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JEFFREY T LODL, DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY T LODL, DDS PROFIT SHARING PLAN
Plan identification number 002

JEFFREY T LODL, DDS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01JEFFREY T LODL, DDS
0022015-01-01JEFFREY T LODL, DDS
0022014-01-01JEFFREY T LODL, DDS
0022013-01-01JEFFREY T LODL, DDS
0022012-01-01JEFFREY T LODL, DDS
0022010-01-01JEFFREY T LODL DDS

Plan Statistics for JEFFREY T LODL, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY T LODL, DDS PROFIT SHARING PLAN

Measure Date Value
2016: JEFFREY T LODL, DDS PROFIT SHARING 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 PROFIT SHARING 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 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 55002014-01-011
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 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-014
2012: JEFFREY T LODL, DDS PROFIT SHARING 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
2010: JEFFREY T LODL, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014

Financial Data on JEFFREY T LODL, DDS PROFIT SHARING PLAN

Measure Date Value
2016 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$10,997
Expenses. Total of all expenses incurred2016-12-31$1,355
Total plan assets at end of year2016-12-31$282,384
Total plan assets at beginning of year2016-12-31$272,742
Expenses. Other expenses not covered elsewhere2016-12-31$1,355
Other income received2016-12-31$10,997
Net income (gross income less expenses)2016-12-31$9,642
Net plan assets at end of year (total assets less liabilities)2016-12-31$282,384
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$272,742
2015 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-7,130
Expenses. Total of all expenses incurred2015-12-31$1,362
Total plan assets at end of year2015-12-31$272,742
Total plan assets at beginning of year2015-12-31$281,234
Expenses. Other expenses not covered elsewhere2015-12-31$1,362
Other income received2015-12-31$-7,130
Net income (gross income less expenses)2015-12-31$-8,492
Net plan assets at end of year (total assets less liabilities)2015-12-31$272,742
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$281,234
2014 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,993
Expenses. Total of all expenses incurred2014-12-31$1,418
Total plan assets at end of year2014-12-31$281,234
Total plan assets at beginning of year2014-12-31$280,659
Expenses. Other expenses not covered elsewhere2014-12-31$1,418
Other income received2014-12-31$1,993
Net income (gross income less expenses)2014-12-31$575
Net plan assets at end of year (total assets less liabilities)2014-12-31$281,234
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$280,659
2013 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$8,959
Expenses. Total of all expenses incurred2013-12-31$1,317
Total plan assets at end of year2013-12-31$281,459
Total plan assets at beginning of year2013-12-31$273,817
Expenses. Other expenses not covered elsewhere2013-12-31$1,317
Other income received2013-12-31$8,159
Net income (gross income less expenses)2013-12-31$7,642
Net plan assets at end of year (total assets less liabilities)2013-12-31$281,459
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$273,817
Total contributions received or receivable from employer(s)2013-12-31$800
2012 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$24,204
Expenses. Total of all expenses incurred2012-12-31$1,258
Total plan assets at end of year2012-12-31$273,817
Total plan assets at beginning of year2012-12-31$250,871
Expenses. Other expenses not covered elsewhere2012-12-31$1,258
Other income received2012-12-31$11,799
Net income (gross income less expenses)2012-12-31$22,946
Net plan assets at end of year (total assets less liabilities)2012-12-31$273,817
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$250,871
Total contributions received or receivable from employer(s)2012-12-31$12,405
2010 : JEFFREY T LODL, DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$17,346
Expenses. Total of all expenses incurred2010-12-31$1,193
Total plan assets at end of year2010-12-31$241,665
Total plan assets at beginning of year2010-12-31$225,512
Expenses. Other expenses not covered elsewhere2010-12-31$1,193
Other income received2010-12-31$7,862
Net income (gross income less expenses)2010-12-31$16,153
Net plan assets at end of year (total assets less liabilities)2010-12-31$241,665
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$225,512
Total contributions received or receivable from employer(s)2010-12-31$9,484

Form 5500 Responses for JEFFREY T LODL, DDS PROFIT SHARING PLAN

2016: JEFFREY T LODL, DDS PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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
2010: JEFFREY T LODL, DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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