Gerald Lutzker Associates
Plan context: Gerald Lutzker & Associates Profit Sharing Plan
EIN 95-3845652 • Santa Fe, NM • 2 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
1
2009 Assets
$1,193,767
2009 Contributions
$17,908
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 |
|---|---|---|---|---|---|
| 2009 | 2 | 1 | $1,193,767 | $17,908 | $17,908iApproximate average salary by contribution assumption: employee only about $447,700 at 4% or $298,467 at 6%; with 50% employer match about $298,467 at 4% or $198,978 at 6%; with 100% employer match about $223,850 at 4% or $149,233 at 6%. |
| Gerald Lutzker & Associates Profit Sharing Plan | - | 1 | $919,389 | $10,745 | $10,745iApproximate average salary by contribution assumption: employee only about $268,625 at 4% or $179,083 at 6%; with 50% employer match about $179,083 at 4% or $119,389 at 6%; with 100% employer match about $134,313 at 4% or $89,542 at 6%. |
| Gerald Lutzker & Associates Money Purchase Plan | - | 1 | $274,378 | $7,163 | $7,163iApproximate average salary by contribution assumption: employee only about $179,075 at 4% or $119,383 at 6%; with 50% employer match about $119,383 at 4% or $79,589 at 6%; with 100% employer match about $89,538 at 4% or $59,692 at 6%. |