Lutz & Whitley Inc.
Plan context: Lutz & Whitley Inc. 401(K) Profit Sharing Plan
EIN 36-4701843 • 14 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$99,406
2024 Contributions
$89,119
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 | 2 | $99,406 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 2 | $99,406 | - | - |
| 2023 | 1 | 5 | $54,337 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 5 | $54,337 | - | - |
| 2022 | 1 | 4 | $127,602 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 4 | $127,602 | - | - |
| 2021 | 1 | 3 | $190,649 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 3 | $190,649 | - | - |
| 2020 | 1 | 3 | $112,098 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 3 | $112,098 | - | - |
| 2019 | 1 | 4 | $161,911 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 4 | $161,911 | - | - |
| 2018 | 1 | 4 | $146,405 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 4 | $146,405 | - | - |
| 2017 | 1 | 2 | $151,284 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 2 | $151,284 | - | - |
| 2016 | 1 | 2 | $151,349 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 2 | $151,349 | - | - |
| 2015 | 1 | 1 | $93,793 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 1 | $93,793 | - | - |
| 2014 | 1 | 2 | $116,619 | $89,119 | $44,560iApproximate average salary by contribution assumption: employee only about $1,113,988 at 4% or $742,658 at 6%; with 50% employer match about $742,658 at 4% or $495,106 at 6%; with 100% employer match about $556,994 at 4% or $371,329 at 6%. |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 2 | $116,619 | $89,119 | $44,560iApproximate average salary by contribution assumption: employee only about $1,113,988 at 4% or $742,658 at 6%; with 50% employer match about $742,658 at 4% or $495,106 at 6%; with 100% employer match about $556,994 at 4% or $371,329 at 6%. |
| 2013 | 1 | 4 | $66,948 | $0 | - |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 4 | $66,948 | - | - |
| 2012 | 1 | 4 | $111,675 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 4 | $111,675 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2011 | 1 | 2 | $260,106 | $260,106 | $130,053iApproximate average salary by contribution assumption: employee only about $3,251,325 at 4% or $2,167,550 at 6%; with 50% employer match about $2,167,550 at 4% or $1,445,033 at 6%; with 100% employer match about $1,625,663 at 4% or $1,083,775 at 6%. |
| Lutz & Whitley Inc. 401(K) Profit Sharing Plan | - | 2 | $260,106 | $260,106 | $130,053iApproximate average salary by contribution assumption: employee only about $3,251,325 at 4% or $2,167,550 at 6%; with 50% employer match about $2,167,550 at 4% or $1,445,033 at 6%; with 100% employer match about $1,625,663 at 4% or $1,083,775 at 6%. |