Edward G Lutz, Dds. Inc
Plan context: EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN
EIN 75-1762835 • Dallas, TX • 28 filings • 7 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$948,410
2018 Contributions
$85,000
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 2 | $948,410 | $85,000 | $42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 2 | $801,762 | $85,000 | $42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%. |
| Edward G. Lutz, Dds Inc. 401(K) Profit Sharing Plan | - | 2 | $146,648 | $0 | - |
| 2017 | 2 | 6 | $1,053,521 | $95,000 | $15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 6 | $870,039 | $78,167 | $13,028iApproximate average salary by contribution assumption: employee only about $325,696 at 4% or $217,131 at 6%; with 50% employer match about $217,131 at 4% or $144,754 at 6%; with 100% employer match about $162,848 at 4% or $108,565 at 6%. |
| Edward G. Lutz, Dds Inc. 401(K) Profit Sharing Plan | - | 6 | $183,482 | $16,833 | $2,806iApproximate average salary by contribution assumption: employee only about $70,138 at 4% or $46,758 at 6%; with 50% employer match about $46,758 at 4% or $31,172 at 6%; with 100% employer match about $35,069 at 4% or $23,379 at 6%. |
| 2016 | 2 | 6 | $968,425 | $108,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 5 | $802,668 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Edward G. Lutz, Dds Inc. 401(K) Profit Sharing Plan | - | 6 | $165,757 | $58,000 | $9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%. |
| 2015 | 2 | 5 | $860,332 | $172,319 | $34,464iApproximate average salary by contribution assumption: employee only about $861,595 at 4% or $574,397 at 6%; with 50% employer match about $574,397 at 4% or $382,931 at 6%; with 100% employer match about $430,798 at 4% or $287,198 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 5 | $752,616 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Edward G. Lutz, Dds Inc. 401(K) Profit Sharing Plan | - | 5 | $107,716 | $72,319 | $14,464iApproximate average salary by contribution assumption: employee only about $361,595 at 4% or $241,063 at 6%; with 50% employer match about $241,063 at 4% or $160,709 at 6%; with 100% employer match about $180,798 at 4% or $120,532 at 6%. |
| 2014 | 2 | 5 | $698,009 | $145,393 | $29,079iApproximate average salary by contribution assumption: employee only about $726,965 at 4% or $484,643 at 6%; with 50% employer match about $484,643 at 4% or $323,096 at 6%; with 100% employer match about $363,483 at 4% or $242,322 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 5 | $652,616 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Edward G. Lutz, Dds Inc. 401(K) Profit Sharing Plan | - | 5 | $45,393 | $45,393 | $9,079iApproximate average salary by contribution assumption: employee only about $226,965 at 4% or $151,310 at 6%; with 50% employer match about $151,310 at 4% or $100,873 at 6%; with 100% employer match about $113,483 at 4% or $75,655 at 6%. |
| 2013 | 1 | 5 | $548,401 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 5 | $548,401 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2012 | 1 | 6 | $464,996 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 6 | $464,996 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2011 | 1 | 6 | $392,098 | $75,100 | $12,517iApproximate average salary by contribution assumption: employee only about $312,917 at 4% or $208,611 at 6%; with 50% employer match about $208,611 at 4% or $139,074 at 6%; with 100% employer match about $156,458 at 4% or $104,306 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 6 | $392,098 | $75,100 | $12,517iApproximate average salary by contribution assumption: employee only about $312,917 at 4% or $208,611 at 6%; with 50% employer match about $208,611 at 4% or $139,074 at 6%; with 100% employer match about $156,458 at 4% or $104,306 at 6%. |
| 2010 | 1 | 6 | $317,531 | $31,938 | $5,323iApproximate average salary by contribution assumption: employee only about $133,075 at 4% or $88,717 at 6%; with 50% employer match about $88,717 at 4% or $59,144 at 6%; with 100% employer match about $66,538 at 4% or $44,358 at 6%. |
| EDWARD G. LUTZ, DDS, INC. DEFINED BENEFIT PLAN | - | 6 | $317,531 | $31,938 | $5,323iApproximate average salary by contribution assumption: employee only about $133,075 at 4% or $88,717 at 6%; with 50% employer match about $88,717 at 4% or $59,144 at 6%; with 100% employer match about $66,538 at 4% or $44,358 at 6%. |
