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Plan Name | PROFIT SHARING PLAN OF JAMES T LUTZ MD & ASSOC |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|
2009: PROFIT SHARING PLAN OF JAMES T LUTZ MD & ASSOC 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
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 |