401k Plan data: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN plan

LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOWRY DENTAL LLP 401K PROFIT SHARING PLAN
Plan identification number	001

LOWRY DENTAL LLP 401K 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

LOWRY DENTAL, LLP has sponsored the creation of one or more 401k plans.

Company Name: LOWRY DENTAL, LLP

Employer identification number (EIN): 412034159

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about LOWRY DENTAL, LLP

Jurisdiction of Incorporation: Idaho Secretary Of State

Incorporation Date:

Company Identification Number: J863

More information about LOWRY DENTAL, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWRY DENTAL LLP 401K 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 F. BRION LOWRY 2015-10-14
001 2013-01-01
001 2012-01-01 F. BRION LOWRY
001 2011-01-01 F. BRION LOWRY
001 2009-01-01 F. BRION LOWRY F. BRION LOWRY 2010-03-04
001 2009-01-01 F. BRION LOWRY F. BRION LOWRY 2010-03-04
001 2009-01-01 F. BRION LOWRY F. BRION LOWRY 2010-03-04

Plan Statistics for LOWRY DENTAL LLP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LOWRY DENTAL LLP 401K PROFIT SHARING PLAN

Measure Date Value
2013: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 29
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 29
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 33
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 30
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	29
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	29
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	33
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	30
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on LOWRY DENTAL LLP 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$960
Total income from all sources	2013-12-31	$576,657
Expenses. Total of all expenses incurred	2013-12-31	$25,200
Benefits paid (including direct rollovers)	2013-12-31	$4,120
Total plan assets at end of year	2013-12-31	$2,847,678
Total plan assets at beginning of year	2013-12-31	$2,297,181
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$90,372
Contributions received from other sources (not participants or employers)	2013-12-31	$5,289
Other income received	2013-12-31	$389,496
Net income (gross income less expenses)	2013-12-31	$551,457
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,847,678
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,296,221
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$91,500
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$21,080
2012 : LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$960
Total plan liabilities at beginning of year	2012-12-31	$3
Total income from all sources	2012-12-31	$345,023
Expenses. Total of all expenses incurred	2012-12-31	$10,292
Benefits paid (including direct rollovers)	2012-12-31	$10,292
Total plan assets at end of year	2012-12-31	$2,297,181
Total plan assets at beginning of year	2012-12-31	$1,961,493
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$83,692
Other income received	2012-12-31	$160,021
Net income (gross income less expenses)	2012-12-31	$334,731
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,296,221
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,961,490
Assets. Value of participant loans	2012-12-31	$230
Total contributions received or receivable from employer(s)	2012-12-31	$101,310
2011 : LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$3
Total income from all sources	2011-12-31	$186,966
Expenses. Total of all expenses incurred	2011-12-31	$14,601
Benefits paid (including direct rollovers)	2011-12-31	$14,601
Total plan assets at end of year	2011-12-31	$1,968,073
Total plan assets at beginning of year	2011-12-31	$1,795,705
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$85,047
Other income received	2011-12-31	$7,927
Net income (gross income less expenses)	2011-12-31	$172,365
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,968,070
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,795,705
Assets. Value of participant loans	2011-12-31	$630
Total contributions received or receivable from employer(s)	2011-12-31	$93,992
2010 : LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$453
Total income from all sources	2010-12-31	$288,437
Expenses. Total of all expenses incurred	2010-12-31	$28,487
Benefits paid (including direct rollovers)	2010-12-31	$28,487
Total plan assets at end of year	2010-12-31	$1,795,705
Total plan assets at beginning of year	2010-12-31	$1,536,208
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$76,899
Other income received	2010-12-31	$123,507
Net income (gross income less expenses)	2010-12-31	$259,950
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,795,705
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,535,755
Assets. Value of participant loans	2010-12-31	$1,051
Total contributions received or receivable from employer(s)	2010-12-31	$88,031

Form 5500 Responses for LOWRY DENTAL LLP 401K PROFIT SHARING PLAN

2013: LOWRY DENTAL LLP 401K 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: LOWRY DENTAL LLP 401K 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: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOWRY DENTAL LLP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

22676

Policy instance

Insurance contract or identification number	22676
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $819
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $819
Insurance broker organization code?	3
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

22676

Policy instance

Insurance contract or identification number	22676
Number of Individuals Covered	25
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,644
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

22676

Policy instance

Insurance contract or identification number	22676
Number of Individuals Covered	22
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,725
Total amount of fees paid to insurance company	USD $15
Are there contracts with allocated funds for group deferred annuity?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,725
Insurance broker organization code?	3
Amount paid for insurance broker fees	15
Insurance broker name	PENSION ONE SOURCE

Potentially related plans

LOWRY DENTAL, INC. 401(K) PLAN & TRUST [EIN = 873822702]

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Company Name:	LOWRY DENTAL, LLP
Employer identification number (EIN):	412034159
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Idaho Secretary Of State
Incorporation Date:
Company Identification Number:	J863

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	F. BRION LOWRY	2015-10-14
001	2013-01-01
001	2012-01-01	F. BRION LOWRY
001	2011-01-01	F. BRION LOWRY
001	2009-01-01	F. BRION LOWRY		F. BRION LOWRY	2010-03-04
001	2009-01-01	F. BRION LOWRY		F. BRION LOWRY	2010-03-04
001	2009-01-01	F. BRION LOWRY		F. BRION LOWRY	2010-03-04