Civic Intelligence

Robert E. Lutz

Plan context: Robert E. Lutz Pension Plan

EIN 86-0500583 • Tempe, AZ • 19 filings • 4 plans

1050 East Southern Ave Suite 3Tempe, AZ 85282
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$140,869

2017 Contributions

$9,817

Historical Graphs

Total Assets Over Time

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

$863,596$431,798$0199920102017YearValue
$140,869Latest year 2017

Participants Over Time

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

630199920082017YearValue
3Latest year 2017

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
201713$140,869$9,817$3,272iApproximate average salary by contribution assumption: employee only about $81,808 at 4% or $54,539 at 6%; with 50% employer match about $54,539 at 4% or $36,359 at 6%; with 100% employer match about $40,904 at 4% or $27,269 at 6%.
Robert E. Lutz Pension Plan-3$140,869$9,817$3,272iApproximate average salary by contribution assumption: employee only about $81,808 at 4% or $54,539 at 6%; with 50% employer match about $54,539 at 4% or $36,359 at 6%; with 100% employer match about $40,904 at 4% or $27,269 at 6%.
201613$119,128$10,001$3,334iApproximate average salary by contribution assumption: employee only about $83,342 at 4% or $55,561 at 6%; with 50% employer match about $55,561 at 4% or $37,041 at 6%; with 100% employer match about $41,671 at 4% or $27,781 at 6%.
Robert E. Lutz Pension Plan-3$119,128$10,001$3,334iApproximate average salary by contribution assumption: employee only about $83,342 at 4% or $55,561 at 6%; with 50% employer match about $55,561 at 4% or $37,041 at 6%; with 100% employer match about $41,671 at 4% or $27,781 at 6%.
201514$109,896$113,204$28,301iApproximate average salary by contribution assumption: employee only about $707,525 at 4% or $471,683 at 6%; with 50% employer match about $471,683 at 4% or $314,456 at 6%; with 100% employer match about $353,763 at 4% or $235,842 at 6%.
Robert E. Lutz Pension Plan-4$109,896$113,204$28,301iApproximate average salary by contribution assumption: employee only about $707,525 at 4% or $471,683 at 6%; with 50% employer match about $471,683 at 4% or $314,456 at 6%; with 100% employer match about $353,763 at 4% or $235,842 at 6%.
201410$477,008$0-
Robert E. Lutz Pension Plan--$477,008--
201315$474,362$0-
Robert E. Lutz Pension Plan-5$474,362--
201215$454,487$0-
Robert E. Lutz Pension Plan-5$454,487--
201115$433,819$2,025$405iApproximate average salary by contribution assumption: employee only about $10,125 at 4% or $6,750 at 6%; with 50% employer match about $6,750 at 4% or $4,500 at 6%; with 100% employer match about $5,063 at 4% or $3,375 at 6%.
Robert E. Lutz Pension Plan-5$433,819$2,025$405iApproximate average salary by contribution assumption: employee only about $10,125 at 4% or $6,750 at 6%; with 50% employer match about $6,750 at 4% or $4,500 at 6%; with 100% employer match about $5,063 at 4% or $3,375 at 6%.
201015$596,406$0-
Robert E. Lutz Pension Plan-5$596,406--
200915$667,706$19,780$3,956iApproximate average salary by contribution assumption: employee only about $98,900 at 4% or $65,933 at 6%; with 50% employer match about $65,933 at 4% or $43,956 at 6%; with 100% employer match about $49,450 at 4% or $32,967 at 6%.
Robert E. Lutz Pension Plan-5$667,706$19,780$3,956iApproximate average salary by contribution assumption: employee only about $98,900 at 4% or $65,933 at 6%; with 50% employer match about $65,933 at 4% or $43,956 at 6%; with 100% employer match about $49,450 at 4% or $32,967 at 6%.
200815$628,328$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Robert E. Lutz Pension Plan-5$628,328$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200714$863,596$50,000$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%.
Robert E. Lutz Pension Plan-4$863,596$50,000$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%.
200615$724,389$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%.
Robert E. Lutz Pension Plan-5$724,389$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%.
200515$735,776$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Robert E. Lutz Pension Plan-5$735,776$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200415$711,060$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Robert E. Lutz Pension Plan-5$711,060$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200315$0$0-
Robert E. Lutz Pension Plan-5---
200216$490,675$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Robert E. Lutz Pension Plan-6$490,675$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200115$0$0-
Robert E. Lutz Pension Plan-5---
200015$0$0-
Robert E. Lutz Pension Plan-5---
199913$730,877$40,588$13,529iApproximate average salary by contribution assumption: employee only about $338,233 at 4% or $225,489 at 6%; with 50% employer match about $225,489 at 4% or $150,326 at 6%; with 100% employer match about $169,117 at 4% or $112,744 at 6%.
Robert E. Lutz Pension Plan-3$730,877$40,588$13,529iApproximate average salary by contribution assumption: employee only about $338,233 at 4% or $225,489 at 6%; with 50% employer match about $225,489 at 4% or $150,326 at 6%; with 100% employer match about $169,117 at 4% or $112,744 at 6%.