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THOMAS D. LOWE, O.D., P.C. 401(K) PLAN 401k Plan overview

Plan NameTHOMAS D. LOWE, O.D., P.C. 401(K) PLAN
Plan identification number 001

THOMAS D. LOWE, O.D., P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

THOMAS D. LOWE, O.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS D. LOWE, O.D., P.C.
Employer identification number (EIN):421187059
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about THOMAS D. LOWE, O.D., P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1982-08-01
Company Identification Number: 052489
Legal Registered Office Address: 211 W WASHINGTON ST
P.O. BOX 867
WASHINGTON
United States of America (USA)
52353

More information about THOMAS D. LOWE, O.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS D. LOWE, O.D., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BEN WILLIAMS2024-04-25
0012022-01-01BEN WILLIAMS2023-06-29
0012021-01-01BEN WILLIAMS2022-06-28
0012020-01-01BEN WILLIAMS2021-05-14 BEN WILLIAMS2021-06-11
0012019-01-01BENJAMIN WILLIAMS2020-07-07
0012018-01-01
0012017-01-01
0012016-01-01THOMAS D. LOWE2017-10-16 THOMAS D LOWE2017-10-16
0012015-01-01THOMAS D. LOWE2016-10-17 THOMAS D LOWE2016-10-17
0012014-01-01THOMAS D. LOWE2015-10-15 THOMAS D. LOWE2015-10-15
0012013-01-01THOMAS LOWE
0012012-01-01THOMAS D. LOWE, O.D.2013-09-27 THOMAS D. LOWE, O.D.2013-09-27
0012011-01-01THOMAS D. LOWE, O.D.2012-07-11 THOMAS D. LOWE, O.D.2012-07-11
0012010-01-01THOMAS D. LOWE, O.D.2011-09-18 THOMAS D. LOWE, O.D.2011-09-18

Plan Statistics for THOMAS D. LOWE, O.D., P.C. 401(K) PLAN

401k plan membership statisitcs for THOMAS D. LOWE, O.D., P.C. 401(K) PLAN

Measure Date Value
2013: THOMAS D. LOWE, O.D., P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THOMAS D. LOWE, O.D., P.C. 401(K) PLAN

Measure Date Value
2013 : THOMAS D. LOWE, O.D., P.C. 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$86,063
Expenses. Total of all expenses incurred2013-12-31$500
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$880,359
Total plan assets at beginning of year2013-12-31$794,796
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$34,903
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$40,677
Net income (gross income less expenses)2013-12-31$85,563
Net plan assets at end of year (total assets less liabilities)2013-12-31$880,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$794,796
Total contributions received or receivable from employer(s)2013-12-31$10,483
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$500

Form 5500 Responses for THOMAS D. LOWE, O.D., P.C. 401(K) PLAN

2013: THOMAS D. LOWE, O.D., P.C. 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

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