LUTZ & WHITLEY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-31 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-31 | 2 |
Number of retired or separated participants receiving benefits | 2011-05-31 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-31 | 0 |
Total of all active and inactive participants | 2011-05-31 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-31 | 0 |
Total participants | 2011-05-31 | 2 |
Number of participants with account balances | 2011-05-31 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-31 | 0 |
Measure | Date | Value |
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2022 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-63,047 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $127,602 |
Total plan assets at beginning of year | 2022-12-31 | $190,649 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-63,047 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-63,047 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $127,602 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $190,649 |
Assets. Value of employer securities | 2022-12-31 | $55,068 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $78,551 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $190,649 |
Total plan assets at beginning of year | 2021-12-31 | $112,098 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $78,551 |
Net income (gross income less expenses) | 2021-12-31 | $78,551 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $190,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $112,098 |
Assets. Value of employer securities | 2021-12-31 | $118,065 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $-49,813 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $112,098 |
Total plan assets at beginning of year | 2020-12-31 | $161,911 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-49,813 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-49,813 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $112,098 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $161,911 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $39,628 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
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 | $15,596 |
Expenses. Total of all expenses incurred | 2019-12-31 | $90 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $161,911 |
Total plan assets at beginning of year | 2019-12-31 | $146,405 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $90 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $15,596 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $15,506 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $161,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $146,405 |
Assets. Value of participant loans | 2019-12-31 | $2,461 |
Assets. Value of employer securities | 2019-12-31 | $89,639 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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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 | $-4,879 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $146,405 |
Total plan assets at beginning of year | 2018-12-31 | $151,284 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
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 | $-4,879 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-4,879 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $146,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $151,284 |
Assets. Value of participant loans | 2018-12-31 | $9,649 |
Assets. Value of employer securities | 2018-12-31 | $73,990 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
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 | $0 |
2017 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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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 | $-15 |
Expenses. Total of all expenses incurred | 2017-12-31 | $50 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $151,284 |
Total plan assets at beginning of year | 2017-12-31 | $151,349 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $-15 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-65 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $151,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $151,349 |
Assets. Value of participant loans | 2017-12-31 | $15,991 |
Assets. Value of employer securities | 2017-12-31 | $81,022 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
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 | $0 |
2016 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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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 | $57,556 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $151,349 |
Total plan assets at beginning of year | 2016-12-31 | $93,793 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
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 | $57,556 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $57,556 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $151,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $93,793 |
Assets. Value of participant loans | 2016-12-31 | $22,650 |
Assets. Value of employer securities | 2016-12-31 | $81,905 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
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 | $0 |
2015 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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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 | $-1,173 |
Expenses. Total of all expenses incurred | 2015-12-31 | $22,272 |
Benefits paid (including direct rollovers) | 2015-12-31 | $22,272 |
Total plan assets at end of year | 2015-12-31 | $93,793 |
Total plan assets at beginning of year | 2015-12-31 | $117,238 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
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 | $-1,173 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-23,445 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $93,793 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $117,238 |
Assets. Value of participant loans | 2015-12-31 | $29,049 |
Assets. Value of employer securities | 2015-12-31 | $25,371 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $49,671 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $116,619 |
Total plan assets at beginning of year | 2014-12-31 | $66,948 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $89,119 |
Other income received | 2014-12-31 | $-39,448 |
Net income (gross income less expenses) | 2014-12-31 | $49,671 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $116,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $66,948 |
Assets. Value of employer securities | 2014-12-31 | $27,499 |
2013 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $-11,851 |
Expenses. Total of all expenses incurred | 2013-12-31 | $32,876 |
Benefits paid (including direct rollovers) | 2013-12-31 | $32,876 |
Total plan assets at end of year | 2013-12-31 | $66,948 |
Total plan assets at beginning of year | 2013-12-31 | $111,675 |
Other income received | 2013-12-31 | $-11,851 |
Net income (gross income less expenses) | 2013-12-31 | $-44,727 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $66,948 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $111,675 |
Assets. Value of employer securities | 2013-12-31 | $66,948 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $-119,406 |
Expenses. Total of all expenses incurred | 2012-12-31 | $29,025 |
Total plan assets at end of year | 2012-12-31 | $111,675 |
Total plan assets at beginning of year | 2012-12-31 | $260,106 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $60,000 |
Other income received | 2012-12-31 | $-179,406 |
Net income (gross income less expenses) | 2012-12-31 | $-148,431 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $111,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $260,106 |
Assets. Value of employer securities | 2012-12-31 | $81,085 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $29,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $260,106 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $260,106 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $260,106 |
Net income (gross income less expenses) | 2011-12-31 | $260,106 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $260,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of employer securities | 2011-12-31 | $260,000 |
2022: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-05-31 | Type of plan entity | Single employer plan |
2011-05-31 | First time form 5500 has been submitted | Yes |
2011-05-31 | Submission has been amended | No |
2011-05-31 | This submission is the final filing | No |
2011-05-31 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-05-31 | Plan is a collectively bargained plan | No |
2011-05-31 | Plan funding arrangement – Trust | Yes |
2011-05-31 | Plan benefit arrangement - Trust | Yes |