Original filing (PDF)20230427150015NAL0007596563001

KARL LUTZ MONUMENT COMPANY, INC.

Name: KARL LUTZ MONUMENT COMPANY, INC. — KARL LUTZ MONUMENT COMPANY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: KARL LUTZ MONUMENT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

KARL LUTZ MONUMENT COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARL LUTZ MONUMENT COMPANY, INC..

Plan sponsor

Name

KARL LUTZ MONUMENT COMPANY, INC.

EIN

20-4981910

Address

2718 JAMES STREET · SYRACUSE, NY · 13206

Phone

(315) 463-0621

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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