401k Plan data: LUTZ & CARR 401(K) PLAN plan

LUTZ & CARR 401(K) PLAN 401k Plan overview

Plan Name	LUTZ & CARR 401(K) PLAN
Plan identification number	004

LUTZ & CARR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LUTZ AND CARR has sponsored the creation of one or more 401k plans.

Company Name: LUTZ AND CARR

Employer identification number (EIN): 131655065

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTZ & CARR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 FREDERICK MARTENS 2024-10-11
004 2022-01-01 FREDERICK MARTENS 2023-10-11
004 2021-01-01 FREDERICK MARTENS 2022-10-10
004 2020-01-01 FREDERICK MARTENS 2021-10-04
004 2019-01-01 CHRISTOPHER BELLANDO 2020-10-11
004 2018-01-01 MARTIN BERKOWITZ 2019-10-10
004 2017-01-01 MARTIN BERKOWITZ MARTIN BERKOWITZ 2018-10-15
004 2016-01-01 MARTIN BERKOWITZ
004 2015-01-01 MARTIN BERKOWITZ
004 2014-01-01 MARTIN BERKOWITZ MARTIN BERKOWITZ 2015-10-14
004 2013-01-01 MARTIN BERKOWITZ MARTIN BERKOWITZ 2014-10-08
004 2012-01-01 MARTIN BERKOWITZ
004 2011-01-01 MARTIN BERKOWITZ
004 2009-01-01 MARTIN BERKOWITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	FREDERICK MARTENS	2024-10-11
004	2022-01-01	FREDERICK MARTENS	2023-10-11
004	2021-01-01	FREDERICK MARTENS	2022-10-10
004	2020-01-01	FREDERICK MARTENS	2021-10-04
004	2019-01-01	CHRISTOPHER BELLANDO	2020-10-11
004	2018-01-01	MARTIN BERKOWITZ	2019-10-10
004	2017-01-01	MARTIN BERKOWITZ		MARTIN BERKOWITZ	2018-10-15
004	2016-01-01	MARTIN BERKOWITZ
004	2015-01-01	MARTIN BERKOWITZ
004	2014-01-01	MARTIN BERKOWITZ		MARTIN BERKOWITZ	2015-10-14
004	2013-01-01	MARTIN BERKOWITZ		MARTIN BERKOWITZ	2014-10-08
004	2012-01-01	MARTIN BERKOWITZ
004	2011-01-01	MARTIN BERKOWITZ
004	2009-01-01	MARTIN BERKOWITZ

