Lutze Systematic Technology In
Plan context: Lutze Inc. 401K and Profit Sharing Plan
EIN 22-2421555 • Charlotte, NC • 22 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$4,315,042
2024 Contributions
$512,723
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $4,315,042 | $512,723 | $11,146iApproximate average salary by contribution assumption: employee only about $278,654 at 4% or $185,769 at 6%; with 50% employer match about $185,769 at 4% or $123,846 at 6%; with 100% employer match about $139,327 at 4% or $92,885 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 46 | $4,315,042 | $512,723 | $11,146iApproximate average salary by contribution assumption: employee only about $278,654 at 4% or $185,769 at 6%; with 50% employer match about $185,769 at 4% or $123,846 at 6%; with 100% employer match about $139,327 at 4% or $92,885 at 6%. |
| 2023 | 1 | 40 | $4,263,939 | $511,466 | $12,787iApproximate average salary by contribution assumption: employee only about $319,666 at 4% or $213,111 at 6%; with 50% employer match about $213,111 at 4% or $142,074 at 6%; with 100% employer match about $159,833 at 4% or $106,555 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 40 | $4,263,939 | $511,466 | $12,787iApproximate average salary by contribution assumption: employee only about $319,666 at 4% or $213,111 at 6%; with 50% employer match about $213,111 at 4% or $142,074 at 6%; with 100% employer match about $159,833 at 4% or $106,555 at 6%. |
| 2022 | 1 | 34 | $3,073,529 | $323,438 | $9,513iApproximate average salary by contribution assumption: employee only about $237,822 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 34 | $3,073,529 | $323,438 | $9,513iApproximate average salary by contribution assumption: employee only about $237,822 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%. |
| 2021 | 1 | 28 | $3,431,686 | $292,185 | $10,435iApproximate average salary by contribution assumption: employee only about $260,879 at 4% or $173,920 at 6%; with 50% employer match about $173,920 at 4% or $115,946 at 6%; with 100% employer match about $130,440 at 4% or $86,960 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 28 | $3,431,686 | $292,185 | $10,435iApproximate average salary by contribution assumption: employee only about $260,879 at 4% or $173,920 at 6%; with 50% employer match about $173,920 at 4% or $115,946 at 6%; with 100% employer match about $130,440 at 4% or $86,960 at 6%. |
| 2020 | 1 | 27 | $3,092,044 | $331,911 | $12,293iApproximate average salary by contribution assumption: employee only about $307,325 at 4% or $204,883 at 6%; with 50% employer match about $204,883 at 4% or $136,589 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 27 | $3,092,044 | $331,911 | $12,293iApproximate average salary by contribution assumption: employee only about $307,325 at 4% or $204,883 at 6%; with 50% employer match about $204,883 at 4% or $136,589 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%. |
| 2019 | 1 | 25 | $2,385,275 | $298,277 | $11,931iApproximate average salary by contribution assumption: employee only about $298,277 at 4% or $198,851 at 6%; with 50% employer match about $198,851 at 4% or $132,568 at 6%; with 100% employer match about $149,139 at 4% or $99,426 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 25 | $2,385,275 | $298,277 | $11,931iApproximate average salary by contribution assumption: employee only about $298,277 at 4% or $198,851 at 6%; with 50% employer match about $198,851 at 4% or $132,568 at 6%; with 100% employer match about $149,139 at 4% or $99,426 at 6%. |
| 2018 | 1 | 27 | $1,860,816 | $325,384 | $12,051iApproximate average salary by contribution assumption: employee only about $301,281 at 4% or $200,854 at 6%; with 50% employer match about $200,854 at 4% or $133,903 at 6%; with 100% employer match about $150,641 at 4% or $100,427 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 27 | $1,860,816 | $325,384 | $12,051iApproximate average salary by contribution assumption: employee only about $301,281 at 4% or $200,854 at 6%; with 50% employer match about $200,854 at 4% or $133,903 at 6%; with 100% employer match about $150,641 at 4% or $100,427 at 6%. |
| 2017 | 1 | 28 | $2,142,775 | $301,025 | $10,751iApproximate average salary by contribution assumption: employee only about $268,772 at 4% or $179,182 at 6%; with 50% employer match about $179,182 at 4% or $119,454 at 6%; with 100% employer match about $134,386 at 4% or $89,591 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 28 | $2,142,775 | $301,025 | $10,751iApproximate average salary by contribution assumption: employee only about $268,772 at 4% or $179,182 at 6%; with 50% employer match about $179,182 at 4% or $119,454 at 6%; with 100% employer match about $134,386 at 4% or $89,591 at 6%. |
| 2016 | 1 | 26 | $1,615,113 | $231,761 | $8,914iApproximate average salary by contribution assumption: employee only about $222,847 at 4% or $148,565 at 6%; with 50% employer match about $148,565 at 4% or $99,043 at 6%; with 100% employer match about $111,424 at 4% or $74,282 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 26 | $1,615,113 | $231,761 | $8,914iApproximate average salary by contribution assumption: employee only about $222,847 at 4% or $148,565 at 6%; with 50% employer match about $148,565 at 4% or $99,043 at 6%; with 100% employer match about $111,424 at 4% or $74,282 at 6%. |
| 2015 | 1 | 26 | $1,316,512 | $247,627 | $9,524iApproximate average salary by contribution assumption: employee only about $238,103 at 4% or $158,735 at 6%; with 50% employer match about $158,735 at 4% or $105,824 at 6%; with 100% employer match about $119,051 at 4% or $79,368 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 26 | $1,316,512 | $247,627 | $9,524iApproximate average salary by contribution assumption: employee only about $238,103 at 4% or $158,735 at 6%; with 50% employer match about $158,735 at 4% or $105,824 at 6%; with 100% employer match about $119,051 at 4% or $79,368 at 6%. |
