Original filing (PDF)20251014125241NAL0003992320001

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services

Name: LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services — Form 5500 Plan 002 (2024)
Creator: LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUTZ Financial Services Cash Balance Plan

Defined-benefit pension plan · LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' LUTZ Financial Services Cash Balance Plan reported $398 in plan assets in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$398

Net assets (EOY)

$398

Plan identifiers

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' EIN is 16-1651214.

EIN 16-1651214

Plan number 002

Plan year 2024

ACK ID 20251014125241NAL0003992320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off