Civic Intelligence

Lutz & Company PC.

Plan context: Lutz & Company PC. 401-K Profit Sharing Plan

EIN 47-0625816 • 134 filings • 12 plans

Current Snapshot

Latest Year

2024

2024 Participants

327

2024 Assets

$71,588,172

2024 Contributions

$4,877,462

Historical Graphs

Total Assets Over Time

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

$71,588,172$35,794,086$0199920112020YearValue
$71,588,172Latest year 2020

Participants Over Time

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

3271640199920122024YearValue
327Latest year 2024

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
20248327$0$0-
Lutz & Company PC. Group Medical Insurance Plan-235---
Lutz & Company PC. Short Term Disability Plan-327---
Lutz & Company PC. Group Life Insurance Plan-289---
Lutz Employee Assistance Plan-320---
Group Dental Insurance for Employees of Lutz & Company PC.-265---
Lutz Group Vision Plan-240---
Lutz & Company PC. Long Term Disability Plan-327---
Lutz & Company PC Flexible Benefit Plan-287---
20238310$0$0-
Lutz & Company PC Flexible Benefit Plan-236---
Lutz & Company PC. Long Term Disability Plan-310---
Lutz Employee Assistance Plan-300---
Lutz & Company PC. Group Medical Insurance Plan-208---
Lutz & Company PC. Short Term Disability Plan-309---
Lutz & Company PC. Group Life Insurance Plan-276---
Lutz Group Vision Plan-203---
Group Dental Insurance for Employees of Lutz & Company PC.-222---
20228298$0$0-
Lutz Group Vision Plan-200---
Group Dental Insurance for Employees of Lutz & Company PC.-228---
Lutz Employee Assistance Plan-275---
Lutz & Company PC. Short Term Disability Plan-298---
Lutz & Company PC. Group Life Insurance Plan-264---
Lutz & Company PC. Group Medical Insurance Plan-224---
Lutz & Company PC Flexible Benefit Plan-248---
Lutz & Company PC. Long Term Disability Plan-296---
20219280$0$4,877,462$17,420iApproximate average salary by contribution assumption: employee only about $435,488 at 4% or $290,325 at 6%; with 50% employer match about $290,325 at 4% or $193,550 at 6%; with 100% employer match about $217,744 at 4% or $145,163 at 6%.
Lutz Group Vision Plan-207---
Lutz Employee Assistance Plan-275---
Group Dental Insurance for Employees of Lutz & Company PC.-208---
Lutz & Company PC. Short Term Disability Plan-279---
Lutz & Company PC. Group Medical Insurance Plan-206---
Lutz & Company PC. Group Life Insurance Plan-240---
Lutz & Company PC. Long Term Disability Plan-280---
Lutz & Company PC Flexible Benefit Plan-240---
Lutz & Company PC. 401-K Profit Sharing Plan-0-$4,877,462-
20209278$71,588,172$4,425,749$15,920iApproximate average salary by contribution assumption: employee only about $397,999 at 4% or $265,333 at 6%; with 50% employer match about $265,333 at 4% or $176,888 at 6%; with 100% employer match about $199,000 at 4% or $132,666 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-278$71,588,172$4,425,749$15,920iApproximate average salary by contribution assumption: employee only about $397,999 at 4% or $265,333 at 6%; with 50% employer match about $265,333 at 4% or $176,888 at 6%; with 100% employer match about $199,000 at 4% or $132,666 at 6%.
Lutz & Company PC. Long Term Disability Plan-272---
Lutz & Company PC Flexible Benefit Plan-236---
Group Dental Insurance for Employees of Lutz & Company PC.-217---
Lutz Group Vision Plan-219---
Lutz Employee Assistance Plan-278---
Lutz & Company PC. Short Term Disability Plan-269---
Lutz & Company PC. Group Medical Insurance Plan-212---
Lutz & Company PC. Group Life Insurance Plan-238---
20199286$63,314,868$4,170,093$14,581iApproximate average salary by contribution assumption: employee only about $364,519 at 4% or $243,012 at 6%; with 50% employer match about $243,012 at 4% or $162,008 at 6%; with 100% employer match about $182,259 at 4% or $121,506 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-286$63,314,868$4,170,093$14,581iApproximate average salary by contribution assumption: employee only about $364,519 at 4% or $243,012 at 6%; with 50% employer match about $243,012 at 4% or $162,008 at 6%; with 100% employer match about $182,259 at 4% or $121,506 at 6%.
