Lutz, Daily, & Brain
Plan context: Lutz, Daily & Brain III Retirement Plan
EIN 43-6108078 • Overland Park, KS • 27 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$233,787
2025 Contributions
$20,302
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $233,787 | $20,302 | $2,538iApproximate average salary by contribution assumption: employee only about $63,444 at 4% or $42,296 at 6%; with 50% employer match about $42,296 at 4% or $28,197 at 6%; with 100% employer match about $31,722 at 4% or $21,148 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 8 | $233,787 | $20,302 | $2,538iApproximate average salary by contribution assumption: employee only about $63,444 at 4% or $42,296 at 6%; with 50% employer match about $42,296 at 4% or $28,197 at 6%; with 100% employer match about $31,722 at 4% or $21,148 at 6%. |
| 2024 | 1 | 8 | $182,718 | $3,302 | $413iApproximate average salary by contribution assumption: employee only about $10,319 at 4% or $6,879 at 6%; with 50% employer match about $6,879 at 4% or $4,586 at 6%; with 100% employer match about $5,159 at 4% or $3,440 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 8 | $182,718 | $3,302 | $413iApproximate average salary by contribution assumption: employee only about $10,319 at 4% or $6,879 at 6%; with 50% employer match about $6,879 at 4% or $4,586 at 6%; with 100% employer match about $5,159 at 4% or $3,440 at 6%. |
| 2023 | 1 | 7 | $150,455 | $1,716 | $245iApproximate average salary by contribution assumption: employee only about $6,129 at 4% or $4,086 at 6%; with 50% employer match about $4,086 at 4% or $2,724 at 6%; with 100% employer match about $3,064 at 4% or $2,043 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 7 | $150,455 | $1,716 | $245iApproximate average salary by contribution assumption: employee only about $6,129 at 4% or $4,086 at 6%; with 50% employer match about $4,086 at 4% or $2,724 at 6%; with 100% employer match about $3,064 at 4% or $2,043 at 6%. |
| 2022 | 1 | 10 | $157,823 | $18,611 | $1,861iApproximate average salary by contribution assumption: employee only about $46,528 at 4% or $31,018 at 6%; with 50% employer match about $31,018 at 4% or $20,679 at 6%; with 100% employer match about $23,264 at 4% or $15,509 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 10 | $157,823 | $18,611 | $1,861iApproximate average salary by contribution assumption: employee only about $46,528 at 4% or $31,018 at 6%; with 50% employer match about $31,018 at 4% or $20,679 at 6%; with 100% employer match about $23,264 at 4% or $15,509 at 6%. |
| 2021 | 1 | 14 | $265,087 | $76,464 | $5,462iApproximate average salary by contribution assumption: employee only about $136,543 at 4% or $91,029 at 6%; with 50% employer match about $91,029 at 4% or $60,686 at 6%; with 100% employer match about $68,271 at 4% or $45,514 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 14 | $265,087 | $76,464 | $5,462iApproximate average salary by contribution assumption: employee only about $136,543 at 4% or $91,029 at 6%; with 50% employer match about $91,029 at 4% or $60,686 at 6%; with 100% employer match about $68,271 at 4% or $45,514 at 6%. |
| 2020 | 1 | 20 | $2,974,680 | $57,274 | $2,864iApproximate average salary by contribution assumption: employee only about $71,593 at 4% or $47,728 at 6%; with 50% employer match about $47,728 at 4% or $31,819 at 6%; with 100% employer match about $35,796 at 4% or $23,864 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 20 | $2,974,680 | $57,274 | $2,864iApproximate average salary by contribution assumption: employee only about $71,593 at 4% or $47,728 at 6%; with 50% employer match about $47,728 at 4% or $31,819 at 6%; with 100% employer match about $35,796 at 4% or $23,864 at 6%. |
| 2019 | 1 | 13 | $2,735,879 | $57,699 | $4,438iApproximate average salary by contribution assumption: employee only about $110,960 at 4% or $73,973 at 6%; with 50% employer match about $73,973 at 4% or $49,315 at 6%; with 100% employer match about $55,480 at 4% or $36,987 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 13 | $2,735,879 | $57,699 | $4,438iApproximate average salary by contribution assumption: employee only about $110,960 at 4% or $73,973 at 6%; with 50% employer match about $73,973 at 4% or $49,315 at 6%; with 100% employer match about $55,480 at 4% or $36,987 at 6%. |
| 2018 | 1 | 15 | $2,390,426 | $58,628 | $3,909iApproximate average salary by contribution assumption: employee only about $97,713 at 4% or $65,142 at 6%; with 50% employer match about $65,142 at 4% or $43,428 at 6%; with 100% employer match about $48,857 at 4% or $32,571 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 15 | $2,390,426 | $58,628 | $3,909iApproximate average salary by contribution assumption: employee only about $97,713 at 4% or $65,142 at 6%; with 50% employer match about $65,142 at 4% or $43,428 at 6%; with 100% employer match about $48,857 at 4% or $32,571 at 6%. |
