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KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameKENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN
Plan identification number 001

KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K 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
  • 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.
  • 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

KENNETH B. LOUIE, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNETH B. LOUIE, D.D.S., INC.
Employer identification number (EIN):942450290
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH LOUIE2023-08-28
0012021-01-01KENNETH LOUIE2022-10-07
0012020-01-01KENNETH LOUIE2021-10-09
0012019-01-01KENNETH LOUIE2020-08-27
0012018-01-01KENNETH LOUIE2019-06-28
0012017-01-01KENNETH LOUIE2018-06-08
0012016-01-01KENNETH LOUIE2017-06-07
0012015-01-01KENNETH LOUIE
0012014-01-01KENNETH LOUIE
0012013-01-01KENNETH LOUIE
0012012-01-01KENNETH LOUIE
0012011-01-01KENNETH LOUIE
0012009-01-01KENNETH LOUIE
0012009-01-01KENNETH LOUIE
0012009-01-01KENNETH LOUIE

Plan Statistics for KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

Measure Date Value
2015: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
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
2012: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

Measure Date Value
2015 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-2,709
Expenses. Total of all expenses incurred2015-12-31$619,974
Benefits paid (including direct rollovers)2015-12-31$586,263
Total plan assets at end of year2015-12-31$2,577,642
Total plan assets at beginning of year2015-12-31$3,200,325
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$43,125
Expenses. Other expenses not covered elsewhere2015-12-31$25
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-91,426
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-622,683
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,577,642
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,200,325
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$45,592
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$11,466
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$154,143
Expenses. Total of all expenses incurred2014-12-31$92,424
Benefits paid (including direct rollovers)2014-12-31$70,981
Total plan assets at end of year2014-12-31$3,200,325
Total plan assets at beginning of year2014-12-31$3,138,606
Value of fidelity bond covering the plan2014-12-31$600,000
Total contributions received or receivable from participants2014-12-31$44,900
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$56,713
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$61,719
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,200,325
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,138,606
Assets. Value of assets in partnership/joint-venture interests2014-12-31$20,872
Total contributions received or receivable from employer(s)2014-12-31$52,530
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K 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$562,084
Expenses. Total of all expenses incurred2013-12-31$82,773
Benefits paid (including direct rollovers)2013-12-31$58,461
Total plan assets at end of year2013-12-31$3,138,606
Total plan assets at beginning of year2013-12-31$2,659,295
Value of fidelity bond covering the plan2013-12-31$600,000
Total contributions received or receivable from participants2013-12-31$26,950
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$479,163
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$479,311
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,138,606
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,659,295
Assets. Value of assets in partnership/joint-venture interests2013-12-31$20,872
Total contributions received or receivable from employer(s)2013-12-31$55,971
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$24,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$14,600
Total income from all sources2012-12-31$360,196
Expenses. Total of all expenses incurred2012-12-31$75,807
Benefits paid (including direct rollovers)2012-12-31$53,536
Total plan assets at end of year2012-12-31$2,659,295
Total plan assets at beginning of year2012-12-31$2,389,506
Value of fidelity bond covering the plan2012-12-31$600,000
Total contributions received or receivable from participants2012-12-31$24,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$280,389
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$284,389
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,659,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,374,906
Assets. Value of assets in partnership/joint-venture interests2012-12-31$20,872
Total contributions received or receivable from employer(s)2012-12-31$55,307
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$22,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$14,600
Total plan liabilities at beginning of year2011-12-31$22,986
Total income from all sources2011-12-31$-99,116
Expenses. Total of all expenses incurred2011-12-31$100,214
Benefits paid (including direct rollovers)2011-12-31$78,162
Total plan assets at end of year2011-12-31$2,389,506
Total plan assets at beginning of year2011-12-31$2,597,222
Value of fidelity bond covering the plan2011-12-31$600,000
Total contributions received or receivable from participants2011-12-31$25,000
Assets. Value of loans (other than to participants)2011-12-31$37,383
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-180,092
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-199,330
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,374,906
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,574,236
Total contributions received or receivable from employer(s)2011-12-31$55,976
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$22,986
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$338,502
Expenses. Total of all expenses incurred2010-12-31$73,437
Benefits paid (including direct rollovers)2010-12-31$52,099
Total plan assets at end of year2010-12-31$2,597,222
Total plan assets at beginning of year2010-12-31$2,309,171
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$36,750
Assets. Value of loans (other than to participants)2010-12-31$93,457
Expenses. Other expenses not covered elsewhere2010-12-31$9
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$230,113
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$265,065
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,574,236
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,309,171
Total contributions received or receivable from employer(s)2010-12-31$71,639
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$21,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

2015: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K 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
2012: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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