Lutz & Company PC. Long Term Disability Plan-281---
Lutz & Company PC Flexible Benefit Plan-232---
Lutz Group Vision Plan-172---
Lutz Employee Assistance Plan-275---
Group Dental Insurance for Employees of Lutz & Company PC.-215---
Lutz & Company PC. Short Term Disability Plan-284---
Lutz & Company PC. Group Life Insurance Plan-250---
Lutz & Company PC. Group Medical Insurance Plan-210---
20189274$52,776,676$9,264,325$33,811iApproximate average salary by contribution assumption: employee only about $845,285 at 4% or $563,523 at 6%; with 50% employer match about $563,523 at 4% or $375,682 at 6%; with 100% employer match about $422,643 at 4% or $281,762 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-268$52,776,676$9,264,325$34,568iApproximate average salary by contribution assumption: employee only about $864,209 at 4% or $576,140 at 6%; with 50% employer match about $576,140 at 4% or $384,093 at 6%; with 100% employer match about $432,105 at 4% or $288,070 at 6%.
Lutz & Company PC. Long Term Disability Plan-274---
Lutz & Company PC Flexible Benefit Plan-235---
Lutz Employee Assistance Plan-239---
Lutz & Company PC. Short Term Disability Plan-260---
Lutz & Company PC. Group Medical Insurance Plan-207---
Lutz & Company PC. Group Life Insurance Plan-227---
Lutz Group Vision Plan-156---
Group Dental Insurance for Employees of Lutz & Company PC.-203---
20179249$50,591,406$9,501,904$38,160iApproximate average salary by contribution assumption: employee only about $954,006 at 4% or $636,004 at 6%; with 50% employer match about $636,004 at 4% or $424,003 at 6%; with 100% employer match about $477,003 at 4% or $318,002 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-249$50,591,406$9,501,904$38,160iApproximate average salary by contribution assumption: employee only about $954,006 at 4% or $636,004 at 6%; with 50% employer match about $636,004 at 4% or $424,003 at 6%; with 100% employer match about $477,003 at 4% or $318,002 at 6%.
Group Dental Insurance for Employees of Lutz & Company PC.-160---
Lutz & Company PC. Group Medical Insurance Plan-170---
Lutz & Company PC. Short Term Disability Plan-204---
Lutz & Company PC. Group Life Insurance Plan-223---
Lutz Employee Assistance Plan-160---
Lutz Group Vision Plan-135---
Lutz & Company PC. Long Term Disability Plan-224---
Lutz & Company PC Flexible Benefit Plan-199---
20168181$35,731,495$2,399,091$13,255iApproximate average salary by contribution assumption: employee only about $331,366 at 4% or $220,911 at 6%; with 50% employer match about $220,911 at 4% or $147,274 at 6%; with 100% employer match about $165,683 at 4% or $110,455 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-173$35,731,495$2,399,091$13,868iApproximate average salary by contribution assumption: employee only about $346,689 at 4% or $231,126 at 6%; with 50% employer match about $231,126 at 4% or $154,084 at 6%; with 100% employer match about $173,345 at 4% or $115,563 at 6%.
Group Dental Insurance for Employees of Lutz & Company PC.-135---
Lutz & Company PC. Group Medical Insurance Plan-132---
Lutz & Company PC. Group Life Insurance Plan-170---
Lutz & Company PC. Short Term Disability Plan-160---
Lutz & Company PC Flexible Benefit Plan-154---
Lutz & Company PC. Long Term Disability Plan-168---
Lutz Employee Assistance Plan-181---
20157150$31,012,828$2,277,770$15,185iApproximate average salary by contribution assumption: employee only about $379,628 at 4% or $253,086 at 6%; with 50% employer match about $253,086 at 4% or $168,724 at 6%; with 100% employer match about $189,814 at 4% or $126,543 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-150$31,012,828$2,277,770$15,185iApproximate average salary by contribution assumption: employee only about $379,628 at 4% or $253,086 at 6%; with 50% employer match about $253,086 at 4% or $168,724 at 6%; with 100% employer match about $189,814 at 4% or $126,543 at 6%.
