Steven D. Lutz, Dds PC.
Plan context: Steven D. Lutz, Dds PC. 401(K) Plan
EIN 54-1834419 • Tazewell, VA • 26 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,792,357
2025 Contributions
$177,889
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 | 16 | $1,792,357 | $177,889 | $11,118iApproximate average salary by contribution assumption: employee only about $277,952 at 4% or $185,301 at 6%; with 50% employer match about $185,301 at 4% or $123,534 at 6%; with 100% employer match about $138,976 at 4% or $92,651 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 16 | $1,792,357 | $177,889 | $11,118iApproximate average salary by contribution assumption: employee only about $277,952 at 4% or $185,301 at 6%; with 50% employer match about $185,301 at 4% or $123,534 at 6%; with 100% employer match about $138,976 at 4% or $92,651 at 6%. |
| 2024 | 1 | 14 | $1,369,126 | $186,345 | $13,310iApproximate average salary by contribution assumption: employee only about $332,759 at 4% or $221,839 at 6%; with 50% employer match about $221,839 at 4% or $147,893 at 6%; with 100% employer match about $166,379 at 4% or $110,920 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 14 | $1,369,126 | $186,345 | $13,310iApproximate average salary by contribution assumption: employee only about $332,759 at 4% or $221,839 at 6%; with 50% employer match about $221,839 at 4% or $147,893 at 6%; with 100% employer match about $166,379 at 4% or $110,920 at 6%. |
| 2023 | 1 | 23 | $1,070,888 | $124,543 | $5,415iApproximate average salary by contribution assumption: employee only about $135,373 at 4% or $90,249 at 6%; with 50% employer match about $90,249 at 4% or $60,166 at 6%; with 100% employer match about $67,686 at 4% or $45,124 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 23 | $1,070,888 | $124,543 | $5,415iApproximate average salary by contribution assumption: employee only about $135,373 at 4% or $90,249 at 6%; with 50% employer match about $90,249 at 4% or $60,166 at 6%; with 100% employer match about $67,686 at 4% or $45,124 at 6%. |
| 2022 | 1 | 23 | $924,259 | $115,443 | $5,019iApproximate average salary by contribution assumption: employee only about $125,482 at 4% or $83,654 at 6%; with 50% employer match about $83,654 at 4% or $55,770 at 6%; with 100% employer match about $62,741 at 4% or $41,827 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 23 | $924,259 | $115,443 | $5,019iApproximate average salary by contribution assumption: employee only about $125,482 at 4% or $83,654 at 6%; with 50% employer match about $83,654 at 4% or $55,770 at 6%; with 100% employer match about $62,741 at 4% or $41,827 at 6%. |
| 2021 | 1 | 28 | $2,449,228 | $139,475 | $4,981iApproximate average salary by contribution assumption: employee only about $124,531 at 4% or $83,021 at 6%; with 50% employer match about $83,021 at 4% or $55,347 at 6%; with 100% employer match about $62,266 at 4% or $41,510 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 28 | $2,449,228 | $139,475 | $4,981iApproximate average salary by contribution assumption: employee only about $124,531 at 4% or $83,021 at 6%; with 50% employer match about $83,021 at 4% or $55,347 at 6%; with 100% employer match about $62,266 at 4% or $41,510 at 6%. |
| 2020 | 1 | 24 | $2,894,612 | $120,866 | $5,036iApproximate average salary by contribution assumption: employee only about $125,902 at 4% or $83,935 at 6%; with 50% employer match about $83,935 at 4% or $55,956 at 6%; with 100% employer match about $62,951 at 4% or $41,967 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 24 | $2,894,612 | $120,866 | $5,036iApproximate average salary by contribution assumption: employee only about $125,902 at 4% or $83,935 at 6%; with 50% employer match about $83,935 at 4% or $55,956 at 6%; with 100% employer match about $62,951 at 4% or $41,967 at 6%. |
| 2019 | 1 | 26 | $2,769,998 | $130,752 | $5,029iApproximate average salary by contribution assumption: employee only about $125,723 at 4% or $83,815 at 6%; with 50% employer match about $83,815 at 4% or $55,877 at 6%; with 100% employer match about $62,862 at 4% or $41,908 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 26 | $2,769,998 | $130,752 | $5,029iApproximate average salary by contribution assumption: employee only about $125,723 at 4% or $83,815 at 6%; with 50% employer match about $83,815 at 4% or $55,877 at 6%; with 100% employer match about $62,862 at 4% or $41,908 at 6%. |
