,593 at 4% or $33,062 at 6%; with 100% employer match about $37,195 at 4% or $24,797 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 17 | $1,149,976 | $50,585 | $2,976iApproximate average salary by contribution assumption: employee only about $74,390 at 4% or $49,593 at 6%; with 50% employer match about $49,593 at 4% or $33,062 at 6%; with 100% employer match about $37,195 at 4% or $24,797 at 6%. |
| 2010 | 1 | 19 | $1,164,477 | $59,258 | $3,119iApproximate average salary by contribution assumption: employee only about $77,971 at 4% or $51,981 at 6%; with 50% employer match about $51,981 at 4% or $34,654 at 6%; with 100% employer match about $38,986 at 4% or $25,990 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 19 | $1,164,477 | $59,258 | $3,119iApproximate average salary by contribution assumption: employee only about $77,971 at 4% or $51,981 at 6%; with 50% employer match about $51,981 at 4% or $34,654 at 6%; with 100% employer match about $38,986 at 4% or $25,990 at 6%. |
| 2009 | 1 | 23 | $981,333 | $63,446 | $2,759iApproximate average salary by contribution assumption: employee only about $68,963 at 4% or $45,975 at 6%; with 50% employer match about $45,975 at 4% or $30,650 at 6%; with 100% employer match about $34,482 at 4% or $22,988 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 23 | $981,333 | $63,446 | $2,759iApproximate average salary by contribution assumption: employee only about $68,963 at 4% or $45,975 at 6%; with 50% employer match about $45,975 at 4% or $30,650 at 6%; with 100% employer match about $34,482 at 4% or $22,988 at 6%. |
| 2008 | 1 | 32 | $720,026 | $67,708 | $2,116iApproximate average salary by contribution assumption: employee only about $52,897 at 4% or $35,265 at 6%; with 50% employer match about $35,265 at 4% or $23,510 at 6%; with 100% employer match about $26,448 at 4% or $17,632 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 32 | $720,026 | $67,708 | $2,116iApproximate average salary by contribution assumption: employee only about $52,897 at 4% or $35,265 at 6%; with 50% employer match about $35,265 at 4% or $23,510 at 6%; with 100% employer match about $26,448 at 4% or $17,632 at 6%. |
| 2007 | 1 | 31 | $1,159,977 | $58,938 | $1,901iApproximate average salary by contribution assumption: employee only about $47,531 at 4% or $31,687 at 6%; with 50% employer match about $31,687 at 4% or $21,125 at 6%; with 100% employer match about $23,765 at 4% or $15,844 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 31 | $1,159,977 | $58,938 | $1,901iApproximate average salary by contribution assumption: employee only about $47,531 at 4% or $31,687 at 6%; with 50% employer match about $31,687 at 4% or $21,125 at 6%; with 100% employer match about $23,765 at 4% or $15,844 at 6%. |
| 2006 | 1 | 31 | $978,962 | $72,468 | $2,338iApproximate average salary by contribution assumption: employee only about $58,442 at 4% or $38,961 at 6%; with 50% employer match about $38,961 at 4% or $25,974 at 6%; with 100% employer match about $29,221 at 4% or $19,481 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 31 | $978,962 | $72,468 | $2,338iApproximate average salary by contribution assumption: employee only about $58,442 at 4% or $38,961 at 6%; with 50% employer match about $38,961 at 4% or $25,974 at 6%; with 100% employer match about $29,221 at 4% or $19,481 at 6%. |
| 2005 | 1 | 29 | $833,071 | $68,566 | $2,364iApproximate average salary by contribution assumption: employee only about $59,109 at 4% or $39,406 at 6%; with 50% employer match about $39,406 at 4% or $26,270 at 6%; with 100% employer match about $29,554 at 4% or $19,703 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 29 | $833,071 | $68,566 | $2,364iApproximate average salary by contribution assumption: employee only about $59,109 at 4% or $39,406 at 6%; with 50% employer match about $39,406 at 4% or $26,270 at 6%; with 100% employer match about $29,554 at 4% or $19,703 at 6%. |
| 2004 | 1 | 32 | $676,925 | $57,076 | $1,784iApproximate average salary by contribution assumption: employee only about $44,591 at 4% or $29,727 at 6%; with 50% employer match about $29,727 at 4% or $19,818 at 6%; with 100% employer match about $22,295 at 4% or $14,864 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 32 | $676,925 | $57,076 | $1,784iApproximate average salary by contribution assumption: employee only about $44,591 at 4% or $29,727 at 6%; with 50% employer match about $29,727 at 4% or $19,818 at 6%; with 100% employer match about $22,295 at 4% or $14,864 at 6%. |
| 2003 | 1 | 34 | $562,771 | $59,015 | $1,736iApproximate average salary by contribution assumption: employee only about $43,393 at 4% or $28,929 at 6%; with 50% employer match about $28,929 at 4% or $19,286 at 6%; with 100% employer match about $21,697 at 4% or $14,464 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 34 | $562,771 | $59,015 | $1,736iApproximate average salary by contribution assumption: employee only about $43,393 at 4% or $28,929 at 6%; with 50% employer match about $28,929 at 4% or $19,286 at 6%; with 100% employer match about $21,697 at 4% or $14,464 at 6%. |
| 2002 | 1 | 19 | $460,920 | $70,799 | $3,726iApproximate average salary by contribution assumption: employee only about $93,157 at 4% or $62,104 at 6%; with 50% employer match about $62,104 at 4% or $41,403 at 6%; with 100% employer match about $46,578 at 4% or $31,052 at 6%. |
| Herbert Lutz & Co. 401(K) Plan | - | 19 | $460,920 | $70,799 | $3,726iApproximate average salary by contribution assumption: employee only about $93,157 at 4% or $62,104 at 6%; with 50% employer match about $62,104 at 4% or $41,403 at 6%; with 100% employer match about $46,578 at 4% or $31,052 at 6%. |
| 2001 | 1 | 45 | $0 | $0 | - |
| Herbert Lutz & Co. 401(K) Plan | - | 45 | - | - | - |