How big is Karl I. Lutes DMD, PLLC's plan?

Karl I. Lutes DMD, PLLC's plan reported $345K in assets and 7 participants for 2022.

Original filing (PDF)20230615111057NAL0022716483001

Karl I. Lutes DMD, PLLC

Name: Karl I. Lutes DMD, PLLC — Karl I Lutes DMD, PLLC, Form 5500 (2022)
Creator: Karl I. Lutes DMD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karl I Lutes DMD, PLLC 401(k) Plan

401(k) retirement plan · Karl I. Lutes DMD, PLLC's Karl I Lutes DMD, PLLC 401(k) Plan held $345K in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

Anthony Warren signed Karl I. Lutes DMD, PLLC's 2022 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Karl I. Lutes DMD, PLLC's EIN is 61-1384203.

EIN 61-1384203

Plan number 001

Plan year 2022

ACK ID 20230615111057NAL0022716483001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Karl I. Lutes DMD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Karl I. Lutes DMD, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARL I. LUTES DMD, PLLC.

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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