| 2009 | 1 | 6 | $260,728 | $91,000 | $15,167iApproximate average salary by contribution assumption: employee only about $379,167 at 4% or $252,778 at 6%; with 50% employer match about $252,778 at 4% or $168,519 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%. |
| EDWARD G. LUTZ, D.D.S., INC. DEFINED BENEFIT PLAN | - | 6 | $260,728 | $91,000 | $15,167iApproximate average salary by contribution assumption: employee only about $379,167 at 4% or $252,778 at 6%; with 50% employer match about $252,778 at 4% or $168,519 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%. |
| 2008 | 2 | 6 | $188,893 | $188,893 | $31,482iApproximate average salary by contribution assumption: employee only about $787,054 at 4% or $524,703 at 6%; with 50% employer match about $524,703 at 4% or $349,802 at 6%; with 100% employer match about $393,527 at 4% or $262,351 at 6%. |
| EDWARD G. LUTZ, D.D.S., INC. DEFINED BENEFIT PLA | - | 6 | $188,893 | $188,893 | $31,482iApproximate average salary by contribution assumption: employee only about $787,054 at 4% or $524,703 at 6%; with 50% employer match about $524,703 at 4% or $349,802 at 6%; with 100% employer match about $393,527 at 4% or $262,351 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 5 | $854,188 | $57,253 | $11,451iApproximate average salary by contribution assumption: employee only about $286,265 at 4% or $190,843 at 6%; with 50% employer match about $190,843 at 4% or $127,229 at 6%; with 100% employer match about $143,133 at 4% or $95,422 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 5 | $854,188 | $57,253 | $11,451iApproximate average salary by contribution assumption: employee only about $286,265 at 4% or $190,843 at 6%; with 50% employer match about $190,843 at 4% or $127,229 at 6%; with 100% employer match about $143,133 at 4% or $95,422 at 6%. |
| 2006 | 1 | 3 | $768,123 | $46,895 | $15,632iApproximate average salary by contribution assumption: employee only about $390,792 at 4% or $260,528 at 6%; with 50% employer match about $260,528 at 4% or $173,685 at 6%; with 100% employer match about $195,396 at 4% or $130,264 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 3 | $768,123 | $46,895 | $15,632iApproximate average salary by contribution assumption: employee only about $390,792 at 4% or $260,528 at 6%; with 50% employer match about $260,528 at 4% or $173,685 at 6%; with 100% employer match about $195,396 at 4% or $130,264 at 6%. |
| 2005 | 1 | 4 | $719,567 | $50,489 | $12,622iApproximate average salary by contribution assumption: employee only about $315,556 at 4% or $210,371 at 6%; with 50% employer match about $210,371 at 4% or $140,247 at 6%; with 100% employer match about $157,778 at 4% or $105,185 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 4 | $719,567 | $50,489 | $12,622iApproximate average salary by contribution assumption: employee only about $315,556 at 4% or $210,371 at 6%; with 50% employer match about $210,371 at 4% or $140,247 at 6%; with 100% employer match about $157,778 at 4% or $105,185 at 6%. |
| 2004 | 1 | 4 | $649,456 | $49,070 | $12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 4 | $649,456 | $49,070 | $12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%. |
| 2003 | 1 | 4 | $589,236 | $47,780 | $11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 4 | $589,236 | $47,780 | $11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| EDWARD G. LUTZ, D.D.S., INC. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $260,824 | $21,084 | $7,028iApproximate average salary by contribution assumption: employee only about $175,700 at 4% or $117,133 at 6%; with 50% employer match about $117,133 at 4% or $78,089 at 6%; with 100% employer match about $87,850 at 4% or $58,567 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 3 | $260,824 | $21,084 | $7,028iApproximate average salary by contribution assumption: employee only about $175,700 at 4% or $117,133 at 6%; with 50% employer match about $117,133 at 4% or $78,089 at 6%; with 100% employer match about $87,850 at 4% or $58,567 at 6%. |
| EDWARD G. LUTZ, D.D.S., INC. MONEY PURCHASE PLAN | - | 3 | - | - | - |
| 1999 | 1 | 3 | $239,870 | $20,025 | $6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%. |
| Edward G. Luti Dds Inc Profit Sharing Plan | - | 3 | $239,870 | $20,025 | $6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%. |