| 2017 | 1 | 16 | $2,762,333 | $114,560 | $7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 16 | $2,762,333 | $114,560 | $7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%. |
| 2016 | 1 | 17 | $2,943,730 | $156,896 | $9,229iApproximate average salary by contribution assumption: employee only about $230,729 at 4% or $153,820 at 6%; with 50% employer match about $153,820 at 4% or $102,546 at 6%; with 100% employer match about $115,365 at 4% or $76,910 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 17 | $2,943,730 | $156,896 | $9,229iApproximate average salary by contribution assumption: employee only about $230,729 at 4% or $153,820 at 6%; with 50% employer match about $153,820 at 4% or $102,546 at 6%; with 100% employer match about $115,365 at 4% or $76,910 at 6%. |
| 2015 | 1 | 19 | $3,107,884 | $122,528 | $6,449iApproximate average salary by contribution assumption: employee only about $161,221 at 4% or $107,481 at 6%; with 50% employer match about $107,481 at 4% or $71,654 at 6%; with 100% employer match about $80,611 at 4% or $53,740 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 19 | $3,107,884 | $122,528 | $6,449iApproximate average salary by contribution assumption: employee only about $161,221 at 4% or $107,481 at 6%; with 50% employer match about $107,481 at 4% or $71,654 at 6%; with 100% employer match about $80,611 at 4% or $53,740 at 6%. |
| 2014 | 1 | 20 | $3,159,785 | $123,260 | $6,163iApproximate average salary by contribution assumption: employee only about $154,075 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,358 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 20 | $3,159,785 | $123,260 | $6,163iApproximate average salary by contribution assumption: employee only about $154,075 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,358 at 6%. |
| 2013 | 1 | 21 | $3,188,088 | $136,041 | $6,478iApproximate average salary by contribution assumption: employee only about $161,954 at 4% or $107,969 at 6%; with 50% employer match about $107,969 at 4% or $71,979 at 6%; with 100% employer match about $80,977 at 4% or $53,985 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 21 | $3,188,088 | $136,041 | $6,478iApproximate average salary by contribution assumption: employee only about $161,954 at 4% or $107,969 at 6%; with 50% employer match about $107,969 at 4% or $71,979 at 6%; with 100% employer match about $80,977 at 4% or $53,985 at 6%. |
| 2012 | 1 | 25 | $2,941,826 | $141,729 | $5,669iApproximate average salary by contribution assumption: employee only about $141,729 at 4% or $94,486 at 6%; with 50% employer match about $94,486 at 4% or $62,991 at 6%; with 100% employer match about $70,865 at 4% or $47,243 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 25 | $2,941,826 | $141,729 | $5,669iApproximate average salary by contribution assumption: employee only about $141,729 at 4% or $94,486 at 6%; with 50% employer match about $94,486 at 4% or $62,991 at 6%; with 100% employer match about $70,865 at 4% or $47,243 at 6%. |
| 2011 | 1 | 26 | $2,702,393 | $152,579 | $5,868iApproximate average salary by contribution assumption: employee only about $146,711 at 4% or $97,807 at 6%; with 50% employer match about $97,807 at 4% or $65,205 at 6%; with 100% employer match about $73,355 at 4% or $48,904 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 26 | $2,702,393 | $152,579 | $5,868iApproximate average salary by contribution assumption: employee only about $146,711 at 4% or $97,807 at 6%; with 50% employer match about $97,807 at 4% or $65,205 at 6%; with 100% employer match about $73,355 at 4% or $48,904 at 6%. |
| 2010 | 1 | 27 | $2,572,903 | $238,156 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,257 at 4% or $73,505 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 27 | $2,572,903 | $238,156 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,257 at 4% or $73,505 at 6%. |
| 2009 | 1 | 27 | $2,298,227 | $172,247 | $6,380iApproximate average salary by contribution assumption: employee only about $159,488 at 4% or $106,325 at 6%; with 50% employer match about $106,325 at 4% or $70,884 at 6%; with 100% employer match about $79,744 at 4% or $53,163 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 27 | $2,298,227 | $172,247 | $6,380iApproximate average salary by contribution assumption: employee only about $159,488 at 4% or $106,325 at 6%; with 50% employer match about $106,325 at 4% or $70,884 at 6%; with 100% employer match about $79,744 at 4% or $53,163 at 6%. |
| 2008 | 1 | 25 | $2,122,910 | $240,823 | $9,633iApproximate average salary by contribution assumption: employee only about $240,823 at 4% or $160,549 at 6%; with 50% employer match about $160,549 at 4% or $107,032 at 6%; with 100% employer match about $120,412 at 4% or $80,274 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 25 | $2,122,910 | $240,823 | $9,633iApproximate average salary by contribution assumption: employee only about $240,823 at 4% or $160,549 at 6%; with 50% employer match about $160,549 at 4% or $107,032 at 6%; with 100% employer match about $120,412 at 4% or $80,274 at 6%. |
