P 401(k) Plan Report

Stable plan record

LUTZ AGENCY 401(K) PLAN

Sponsored by LUTZ AGENCY, INC. · EIN/PN 371266659-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,461
Administrative cost per participant
2025
$17
Active participants
2025
7
Total plan assets
2025
$171,242
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260428122028NAL00215157300017$3,461
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.