Judith F Lutzy 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Judith F Lutzy
  • Sponsor EIN: 465524329
  • Sponsor Address: 1211 PETERS FARM WAY, WESTBOROUGH, MA, 01581
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$0$23,392$30,000
20231$609,251$23,000$22,000
20221$532,240$7,083$25,000

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