Financial Data on LUTZ & CARR 401(K) PLAN

Measure	Date	Value
2023 : LUTZ & CARR 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$4,538,761
Expenses. Total of all expenses incurred	2023-12-31	$255,084
Benefits paid (including direct rollovers)	2023-12-31	$222,756
Total plan assets at end of year	2023-12-31	$25,026,561
Total plan assets at beginning of year	2023-12-31	$20,742,884
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$645,789
Other income received	2023-12-31	$3,416,899
Net income (gross income less expenses)	2023-12-31	$4,283,677
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$25,026,561
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$20,742,884
Assets. Value of participant loans	2023-12-31	$10,854
Total contributions received or receivable from employer(s)	2023-12-31	$476,073
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$32,328
2022 : LUTZ & CARR 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,778,543
Expenses. Total of all expenses incurred	2022-12-31	$273,344
Benefits paid (including direct rollovers)	2022-12-31	$240,826
Total plan assets at end of year	2022-12-31	$20,742,884
Total plan assets at beginning of year	2022-12-31	$23,794,771
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$580,001
Other income received	2022-12-31	$-3,797,882
Net income (gross income less expenses)	2022-12-31	$-3,051,887
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,742,884
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$23,794,771
Assets. Value of participant loans	2022-12-31	$36,952
Total contributions received or receivable from employer(s)	2022-12-31	$439,338
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,518
2021 : LUTZ & CARR 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,934,882
Expenses. Total of all expenses incurred	2021-12-31	$226,393
Benefits paid (including direct rollovers)	2021-12-31	$192,196
Total plan assets at end of year	2021-12-31	$23,794,771
Total plan assets at beginning of year	2021-12-31	$20,086,282
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$552,406
Other income received	2021-12-31	$2,922,979
Net income (gross income less expenses)	2021-12-31	$3,708,489
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$23,794,771
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$20,086,282
Assets. Value of participant loans	2021-12-31	$61,942
Total contributions received or receivable from employer(s)	2021-12-31	$459,497
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LUTZ & CARR 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,392,556
Expenses. Total of all expenses incurred	2020-12-31	$421,151
Benefits paid (including direct rollovers)	2020-12-31	$388,806
Total plan assets at end of year	2020-12-31	$20,086,282
Total plan assets at beginning of year	2020-12-31	$17,114,877
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$491,368
Other income received	2020-12-31	$2,523,994
Net income (gross income less expenses)	2020-12-31	$2,971,405
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$20,086,282
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,114,877
Assets. Value of participant loans	2020-12-31	$80,818
Total contributions received or receivable from employer(s)	2020-12-31	$377,194
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$32,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LUTZ & CARR 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,814,335
Expenses. Total of all expenses incurred	2019-12-31	$435,245
Benefits paid (including direct rollovers)	2019-12-31	$404,511
Total plan assets at end of year	2019-12-31	$17,114,877
Total plan assets at beginning of year	2019-12-31	$13,735,787
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$431,620
Other income received	2019-12-31	$2,969,846
Net income (gross income less expenses)	2019-12-31	$3,379,090
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,114,877
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,735,787
Assets. Value of participant loans	2019-12-31	$103,047
Total contributions received or receivable from employer(s)	2019-12-31	$412,869
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LUTZ & CARR 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-213,457
Expenses. Total of all expenses incurred	2018-12-31	$498,130
Benefits paid (including direct rollovers)	2018-12-31	$468,943
Total plan assets at end of year	2018-12-31	$13,735,787
Total plan assets at beginning of year	2018-12-31	$14,447,374
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$388,466
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-946,970
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-711,587
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,735,787
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,447,374
Assets. Value of participant loans	2018-12-31	$102,182
Total contributions received or receivable from employer(s)	2018-12-31	$345,047
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LUTZ & CARR 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,516,814
Expenses. Total of all expenses incurred	2017-12-31	$492,977
Benefits paid (including direct rollovers)	2017-12-31	$462,825
Total plan assets at end of year	2017-12-31	$14,447,374
Total plan assets at beginning of year	2017-12-31	$12,423,537
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$316,716
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$36,914
Other income received	2017-12-31	$1,786,649
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,023,837
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,447,374
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$12,423,537
Assets. Value of participant loans	2017-12-31	$93,160
Total contributions received or receivable from employer(s)	2017-12-31	$376,535
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$30,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LUTZ & CARR 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,558,382
Expenses. Total of all expenses incurred	2016-12-31	$807,217
Benefits paid (including direct rollovers)	2016-12-31	$784,689
Total plan assets at end of year	2016-12-31	$12,423,537
Total plan assets at beginning of year	2016-12-31	$11,672,372
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$329,045
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$905,212
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$751,165
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,423,537
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,672,372
Assets. Value of participant loans	2016-12-31	$97,668
Total contributions received or receivable from employer(s)	2016-12-31	$324,125
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$22,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LUTZ & CARR 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$390,702
