Civic Intelligence

Terry Lutz CPA PC

Plan context: Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan

EIN 86-0673610 • 25 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$734,482

2022 Contributions

$46,139

Historical Graphs

Total Assets Over Time

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

$734,482$367,241$0199920122021YearValue
$734,482Latest year 2021

Participants Over Time

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

530199920102021YearValue
5Latest year 2021

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
202210$0$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-0---
202115$734,482$46,139$9,228iApproximate average salary by contribution assumption: employee only about $230,695 at 4% or $153,797 at 6%; with 50% employer match about $153,797 at 4% or $102,531 at 6%; with 100% employer match about $115,347 at 4% or $76,898 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-5$734,482$46,139$9,228iApproximate average salary by contribution assumption: employee only about $230,695 at 4% or $153,797 at 6%; with 50% employer match about $153,797 at 4% or $102,531 at 6%; with 100% employer match about $115,347 at 4% or $76,898 at 6%.
202015$693,621$66,858$13,372iApproximate average salary by contribution assumption: employee only about $334,290 at 4% or $222,860 at 6%; with 50% employer match about $222,860 at 4% or $148,573 at 6%; with 100% employer match about $167,145 at 4% or $111,430 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-5$693,621$66,858$13,372iApproximate average salary by contribution assumption: employee only about $334,290 at 4% or $222,860 at 6%; with 50% employer match about $222,860 at 4% or $148,573 at 6%; with 100% employer match about $167,145 at 4% or $111,430 at 6%.
201915$571,277$62,262$12,452iApproximate average salary by contribution assumption: employee only about $311,310 at 4% or $207,540 at 6%; with 50% employer match about $207,540 at 4% or $138,360 at 6%; with 100% employer match about $155,655 at 4% or $103,770 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-5$571,277$62,262$12,452iApproximate average salary by contribution assumption: employee only about $311,310 at 4% or $207,540 at 6%; with 50% employer match about $207,540 at 4% or $138,360 at 6%; with 100% employer match about $155,655 at 4% or $103,770 at 6%.
201814$453,598$51,190$12,798iApproximate average salary by contribution assumption: employee only about $319,938 at 4% or $213,292 at 6%; with 50% employer match about $213,292 at 4% or $142,194 at 6%; with 100% employer match about $159,969 at 4% or $106,646 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$453,598$51,190$12,798iApproximate average salary by contribution assumption: employee only about $319,938 at 4% or $213,292 at 6%; with 50% employer match about $213,292 at 4% or $142,194 at 6%; with 100% employer match about $159,969 at 4% or $106,646 at 6%.
201714$471,766$49,590$12,398iApproximate average salary by contribution assumption: employee only about $309,938 at 4% or $206,625 at 6%; with 50% employer match about $206,625 at 4% or $137,750 at 6%; with 100% employer match about $154,969 at 4% or $103,313 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$471,766$49,590$12,398iApproximate average salary by contribution assumption: employee only about $309,938 at 4% or $206,625 at 6%; with 50% employer match about $206,625 at 4% or $137,750 at 6%; with 100% employer match about $154,969 at 4% or $103,313 at 6%.
201614$382,046$48,230$12,058iApproximate average salary by contribution assumption: employee only about $301,438 at 4% or $200,958 at 6%; with 50% employer match about $200,958 at 4% or $133,972 at 6%; with 100% employer match about $150,719 at 4% or $100,479 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$382,046$48,230$12,058iApproximate average salary by contribution assumption: employee only about $301,438 at 4% or $200,958 at 6%; with 50% employer match about $200,958 at 4% or $133,972 at 6%; with 100% employer match about $150,719 at 4% or $100,479 at 6%.
201513$314,096$20,074$6,691iApproximate average salary by contribution assumption: employee only about $167,283 at 4% or $111,522 at 6%; with 50% employer match about $111,522 at 4% or $74,348 at 6%; with 100% employer match about $83,642 at 4% or $55,761 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-3$314,096$20,074$6,691iApproximate average salary by contribution assumption: employee only about $167,283 at 4% or $111,522 at 6%; with 50% employer match about $111,522 at 4% or $74,348 at 6%; with 100% employer match about $83,642 at 4% or $55,761 at 6%.
201412$276,068$6,465$3,233iApproximate average salary by contribution assumption: employee only about $80,813 at 4% or $53,875 at 6%; with 50% employer match about $53,875 at 4% or $35,917 at 6%; with 100% employer match about $40,406 at 4% or $26,938 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2$276,068$6,465$3,233iApproximate average salary by contribution assumption: employee only about $80,813 at 4% or $53,875 at 6%; with 50% employer match about $53,875 at 4% or $35,917 at 6%; with 100% employer match about $40,406 at 4% or $26,938 at 6%.
201312$262,073$5,733$2,867iApproximate average salary by contribution assumption: employee only about $71,663 at 4% or $47,775 at 6%; with 50% employer match about $47,775 at 4% or $31,850 at 6%; with 100% employer match about $35,831 at 4% or $23,888 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2$262,073$5,733$2,867iApproximate average salary by contribution assumption: employee only about $71,663 at 4% or $47,775 at 6%; with 50% employer match about $47,775 at 4% or $31,850 at 6%; with 100% employer match about $35,831 at 4% or $23,888 at 6%.
