401k Plan data: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN plan

LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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 & WHITLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LUTZ & WHITLEY, INC.

Employer identification number (EIN): 364701843

NAIC Classification: 448190
NAIC Description: Other Clothing Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERT M. LUTZ
001 2023-01-01
001 2023-01-01 ROBERT M. LUTZ
001 2022-01-01
001 2022-01-01 ROBERT M. LUTZ
001 2021-01-01
001 2021-01-01 ROBERT M. LUTZ
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT M. LUTZ
001 2017-01-01 ROBERT M. LUTZ
001 2016-01-01 ROBERT M. LUTZ
001 2015-01-01 ROBERT M. LUTZ
001 2014-01-01 ROBERT M. LUTZ
001 2013-01-01 ROBERT M. LUTZ
001 2012-01-01 ROBERT M. LUTZ
001 2011-05-31 ROBERT M. LUTZ

Financial Data on LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$-563
Expenses. Total of all expenses incurred	2023-12-31	$72,702
Benefits paid (including direct rollovers)	2023-12-31	$72,702
Total plan assets at end of year	2023-12-31	$54,337
Total plan assets at beginning of year	2023-12-31	$127,602
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$-563
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-73,265
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$54,337
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$127,602
Assets. Value of employer securities	2023-12-31	$54,337
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
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
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
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
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
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
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
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
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
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
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
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
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

Form 5500 Responses for LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN

2023: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
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

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Company Name:	LUTZ & WHITLEY, INC.
Employer identification number (EIN):	364701843
NAIC Classification:	448190
NAIC Description:	Other Clothing Stores

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	ROBERT M. LUTZ
001	2023-01-01
001	2023-01-01	ROBERT M. LUTZ
001	2022-01-01
001	2022-01-01	ROBERT M. LUTZ
001	2021-01-01
001	2021-01-01	ROBERT M. LUTZ
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT M. LUTZ
001	2017-01-01	ROBERT M. LUTZ
001	2016-01-01	ROBERT M. LUTZ
001	2015-01-01	ROBERT M. LUTZ
001	2014-01-01	ROBERT M. LUTZ
001	2013-01-01	ROBERT M. LUTZ
001	2012-01-01	ROBERT M. LUTZ
001	2011-05-31	ROBERT M. LUTZ