401k Plan data: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST plan

R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

MARTIN & LUTZ PC has sponsored the creation of one or more 401k plans.

Company Name: MARTIN & LUTZ PC

Employer identification number (EIN): 850375688

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 WILLIAM L. LUTZ WILLIAM L. LUTZ 2016-05-24
001 2014-01-01 WILLIAM L. LUTZ WILLIAM L. LUTZ 2015-07-16
001 2013-01-01 R. WILSON MARTIN WILLIAM L. LUTZ 2014-07-22
001 2012-01-01 R. WILSON MARTIN WILLIAM L. LUTZ 2013-06-14
001 2011-01-01 R. WILSON MARTIN WILLIAM L. LUTZ 2012-06-18
001 2010-01-01 R. WILSON MARTIN WILLIAM L. LUTZ 2011-08-19
001 2009-01-01 R. WILSON MARTIN WILLIAM L. LUTZ 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	WILLIAM L. LUTZ	WILLIAM L. LUTZ	2016-05-24
001	2014-01-01	WILLIAM L. LUTZ	WILLIAM L. LUTZ	2015-07-16
001	2013-01-01	R. WILSON MARTIN	WILLIAM L. LUTZ	2014-07-22
001	2012-01-01	R. WILSON MARTIN	WILLIAM L. LUTZ	2013-06-14
001	2011-01-01	R. WILSON MARTIN	WILLIAM L. LUTZ	2012-06-18
001	2010-01-01	R. WILSON MARTIN	WILLIAM L. LUTZ	2011-08-19
001	2009-01-01	R. WILSON MARTIN	WILLIAM L. LUTZ	2010-07-26

Plan Statistics for R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2015: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$619
Expenses. Total of all expenses incurred	2015-12-31	$35,016
Benefits paid (including direct rollovers)	2015-12-31	$34,528
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$34,397
Assets. Value of loans (other than to participants)	2015-12-31	$0
Other income received	2015-12-31	$619
Net income (gross income less expenses)	2015-12-31	$-34,397
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$34,397
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$488
2014 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$656
Expenses. Total of all expenses incurred	2014-12-31	$3,156
Benefits paid (including direct rollovers)	2014-12-31	$2,617
Total plan assets at end of year	2014-12-31	$34,397
Total plan assets at beginning of year	2014-12-31	$36,897
Value of fidelity bond covering the plan	2014-12-31	$125,000
Assets. Value of loans (other than to participants)	2014-12-31	$32,315
Other income received	2014-12-31	$656
Net income (gross income less expenses)	2014-12-31	$-2,500
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$34,397
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$36,897
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$539
2013 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,028
Expenses. Total of all expenses incurred	2013-12-31	$88,210
Benefits paid (including direct rollovers)	2013-12-31	$86,022
Total plan assets at end of year	2013-12-31	$36,897
Total plan assets at beginning of year	2013-12-31	$124,079
Value of fidelity bond covering the plan	2013-12-31	$125,000
Assets. Value of loans (other than to participants)	2013-12-31	$34,422
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,139
Other income received	2013-12-31	$1,028
Net income (gross income less expenses)	2013-12-31	$-87,182
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$36,897
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$124,079
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,049
2012 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,774
Expenses. Total of all expenses incurred	2012-12-31	$11,011
Benefits paid (including direct rollovers)	2012-12-31	$8,601
Total plan assets at end of year	2012-12-31	$124,079
Total plan assets at beginning of year	2012-12-31	$133,316
Value of fidelity bond covering the plan	2012-12-31	$13,500
Assets. Value of loans (other than to participants)	2012-12-31	$36,359
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,361
Other income received	2012-12-31	$1,774
Net income (gross income less expenses)	2012-12-31	$-9,237
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$124,079
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$133,316
Assets. Value of real-estate (other than employer real property)	2012-12-31	$86,022
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,049
2011 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,695
Expenses. Total of all expenses incurred	2011-12-31	$1,688,549
Benefits paid (including direct rollovers)	2011-12-31	$1,685,871
Total plan assets at end of year	2011-12-31	$133,316
Total plan assets at beginning of year	2011-12-31	$1,823,560
Value of fidelity bond covering the plan	2011-12-31	$172,000
Assets. Value of loans (other than to participants)	2011-12-31	$38,649
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,316
Other income received	2011-12-31	$-1,695
Net income (gross income less expenses)	2011-12-31	$-1,690,244
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$133,316
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,823,560
Assets. Value of real-estate (other than employer real property)	2011-12-31	$86,022
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,362
2010 : R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$253,288
Expenses. Total of all expenses incurred	2010-12-31	$140,575
Benefits paid (including direct rollovers)	2010-12-31	$135,000
Total plan assets at end of year	2010-12-31	$1,823,560
Total plan assets at beginning of year	2010-12-31	$1,710,847
Value of fidelity bond covering the plan	2010-12-31	$185,000
Total contributions received or receivable from participants	2010-12-31	$62,967
Assets. Value of loans (other than to participants)	2010-12-31	$43,172
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,054
Other income received	2010-12-31	$190,321
Net income (gross income less expenses)	2010-12-31	$112,713
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,823,560
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,710,847
Assets. Value of real-estate (other than employer real property)	2010-12-31	$86,022
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,521

Form 5500 Responses for R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST

2015: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: R. WILSON MARTIN, P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

R. WILSON COMPANY, INC. 401(K) PROFIT SHARING PLA [EIN = 480828234]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MARTIN & LUTZ PC
Employer identification number (EIN):	850375688
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers