How big is LON LUTZ, M.D., P.A.'s plan?

LON LUTZ, M.D., P.A.'s plan reported $3.2M in assets for 2024.

Original filing (PDF)20251006102859NAL0008640834001

LON LUTZ, M.D., P.A.

Name: LON LUTZ, M.D., P.A. — LON LUTZ, M.D., P.A. 401(k), Form 5500 (2024)
Creator: LON LUTZ, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LON LUTZ, M.D., P.A. 401(k) Plan

401(k) retirement plan · LON LUTZ, M.D., P.A.'s LON LUTZ, M.D., P.A. 401(k) Plan reported $3.2M in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

LON LUTZ, M.D., P.A.'s EIN is 01-0578431.

EIN 01-0578431

Plan number 001

Plan year 2024

ACK ID 20251006102859NAL0008640834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LON LUTZ, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LON LUTZ, M.D., P.A.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score