| 2018 | 1 | 27 | $4,526,435 | $180,023 | $6,668iApproximate average salary by contribution assumption: employee only about $166,688 at 4% or $111,125 at 6%; with 50% employer match about $111,125 at 4% or $74,084 at 6%; with 100% employer match about $83,344 at 4% or $55,563 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 27 | $4,526,435 | $180,023 | $6,668iApproximate average salary by contribution assumption: employee only about $166,688 at 4% or $111,125 at 6%; with 50% employer match about $111,125 at 4% or $74,084 at 6%; with 100% employer match about $83,344 at 4% or $55,563 at 6%. |
| 2017 | 1 | 23 | $4,611,239 | $279,750 | $12,163iApproximate average salary by contribution assumption: employee only about $304,076 at 4% or $202,717 at 6%; with 50% employer match about $202,717 at 4% or $135,145 at 6%; with 100% employer match about $152,038 at 4% or $101,359 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 23 | $4,611,239 | $279,750 | $12,163iApproximate average salary by contribution assumption: employee only about $304,076 at 4% or $202,717 at 6%; with 50% employer match about $202,717 at 4% or $135,145 at 6%; with 100% employer match about $152,038 at 4% or $101,359 at 6%. |
| 2016 | 1 | 25 | $3,917,516 | $247,408 | $9,896iApproximate average salary by contribution assumption: employee only about $247,408 at 4% or $164,939 at 6%; with 50% employer match about $164,939 at 4% or $109,959 at 6%; with 100% employer match about $123,704 at 4% or $82,469 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 25 | $3,917,516 | $247,408 | $9,896iApproximate average salary by contribution assumption: employee only about $247,408 at 4% or $164,939 at 6%; with 50% employer match about $164,939 at 4% or $109,959 at 6%; with 100% employer match about $123,704 at 4% or $82,469 at 6%. |
| 2015 | 1 | 25 | $3,448,768 | $238,633 | $9,545iApproximate average salary by contribution assumption: employee only about $238,633 at 4% or $159,089 at 6%; with 50% employer match about $159,089 at 4% or $106,059 at 6%; with 100% employer match about $119,317 at 4% or $79,544 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 25 | $3,448,768 | $238,633 | $9,545iApproximate average salary by contribution assumption: employee only about $238,633 at 4% or $159,089 at 6%; with 50% employer match about $159,089 at 4% or $106,059 at 6%; with 100% employer match about $119,317 at 4% or $79,544 at 6%. |
| 2014 | 1 | 24 | $3,236,982 | $194,936 | $8,122iApproximate average salary by contribution assumption: employee only about $203,058 at 4% or $135,372 at 6%; with 50% employer match about $135,372 at 4% or $90,248 at 6%; with 100% employer match about $101,529 at 4% or $67,686 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 24 | $3,236,982 | $194,936 | $8,122iApproximate average salary by contribution assumption: employee only about $203,058 at 4% or $135,372 at 6%; with 50% employer match about $135,372 at 4% or $90,248 at 6%; with 100% employer match about $101,529 at 4% or $67,686 at 6%. |
| 2013 | 1 | 22 | $2,884,958 | $180,521 | $8,206iApproximate average salary by contribution assumption: employee only about $205,138 at 4% or $136,758 at 6%; with 50% employer match about $136,758 at 4% or $91,172 at 6%; with 100% employer match about $102,569 at 4% or $68,379 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 22 | $2,884,958 | $180,521 | $8,206iApproximate average salary by contribution assumption: employee only about $205,138 at 4% or $136,758 at 6%; with 50% employer match about $136,758 at 4% or $91,172 at 6%; with 100% employer match about $102,569 at 4% or $68,379 at 6%. |
| 2012 | 1 | 21 | $2,584,852 | $173,027 | $8,239iApproximate average salary by contribution assumption: employee only about $205,985 at 4% or $137,323 at 6%; with 50% employer match about $137,323 at 4% or $91,549 at 6%; with 100% employer match about $102,992 at 4% or $68,662 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 21 | $2,584,852 | $173,027 | $8,239iApproximate average salary by contribution assumption: employee only about $205,985 at 4% or $137,323 at 6%; with 50% employer match about $137,323 at 4% or $91,549 at 6%; with 100% employer match about $102,992 at 4% or $68,662 at 6%. |
| 2011 | 1 | 18 | $2,202,695 | $167,851 | $9,325iApproximate average salary by contribution assumption: employee only about $233,126 at 4% or $155,418 at 6%; with 50% employer match about $155,418 at 4% or $103,612 at 6%; with 100% employer match about $116,563 at 4% or $77,709 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 18 | $2,202,695 | $167,851 | $9,325iApproximate average salary by contribution assumption: employee only about $233,126 at 4% or $155,418 at 6%; with 50% employer match about $155,418 at 4% or $103,612 at 6%; with 100% employer match about $116,563 at 4% or $77,709 at 6%. |
