401k Plan data: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN plan

MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 401k Plan overview

Plan Name	MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN
Plan identification number	001

MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.

401k Sponsoring company profile

MITCHELL A. LOMKE, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: MITCHELL A. LOMKE, D.D.S.

Employer identification number (EIN): 521290497

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MITCHELL A LOMKE 2024-10-12 MITCHELL A LOMKE 2024-10-12
001 2022-01-01 MITCHELL A LOMKE 2023-10-12 MITCHELL A LOMKE 2023-10-12
001 2021-01-01 MITCHELL A LOMKE 2022-10-12 MITCHELL A LOMKE 2022-10-12
001 2020-01-01 MITCHELL A LOMKE 2021-09-27 MITCHELL A LOMKE 2021-09-27
001 2019-01-01 MITCHELL A LOMKE 2020-10-11 MITCHELL A LOMKE 2020-10-11
001 2018-01-01 MITCHELL A LOMKE 2019-10-15 MITCHELL A LOMKE 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MITCHELL A LOMKE
001 2011-01-01 MITCHELL A LOMKE
001 2009-01-01 MITCHELL A LOMKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MITCHELL A LOMKE	2024-10-12	MITCHELL A LOMKE	2024-10-12
001	2022-01-01	MITCHELL A LOMKE	2023-10-12	MITCHELL A LOMKE	2023-10-12
001	2021-01-01	MITCHELL A LOMKE	2022-10-12	MITCHELL A LOMKE	2022-10-12
001	2020-01-01	MITCHELL A LOMKE	2021-09-27	MITCHELL A LOMKE	2021-09-27
001	2019-01-01	MITCHELL A LOMKE	2020-10-11	MITCHELL A LOMKE	2020-10-11
001	2018-01-01	MITCHELL A LOMKE	2019-10-15	MITCHELL A LOMKE	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MITCHELL A LOMKE
001	2011-01-01	MITCHELL A LOMKE
001	2009-01-01	MITCHELL A LOMKE

Plan Statistics for MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN

401k plan membership statisitcs for MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN

Measure Date Value
2023: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 7
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
2022: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 8
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
2021: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
2020: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
2017: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
2016: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
2014: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	7
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
2022: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	8
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
2021: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
2020: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
2017: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
2016: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
2014: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN

