How big is LUTZ Farm's plan?

LUTZ Farm's plan reported $9K in assets and 2 participants for 2024.

Original filing (PDF)20251126140719NAL0009556786001

LUTZ Farm

Name: LUTZ Farm — LUTZ Farm SOCA Benefit Plan, Form 5500 (2024)
Creator: LUTZ Farm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUTZ Farm SOCA Benefit Plan

Health & welfare plan · LUTZ Farm's LUTZ Farm SOCA Benefit Plan held $9K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed LUTZ Farm's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

LUTZ Farm's EIN is 83-4580121.

EIN 83-4580121

Plan number 501

Plan year 2024

ACK ID 20251126140719NAL0009556786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LUTZ Farm from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LUTZ Farm's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUTZ FARM.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LUTZ FARM

EIN

all filings

Address

5212 KIBLER TOOT RD SW · WARREN, OH · 44481

Phone

(330) 233-8660

Industry

Information / Tech / Media

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

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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