Judith F Lutzy
Plan context: Judith F Lutzy Cfp Individual 401(K)
EIN 46-5524329 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$609,251
2024 Contributions
$53,392
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 | 0 | $0 | $53,392 | - |
| Judith F Lutzy Cfp Individual 401(K) | - | 0 | - | $53,392 | - |
| 2023 | 1 | 1 | $609,251 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Judith F Lutzy Cfp Individual 401(K) | - | 1 | $609,251 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2022 | 1 | 1 | $532,240 | $32,083 | $32,083iApproximate average salary by contribution assumption: employee only about $802,075 at 4% or $534,717 at 6%; with 50% employer match about $534,717 at 4% or $356,478 at 6%; with 100% employer match about $401,038 at 4% or $267,358 at 6%. |
| Judith F Lutzy Cfp Individual 401(K) | - | 1 | $532,240 | $32,083 | $32,083iApproximate average salary by contribution assumption: employee only about $802,075 at 4% or $534,717 at 6%; with 50% employer match about $534,717 at 4% or $356,478 at 6%; with 100% employer match about $401,038 at 4% or $267,358 at 6%. |
| 2021 | 1 | 1 | $575,330 | $35,500 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| Judith F Lutzy Cfp Individual 401(K) | - | 1 | $575,330 | $35,500 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| 2020 | 1 | 1 | $496,697 | $63,500 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Judith F Lutzy Cfp Individual 401(K) | - | 1 | $496,697 | $63,500 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| 2019 | 1 | 1 | $390,371 | $121,733 | $121,733iApproximate average salary by contribution assumption: employee only about $3,043,325 at 4% or $2,028,883 at 6%; with 50% employer match about $2,028,883 at 4% or $1,352,589 at 6%; with 100% employer match about $1,521,663 at 4% or $1,014,442 at 6%. |
| Judith F Lutzy Cfp Individual 401(K) | - | 1 | $390,371 | $121,733 | $121,733iApproximate average salary by contribution assumption: employee only about $3,043,325 at 4% or $2,028,883 at 6%; with 50% employer match about $2,028,883 at 4% or $1,352,589 at 6%; with 100% employer match about $1,521,663 at 4% or $1,014,442 at 6%. |