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Company Name: | LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES |
Employer identification number (EIN): | 161651214 |
NAIC Classification: | 522292 |
NAIC Description: | Real Estate Credit |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
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Date first seen: 2008-01-01 | |||||
Date last seen: 2024-02-29 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | LUTZ FINANCIAL SERVICES CASH BALANCE PLAN | 2013-01-01 | 2013-01-01 |
001 | LUTZ FINANCIAL SERVICES 401(K) PLAN | 2011-01-01 | 2003-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-12 | Employer Contributions | $ 40,000 |
2023-09-12 | Employee Contributions | $ 40,000 |
2022-09-15 | Employer Contributions | $ 272,161 |
2022-09-15 | Employee Contributions | $ 272,161 |
2020-10-13 | Employer Contributions | $ 8,000 |
2020-10-13 | Employee Contributions | $ 8,000 |
2018-09-11 | Employer Contributions | $ 8,346 |
2018-09-11 | Employee Contributions | $ 8,346 |
2017-09-14 | Employer Contributions | $ 8,369 |
2017-09-14 | Employee Contributions | $ 8,369 |
2016-09-12 | Employer Contributions | $ 216,834 |
2016-09-12 | Employee Contributions | $ 216,834 |
2015-09-14 | Employer Contributions | $ 196,694 |
2015-09-14 | Employee Contributions | $ 196,694 |
2014-09-15 | Employer Contributions | $ 214,500 |
2014-09-15 | Employee Contributions | $ 214,500 |