Logo

DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN
Plan identification number 003

DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

DAVID M. LUBAR, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. LUBAR, DDS
Employer identification number (EIN):391512807
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAVID M. LUBAR, DDS2024-04-16 DAVID M. LUBAR, DDS2024-04-16
0032022-01-01DAVID M. LUBAR, DDS2023-04-13 DAVID M. LUBAR, DDS2023-04-13
0032021-01-01DAVID M. LUBAR, DDS2022-07-05 DAVID M. LUBAR, DDS2022-07-05
0032020-01-01DAVID M. LUBAR, DDS2021-07-28 DAVID M. LUBAR, DDS2021-07-28
0032019-01-01DAVID M. LUBAR, DDS2020-05-13 DAVID M. LUBAR, DDS2020-05-13
0032018-01-01DAVID M. LUBAR, DDS DAVID M. LUBAR, DDS2019-07-25
0032017-01-01DAVID M. LUBAR, DDS DAVID M. LUBAR, DDS2018-07-24
0032016-01-01DAVID M. LUBAR, DDS DAVID M. LUBAR, DDS2017-04-17
0032015-01-01DAVID M. LUBAR, DDS
0032014-01-01DAVID M. LUBAR, DDS
0032013-01-01DAVID M. LUBAR, DDS
0032012-01-01DAVID M. LUBAR, DDS

Plan Statistics for DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING 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: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
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 participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
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 participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$7,998
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,364,021
Total plan assets at beginning of year2018-12-31$1,356,023
Value of fidelity bond covering the plan2018-12-31$105,000
Total contributions received or receivable from participants2018-12-31$30,314
Other income received2018-12-31$-48,411
Net income (gross income less expenses)2018-12-31$7,998
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,364,021
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,356,023
Total contributions received or receivable from employer(s)2018-12-31$26,095
2017 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$211,471
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,356,023
Total plan assets at beginning of year2017-12-31$1,144,552
Value of fidelity bond covering the plan2017-12-31$105,000
Total contributions received or receivable from participants2017-12-31$29,680
Other income received2017-12-31$164,258
Net income (gross income less expenses)2017-12-31$211,471
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,356,023
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,144,552
Total contributions received or receivable from employer(s)2017-12-31$17,533
2016 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$163,467
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,144,552
Total plan assets at beginning of year2016-12-31$981,085
Value of fidelity bond covering the plan2016-12-31$105,000
Total contributions received or receivable from participants2016-12-31$28,704
Other income received2016-12-31$74,541
Net income (gross income less expenses)2016-12-31$163,467
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,144,552
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$981,085
Total contributions received or receivable from employer(s)2016-12-31$60,222
2015 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$45,778
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$981,085
Total plan assets at beginning of year2015-12-31$935,307
Value of fidelity bond covering the plan2015-12-31$65,000
Total contributions received or receivable from participants2015-12-31$27,704
Other income received2015-12-31$374
Net income (gross income less expenses)2015-12-31$45,778
Net plan assets at end of year (total assets less liabilities)2015-12-31$981,085
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$935,307
Total contributions received or receivable from employer(s)2015-12-31$17,700
2014 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$147,587
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$935,307
Total plan assets at beginning of year2014-12-31$787,720
Value of fidelity bond covering the plan2014-12-31$65,000
Total contributions received or receivable from participants2014-12-31$26,678
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$67,613
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$147,587
Net plan assets at end of year (total assets less liabilities)2014-12-31$935,307
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$787,720
Total contributions received or receivable from employer(s)2014-12-31$53,296
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
2013 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$163,152
Expenses. Total of all expenses incurred2013-12-31$531
Benefits paid (including direct rollovers)2013-12-31$531
Total plan assets at end of year2013-12-31$787,720
Total plan assets at beginning of year2013-12-31$625,099
Value of fidelity bond covering the plan2013-12-31$65,000
Total contributions received or receivable from participants2013-12-31$26,741
Other income received2013-12-31$106,565
Net income (gross income less expenses)2013-12-31$162,621
Net plan assets at end of year (total assets less liabilities)2013-12-31$787,720
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$625,099
Total contributions received or receivable from employer(s)2013-12-31$29,846
2012 : DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$111,294
Expenses. Total of all expenses incurred2012-12-31$12,730
Benefits paid (including direct rollovers)2012-12-31$12,730
Total plan assets at end of year2012-12-31$625,099
Total plan assets at beginning of year2012-12-31$526,535
Value of fidelity bond covering the plan2012-12-31$45,000
Total contributions received or receivable from participants2012-12-31$26,029
Other income received2012-12-31$59,417
Net income (gross income less expenses)2012-12-31$98,564
Net plan assets at end of year (total assets less liabilities)2012-12-31$625,099
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$526,535
Total contributions received or receivable from employer(s)2012-12-31$25,848

Form 5500 Responses for DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN

2018: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING 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: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: DAVID M. LUBAR, DDS 401(K) PROFIT SHARING 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

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