| 2007 | 1 | 24 | $2,345,075 | $233,296 | $9,721iApproximate average salary by contribution assumption: employee only about $243,017 at 4% or $162,011 at 6%; with 50% employer match about $162,011 at 4% or $108,007 at 6%; with 100% employer match about $121,508 at 4% or $81,006 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 24 | $2,345,075 | $233,296 | $9,721iApproximate average salary by contribution assumption: employee only about $243,017 at 4% or $162,011 at 6%; with 50% employer match about $162,011 at 4% or $108,007 at 6%; with 100% employer match about $121,508 at 4% or $81,006 at 6%. |
| 2006 | 1 | 25 | $2,020,852 | $183,365 | $7,335iApproximate average salary by contribution assumption: employee only about $183,365 at 4% or $122,243 at 6%; with 50% employer match about $122,243 at 4% or $81,496 at 6%; with 100% employer match about $91,683 at 4% or $61,122 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 25 | $2,020,852 | $183,365 | $7,335iApproximate average salary by contribution assumption: employee only about $183,365 at 4% or $122,243 at 6%; with 50% employer match about $122,243 at 4% or $81,496 at 6%; with 100% employer match about $91,683 at 4% or $61,122 at 6%. |
| 2005 | 1 | 25 | $1,962,642 | $192,370 | $7,695iApproximate average salary by contribution assumption: employee only about $192,370 at 4% or $128,247 at 6%; with 50% employer match about $128,247 at 4% or $85,498 at 6%; with 100% employer match about $96,185 at 4% or $64,123 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 25 | $1,962,642 | $192,370 | $7,695iApproximate average salary by contribution assumption: employee only about $192,370 at 4% or $128,247 at 6%; with 50% employer match about $128,247 at 4% or $85,498 at 6%; with 100% employer match about $96,185 at 4% or $64,123 at 6%. |
| 2004 | 1 | 24 | $1,641,284 | $210,619 | $8,776iApproximate average salary by contribution assumption: employee only about $219,395 at 4% or $146,263 at 6%; with 50% employer match about $146,263 at 4% or $97,509 at 6%; with 100% employer match about $109,697 at 4% or $73,132 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 24 | $1,641,284 | $210,619 | $8,776iApproximate average salary by contribution assumption: employee only about $219,395 at 4% or $146,263 at 6%; with 50% employer match about $146,263 at 4% or $97,509 at 6%; with 100% employer match about $109,697 at 4% or $73,132 at 6%. |
| 2003 | 1 | 24 | $1,302,585 | $162,503 | $6,771iApproximate average salary by contribution assumption: employee only about $169,274 at 4% or $112,849 at 6%; with 50% employer match about $112,849 at 4% or $75,233 at 6%; with 100% employer match about $84,637 at 4% or $56,425 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 24 | $1,302,585 | $162,503 | $6,771iApproximate average salary by contribution assumption: employee only about $169,274 at 4% or $112,849 at 6%; with 50% employer match about $112,849 at 4% or $75,233 at 6%; with 100% employer match about $84,637 at 4% or $56,425 at 6%. |
| 2002 | 1 | 22 | $867,534 | $89,907 | $4,087iApproximate average salary by contribution assumption: employee only about $102,167 at 4% or $68,111 at 6%; with 50% employer match about $68,111 at 4% or $45,408 at 6%; with 100% employer match about $51,084 at 4% or $34,056 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 22 | $867,534 | $89,907 | $4,087iApproximate average salary by contribution assumption: employee only about $102,167 at 4% or $68,111 at 6%; with 50% employer match about $68,111 at 4% or $45,408 at 6%; with 100% employer match about $51,084 at 4% or $34,056 at 6%. |
| 2001 | 1 | 23 | $1,018,619 | $132,340 | $5,754iApproximate average salary by contribution assumption: employee only about $143,848 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,932 at 6%; with 100% employer match about $71,924 at 4% or $47,949 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 23 | $1,018,619 | $132,340 | $5,754iApproximate average salary by contribution assumption: employee only about $143,848 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,932 at 6%; with 100% employer match about $71,924 at 4% or $47,949 at 6%. |
| 2000 | 1 | 23 | $1,010,827 | $132,491 | $5,760iApproximate average salary by contribution assumption: employee only about $144,012 at 4% or $96,008 at 6%; with 50% employer match about $96,008 at 4% or $64,005 at 6%; with 100% employer match about $72,006 at 4% or $48,004 at 6%. |
| Lutz, Daily & Brain III Retirement Plan | - | 23 | $1,010,827 | $132,491 | $5,760iApproximate average salary by contribution assumption: employee only about $144,012 at 4% or $96,008 at 6%; with 50% employer match about $96,008 at 4% or $64,005 at 6%; with 100% employer match about $72,006 at 4% or $48,004 at 6%. |
| 1999 | 1 | 19 | $1,010,596 | $0 | - |
| Lutz, Daily & Brain III Retirement Plan | - | 19 | $1,010,596 | - | - |