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LOWELL A. GROSS, DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameLOWELL A. GROSS, DDS PROFIT SHARING PLAN
Plan identification number 001

LOWELL A. GROSS, DDS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LOWELL A. GROSS, DDS has sponsored the creation of one or more 401k plans.

Company Name:LOWELL A. GROSS, DDS
Employer identification number (EIN):042847797
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWELL A. GROSS, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LOWELL GROSS, DDS2023-07-26
0012021-01-01LOWELL GROSS2022-07-26
0012020-01-01LOWELL A. GROSS2021-07-23
0012019-01-01LOWELL A. GROSS2020-07-23
0012018-01-01LOWELL A. GROSS, DDS2019-07-10
0012017-01-01LOWELL A. GROSS, DDS2018-06-25
0012016-01-01LOWELL GROSS2017-10-10
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LOWELL A. GROSS, DDS
0012011-01-01LOWELL A. GROSS, DDS
0012009-01-01LOWELL A. GROSS, DDS
0012008-01-01DIANE LECLAIR
0012007-01-01 LOWELL GROSS2011-02-17

Plan Statistics for LOWELL A. GROSS, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for LOWELL A. GROSS, DDS PROFIT SHARING PLAN

Measure Date Value
2015: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: LOWELL A. GROSS, 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 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: LOWELL A. GROSS, 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 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: LOWELL A. GROSS, 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 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
2008: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Total of all active and inactive participants2007-01-014
Total participants2007-01-014

Financial Data on LOWELL A. GROSS, DDS PROFIT SHARING PLAN

Measure Date Value
2015 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$71,663
Expenses. Total of all expenses incurred2015-12-31$36
Total plan assets at end of year2015-12-31$730,943
Total plan assets at beginning of year2015-12-31$659,316
Total contributions received or receivable from participants2015-12-31$15,175
Other income received2015-12-31$13,618
Net income (gross income less expenses)2015-12-31$71,627
Net plan assets at end of year (total assets less liabilities)2015-12-31$730,943
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$659,316
Assets. Value of participant loans2015-12-31$11,949
Total contributions received or receivable from employer(s)2015-12-31$42,870
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$36
2014 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$127,546
Expenses. Total of all expenses incurred2014-12-31$48
Total plan assets at end of year2014-12-31$659,316
Total plan assets at beginning of year2014-12-31$531,818
Total contributions received or receivable from participants2014-12-31$43,179
Other income received2014-12-31$35,035
Net income (gross income less expenses)2014-12-31$127,498
Net plan assets at end of year (total assets less liabilities)2014-12-31$659,316
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$531,818
Assets. Value of participant loans2014-12-31$17,758
Total contributions received or receivable from employer(s)2014-12-31$49,332
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$48
2013 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$117,441
Expenses. Total of all expenses incurred2013-12-31$48
Total plan assets at end of year2013-12-31$531,818
Total plan assets at beginning of year2013-12-31$414,425
Total contributions received or receivable from participants2013-12-31$45,638
Other income received2013-12-31$69,950
Net income (gross income less expenses)2013-12-31$117,393
Net plan assets at end of year (total assets less liabilities)2013-12-31$531,818
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$414,425
Assets. Value of participant loans2013-12-31$22,469
Total contributions received or receivable from employer(s)2013-12-31$1,853
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$48
2012 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$62,047
Expenses. Total of all expenses incurred2012-12-31$48
Total plan assets at end of year2012-12-31$414,425
Total plan assets at beginning of year2012-12-31$352,426
Total contributions received or receivable from participants2012-12-31$37,167
Other income received2012-12-31$24,880
Net income (gross income less expenses)2012-12-31$61,999
Net plan assets at end of year (total assets less liabilities)2012-12-31$414,425
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$352,426
Assets. Value of participant loans2012-12-31$15,189
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48
2011 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,316
Expenses. Total of all expenses incurred2011-12-31$48
Total plan assets at end of year2011-12-31$352,426
Total plan assets at beginning of year2011-12-31$335,158
Total contributions received or receivable from participants2011-12-31$27,033
Other income received2011-12-31$-9,717
Net income (gross income less expenses)2011-12-31$17,268
Net plan assets at end of year (total assets less liabilities)2011-12-31$352,426
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$335,158
Assets. Value of participant loans2011-12-31$22,707
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$48
2010 : LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$71,920
Expenses. Total of all expenses incurred2010-12-31$48
Total plan assets at end of year2010-12-31$335,158
Total plan assets at beginning of year2010-12-31$263,286
Total contributions received or receivable from participants2010-12-31$42,504
Other income received2010-12-31$29,416
Net income (gross income less expenses)2010-12-31$71,872
Net plan assets at end of year (total assets less liabilities)2010-12-31$335,158
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$263,286
Assets. Value of participant loans2010-12-31$30,581
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$48

Form 5500 Responses for LOWELL A. GROSS, DDS PROFIT SHARING PLAN

2015: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: LOWELL A. GROSS, DDS PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number042847797D1
Policy instance 1
Insurance contract or identification number042847797D1
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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