| Plan Name | PROFIT SHARING PLAN OF JAMES T LUTZ MD & ASSOC |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES T. LUTZ, MD & ASSOC |
| Employer identification number (EIN): | 260333011 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | JAMES T LUTZ | 2016-07-27 | JAMES T LUTZ | 2016-07-27 |
| 001 | 2014-01-01 | JAMES T LUTZ | 2015-02-10 | JAMES T LUTZ | 2015-02-10 |
| 001 | 2013-01-01 | JAMES T LUTZ | 2014-05-28 | JAMES T LUTZ | 2014-05-28 |
| 001 | 2012-01-01 | JAMES T LUTZ | 2013-09-16 | JAMES T LUTZ | 2013-09-16 |
| 001 | 2011-01-01 | JAMES T LUTZ | 2012-09-04 | JAMES T LUTZ | 2012-09-04 |
| 001 | 2009-01-01 | JAMES T LUTZ | JAMES T LUTZ | 2010-09-15 |
| Measure | Date | Value |
|---|---|---|
| 2010 : PROFIT SHARING PLAN OF JAMES T LUTZ MD & ASSOC 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $41,014 |
| Total plan assets at end of year | 2010-12-31 | $72,014 |
| Total plan assets at beginning of year | 2010-12-31 | $31,000 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Other income received | 2010-12-31 | $1,014 |
| Net income (gross income less expenses) | 2010-12-31 | $41,014 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $72,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $40,000 |
| 2009: PROFIT SHARING PLAN OF JAMES T LUTZ MD & ASSOC 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |