Civic Intelligence

Stanley N. Lutz, O.D. Inc.

Plan context: Stanley N. Lutz, O.D. Inc. Profit Sharing Plan & Trust

EIN 34-1096031 • 7 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

5

2003 Assets

$2,057,750

2003 Contributions

$32,312

Historical Graphs

Total Assets Over Time

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

$2,440,403$1,220,202$0199920002002YearValue
$2,057,750Latest year 2002

Participants Over Time

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

740199920012002YearValue
5Latest year 2002

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
200310$0$0-
Stanley N. Lutz, O.D. Inc. Profit Sharing Plan & Trust-0---
200215$2,057,750$0-
Stanley N. Lutz, O.D. Inc. Profit Sharing Plan & Trust-5$2,057,750--
200127$0$0-
Stanley N. Lutz, O.D. Inc. Money Purchase Plan-0---
Stanley N. Lutz, O.D. Inc. Profit Sharing Plan & Trust-7---
200027$2,440,403$32,312$4,616iApproximate average salary by contribution assumption: employee only about $115,400 at 4% or $76,933 at 6%; with 50% employer match about $76,933 at 4% or $51,289 at 6%; with 100% employer match about $57,700 at 4% or $38,467 at 6%.
Stanley N. Lutz, O.D. Inc. Profit Sharing Plan & Trust-7$1,554,433$70$10iApproximate average salary by contribution assumption: employee only about $250 at 4% or $167 at 6%; with 50% employer match about $167 at 4% or $111 at 6%; with 100% employer match about $125 at 4% or $83 at 6%.
Stanley N. Lutz, O.D. Inc. Money Purchase Plan-7$885,970$32,242$4,606iApproximate average salary by contribution assumption: employee only about $115,150 at 4% or $76,767 at 6%; with 50% employer match about $76,767 at 4% or $51,178 at 6%; with 100% employer match about $57,575 at 4% or $38,383 at 6%.
199917$933,251$31,171$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
Stanley N. Lutz, O.D. Inc. Money Purchase Plan-7$933,251$31,171$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.