TERRY LUTZ, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K
Measure | Date | Value |
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2022: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2014 401k membership |
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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 | 2 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2013 401k membership |
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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 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2022 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-49,835 |
Expenses. Total of all expenses incurred | 2022-12-31 | $684,647 |
Benefits paid (including direct rollovers) | 2022-12-31 | $682,143 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $734,482 |
Other income received | 2022-12-31 | $-49,835 |
Net income (gross income less expenses) | 2022-12-31 | $-734,482 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $734,482 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,504 |
2021 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $49,977 |
Expenses. Total of all expenses incurred | 2021-12-31 | $9,116 |
Benefits paid (including direct rollovers) | 2021-12-31 | $6,687 |
Total plan assets at end of year | 2021-12-31 | $734,482 |
Total plan assets at beginning of year | 2021-12-31 | $693,621 |
Total contributions received or receivable from participants | 2021-12-31 | $8,249 |
Other income received | 2021-12-31 | $3,838 |
Net income (gross income less expenses) | 2021-12-31 | $40,861 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $734,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $693,621 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $37,890 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,429 |
2020 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $125,174 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,830 |
Benefits paid (including direct rollovers) | 2020-12-31 | $631 |
Total plan assets at end of year | 2020-12-31 | $693,621 |
Total plan assets at beginning of year | 2020-12-31 | $571,277 |
Total contributions received or receivable from participants | 2020-12-31 | $58,609 |
Other income received | 2020-12-31 | $58,316 |
Net income (gross income less expenses) | 2020-12-31 | $122,344 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $693,621 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $571,277 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $8,249 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,199 |
2019 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $117,679 |
Total plan assets at end of year | 2019-12-31 | $571,277 |
Total plan assets at beginning of year | 2019-12-31 | $453,598 |
Total contributions received or receivable from participants | 2019-12-31 | $51,415 |
Other income received | 2019-12-31 | $55,417 |
Net income (gross income less expenses) | 2019-12-31 | $117,679 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $571,277 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $453,598 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $10,847 |
2018 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $31,832 |
Total plan assets at end of year | 2018-12-31 | $453,598 |
Total plan assets at beginning of year | 2018-12-31 | $421,766 |
Total contributions received or receivable from participants | 2018-12-31 | $51,190 |
Other income received | 2018-12-31 | $-19,358 |
Net income (gross income less expenses) | 2018-12-31 | $31,832 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $453,598 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $421,766 |
2017 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $89,720 |
Total plan assets at end of year | 2017-12-31 | $471,766 |
Total plan assets at beginning of year | 2017-12-31 | $382,046 |
Total contributions received or receivable from participants | 2017-12-31 | $49,590 |
Other income received | 2017-12-31 | $40,130 |
Net income (gross income less expenses) | 2017-12-31 | $89,720 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $471,766 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $382,046 |
2016 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $67,950 |
Total plan assets at end of year | 2016-12-31 | $382,046 |
Total plan assets at beginning of year | 2016-12-31 | $314,096 |
Total contributions received or receivable from participants | 2016-12-31 | $48,230 |
Other income received | 2016-12-31 | $19,720 |
Net income (gross income less expenses) | 2016-12-31 | $67,950 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $382,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $314,096 |
Assets. Value of participant loans | 2016-12-31 | $50,000 |
2015 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $38,028 |
Total plan assets at end of year | 2015-12-31 | $314,096 |
Total plan assets at beginning of year | 2015-12-31 | $276,068 |
Total contributions received or receivable from participants | 2015-12-31 | $20,074 |
Other income received | 2015-12-31 | $17,954 |
Net income (gross income less expenses) | 2015-12-31 | $38,028 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $314,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $276,068 |
2014 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $15,190 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,195 |
Total plan assets at end of year | 2014-12-31 | $276,068 |
Total plan assets at beginning of year | 2014-12-31 | $262,073 |
Other income received | 2014-12-31 | $8,725 |
Net income (gross income less expenses) | 2014-12-31 | $13,995 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $276,068 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $262,073 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $6,465 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,195 |
2013 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $46,478 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,414 |
Total plan assets at end of year | 2013-12-31 | $262,073 |
Total plan assets at beginning of year | 2013-12-31 | $217,009 |
Other income received | 2013-12-31 | $40,745 |
Net income (gross income less expenses) | 2013-12-31 | $45,064 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $262,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $217,009 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $5,733 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,414 |
2012 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $37,352 |
Expenses. Total of all expenses incurred | 2012-12-31 | $36,874 |
Benefits paid (including direct rollovers) | 2012-12-31 | $36,102 |
Total plan assets at end of year | 2012-12-31 | $217,009 |
Total plan assets at beginning of year | 2012-12-31 | $216,531 |
Other income received | 2012-12-31 | $27,137 |
Net income (gross income less expenses) | 2012-12-31 | $478 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $217,009 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $216,531 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $10,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $772 |
2011 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-11,392 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,701 |
Total plan assets at end of year | 2011-12-31 | $216,531 |
Total plan assets at beginning of year | 2011-12-31 | $235,624 |
Other income received | 2011-12-31 | $-11,392 |
Net income (gross income less expenses) | 2011-12-31 | $-19,093 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $216,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $235,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,701 |
2010 : TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $7,674 |
Expenses. Total of all expenses incurred | 2010-12-31 | $453 |
Total plan assets at end of year | 2010-12-31 | $235,624 |
Total plan assets at beginning of year | 2010-12-31 | $228,403 |
Other income received | 2010-12-31 | $3,055 |
Net income (gross income less expenses) | 2010-12-31 | $7,221 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $235,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $228,403 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $4,619 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $453 |
2022: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2020 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2019 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2018 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2017 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2016 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2015 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2014 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2013 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2012 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2011 form 5500 responses |
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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: TERRY LUTZ CPA PC PROFIT SHARING PLAN 401K 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |