401k Plan data: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST plan

MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST
Plan identification number	002

MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST Benefits

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

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 MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 BARRY K FLESHER CPA 2022-03-18 BARRY K FLESHER CPA 2022-03-18
002 2020-01-01
002 2019-01-01 BARRY K. FLESHER 2020-01-24 BARRY K. FLESHER 2020-01-24
002 2018-01-01 BARRY K FLESHER 2019-09-05 BARRY K FLESHER 2019-09-05
002 2017-01-01
002 2016-01-01 WILLIAM L. LUTZ WILLIAM L LUTZ 2017-09-07
002 2015-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2016-06-17
002 2014-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2015-07-06
002 2013-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2014-07-03
002 2012-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2013-07-16
002 2011-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2012-06-08
002 2009-01-01 JAMES A ROGGOW WILLIAM L LUTZ 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	BARRY K FLESHER CPA	2022-03-18	BARRY K FLESHER CPA	2022-03-18
002	2020-01-01
002	2019-01-01	BARRY K. FLESHER	2020-01-24	BARRY K. FLESHER	2020-01-24
002	2018-01-01	BARRY K FLESHER	2019-09-05	BARRY K FLESHER	2019-09-05
002	2017-01-01
002	2016-01-01	WILLIAM L. LUTZ		WILLIAM L LUTZ	2017-09-07
002	2015-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2016-06-17
002	2014-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2015-07-06
002	2013-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2014-07-03
002	2012-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2013-07-16
002	2011-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2012-06-08
002	2009-01-01	JAMES A ROGGOW		WILLIAM L LUTZ	2010-07-26

