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LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

LUTZ & COMPANY, P.C. 401K PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUTZ & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LUTZ & COMPANY, P.C.
Employer identification number (EIN):470625816
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about LUTZ & COMPANY, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2018-11-30
Company Identification Number: F210960
Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about LUTZ & COMPANY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLY MARTINSON
0012016-01-01KELLY MARTINSON
0012015-01-01KELLY MARTINSON
0012014-01-01KELLY MARTINSON
0012013-01-01KELLY MARTINSON
0012012-01-01KELLY MARTINSON
0012011-01-01KELLY MARTINSON
0012009-01-01KELLY MARTINSON KELLY MARTINSON2010-10-07

Plan Statistics for LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2021: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01101
2020: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01328
Total number of active participants reported on line 7a of the Form 55002020-01-01278
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01348
Number of participants with account balances2020-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01340
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01289
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01327
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01249
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01289
Number of participants with account balances2017-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01173
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01210
Number of participants with account balances2016-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01182
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01161
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01158
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01128
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2021 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$80,353,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,743,635
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,978,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,922,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,877,462
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$71,588,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,390
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$254,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$254,324
Administrative expenses professional fees incurred2021-12-31$9,906
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,602,446
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$26,800,454
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$180,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,765,238
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,588,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,197,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,793,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,793,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,611,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,094,536
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,796,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,922,007
Contract administrator fees2021-12-31$46,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARKSNELSON LLC
Accountancy firm EIN2021-12-31481238645
2020 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,376,556
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,103,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,083,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,425,749
Value of total assets at end of year2020-12-31$71,588,172
Value of total assets at beginning of year2020-12-31$63,314,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,789
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,259,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,259,317
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,361,533
Assets. Other investments not covered elsewhere at end of year2020-12-31$26,800,454
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,622
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$267,537
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$17,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,273,304
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,588,172
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,314,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,197,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$141,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,793,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$61,445,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$61,445,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,691,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,796,679
Employer contributions (assets) at end of year2020-12-31$1,796,679
Employer contributions (assets) at beginning of year2020-12-31$1,685,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,083,463
Contract administrator fees2020-12-31$19,789
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARKSNELSON LLC
Accountancy firm EIN2020-12-31481238645
2019 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$423
Total income from all sources (including contributions)2019-12-31$14,915,894
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,377,279
Total of all expenses incurred2019-12-31$4,377,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,324,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,324,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,170,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,170,093
Value of total assets at end of year2019-12-31$63,314,868
Value of total assets at end of year2019-12-31$63,314,868
Value of total assets at beginning of year2019-12-31$52,776,676
Value of total assets at beginning of year2019-12-31$52,776,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,354
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,709,661
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,709,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,709,661
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,709,661
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,268,988
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$200
Participant contributions at beginning of year2019-12-31$200
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,622
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$215,127
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$215,127
Total non interest bearing cash at end of year2019-12-31$17,296
Total non interest bearing cash at end of year2019-12-31$17,296
Total non interest bearing cash at beginning of year2019-12-31$111,940
Total non interest bearing cash at beginning of year2019-12-31$111,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,538,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,314,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,314,868
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,776,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,776,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$141,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$141,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,453,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,453,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$61,445,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$595,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$595,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,036,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,036,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,685,978
Employer contributions (assets) at end of year2019-12-31$1,685,978
Employer contributions (assets) at beginning of year2019-12-31$1,615,801
Employer contributions (assets) at beginning of year2019-12-31$1,615,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,324,925
Contract administrator fees2019-12-31$52,354
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$423
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$423
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARKSNELSON LLC
Accountancy firm EIN2019-12-31481238645
Accountancy firm EIN2019-12-31481238645
2018 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,428,773
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,243,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,186,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,264,325
Value of total assets at end of year2018-12-31$52,776,676
Value of total assets at beginning of year2018-12-31$50,591,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,593
Total interest from all sources2018-12-31$2,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,618,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,618,779
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,985,435
Participant contributions at end of year2018-12-31$200
Participant contributions at beginning of year2018-12-31$6,641
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,663,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$64
Total non interest bearing cash at end of year2018-12-31$111,940
Total non interest bearing cash at beginning of year2018-12-31$42,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,184,847
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,776,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,591,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,453,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,597,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$595,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$612,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$612,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,456,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,615,801
Employer contributions (assets) at end of year2018-12-31$1,615,801
Employer contributions (assets) at beginning of year2018-12-31$1,332,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,186,333
Contract administrator fees2018-12-31$53,906
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARKSNELSON LLC
Accountancy firm EIN2018-12-31481238645
2017 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,710,207
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$850,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$776,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,501,904
Value of total assets at end of year2017-12-31$50,591,406
Value of total assets at beginning of year2017-12-31$35,731,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,523
Total interest from all sources2017-12-31$398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,231,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,231,766
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,557,931
Participant contributions at end of year2017-12-31$6,641
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,611,964
Total non interest bearing cash at end of year2017-12-31$42,536
Total non interest bearing cash at beginning of year2017-12-31$33,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,859,911
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,591,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,731,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,597,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,484,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$612,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$57,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$57,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,976,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,332,009
Employer contributions (assets) at end of year2017-12-31$1,332,009
Employer contributions (assets) at beginning of year2017-12-31$1,156,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$776,773
Contract administrator fees2017-12-31$62,210
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARKSNELSON LLC
Accountancy firm EIN2017-12-31481238645
2016 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,765,745