| 2010 | 1 | 19 | $2,111,816 | $158,016 | $8,317iApproximate average salary by contribution assumption: employee only about $207,916 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,305 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 19 | $2,111,816 | $158,016 | $8,317iApproximate average salary by contribution assumption: employee only about $207,916 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,305 at 6%. |
| 2009 | 1 | 18 | $1,845,705 | $145,046 | $8,058iApproximate average salary by contribution assumption: employee only about $201,453 at 4% or $134,302 at 6%; with 50% employer match about $134,302 at 4% or $89,535 at 6%; with 100% employer match about $100,726 at 4% or $67,151 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 18 | $1,845,705 | $145,046 | $8,058iApproximate average salary by contribution assumption: employee only about $201,453 at 4% or $134,302 at 6%; with 50% employer match about $134,302 at 4% or $89,535 at 6%; with 100% employer match about $100,726 at 4% or $67,151 at 6%. |
| 2008 | 1 | 16 | $1,415,074 | $166,289 | $10,393iApproximate average salary by contribution assumption: employee only about $259,827 at 4% or $173,218 at 6%; with 50% employer match about $173,218 at 4% or $115,478 at 6%; with 100% employer match about $129,913 at 4% or $86,609 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 16 | $1,415,074 | $166,289 | $10,393iApproximate average salary by contribution assumption: employee only about $259,827 at 4% or $173,218 at 6%; with 50% employer match about $173,218 at 4% or $115,478 at 6%; with 100% employer match about $129,913 at 4% or $86,609 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 15 | - | - | - |
| 2006 | 1 | 13 | $1,762,311 | $160,384 | $12,337iApproximate average salary by contribution assumption: employee only about $308,431 at 4% or $205,621 at 6%; with 50% employer match about $205,621 at 4% or $137,080 at 6%; with 100% employer match about $154,215 at 4% or $102,810 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 13 | $1,762,311 | $160,384 | $12,337iApproximate average salary by contribution assumption: employee only about $308,431 at 4% or $205,621 at 6%; with 50% employer match about $205,621 at 4% or $137,080 at 6%; with 100% employer match about $154,215 at 4% or $102,810 at 6%. |
| 2005 | 1 | 13 | $1,425,828 | $144,056 | $11,081iApproximate average salary by contribution assumption: employee only about $277,031 at 4% or $184,687 at 6%; with 50% employer match about $184,687 at 4% or $123,125 at 6%; with 100% employer match about $138,515 at 4% or $92,344 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 13 | $1,425,828 | $144,056 | $11,081iApproximate average salary by contribution assumption: employee only about $277,031 at 4% or $184,687 at 6%; with 50% employer match about $184,687 at 4% or $123,125 at 6%; with 100% employer match about $138,515 at 4% or $92,344 at 6%. |
| 2004 | 1 | 14 | $1,227,752 | $132,337 | $9,453iApproximate average salary by contribution assumption: employee only about $236,316 at 4% or $157,544 at 6%; with 50% employer match about $157,544 at 4% or $105,029 at 6%; with 100% employer match about $118,158 at 4% or $78,772 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 14 | $1,227,752 | $132,337 | $9,453iApproximate average salary by contribution assumption: employee only about $236,316 at 4% or $157,544 at 6%; with 50% employer match about $157,544 at 4% or $105,029 at 6%; with 100% employer match about $118,158 at 4% or $78,772 at 6%. |
| 2003 | 1 | 11 | $994,634 | $115,505 | $10,500iApproximate average salary by contribution assumption: employee only about $262,511 at 4% or $175,008 at 6%; with 50% employer match about $175,008 at 4% or $116,672 at 6%; with 100% employer match about $131,256 at 4% or $87,504 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 11 | $994,634 | $115,505 | $10,500iApproximate average salary by contribution assumption: employee only about $262,511 at 4% or $175,008 at 6%; with 50% employer match about $175,008 at 4% or $116,672 at 6%; with 100% employer match about $131,256 at 4% or $87,504 at 6%. |
| 2002 | 1 | 10 | $679,027 | $112,357 | $11,236iApproximate average salary by contribution assumption: employee only about $280,893 at 4% or $187,262 at 6%; with 50% employer match about $187,262 at 4% or $124,841 at 6%; with 100% employer match about $140,446 at 4% or $93,631 at 6%. |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 10 | $679,027 | $112,357 | $11,236iApproximate average salary by contribution assumption: employee only about $280,893 at 4% or $187,262 at 6%; with 50% employer match about $187,262 at 4% or $124,841 at 6%; with 100% employer match about $140,446 at 4% or $93,631 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 13 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Steven D. Lutz, Dds PC. 401(K) Plan | - | 12 | - | - | - |