Plan Statistics for MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 2
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2021: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	2
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$5,614
Expenses. Total of all expenses incurred	2021-12-31	$536,891
Benefits paid (including direct rollovers)	2021-12-31	$536,891
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$531,277
Total contributions received or receivable from participants	2021-12-31	$3,105
Other income received	2021-12-31	$559
Net income (gross income less expenses)	2021-12-31	$-531,277
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$531,277
Total contributions received or receivable from employer(s)	2021-12-31	$1,950
2020 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$65,991
Expenses. Total of all expenses incurred	2020-12-31	$40,920
Benefits paid (including direct rollovers)	2020-12-31	$36,388
Total plan assets at end of year	2020-12-31	$531,277
Total plan assets at beginning of year	2020-12-31	$506,206
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$3,480
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,532
Other income received	2020-12-31	$60,351
Net income (gross income less expenses)	2020-12-31	$25,071
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$531,277
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$506,206
Total contributions received or receivable from employer(s)	2020-12-31	$2,160
2019 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$94,845
Expenses. Total of all expenses incurred	2019-12-31	$19,737
Benefits paid (including direct rollovers)	2019-12-31	$16,617
Total plan assets at end of year	2019-12-31	$506,206
Total plan assets at beginning of year	2019-12-31	$431,098
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$4,087
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,120
Other income received	2019-12-31	$87,935
Net income (gross income less expenses)	2019-12-31	$75,108
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$506,206
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$431,098
Total contributions received or receivable from employer(s)	2019-12-31	$2,823
2018 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-3,765
Expenses. Total of all expenses incurred	2018-12-31	$17,312
Benefits paid (including direct rollovers)	2018-12-31	$16,603
Total plan assets at end of year	2018-12-31	$431,098
Total plan assets at beginning of year	2018-12-31	$452,175
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$5,588
Expenses. Other expenses not covered elsewhere	2018-12-31	$709
Other income received	2018-12-31	$-13,163
Net income (gross income less expenses)	2018-12-31	$-21,077
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$431,098
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$452,175
Total contributions received or receivable from employer(s)	2018-12-31	$3,810
2017 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$82,954
Expenses. Total of all expenses incurred	2017-12-31	$1,307,446
Benefits paid (including direct rollovers)	2017-12-31	$1,307,337
Total plan assets at end of year	2017-12-31	$452,175
Total plan assets at beginning of year	2017-12-31	$1,676,667
Value of fidelity bond covering the plan	2017-12-31	$163,000
Total contributions received or receivable from participants	2017-12-31	$4,065
Expenses. Other expenses not covered elsewhere	2017-12-31	$109
Other income received	2017-12-31	$74,830
Net income (gross income less expenses)	2017-12-31	$-1,224,492
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$452,175
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,676,667
Total contributions received or receivable from employer(s)	2017-12-31	$4,059
2016 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$133,623
Expenses. Total of all expenses incurred	2016-12-31	$77,320
Benefits paid (including direct rollovers)	2016-12-31	$77,084
Total plan assets at end of year	2016-12-31	$1,676,667
Total plan assets at beginning of year	2016-12-31	$1,620,364
Value of fidelity bond covering the plan	2016-12-31	$163,000
Total contributions received or receivable from participants	2016-12-31	$14,477
Assets. Value of loans (other than to participants)	2016-12-31	$445,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$236
Other income received	2016-12-31	$109,827
Net income (gross income less expenses)	2016-12-31	$56,303
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,676,667
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,620,364
Assets. Value of participant loans	2016-12-31	$3,758
Total contributions received or receivable from employer(s)	2016-12-31	$9,319
2015 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$47,211
Expenses. Total of all expenses incurred	2015-12-31	$101,362
Benefits paid (including direct rollovers)	2015-12-31	$99,889
Total plan assets at end of year	2015-12-31	$1,620,364
Total plan assets at beginning of year	2015-12-31	$1,674,515
Value of fidelity bond covering the plan	2015-12-31	$168,000
Total contributions received or receivable from participants	2015-12-31	$21,118
Assets. Value of loans (other than to participants)	2015-12-31	$434,612
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,391
Other income received	2015-12-31	$14,527
Net income (gross income less expenses)	2015-12-31	$-54,151
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,620,364
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,674,515
Assets. Value of participant loans	2015-12-31	$10,439
Total contributions received or receivable from employer(s)	2015-12-31	$11,566
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$82
2014 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$176,954
Expenses. Total of all expenses incurred	2014-12-31	$13,927
Benefits paid (including direct rollovers)	2014-12-31	$13,927
Total plan assets at end of year	2014-12-31	$1,674,515
Total plan assets at beginning of year	2014-12-31	$1,511,488
Value of fidelity bond covering the plan	2014-12-31	$152,000
Total contributions received or receivable from participants	2014-12-31	$29,390
Assets. Value of loans (other than to participants)	2014-12-31	$444,350
Other income received	2014-12-31	$131,227
Net income (gross income less expenses)	2014-12-31	$163,027
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,674,515
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,511,488
Assets. Value of participant loans	2014-12-31	$26,363
Total contributions received or receivable from employer(s)	2014-12-31	$16,337
2013 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$161,183
Expenses. Total of all expenses incurred	2013-12-31	$290
Total plan assets at end of year	2013-12-31	$1,511,488
Total plan assets at beginning of year	2013-12-31	$1,350,595
Value of fidelity bond covering the plan	2013-12-31	$135,000
Total contributions received or receivable from participants	2013-12-31	$19,940
Assets. Value of loans (other than to participants)	2013-12-31	$403,527
Expenses. Other expenses not covered elsewhere	2013-12-31	$290
Other income received	2013-12-31	$127,994
Net income (gross income less expenses)	2013-12-31	$160,893
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,511,488
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,350,595
Assets. Value of participant loans	2013-12-31	$39,647
Total contributions received or receivable from employer(s)	2013-12-31	$13,249
2012 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$117,429
Expenses. Total of all expenses incurred	2012-12-31	$5,100
Benefits paid (including direct rollovers)	2012-12-31	$4,341
Total plan assets at end of year	2012-12-31	$1,350,595
Total plan assets at beginning of year	2012-12-31	$1,238,266
Value of fidelity bond covering the plan	2012-12-31	$124,000
Total contributions received or receivable from participants	2012-12-31	$25,120
Assets. Value of loans (other than to participants)	2012-12-31	$411,227
Expenses. Other expenses not covered elsewhere	2012-12-31	$558
Other income received	2012-12-31	$76,678
Net income (gross income less expenses)	2012-12-31	$112,329
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,350,595
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,238,266
Assets. Value of participant loans	2012-12-31	$41,742
Total contributions received or receivable from employer(s)	2012-12-31	$15,631
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$201
2011 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$199,879
Expenses. Total of all expenses incurred	2011-12-31	$-805
Benefits paid (including direct rollovers)	2011-12-31	$2,222
Total plan assets at end of year	2011-12-31	$1,238,266
Total plan assets at beginning of year	2011-12-31	$1,037,582
Value of fidelity bond covering the plan	2011-12-31	$104,000
Total contributions received or receivable from participants	2011-12-31	$19,990
Expenses. Other expenses not covered elsewhere	2011-12-31	$-3,027
Other income received	2011-12-31	$164,369
Net income (gross income less expenses)	2011-12-31	$200,684
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,238,266
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,037,582
Assets. Value of participant loans	2011-12-31	$43,565
Total contributions received or receivable from employer(s)	2011-12-31	$15,520
2010 : MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$158,317
Expenses. Total of all expenses incurred	2010-12-31	$175,537
Benefits paid (including direct rollovers)	2010-12-31	$163,847
Total plan assets at end of year	2010-12-31	$1,037,582
Total plan assets at beginning of year	2010-12-31	$1,054,802
Value of fidelity bond covering the plan	2010-12-31	$105,000
Total contributions received or receivable from participants	2010-12-31	$18,840
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,428
Other income received	2010-12-31	$115,584
Net income (gross income less expenses)	2010-12-31	$-17,220
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,037,582
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,054,802
Assets. Value of participant loans	2010-12-31	$53,165
Total contributions received or receivable from employer(s)	2010-12-31	$23,893
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,262

Form 5500 Responses for MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

2021: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND 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: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND 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: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND 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: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND 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
2009: MARTIN & LUTZ, P.C. 401(K)PROFIT SHARING PLAN AND 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

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