Plan Name | THOMAS D. LOWE, O.D., P.C. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | BEN WILLIAMS | 2024-04-25 | ||
001 | 2022-01-01 | BEN WILLIAMS | 2023-06-29 | ||
001 | 2021-01-01 | BEN WILLIAMS | 2022-06-28 | ||
001 | 2020-01-01 | BEN WILLIAMS | 2021-05-14 | BEN WILLIAMS | 2021-06-11 |
001 | 2019-01-01 | BENJAMIN WILLIAMS | 2020-07-07 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | THOMAS D. LOWE | 2017-10-16 | THOMAS D LOWE | 2017-10-16 |
001 | 2015-01-01 | THOMAS D. LOWE | 2016-10-17 | THOMAS D LOWE | 2016-10-17 |
001 | 2014-01-01 | THOMAS D. LOWE | 2015-10-15 | THOMAS D. LOWE | 2015-10-15 |
001 | 2013-01-01 | THOMAS LOWE | |||
001 | 2012-01-01 | THOMAS D. LOWE, O.D. | 2013-09-27 | THOMAS D. LOWE, O.D. | 2013-09-27 |
001 | 2011-01-01 | THOMAS D. LOWE, O.D. | 2012-07-11 | THOMAS D. LOWE, O.D. | 2012-07-11 |
001 | 2010-01-01 | THOMAS D. LOWE, O.D. | 2011-09-18 | THOMAS D. LOWE, O.D. | 2011-09-18 |
Measure | Date | Value |
---|---|---|
2013: THOMAS D. LOWE, O.D., P.C. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : THOMAS D. LOWE, O.D., P.C. 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $86,063 |
Expenses. Total of all expenses incurred | 2013-12-31 | $500 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $880,359 |
Total plan assets at beginning of year | 2013-12-31 | $794,796 |
Value of fidelity bond covering the plan | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $34,903 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $500 |
2013: THOMAS D. LOWE, O.D., P.C. 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |