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KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN 401k Plan overview

Plan NameKARL LUTZ MONUMENT COMPANY INC 401(K) PLAN
Plan identification number 002

KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KARL LUTZ MONUMENT COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:KARL LUTZ MONUMENT COMPANY INC
Employer identification number (EIN):150562744
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KARL LUTZ2024-03-26 KARL LUTZ2024-03-26
0022022-01-01KARL LUTZ2024-02-01 KARL LUTZ2024-02-01
0022021-01-01KARL R LUTZ JR2022-07-20
0022020-01-01KARL R LUTZ JR2021-09-09
0022019-01-01KARL R LUTZ JR2020-07-16
0022018-01-01KARL R LUTZ JR2019-07-24
0022017-01-01KARL R LUTZ JR2018-07-20
0022016-01-01KARL R LUTZ JR2017-07-24
0022015-01-01KARL R LUTZ JR2016-07-14 KARL R LUTZ JR2016-07-14
0022014-01-01KARL R LUTZ JR2015-07-27 KARL R LUTZ JR2015-07-27
0022013-01-01KARL R LUTZ JR2014-07-24 KARL R LUTZ JR2014-07-24
0022012-01-01KARL R LUTZ JR2013-07-18 KARL R LUTZ JR2013-07-18
0022011-01-01KARL R LUTZ JR2012-07-25 KARL R LUTZ JR2012-07-25
0022010-01-01KARL R LUTZ JR2011-07-29 KARL R LUTZ JR2011-07-29

Financial Data on KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN

Measure Date Value
2025 : KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-100
Total liabilities as of the end of the plan year2025-04-100
Total liabilities as of the beginning of the plan year2025-04-100
Total expenses incurred by plan in this plan year2025-04-100
Net assets as of the end of the plan year2025-04-101490258
Total assets as of the beginning of the plan year2025-04-101249090
Value of plan covered by a fidelity bond2025-04-10250000
Participant contributions to plan in this plan year2025-04-1061954
Other expenses paid from plan in this plan year2025-04-100
Other contributions to plan in this plan year2025-04-1039319
Other income to plan in this plan year2025-04-10119883
Plan net income in this plan year2025-04-10241168
Net assets as of the end of the plan year2025-04-101490258
Net assets as of the beginning of the plan year2025-04-101249090
Employer contributions to plan in this plan year2025-04-1020012
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-100
2024 : KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-260
Total liabilities as of the end of the plan year2024-03-260
Total liabilities as of the beginning of the plan year2024-03-260
Total expenses incurred by plan in this plan year2024-03-26102471
Net assets as of the end of the plan year2024-03-261249090
Total assets as of the beginning of the plan year2024-03-261079968
Value of plan covered by a fidelity bond2024-03-26250000
Participant contributions to plan in this plan year2024-03-2668926
Other expenses paid from plan in this plan year2024-03-260
Other contributions to plan in this plan year2024-03-260
Other income to plan in this plan year2024-03-26165197
Plan net income in this plan year2024-03-26169122
Net assets as of the end of the plan year2024-03-261249090
Net assets as of the beginning of the plan year2024-03-261079968
Employer contributions to plan in this plan year2024-03-2637470
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-260
2022 : KARL LUTZ MONUMENT COMPANY INC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-200
Total liabilities as of the end of the plan year2022-07-200
Total liabilities as of the beginning of the plan year2022-07-200
Total expenses incurred by plan in this plan year2022-07-204483
Net assets as of the end of the plan year2022-07-201101111
Total assets as of the beginning of the plan year2022-07-20886821
Value of plan covered by a fidelity bond2022-07-2075000
Participant contributions to plan in this plan year2022-07-2042018
Other expenses paid from plan in this plan year2022-07-20721
Other contributions to plan in this plan year2022-07-200
Other income to plan in this plan year2022-07-20151990
Plan net income in this plan year2022-07-20214290
Net assets as of the end of the plan year2022-07-201101111
Net assets as of the beginning of the plan year2022-07-20886821
Employer contributions to plan in this plan year2022-07-2024765
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-203762

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