Civic Intelligence

Lutz Law Firm

Plan context: Lutz Law Firm 401(K) Profit Sharing Plan

EIN 27-0881050 • Shelby, NC • 16 filings • 1 plans

310-8 E Graham StShelby, NC 28150
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,149,996

2025 Contributions

$39,318

Historical Graphs

Total Assets Over Time

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

$2,149,996$1,074,998$0201020182025YearValue
$2,149,996Latest year 2025

Participants Over Time

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

210201020182025YearValue
2Latest year 2025

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
202512$2,149,996$39,318$19,659iApproximate average salary by contribution assumption: employee only about $491,475 at 4% or $327,650 at 6%; with 50% employer match about $327,650 at 4% or $218,433 at 6%; with 100% employer match about $245,738 at 4% or $163,825 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$2,149,996$39,318$19,659iApproximate average salary by contribution assumption: employee only about $491,475 at 4% or $327,650 at 6%; with 50% employer match about $327,650 at 4% or $218,433 at 6%; with 100% employer match about $245,738 at 4% or $163,825 at 6%.
202412$1,813,981$22,814$11,407iApproximate average salary by contribution assumption: employee only about $285,175 at 4% or $190,117 at 6%; with 50% employer match about $190,117 at 4% or $126,744 at 6%; with 100% employer match about $142,588 at 4% or $95,058 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,813,981$22,814$11,407iApproximate average salary by contribution assumption: employee only about $285,175 at 4% or $190,117 at 6%; with 50% employer match about $190,117 at 4% or $126,744 at 6%; with 100% employer match about $142,588 at 4% or $95,058 at 6%.
202312$1,632,189$37,774$18,887iApproximate average salary by contribution assumption: employee only about $472,175 at 4% or $314,783 at 6%; with 50% employer match about $314,783 at 4% or $209,856 at 6%; with 100% employer match about $236,088 at 4% or $157,392 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,632,189$37,774$18,887iApproximate average salary by contribution assumption: employee only about $472,175 at 4% or $314,783 at 6%; with 50% employer match about $314,783 at 4% or $209,856 at 6%; with 100% employer match about $236,088 at 4% or $157,392 at 6%.
202212$1,310,580$34,650$17,325iApproximate average salary by contribution assumption: employee only about $433,125 at 4% or $288,750 at 6%; with 50% employer match about $288,750 at 4% or $192,500 at 6%; with 100% employer match about $216,563 at 4% or $144,375 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,310,580$34,650$17,325iApproximate average salary by contribution assumption: employee only about $433,125 at 4% or $288,750 at 6%; with 50% employer match about $288,750 at 4% or $192,500 at 6%; with 100% employer match about $216,563 at 4% or $144,375 at 6%.
202112$1,678,015$133,433$66,717iApproximate average salary by contribution assumption: employee only about $1,667,913 at 4% or $1,111,942 at 6%; with 50% employer match about $1,111,942 at 4% or $741,294 at 6%; with 100% employer match about $833,956 at 4% or $555,971 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,678,015$133,433$66,717iApproximate average salary by contribution assumption: employee only about $1,667,913 at 4% or $1,111,942 at 6%; with 50% employer match about $1,111,942 at 4% or $741,294 at 6%; with 100% employer match about $833,956 at 4% or $555,971 at 6%.
202012$1,366,543$34,070$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,366,543$34,070$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
201912$1,248,697$34,860$17,430iApproximate average salary by contribution assumption: employee only about $435,750 at 4% or $290,500 at 6%; with 50% employer match about $290,500 at 4% or $193,667 at 6%; with 100% employer match about $217,875 at 4% or $145,250 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,248,697$34,860$17,430iApproximate average salary by contribution assumption: employee only about $435,750 at 4% or $290,500 at 6%; with 50% employer match about $290,500 at 4% or $193,667 at 6%; with 100% employer match about $217,875 at 4% or $145,250 at 6%.
201812$986,769$33,904$16,952iApproximate average salary by contribution assumption: employee only about $423,800 at 4% or $282,533 at 6%; with 50% employer match about $282,533 at 4% or $188,356 at 6%; with 100% employer match about $211,900 at 4% or $141,267 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$986,769$33,904$16,952iApproximate average salary by contribution assumption: employee only about $423,800 at 4% or $282,533 at 6%; with 50% employer match about $282,533 at 4% or $188,356 at 6%; with 100% employer match about $211,900 at 4% or $141,267 at 6%.