Measure	Date	Value
2023 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$3,799
Total plan liabilities at beginning of year	2023-12-31	$3,799
Total income from all sources	2023-12-31	$408,442
Expenses. Total of all expenses incurred	2023-12-31	$5
Total plan assets at end of year	2023-12-31	$1,817,599
Total plan assets at beginning of year	2023-12-31	$1,409,162
Total contributions received or receivable from participants	2023-12-31	$74,875
Other income received	2023-12-31	$279,602
Net income (gross income less expenses)	2023-12-31	$408,437
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,813,800
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,405,363
Total contributions received or receivable from employer(s)	2023-12-31	$53,965
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5
2022 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$3,799
Total plan liabilities at beginning of year	2022-12-31	$2,448
Total income from all sources	2022-12-31	$-72,653
Expenses. Total of all expenses incurred	2022-12-31	$5
Total plan assets at end of year	2022-12-31	$1,409,162
Total plan assets at beginning of year	2022-12-31	$1,480,469
Total contributions received or receivable from participants	2022-12-31	$68,000
Other income received	2022-12-31	$-193,604
Net income (gross income less expenses)	2022-12-31	$-72,658
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,405,363
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,478,021
Total contributions received or receivable from employer(s)	2022-12-31	$52,951
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5
2021 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$2,448
Total plan liabilities at beginning of year	2021-12-31	$2,587
Total income from all sources	2021-12-31	$229,505
Expenses. Total of all expenses incurred	2021-12-31	$271,558
Benefits paid (including direct rollovers)	2021-12-31	$271,553
Total plan assets at end of year	2021-12-31	$1,480,469
Total plan assets at beginning of year	2021-12-31	$1,522,661
Total contributions received or receivable from participants	2021-12-31	$65,000
Other income received	2021-12-31	$106,262
Net income (gross income less expenses)	2021-12-31	$-42,053
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,478,021
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,520,074
Total contributions received or receivable from employer(s)	2021-12-31	$58,243
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5
2020 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$2,587
Total plan liabilities at beginning of year	2020-12-31	$3,014
Total income from all sources	2020-12-31	$199,713
Expenses. Total of all expenses incurred	2020-12-31	$14,809
Benefits paid (including direct rollovers)	2020-12-31	$14,805
Total plan assets at end of year	2020-12-31	$1,522,661
Total plan assets at beginning of year	2020-12-31	$1,338,184
Total contributions received or receivable from participants	2020-12-31	$45,500
Other income received	2020-12-31	$139,709
Net income (gross income less expenses)	2020-12-31	$184,904
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,520,074
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,335,170
Total contributions received or receivable from employer(s)	2020-12-31	$14,504
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4
2019 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$3,014
Total plan liabilities at beginning of year	2019-12-31	$14
Total income from all sources	2019-12-31	$299,505
Total plan assets at end of year	2019-12-31	$1,338,184
Total plan assets at beginning of year	2019-12-31	$1,035,679
Total contributions received or receivable from participants	2019-12-31	$37,966
Other income received	2019-12-31	$253,078
Net income (gross income less expenses)	2019-12-31	$299,505
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,335,170
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,035,665
Total contributions received or receivable from employer(s)	2019-12-31	$8,461
2018 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$14
Total plan liabilities at beginning of year	2018-12-31	$40
Total income from all sources	2018-12-31	$161,966
Expenses. Total of all expenses incurred	2018-12-31	$1,027,426
Benefits paid (including direct rollovers)	2018-12-31	$1,027,426
Total plan assets at end of year	2018-12-31	$1,035,679
Total plan assets at beginning of year	2018-12-31	$1,901,165
Total contributions received or receivable from participants	2018-12-31	$37,000
Other income received	2018-12-31	$109,762
Net income (gross income less expenses)	2018-12-31	$-865,460
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,035,665
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,901,125
Total contributions received or receivable from employer(s)	2018-12-31	$15,204
2017 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$364,383
Expenses. Total of all expenses incurred	2017-12-31	$25
Total plan assets at end of year	2017-12-31	$1,903,470
Total plan assets at beginning of year	2017-12-31	$1,539,112
Total contributions received or receivable from participants	2017-12-31	$14,344
Other income received	2017-12-31	$337,513
Net income (gross income less expenses)	2017-12-31	$364,358
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,903,470
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,539,112
Total contributions received or receivable from employer(s)	2017-12-31	$12,526
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25
2016 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$71,199
Total plan assets at end of year	2016-12-31	$1,539,112
Total plan assets at beginning of year	2016-12-31	$1,467,913
Other income received	2016-12-31	$58,699
Net income (gross income less expenses)	2016-12-31	$71,199
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,539,112
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,467,913
Total contributions received or receivable from employer(s)	2016-12-31	$12,500
2015 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$40
Total income from all sources	2015-12-31	$106,578
Total plan assets at end of year	2015-12-31	$1,467,913
Total plan assets at beginning of year	2015-12-31	$1,361,375
Other income received	2015-12-31	$86,578
Net income (gross income less expenses)	2015-12-31	$106,578
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,467,913
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,361,335
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
2014 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$40
Total income from all sources	2014-12-31	$162,315
Expenses. Total of all expenses incurred	2014-12-31	$25
Total plan assets at end of year	2014-12-31	$1,361,375
Total plan assets at beginning of year	2014-12-31	$1,199,045
Other income received	2014-12-31	$131,315
Net income (gross income less expenses)	2014-12-31	$162,290
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,361,335
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,199,045
Total contributions received or receivable from employer(s)	2014-12-31	$31,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$240,620
Expenses. Total of all expenses incurred	2013-12-31	$32,308
Benefits paid (including direct rollovers)	2013-12-31	$32,308
Total plan assets at end of year	2013-12-31	$1,199,045
Total plan assets at beginning of year	2013-12-31	$990,733
Other income received	2013-12-31	$197,060
Net income (gross income less expenses)	2013-12-31	$208,312
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,199,045
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$990,733
Total contributions received or receivable from employer(s)	2013-12-31	$43,560
2012 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$162,570
Expenses. Total of all expenses incurred	2012-12-31	$37,450
Benefits paid (including direct rollovers)	2012-12-31	$37,450
Total plan assets at end of year	2012-12-31	$990,733
Total plan assets at beginning of year	2012-12-31	$865,613
Value of fidelity bond covering the plan	2012-12-31	$90,000
Other income received	2012-12-31	$122,570
Net income (gross income less expenses)	2012-12-31	$125,120
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$990,733
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$865,613
Total contributions received or receivable from employer(s)	2012-12-31	$40,000
2011 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,274
Total plan assets at end of year	2011-12-31	$865,613
Total plan assets at beginning of year	2011-12-31	$813,339
Value of fidelity bond covering the plan	2011-12-31	$90,000
Other income received	2011-12-31	$12,274
Net income (gross income less expenses)	2011-12-31	$52,274
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$865,613
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$813,339
Total contributions received or receivable from employer(s)	2011-12-31	$40,000
2010 : MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$73,477
Expenses. Total of all expenses incurred	2010-12-31	$1,881
Benefits paid (including direct rollovers)	2010-12-31	$1,881
Total plan assets at end of year	2010-12-31	$813,339
Total plan assets at beginning of year	2010-12-31	$741,743
Other income received	2010-12-31	$33,477
Net income (gross income less expenses)	2010-12-31	$71,596
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$813,339
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$741,743
Total contributions received or receivable from employer(s)	2010-12-31	$40,000

Form 5500 Responses for MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN

2023: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MITCHELL A. LOMKE, D.D.S. KEOGH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	MITCHELL A. LOMKE, D.D.S.
Employer identification number (EIN):	521290497
NAIC Classification:	621210
NAIC Description:	Offices of Dentists