Lutz & Company PC. Group Life Insurance Plan-149---
Lutz & Company PC. Short Term Disability Plan-139---
Group Dental Insurance for Employees of Lutz & Company PC.-122---
Lutz & Company PC. Group Medical Insurance Plan-120---
Lutz & Company PC. Long Term Disability Plan-149---
Lutz & Company PC Flexible Benefit Plan-130---
20147142$30,159,885$2,113,513$14,884iApproximate average salary by contribution assumption: employee only about $372,097 at 4% or $248,065 at 6%; with 50% employer match about $248,065 at 4% or $165,377 at 6%; with 100% employer match about $186,049 at 4% or $124,032 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-134$30,159,885$2,113,513$15,772iApproximate average salary by contribution assumption: employee only about $394,312 at 4% or $262,875 at 6%; with 50% employer match about $262,875 at 4% or $175,250 at 6%; with 100% employer match about $197,156 at 4% or $131,437 at 6%.
Lutz & Company PC. Group Life Insurance Plan-139---
Lutz & Company PC. Short Term Disability Plan-130---
Group Dental Insurance for Employees of Lutz & Company PC.-114---
Lutz & Company PC. Group Medical Insurance Plan-112---
Lutz & Company PC. Long Term Disability Plan-142---
Lutz & Company PC Flexible Benefit Plan-112---
20136135$27,155,448$2,101,554$15,567iApproximate average salary by contribution assumption: employee only about $389,177 at 4% or $259,451 at 6%; with 50% employer match about $259,451 at 4% or $172,967 at 6%; with 100% employer match about $194,588 at 4% or $129,726 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-135$27,155,448$2,101,554$15,567iApproximate average salary by contribution assumption: employee only about $389,177 at 4% or $259,451 at 6%; with 50% employer match about $259,451 at 4% or $172,967 at 6%; with 100% employer match about $194,588 at 4% or $129,726 at 6%.
Lutz & Company PC. Group Life Insurance Plan-132---
Lutz & Company PC. Short Term Disability Plan-124---
Group Dental Insurance for Employees of Lutz & Company PC.-114---
Lutz & Company PC. Group Medical Insurance Plan-112---
Lutz & Company PC. Long Term Disability Plan-129---
20126134$20,984,164$1,987,620$14,833iApproximate average salary by contribution assumption: employee only about $370,825 at 4% or $247,216 at 6%; with 50% employer match about $247,216 at 4% or $164,811 at 6%; with 100% employer match about $185,412 at 4% or $123,608 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-134$20,984,164$1,987,620$14,833iApproximate average salary by contribution assumption: employee only about $370,825 at 4% or $247,216 at 6%; with 50% employer match about $247,216 at 4% or $164,811 at 6%; with 100% employer match about $185,412 at 4% or $123,608 at 6%.
Lutz & Company PC. Long Term Disability Plan-122---
Lutz & Company PC. Short Term Disability Plan-111---
Lutz & Company PC. Group Medical Insurance Plan-109---
Lutz & Company PC. Group Life Insurance Plan-118---
Group Dental Insurance for Employees of Lutz & Company PC.-109---
20116114$16,884,083$1,606,673$14,094iApproximate average salary by contribution assumption: employee only about $352,341 at 4% or $234,894 at 6%; with 50% employer match about $234,894 at 4% or $156,596 at 6%; with 100% employer match about $176,170 at 4% or $117,447 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-107$16,884,083$1,606,673$15,016iApproximate average salary by contribution assumption: employee only about $375,391 at 4% or $250,261 at 6%; with 50% employer match about $250,261 at 4% or $166,840 at 6%; with 100% employer match about $187,695 at 4% or $125,130 at 6%.
