Logo

ROBERT E. LOWERY, DDS 401(K) PLAN 401k Plan overview

Plan NameROBERT E. LOWERY, DDS 401(K) PLAN
Plan identification number 001

ROBERT E. LOWERY, DDS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT E. LOWERY, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E. LOWERY, DDS, LLC
Employer identification number (EIN):341217455
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ROBERT E. LOWERY, DDS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2009-07-29
Company Identification Number: 1873249
Legal Registered Office Address: C/O EASTMAN & SMITH LTD
P.O. BOX 10032
TOLEDO
United States of America (USA)
43699

More information about ROBERT E. LOWERY, DDS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E. LOWERY, DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01M. PAUL TURNER2017-09-06
0012015-01-01M. PAUL TURNER
0012014-01-01M. PAUL TURNER
0012013-01-01M. PAUL TURNER
0012012-01-01M. PAUL TURNER
0012011-01-01M. PAUL TURNER
0012009-01-01M. PAUL TURNER

Plan Statistics for ROBERT E. LOWERY, DDS 401(K) PLAN

401k plan membership statisitcs for ROBERT E. LOWERY, DDS 401(K) PLAN

Measure Date Value
2015: ROBERT E. LOWERY, DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT E. LOWERY, DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT E. LOWERY, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT E. LOWERY, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT E. LOWERY, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT E. LOWERY, DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT E. LOWERY, DDS 401(K) PLAN

Measure Date Value
2015 : ROBERT E. LOWERY, DDS 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$28,386
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$925,765
Total plan assets at beginning of year2015-12-31$897,379
Value of fidelity bond covering the plan2015-12-31$85,000
Total contributions received or receivable from participants2015-12-31$25,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-663
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$28,386
Net plan assets at end of year (total assets less liabilities)2015-12-31$925,765
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$897,379
Total contributions received or receivable from employer(s)2015-12-31$4,049
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT E. LOWERY, DDS 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-81,335
Expenses. Total of all expenses incurred2014-12-31$3,623
Benefits paid (including direct rollovers)2014-12-31$3,623
Total plan assets at end of year2014-12-31$897,379
Total plan assets at beginning of year2014-12-31$982,337
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$25,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-107,732
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-84,958
Net plan assets at end of year (total assets less liabilities)2014-12-31$897,379
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$982,337
Total contributions received or receivable from employer(s)2014-12-31$1,397
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT E. LOWERY, DDS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$178,364
Expenses. Total of all expenses incurred2013-12-31$12,488
Benefits paid (including direct rollovers)2013-12-31$12,488
Total plan assets at end of year2013-12-31$982,337
Total plan assets at beginning of year2013-12-31$816,461
Value of fidelity bond covering the plan2013-12-31$85,000
Total contributions received or receivable from participants2013-12-31$25,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$151,570
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$165,876
Net plan assets at end of year (total assets less liabilities)2013-12-31$982,337
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$816,461
Total contributions received or receivable from employer(s)2013-12-31$1,794
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT E. LOWERY, DDS 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$71,594
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$816,461
Total plan assets at beginning of year2012-12-31$744,867
Value of fidelity bond covering the plan2012-12-31$85,000
Total contributions received or receivable from participants2012-12-31$25,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$41,907
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$71,594
Net plan assets at end of year (total assets less liabilities)2012-12-31$816,461
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$744,867
Total contributions received or receivable from employer(s)2012-12-31$4,687
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT E. LOWERY, DDS 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$126,999
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$744,867
Total plan assets at beginning of year2011-12-31$617,868
Total contributions received or receivable from participants2011-12-31$25,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$87,608
Other income received2011-12-31$9,572
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$126,999
Net plan assets at end of year (total assets less liabilities)2011-12-31$744,867
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$617,868
Total contributions received or receivable from employer(s)2011-12-31$4,819
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT E. LOWERY, DDS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$99,639
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$617,868
Total plan assets at beginning of year2010-12-31$518,229
Total contributions received or receivable from participants2010-12-31$25,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$45,387
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$99,639
Net plan assets at end of year (total assets less liabilities)2010-12-31$617,868
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$518,229
Total contributions received or receivable from employer(s)2010-12-31$29,252
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT E. LOWERY, DDS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT E. LOWERY, DDS 401(K) PLAN

2015: ROBERT E. LOWERY, DDS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT E. LOWERY, DDS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT E. LOWERY, DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT E. LOWERY, DDS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT E. LOWERY, DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT E. LOWERY, DDS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1