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JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN
Plan identification number 001

JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

JEFFREY T LODL, DDS has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY T LODL, DDS
Employer identification number (EIN):841065440
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JEFFREY T LODL, DDS
0012015-01-01JEFFREY T LODL, DDS
0012014-01-01JEFFREY T LODL, DDS
0012013-01-01JEFFREY T LODL, DDS
0012012-01-01JEFFREY T LODL, DDS

Plan Statistics for JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-014
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% vested2014-01-013
2013: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-014

Financial Data on JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$8,208
Expenses. Total of all expenses incurred2016-12-31$1,848
Total plan assets at end of year2016-12-31$290,225
Total plan assets at beginning of year2016-12-31$283,865
Expenses. Other expenses not covered elsewhere2016-12-31$1,848
Other income received2016-12-31$4,043
Net income (gross income less expenses)2016-12-31$6,360
Net plan assets at end of year (total assets less liabilities)2016-12-31$290,225
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$283,865
Total contributions received or receivable from employer(s)2016-12-31$4,165
2015 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-4,982
Expenses. Total of all expenses incurred2015-12-31$1,846
Total plan assets at end of year2015-12-31$283,865
Total plan assets at beginning of year2015-12-31$290,693
Expenses. Other expenses not covered elsewhere2015-12-31$1,846
Other income received2015-12-31$-4,982
Net income (gross income less expenses)2015-12-31$-6,828
Net plan assets at end of year (total assets less liabilities)2015-12-31$283,865
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$290,693
2014 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$-1,916
Expenses. Total of all expenses incurred2014-12-31$1,939
Total plan assets at end of year2014-12-31$290,693
Total plan assets at beginning of year2014-12-31$294,548
Expenses. Other expenses not covered elsewhere2014-12-31$1,939
Other income received2014-12-31$-1,916
Net income (gross income less expenses)2014-12-31$-3,855
Net plan assets at end of year (total assets less liabilities)2014-12-31$290,693
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$294,548
2013 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$6,436
Expenses. Total of all expenses incurred2013-12-31$1,869
Total plan assets at end of year2013-12-31$298,713
Total plan assets at beginning of year2013-12-31$294,146
Expenses. Other expenses not covered elsewhere2013-12-31$1,869
Other income received2013-12-31$2,271
Net income (gross income less expenses)2013-12-31$4,567
Net plan assets at end of year (total assets less liabilities)2013-12-31$298,713
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$294,146
Total contributions received or receivable from employer(s)2013-12-31$4,165
2012 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,023
Expenses. Total of all expenses incurred2012-12-31$1,742
Total plan assets at end of year2012-12-31$294,146
Total plan assets at beginning of year2012-12-31$281,865
Expenses. Other expenses not covered elsewhere2012-12-31$1,742
Other income received2012-12-31$6,428
Net income (gross income less expenses)2012-12-31$12,281
Net plan assets at end of year (total assets less liabilities)2012-12-31$294,146
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$281,865
Total contributions received or receivable from employer(s)2012-12-31$7,595
2010 : JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$35,231
Expenses. Total of all expenses incurred2010-12-31$1,447
Total plan assets at end of year2010-12-31$281,545
Total plan assets at beginning of year2010-12-31$247,761
Expenses. Other expenses not covered elsewhere2010-12-31$1,447
Other income received2010-12-31$19,713
Net income (gross income less expenses)2010-12-31$33,784
Net plan assets at end of year (total assets less liabilities)2010-12-31$281,545
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$247,761
Total contributions received or receivable from employer(s)2010-12-31$15,518

Form 5500 Responses for JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN

2016: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY T LODL, DDS MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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