| 2014 | 1 | 25 | $1,078,556 | $260,755 | $10,430iApproximate average salary by contribution assumption: employee only about $260,755 at 4% or $173,837 at 6%; with 50% employer match about $173,837 at 4% or $115,891 at 6%; with 100% employer match about $130,378 at 4% or $86,918 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 25 | $1,078,556 | $260,755 | $10,430iApproximate average salary by contribution assumption: employee only about $260,755 at 4% or $173,837 at 6%; with 50% employer match about $173,837 at 4% or $115,891 at 6%; with 100% employer match about $130,378 at 4% or $86,918 at 6%. |
| 2013 | 1 | 17 | $766,718 | $127,141 | $7,479iApproximate average salary by contribution assumption: employee only about $186,972 at 4% or $124,648 at 6%; with 50% employer match about $124,648 at 4% or $83,099 at 6%; with 100% employer match about $93,486 at 4% or $62,324 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 17 | $766,718 | $127,141 | $7,479iApproximate average salary by contribution assumption: employee only about $186,972 at 4% or $124,648 at 6%; with 50% employer match about $124,648 at 4% or $83,099 at 6%; with 100% employer match about $93,486 at 4% or $62,324 at 6%. |
| 2012 | 1 | 17 | $592,533 | $122,545 | $7,209iApproximate average salary by contribution assumption: employee only about $180,213 at 4% or $120,142 at 6%; with 50% employer match about $120,142 at 4% or $80,095 at 6%; with 100% employer match about $90,107 at 4% or $60,071 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 17 | $592,533 | $122,545 | $7,209iApproximate average salary by contribution assumption: employee only about $180,213 at 4% or $120,142 at 6%; with 50% employer match about $120,142 at 4% or $80,095 at 6%; with 100% employer match about $90,107 at 4% or $60,071 at 6%. |
| 2011 | 1 | 16 | $425,878 | $118,854 | $7,428iApproximate average salary by contribution assumption: employee only about $185,709 at 4% or $123,806 at 6%; with 50% employer match about $123,806 at 4% or $82,538 at 6%; with 100% employer match about $92,855 at 4% or $61,903 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 16 | $425,878 | $118,854 | $7,428iApproximate average salary by contribution assumption: employee only about $185,709 at 4% or $123,806 at 6%; with 50% employer match about $123,806 at 4% or $82,538 at 6%; with 100% employer match about $92,855 at 4% or $61,903 at 6%. |
| 2010 | 1 | 14 | $316,338 | $88,673 | $6,334iApproximate average salary by contribution assumption: employee only about $158,345 at 4% or $105,563 at 6%; with 50% employer match about $105,563 at 4% or $70,375 at 6%; with 100% employer match about $79,172 at 4% or $52,782 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 14 | $316,338 | $88,673 | $6,334iApproximate average salary by contribution assumption: employee only about $158,345 at 4% or $105,563 at 6%; with 50% employer match about $105,563 at 4% or $70,375 at 6%; with 100% employer match about $79,172 at 4% or $52,782 at 6%. |
| 2009 | 1 | 14 | $204,559 | $58,214 | $4,158iApproximate average salary by contribution assumption: employee only about $103,954 at 4% or $69,302 at 6%; with 50% employer match about $69,302 at 4% or $46,202 at 6%; with 100% employer match about $51,977 at 4% or $34,651 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 14 | $204,559 | $58,214 | $4,158iApproximate average salary by contribution assumption: employee only about $103,954 at 4% or $69,302 at 6%; with 50% employer match about $69,302 at 4% or $46,202 at 6%; with 100% employer match about $51,977 at 4% or $34,651 at 6%. |
| 2008 | 1 | 17 | $119,253 | $60,471 | $3,557iApproximate average salary by contribution assumption: employee only about $88,928 at 4% or $59,285 at 6%; with 50% employer match about $59,285 at 4% or $39,524 at 6%; with 100% employer match about $44,464 at 4% or $29,643 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 17 | $119,253 | $60,471 | $3,557iApproximate average salary by contribution assumption: employee only about $88,928 at 4% or $59,285 at 6%; with 50% employer match about $59,285 at 4% or $39,524 at 6%; with 100% employer match about $44,464 at 4% or $29,643 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Lutze Inc. 401K and Profit Sharing Plan | - | 11 | - | - | - |
| 2002 | 1 | 11 | $41,324 | $23,275 | $2,116iApproximate average salary by contribution assumption: employee only about $52,898 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 $26,449 at 4% or $17,633 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 11 | $41,324 | $23,275 | $2,116iApproximate average salary by contribution assumption: employee only about $52,898 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 $26,449 at 4% or $17,633 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Lutze Inc. 401K and Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Lutze Inc. 401K and Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 11 | $24,273 | $22,732 | $2,067iApproximate average salary by contribution assumption: employee only about $51,664 at 4% or $34,442 at 6%; with 50% employer match about $34,442 at 4% or $22,962 at 6%; with 100% employer match about $25,832 at 4% or $17,221 at 6%. |
| Lutze Inc. 401K and Profit Sharing Plan | - | 11 | $24,273 | $22,732 | $2,067iApproximate average salary by contribution assumption: employee only about $51,664 at 4% or $34,442 at 6%; with 50% employer match about $34,442 at 4% or $22,962 at 6%; with 100% employer match about $25,832 at 4% or $17,221 at 6%. |