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,047,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$966,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,399,091
Value of total assets at end of year2016-12-31$35,731,495
Value of total assets at beginning of year2016-12-31$31,012,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,709
Total interest from all sources2016-12-31$1,437
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$942,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$942,137
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,202,934
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$39,710
Total non interest bearing cash at end of year2016-12-31$33,913
Total non interest bearing cash at beginning of year2016-12-31$32,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,718,667
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,731,495
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,012,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,484,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,333,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$57,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$564,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$564,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,423,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,156,447
Employer contributions (assets) at end of year2016-12-31$1,156,447
Employer contributions (assets) at beginning of year2016-12-31$1,081,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$966,369
Contract administrator fees2016-12-31$80,709
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2016-12-31421229486
2015 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,744,675
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$891,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$812,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,277,770
Value of total assets at end of year2015-12-31$31,012,828
Value of total assets at beginning of year2015-12-31$30,159,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,873
Total interest from all sources2015-12-31$293
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$786,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$786,504
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,153,341
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,206
Total non interest bearing cash at end of year2015-12-31$32,405
Total non interest bearing cash at beginning of year2015-12-31$31,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$852,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,012,828
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,159,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,333,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,565,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$564,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$539,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$539,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,319,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,082,223
Employer contributions (assets) at end of year2015-12-31$1,081,708
Employer contributions (assets) at beginning of year2015-12-31$1,023,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$812,859
Contract administrator fees2015-12-31$78,873
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2015-12-31421229486
2014 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,901,053
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$896,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$825,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,113,513
Value of total assets at end of year2014-12-31$30,159,885
Value of total assets at beginning of year2014-12-31$27,155,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,229
Total interest from all sources2014-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$754,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$754,597
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,058,695
Participant contributions at beginning of year2014-12-31$33,028
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,977
Total non interest bearing cash at end of year2014-12-31$31,104
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,004,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,159,885
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,155,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,565,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,745,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$539,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$487,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$487,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,032,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,023,841
Employer contributions (assets) at end of year2014-12-31$1,023,841
Employer contributions (assets) at beginning of year2014-12-31$889,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$825,387
Contract administrator fees2014-12-31$71,229
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2014-12-31421229486
2013 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,380,961
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,101,554
Value of total assets at end of year2013-12-31$27,155,448
Value of total assets at beginning of year2013-12-31$20,984,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,159
Total interest from all sources2013-12-31$184
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$606,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$606,247
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,018,842
Participant contributions at end of year2013-12-31$33,028
Participant contributions at beginning of year2013-12-31$27,388
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$192,852
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$6,171,284
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,155,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,984,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,745,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,707,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$487,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$391,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$391,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,672,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$889,860
Employer contributions (assets) at end of year2013-12-31$889,860
Employer contributions (assets) at beginning of year2013-12-31$857,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,518
Contract administrator fees2013-12-31$57,159
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2013-12-31421229486
2012 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,429,894
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$329,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$284,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,987,620
Value of total assets at end of year2012-12-31$20,984,164
Value of total assets at beginning of year2012-12-31$16,884,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,692
Total interest from all sources2012-12-31$437
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$569,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$569,410
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$887,875
Participant contributions at end of year2012-12-31$27,388
Participant contributions at beginning of year2012-12-31$23,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$241,405
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$4,100,081
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,984,164
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,884,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,707,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,736,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$391,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$355,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$355,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,872,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$858,340
Employer contributions (assets) at end of year2012-12-31$857,945
Employer contributions (assets) at beginning of year2012-12-31$768,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$284,121
Contract administrator fees2012-12-31$45,692
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2012-12-31421229486
2011 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,211,955
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$532,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$490,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,606,673
Value of total assets at end of year2011-12-31$16,884,083
Value of total assets at beginning of year2011-12-31$16,204,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,451
Total interest from all sources2011-12-31$323
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$461,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$461,527
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$813,293
Participant contributions at end of year2011-12-31$23,336
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,536
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$19,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$679,603
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,884,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,204,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,736,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,077,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$355,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$374,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$374,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-847,348
Net investment gain or loss from common/collective trusts2011-12-31$-9,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$768,844
Employer contributions (assets) at end of year2011-12-31$768,844
Employer contributions (assets) at beginning of year2011-12-31$733,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$490,901
Contract administrator fees2011-12-31$41,451
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2011-12-31421229486
2010 : LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,764,184
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$820,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$779,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,578,784
Value of total assets at end of year2010-12-31$16,204,480
Value of total assets at beginning of year2010-12-31$13,260,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,209
Total interest from all sources2010-12-31$315
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$342,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$342,716
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$778,631
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,055
Total non interest bearing cash at end of year2010-12-31$19,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,943,653
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,204,480
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,260,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,077,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,911,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$374,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$656,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$656,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,846,055
Net investment gain or loss from common/collective trusts2010-12-31$-3,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$733,098
Employer contributions (assets) at end of year2010-12-31$733,098
Employer contributions (assets) at beginning of year2010-12-31$692,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$779,322
Contract administrator fees2010-12-31$41,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2010-12-31421229486

Form 5500 Responses for LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN

2021: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LUTZ & COMPANY, P.C. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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