Expenses. Total of all expenses incurred	2015-12-31	$25,438
Benefits paid (including direct rollovers)	2015-12-31	$3,106
Total plan assets at end of year	2015-12-31	$11,672,372
Total plan assets at beginning of year	2015-12-31	$11,307,108
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$295,987
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-217,242
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$365,264
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,672,372
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,307,108
Assets. Value of participant loans	2015-12-31	$127,460
Total contributions received or receivable from employer(s)	2015-12-31	$311,957
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,332
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LUTZ & CARR 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,241,613
Expenses. Total of all expenses incurred	2014-12-31	$192,352
Benefits paid (including direct rollovers)	2014-12-31	$192,252
Total plan assets at end of year	2014-12-31	$11,307,108
Total plan assets at beginning of year	2014-12-31	$10,257,847
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$284,203
Other income received	2014-12-31	$642,645
Net income (gross income less expenses)	2014-12-31	$1,049,261
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,307,108
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,257,847
Assets. Value of participant loans	2014-12-31	$104,759
Total contributions received or receivable from employer(s)	2014-12-31	$314,765
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LUTZ & CARR 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,040,548
Expenses. Total of all expenses incurred	2013-12-31	$189,991
Benefits paid (including direct rollovers)	2013-12-31	$174,151
Total plan assets at end of year	2013-12-31	$10,257,847
Total plan assets at beginning of year	2013-12-31	$8,407,290
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$251,797
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$88,171
Other income received	2013-12-31	$1,396,540
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,850,557
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,257,847
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,407,290
Assets. Value of participant loans	2013-12-31	$124,233
Total contributions received or receivable from employer(s)	2013-12-31	$304,040
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LUTZ & CARR 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,317,617
Expenses. Total of all expenses incurred	2012-12-31	$122,527
Benefits paid (including direct rollovers)	2012-12-31	$111,387
Total plan assets at end of year	2012-12-31	$8,407,290
Total plan assets at beginning of year	2012-12-31	$7,212,200
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$219,040
Other income received	2012-12-31	$818,400
Net income (gross income less expenses)	2012-12-31	$1,195,090
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,407,290
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,212,200
Assets. Value of participant loans	2012-12-31	$111,566
Total contributions received or receivable from employer(s)	2012-12-31	$280,177
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LUTZ & CARR 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$320,350
Expenses. Total of all expenses incurred	2011-12-31	$410,090
Benefits paid (including direct rollovers)	2011-12-31	$409,155
Total plan assets at end of year	2011-12-31	$7,212,200
Total plan assets at beginning of year	2011-12-31	$7,301,940
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$244,130
Other income received	2011-12-31	$-165,507
Net income (gross income less expenses)	2011-12-31	$-89,740
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,212,200
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,301,940
Assets. Value of participant loans	2011-12-31	$67,760
Total contributions received or receivable from employer(s)	2011-12-31	$241,727
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LUTZ & CARR 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,150,971
Expenses. Total of all expenses incurred	2010-12-31	$2,568,312
Benefits paid (including direct rollovers)	2010-12-31	$2,544,071
Total plan assets at end of year	2010-12-31	$7,301,940
Total plan assets at beginning of year	2010-12-31	$8,719,281
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$231,867
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$685,199
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-1,417,341
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,301,940
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,719,281
Assets. Value of participant loans	2010-12-31	$70,680
Total contributions received or receivable from employer(s)	2010-12-31	$233,905
Value of certain deemed distributions of participant loans	2010-12-31	$22,939
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LUTZ & CARR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUTZ & CARR 401(K) PLAN

2023: LUTZ & CARR 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LUTZ & CARR 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUTZ & CARR 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LUTZ & CARR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LUTZ & CARR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LUTZ & CARR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LUTZ & CARR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LUTZ & CARR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LUTZ & CARR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LUTZ & CARR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUTZ & CARR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUTZ & CARR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUTZ & CARR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LUTZ & CARR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

Insurance contract or identification number	GAP-CP-FPOF
Number of Individuals Covered	67
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $815
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

Insurance contract or identification number	GAP-CP-FPOF
Number of Individuals Covered	64
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $918
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-FPOF

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-D1-MB13

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-D1-MB13

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-D1-MB13

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-D1-MB13

Policy instance

Potentially related plans

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Company Name:	LUTZ AND CARR
Employer identification number (EIN):	131655065
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants