Joseph S Lutz MD
Plan context: Joseph S Lutz Profit Sharing Keogh Plan
EIN 22-3132760 • Basking Ridge, NJ • 31 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$2,069
2023 Contributions
$27,606
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 0 | - | - | - |
| 2022 | 1 | 1 | $2,069 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $2,069 | - | - |
| 2021 | 1 | 1 | $2,042 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $2,042 | - | - |
| 2020 | 1 | 1 | $2,042 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $2,042 | - | - |
| 2019 | 1 | 1 | $2,028 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $2,028 | - | - |
| 2018 | 1 | 1 | $1,998 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $1,998 | - | - |
| 2017 | 1 | 0 | $1,968 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 0 | $1,968 | - | - |
| 2016 | 1 | 1 | $1,957 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $1,957 | - | - |
| 2015 | 1 | 1 | $1,955 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $1,955 | - | - |
| 2014 | 2 | 0 | $1,955 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 0 | $1,955 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 0 | - | - | - |
| 2013 | 2 | 3 | $15,669 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 3 | $12,202 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 2 | $3,467 | - | - |
| 2012 | 2 | 2 | $15,667 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 2 | $12,200 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 1 | $3,467 | - | - |
| 2010 | 2 | 4 | $189,190 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 4 | $185,724 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 2 | $3,466 | - | - |
| 2009 | 2 | 4 | $177,886 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 4 | $174,422 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 2 | $3,464 | - | - |
| 2008 | 2 | 4 | $128,342 | $0 | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 3 | $128,342 | - | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 4 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 4 | - | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 4 | - | - | - |
| 2006 | 2 | 4 | $224,242 | $0 | - |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 4 | $112,203 | - | - |
| JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN | - | 4 | $112,039 | - | - |
| 2005 | 2 | 4 | $214,347 | $27,606 | $6,902iApproximate average salary by contribution assumption: employee only about $172,538 at 4% or $115,025 at 6%; with 50% employer match about $115,025 at 4% or $76,683 at 6%; with 100% employer match about $86,269 at 4% or $57,513 at 6%. |
| JOSEPH S LUTZ MD MONEY PURCHASE KEOGH PLAN | - | 4 | $117,591 | $10,094 | $2,524iApproximate average salary by contribution assumption: employee only about $63,088 at 4% or $42,058 at 6%; with 50% employer match about $42,058 at 4% or $28,039 at 6%; with 100% employer match about $31,544 at 4% or $21,029 at 6%. |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 3 | $96,756 | $17,512 | $5,837iApproximate average salary by contribution assumption: employee only about $145,933 at 4% or $97,289 at 6%; with 50% employer match about $97,289 at 4% or $64,859 at 6%; with 100% employer match about $72,967 at 4% or $48,644 at 6%. |
| 2004 | 2 | 3 | $185,666 | $3,603 | $1,201iApproximate average salary by contribution assumption: employee only about $30,025 at 4% or $20,017 at 6%; with 50% employer match about $20,017 at 4% or $13,344 at 6%; with 100% employer match about $15,013 at 4% or $10,008 at 6%. |
| JOSEPH S LUTZ MD MONEY PURCHASE KEOGH PLAN | - | 3 | $108,731 | $3,603 | $1,201iApproximate average salary by contribution assumption: employee only about $30,025 at 4% or $20,017 at 6%; with 50% employer match about $20,017 at 4% or $13,344 at 6%; with 100% employer match about $15,013 at 4% or $10,008 at 6%. |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $76,935 | - | - |
| 2003 | 2 | 3 | $192,466 | $7,181 | $2,394iApproximate average salary by contribution assumption: employee only about $59,842 at 4% or $39,894 at 6%; with 50% employer match about $39,894 at 4% or $26,596 at 6%; with 100% employer match about $29,921 at 4% or $19,947 at 6%. |
| JOSEPH S LUTZ MD MONEY PURCHASE KEOGH PLAN | - | 3 | $104,480 | $7,181 | $2,394iApproximate average salary by contribution assumption: employee only about $59,842 at 4% or $39,894 at 6%; with 50% employer match about $39,894 at 4% or $26,596 at 6%; with 100% employer match about $29,921 at 4% or $19,947 at 6%. |
| Joseph S Lutz Profit Sharing Keogh Plan | - | 1 | $87,986 | - | - |