JOSEPH S LUTZ MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN
| Measure | Date | Value |
|---|
| 2014: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| Number of participants with account balances | 2014-01-01 | 0 |
| 2013: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2009: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2014 : JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2014 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,467 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,367 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $3,467 |
| Net income (gross income less expenses) | 2014-12-31 | $-3,467 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,467 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $100 |
| 2013 : JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2013 401k financial data |
|---|
| Total plan assets at end of year | 2013-12-31 | $3,467 |
| Total plan assets at beginning of year | 2013-12-31 | $3,467 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,467 |
| 2012 : JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2012 401k financial data |
|---|
| Total plan assets at end of year | 2012-12-31 | $3,467 |
| Total plan assets at beginning of year | 2012-12-31 | $3,467 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,467 |
| 2010 : JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2 |
| Total plan assets at end of year | 2010-12-31 | $3,466 |
| Total plan assets at beginning of year | 2010-12-31 | $3,464 |
| Other income received | 2010-12-31 | $2 |
| Net income (gross income less expenses) | 2010-12-31 | $2 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,464 |
| 2014: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 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: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 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 |
| 2009: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 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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