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JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 401k Plan overview

Plan NameJOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN
Plan identification number 002

JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOSEPH S LUTZ MD has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH S LUTZ MD
Employer identification number (EIN):223132760
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JOSEPH S LUTZ JOSEPH S LUTZ MD2015-10-12
0022013-01-01JOSEPH S LUTZ
0022012-01-01JOSEPH S LUTZ
0022009-01-01JOSEPH S LUTZ

Plan Statistics for JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN

401k plan membership statisitcs for 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-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2009: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN

Measure Date Value
2014 : JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2014 401k financial data
Expenses. Total of all expenses incurred2014-12-31$3,467
Benefits paid (including direct rollovers)2014-12-31$3,367
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$3,467
Net income (gross income less expenses)2014-12-31$-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 year2013-12-31$3,467
Total plan assets at beginning of year2013-12-31$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 year2012-12-31$3,467
Total plan assets at beginning of year2012-12-31$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 sources2010-12-31$2
Total plan assets at end of year2010-12-31$3,466
Total plan assets at beginning of year2010-12-31$3,464
Other income received2010-12-31$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

Form 5500 Responses for JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN

2014: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH S LUTZ MONEY PURCHASE KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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