Plan5500

Lutz & Company Pc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lutz & Company Pc (EIN 47-0625816) is a plan sponsor located in Omaha, NE with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-0625816
Location
Omaha, NE
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lutz & Company Pc

  • 8 loaded plans.
  • Plans cover 2,057 reported participants.
  • 0 of 8 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants2.1K2,057
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 8 ()
Plans with provider compensation0 / 8 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan257Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lutz & Company, P.C. Long Term Disability Plannot reported in the loaded dataset
    Plan #506 · 300 participants · 2023
  2. 2
    Lutz & Company, P.C. Short Term Disability Plannot reported in the loaded dataset
    Plan #503 · 298 participants · 2023
  3. 3
    Lutz Employee Assistance Plannot reported in the loaded dataset
    Plan #511 · 275 participants · 2023
  4. 4
    Lutz & Company, P.C. Group Life Insurance Plannot reported in the loaded dataset
    Plan #505 · 264 participants · 2023
  5. 5
    Lutz & Company Pc Flexible Benefit Plannot reported in the loaded dataset
    Plan #507 · 248 participants · 2023
  6. 6
    Group Dental Insurance For Employees Of Lutz & Company, P.C.not reported in the loaded dataset
    Plan #501 · 236 participants · 2023
  7. 7
    Lutz & Company, P.C. Group Medical Insurance Plannot reported in the loaded dataset
    Plan #502 · 228 participants · 2023
  8. 8
    Lutz Group Vision Plannot reported in the loaded dataset
    Plan #509 · 208 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lutz & Company Pc. Open one for its full reported snapshot.

  1. 2023
    Lutz & Company Pc Flexible Benefit Plan248 participants · 2No schedules
    View filing →
  2. 2023
    Lutz & Company, P.C. Long Term Disability Plan300 participants · 2No schedules
    View filing →
  3. 2023
    Lutz Employee Assistance Plan275 participants · 2No schedules
    View filing →
  4. 2023
    Lutz & Company, P.C. Group Medical Insurance Plan228 participants · 2No schedules
    View filing →
  5. 2023
    Lutz & Company, P.C. Short Term Disability Plan298 participants · 2No schedules
    View filing →
  6. 2023
    Lutz & Company, P.C. Group Life Insurance Plan264 participants · 2No schedules
    View filing →
  7. 2023
    Lutz Group Vision Plan208 participants · 2No schedules
    View filing →
  8. 2023
    Group Dental Insurance For Employees Of Lutz & Company, P.C.236 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lutz & Company Pc report on Form 5500?
Lutz & Company Pc (EIN 47-0625816) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lutz & Company Pc?
The Employer Identification Number (EIN) reported for Lutz & Company Pc is 47-0625816.
What is the latest Form 5500 filing year for Lutz & Company Pc?
The latest loaded Form 5500 filing year for Lutz & Company Pc is 2023.

Related Form 5500 pages