401k Plan data: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST plan

RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST
Plan identification number	002

RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RUSSELL H LOWREY DMD PC has sponsored the creation of one or more 401k plans.

Company Name: RUSSELL H LOWREY DMD PC

Employer identification number (EIN): 630702569

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MIKE SEGARS, CPA
002 2017-01-01 MIKE SEGARS, CPA
002 2016-01-01 MIKE SEGARS, CPA
002 2015-01-01 MIKE SEGARS, CPA
002 2014-01-01 MIKE SEGARS, CPA
002 2013-01-01 MIKE SEGARS, CPA
002 2012-01-01 MIKE SEGARS, CPA
002 2011-01-01 MIKE SEGARS, CPA
002 2009-01-01 MIKE SEGARS, CPA

Plan Statistics for RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST

Measure Date Value
2023: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST

Measure	Date	Value
2023 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$871,161
Expenses. Total of all expenses incurred	2023-12-31	$267,999
Benefits paid (including direct rollovers)	2023-12-31	$267,999
Total plan assets at end of year	2023-12-31	$5,960,410
Total plan assets at beginning of year	2023-12-31	$5,357,248
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$871,161
Net income (gross income less expenses)	2023-12-31	$603,162
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,960,410
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,357,248
2022 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-864,283
Expenses. Total of all expenses incurred	2022-12-31	$323,312
Benefits paid (including direct rollovers)	2022-12-31	$323,312
Total plan assets at end of year	2022-12-31	$5,357,248
Total plan assets at beginning of year	2022-12-31	$6,544,843
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-864,283
Net income (gross income less expenses)	2022-12-31	$-1,187,595
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,357,248
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,544,843
2021 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,275,458
Expenses. Total of all expenses incurred	2021-12-31	$272,418
Benefits paid (including direct rollovers)	2021-12-31	$272,418
Total plan assets at end of year	2021-12-31	$6,544,843
Total plan assets at beginning of year	2021-12-31	$5,541,803
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$1,275,458
Net income (gross income less expenses)	2021-12-31	$1,003,040
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,544,843
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,541,803
2020 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$668,606
Total plan assets at end of year	2020-12-31	$5,541,803
Total plan assets at beginning of year	2020-12-31	$4,873,197
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$668,606
Net income (gross income less expenses)	2020-12-31	$668,606
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,541,803
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,873,197
2019 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,247,236
Expenses. Total of all expenses incurred	2019-12-31	$179,122
Benefits paid (including direct rollovers)	2019-12-31	$179,122
Total plan assets at end of year	2019-12-31	$4,873,197
Total plan assets at beginning of year	2019-12-31	$3,805,083
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$1,247,236
Net income (gross income less expenses)	2019-12-31	$1,068,114
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,873,197
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,805,083
2018 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-332,415
Expenses. Total of all expenses incurred	2018-12-31	$197,432
Benefits paid (including direct rollovers)	2018-12-31	$197,432
Total plan assets at end of year	2018-12-31	$3,805,083
Total plan assets at beginning of year	2018-12-31	$4,334,930
Value of fidelity bond covering the plan	2018-12-31	$450,000
Other income received	2018-12-31	$-332,415
Net income (gross income less expenses)	2018-12-31	$-529,847
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,805,083
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,334,930
2017 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$628,140
Expenses. Total of all expenses incurred	2017-12-31	$168,880
Benefits paid (including direct rollovers)	2017-12-31	$168,880
Total plan assets at end of year	2017-12-31	$4,334,930
Total plan assets at beginning of year	2017-12-31	$3,875,670
Value of fidelity bond covering the plan	2017-12-31	$450,000
Other income received	2017-12-31	$628,140
Net income (gross income less expenses)	2017-12-31	$459,260
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,334,930
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,875,670
2016 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$474,542
Expenses. Total of all expenses incurred	2016-12-31	$148,867
Benefits paid (including direct rollovers)	2016-12-31	$148,867
Total plan assets at end of year	2016-12-31	$3,875,670
Total plan assets at beginning of year	2016-12-31	$3,549,995
Value of fidelity bond covering the plan	2016-12-31	$400,000
Other income received	2016-12-31	$474,542
Net income (gross income less expenses)	2016-12-31	$325,675
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,875,670
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,549,995
2015 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-114,468
Expenses. Total of all expenses incurred	2015-12-31	$154,531
Benefits paid (including direct rollovers)	2015-12-31	$154,531
Total plan assets at end of year	2015-12-31	$3,549,995
Total plan assets at beginning of year	2015-12-31	$3,818,994
Value of fidelity bond covering the plan	2015-12-31	$390,000
Other income received	2015-12-31	$-114,968
Net income (gross income less expenses)	2015-12-31	$-268,999
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,549,995
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,818,994
Total contributions received or receivable from employer(s)	2015-12-31	$500
2014 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$312,397
Expenses. Total of all expenses incurred	2014-12-31	$141,140
Benefits paid (including direct rollovers)	2014-12-31	$141,140
Total plan assets at end of year	2014-12-31	$3,818,994
Total plan assets at beginning of year	2014-12-31	$3,647,737
Value of fidelity bond covering the plan	2014-12-31	$390,000
Other income received	2014-12-31	$311,897
Net income (gross income less expenses)	2014-12-31	$171,257
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,818,994
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,647,737
Total contributions received or receivable from employer(s)	2014-12-31	$500
2013 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$729,223
Expenses. Total of all expenses incurred	2013-12-31	$218,718
Benefits paid (including direct rollovers)	2013-12-31	$218,718
Total plan assets at end of year	2013-12-31	$3,647,737
Total plan assets at beginning of year	2013-12-31	$3,137,232
Value of fidelity bond covering the plan	2013-12-31	$370,000
Other income received	2013-12-31	$729,223
Net income (gross income less expenses)	2013-12-31	$510,505
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,647,737
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,137,232
2012 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$331,586
Total plan assets at end of year	2012-12-31	$3,137,232
Total plan assets at beginning of year	2012-12-31	$2,805,646
Value of fidelity bond covering the plan	2012-12-31	$320,000
Other income received	2012-12-31	$331,586
Net income (gross income less expenses)	2012-12-31	$331,586
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,137,232
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,805,646
2011 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$23,134
Total plan assets at end of year	2011-12-31	$2,805,646
Total plan assets at beginning of year	2011-12-31	$2,782,512
Value of fidelity bond covering the plan	2011-12-31	$290,000
Other income received	2011-12-31	$23,134
Net income (gross income less expenses)	2011-12-31	$23,134
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,805,646
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,782,512
2010 : RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$431,506
Total plan assets at end of year	2010-12-31	$2,782,512
Total plan assets at beginning of year	2010-12-31	$2,351,006
Value of fidelity bond covering the plan	2010-12-31	$280,000
Other income received	2010-12-31	$431,506
Net income (gross income less expenses)	2010-12-31	$431,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,782,512
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,351,006
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST

2023: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 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: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 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: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RUSSELL H LOWREY DMD PC EMPLOYEES PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RUSSELL H LOWREY DMD PC
Employer identification number (EIN):	630702569
NAIC Classification:	621210
NAIC Description:	Offices of Dentists