Lutz & Company PC. Long Term Disability Plan-107---
Lutz & Company PC. Group Medical Insurance Plan-114---
Lutz & Company PC. Short Term Disability Plan-97---
Group Dental Insurance for Employees of Lutz & Company PC.-97---
Lutz & Company PC. Group Life Insurance Plan-106---
20106112$16,204,480$1,578,784$14,096iApproximate average salary by contribution assumption: employee only about $352,407 at 4% or $234,938 at 6%; with 50% employer match about $234,938 at 4% or $156,625 at 6%; with 100% employer match about $176,204 at 4% or $117,469 at 6%.
Lutz & Company PC. 401-K Profit Sharing Plan-107$16,204,480$1,578,784$14,755iApproximate average salary by contribution assumption: employee only about $368,875 at 4% or $245,917 at 6%; with 50% employer match about $245,917 at 4% or $163,944 at 6%; with 100% employer match about $184,437 at 4% or $122,958 at 6%.
Lutz & Company PC. Long Term Disability Plan-101---
Lutz & Company PC. Group Medical Insurance Plan-112---
Lutz & Company PC. Short Term Disability Plan-93---
Group Dental Insurance for Employees of Lutz & Company PC.-95---
Lutz & Company PC. Group Life Insurance Plan-103---
20096111$13,260,827$1,537,097$13,848iApproximate average salary by contribution assumption: employee only about $346,193 at 4% or $230,795 at 6%; with 50% employer match about $230,795 at 4% or $153,864 at 6%; with 100% employer match about $173,097 at 4% or $115,398 at 6%.
Lutz & Company PC. Long Term Disability Plan-100---
Lutz & Company PC. Group Life Insurance Plan-104---
Group Dental Insurance for Employees of Lutz & Company PC.-94---
Lutz & Company PC. Group Medical Insurance Plan-108---
Lutz & Company PC. Short Term Disability Plan-94---
20083118$9,355,959$1,434,126$12,154iApproximate average salary by contribution assumption: employee only about $303,840 at 4% or $202,560 at 6%; with 50% employer match about $202,560 at 4% or $135,040 at 6%; with 100% employer match about $151,920 at 4% or $101,280 at 6%.
20072106$0$0-
20061101$12,525,561$1,204,596$11,927iApproximate average salary by contribution assumption: employee only about $298,167 at 4% or $198,778 at 6%; with 50% employer match about $198,778 at 4% or $132,519 at 6%; with 100% employer match about $149,084 at 4% or $99,389 at 6%.
2005181$9,513,280$976,383$12,054iApproximate average salary by contribution assumption: employee only about $301,353 at 4% or $200,902 at 6%; with 50% employer match about $200,902 at 4% or $133,935 at 6%; with 100% employer match about $150,676 at 4% or $100,451 at 6%.
2004169$7,721,145$890,038$12,899iApproximate average salary by contribution assumption: employee only about $322,478 at 4% or $214,985 at 6%; with 50% employer match about $214,985 at 4% or $143,323 at 6%; with 100% employer match about $161,239 at 4% or $107,493 at 6%.
2003169$5,727,779$690,777$10,011iApproximate average salary by contribution assumption: employee only about $250,282 at 4% or $166,854 at 6%; with 50% employer match about $166,854 at 4% or $111,236 at 6%; with 100% employer match about $125,141 at 4% or $83,427 at 6%.
2002168$3,592,692$660,607$9,715iApproximate average salary by contribution assumption: employee only about $242,870 at 4% or $161,913 at 6%; with 50% employer match about $161,913 at 4% or $107,942 at 6%; with 100% employer match about $121,435 at 4% or $80,957 at 6%.
2001165$0$0-
2000158$3,292,653$542,623$9,356iApproximate average salary by contribution assumption: employee only about $233,889 at 4% or $155,926 at 6%; with 50% employer match about $155,926 at 4% or $103,951 at 6%; with 100% employer match about $116,945 at 4% or $77,963 at 6%.
1999137$3,610,719$358,937$9,701iApproximate average salary by contribution assumption: employee only about $242,525 at 4% or $161,683 at 6%; with 50% employer match about $161,683 at 4% or $107,789 at 6%; with 100% employer match about $121,263 at 4% or $80,842 at 6%.