201212$217,009$10,215$5,108iApproximate average salary by contribution assumption: employee only about $127,688 at 4% or $85,125 at 6%; with 50% employer match about $85,125 at 4% or $56,750 at 6%; with 100% employer match about $63,844 at 4% or $42,563 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2$217,009$10,215$5,108iApproximate average salary by contribution assumption: employee only about $127,688 at 4% or $85,125 at 6%; with 50% employer match about $85,125 at 4% or $56,750 at 6%; with 100% employer match about $63,844 at 4% or $42,563 at 6%.
201114$216,531$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$216,531--
201014$235,624$4,619$1,155iApproximate average salary by contribution assumption: employee only about $28,869 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,831 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$235,624$4,619$1,155iApproximate average salary by contribution assumption: employee only about $28,869 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,831 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
200914$228,403$4,619$1,155iApproximate average salary by contribution assumption: employee only about $28,869 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,831 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$228,403$4,619$1,155iApproximate average salary by contribution assumption: employee only about $28,869 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,831 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
200814$173,945$36,684$9,171iApproximate average salary by contribution assumption: employee only about $229,275 at 4% or $152,850 at 6%; with 50% employer match about $152,850 at 4% or $101,900 at 6%; with 100% employer match about $114,638 at 4% or $76,425 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$173,945$36,684$9,171iApproximate average salary by contribution assumption: employee only about $229,275 at 4% or $152,850 at 6%; with 50% employer match about $152,850 at 4% or $101,900 at 6%; with 100% employer match about $114,638 at 4% or $76,425 at 6%.
200714$0$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4---
200614$229,047$44,608$11,152iApproximate average salary by contribution assumption: employee only about $278,800 at 4% or $185,867 at 6%; with 50% employer match about $185,867 at 4% or $123,911 at 6%; with 100% employer match about $139,400 at 4% or $92,933 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$229,047$44,608$11,152iApproximate average salary by contribution assumption: employee only about $278,800 at 4% or $185,867 at 6%; with 50% employer match about $185,867 at 4% or $123,911 at 6%; with 100% employer match about $139,400 at 4% or $92,933 at 6%.
200514$149,388$27,833$6,958iApproximate average salary by contribution assumption: employee only about $173,956 at 4% or $115,971 at 6%; with 50% employer match about $115,971 at 4% or $77,314 at 6%; with 100% employer match about $86,978 at 4% or $57,985 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-4$149,388$27,833$6,958iApproximate average salary by contribution assumption: employee only about $173,956 at 4% or $115,971 at 6%; with 50% employer match about $115,971 at 4% or $77,314 at 6%; with 100% employer match about $86,978 at 4% or $57,985 at 6%.
200413$101,738$36,056$12,019iApproximate average salary by contribution assumption: employee only about $300,467 at 4% or $200,311 at 6%; with 50% employer match about $200,311 at 4% or $133,541 at 6%; with 100% employer match about $150,233 at 4% or $100,156 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-3$101,738$36,056$12,019iApproximate average salary by contribution assumption: employee only about $300,467 at 4% or $200,311 at 6%; with 50% employer match about $200,311 at 4% or $133,541 at 6%; with 100% employer match about $150,233 at 4% or $100,156 at 6%.
200312$0$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2---
200213$47,286$5,574$1,858iApproximate average salary by contribution assumption: employee only about $46,450 at 4% or $30,967 at 6%; with 50% employer match about $30,967 at 4% or $20,644 at 6%; with 100% employer match about $23,225 at 4% or $15,483 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-3$47,286$5,574$1,858iApproximate average salary by contribution assumption: employee only about $46,450 at 4% or $30,967 at 6%; with 50% employer match about $30,967 at 4% or $20,644 at 6%; with 100% employer match about $23,225 at 4% or $15,483 at 6%.
200113$0$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-3---
200022$0$0-
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2---
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-2---
199913$91,913$9,251$3,084iApproximate average salary by contribution assumption: employee only about $77,092 at 4% or $51,394 at 6%; with 50% employer match about $51,394 at 4% or $34,263 at 6%; with 100% employer match about $38,546 at 4% or $25,697 at 6%.
Terry Lutz CPA PC Profit Sharing Plan Money Purchase Plan-3$91,913$9,251$3,084iApproximate average salary by contribution assumption: employee only about $77,092 at 4% or $51,394 at 6%; with 50% employer match about $51,394 at 4% or $34,263 at 6%; with 100% employer match about $38,546 at 4% or $25,697 at 6%.