201712$1,022,314$58,824$29,412iApproximate average salary by contribution assumption: employee only about $735,300 at 4% or $490,200 at 6%; with 50% employer match about $490,200 at 4% or $326,800 at 6%; with 100% employer match about $367,650 at 4% or $245,100 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$1,022,314$58,824$29,412iApproximate average salary by contribution assumption: employee only about $735,300 at 4% or $490,200 at 6%; with 50% employer match about $490,200 at 4% or $326,800 at 6%; with 100% employer match about $367,650 at 4% or $245,100 at 6%.
201612$823,240$39,150$19,575iApproximate average salary by contribution assumption: employee only about $489,375 at 4% or $326,250 at 6%; with 50% employer match about $326,250 at 4% or $217,500 at 6%; with 100% employer match about $244,688 at 4% or $163,125 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$823,240$39,150$19,575iApproximate average salary by contribution assumption: employee only about $489,375 at 4% or $326,250 at 6%; with 50% employer match about $326,250 at 4% or $217,500 at 6%; with 100% employer match about $244,688 at 4% or $163,125 at 6%.
201512$727,156$45,926$22,963iApproximate average salary by contribution assumption: employee only about $574,075 at 4% or $382,717 at 6%; with 50% employer match about $382,717 at 4% or $255,144 at 6%; with 100% employer match about $287,038 at 4% or $191,358 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$727,156$45,926$22,963iApproximate average salary by contribution assumption: employee only about $574,075 at 4% or $382,717 at 6%; with 50% employer match about $382,717 at 4% or $255,144 at 6%; with 100% employer match about $287,038 at 4% or $191,358 at 6%.
201412$685,785$65,246$32,623iApproximate average salary by contribution assumption: employee only about $815,575 at 4% or $543,717 at 6%; with 50% employer match about $543,717 at 4% or $362,478 at 6%; with 100% employer match about $407,788 at 4% or $271,858 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$685,785$65,246$32,623iApproximate average salary by contribution assumption: employee only about $815,575 at 4% or $543,717 at 6%; with 50% employer match about $543,717 at 4% or $362,478 at 6%; with 100% employer match about $407,788 at 4% or $271,858 at 6%.
201312$592,236$56,170$28,085iApproximate average salary by contribution assumption: employee only about $702,125 at 4% or $468,083 at 6%; with 50% employer match about $468,083 at 4% or $312,056 at 6%; with 100% employer match about $351,063 at 4% or $234,042 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$592,236$56,170$28,085iApproximate average salary by contribution assumption: employee only about $702,125 at 4% or $468,083 at 6%; with 50% employer match about $468,083 at 4% or $312,056 at 6%; with 100% employer match about $351,063 at 4% or $234,042 at 6%.
201212$444,893$59,091$29,546iApproximate average salary by contribution assumption: employee only about $738,638 at 4% or $492,425 at 6%; with 50% employer match about $492,425 at 4% or $328,283 at 6%; with 100% employer match about $369,319 at 4% or $246,213 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$444,893$59,091$29,546iApproximate average salary by contribution assumption: employee only about $738,638 at 4% or $492,425 at 6%; with 50% employer match about $492,425 at 4% or $328,283 at 6%; with 100% employer match about $369,319 at 4% or $246,213 at 6%.
201112$335,332$55,715$27,858iApproximate average salary by contribution assumption: employee only about $696,438 at 4% or $464,292 at 6%; with 50% employer match about $464,292 at 4% or $309,528 at 6%; with 100% employer match about $348,219 at 4% or $232,146 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$335,332$55,715$27,858iApproximate average salary by contribution assumption: employee only about $696,438 at 4% or $464,292 at 6%; with 50% employer match about $464,292 at 4% or $309,528 at 6%; with 100% employer match about $348,219 at 4% or $232,146 at 6%.
201012$294,694$269,063$134,532iApproximate average salary by contribution assumption: employee only about $3,363,288 at 4% or $2,242,192 at 6%; with 50% employer match about $2,242,192 at 4% or $1,494,794 at 6%; with 100% employer match about $1,681,644 at 4% or $1,121,096 at 6%.
Lutz Law Firm 401(K) Profit Sharing Plan-2$294,694$269,063$134,532iApproximate average salary by contribution assumption: employee only about $3,363,288 at 4% or $2,242,192 at 6%; with 50% employer match about $2,242,192 at 4% or $1,494,794 at 6%; with 100% employer match about $1,681,644 at 4% or $1,121,096 at 6%.