401k Plan data: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN plan

HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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

HARVEL LOVELESS, JR., DDS, INC has sponsored the creation of one or more 401k plans.

Company Name: HARVEL LOVELESS, JR., DDS, INC

Employer identification number (EIN): 762067676

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2018-10-14
001 2016-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2017-07-20
001 2015-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2016-07-08
001 2014-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2015-09-08
001 2013-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2014-09-12
001 2012-01-01 HARVEL LOVELESS JR HARVEL LOVELESS JR 2013-06-14
001 2011-01-01 HARVEL LOVELESS JR
001 2010-01-01 HARVEL LOVELESS JR
001 2009-01-01 HARVEL LOVELESS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2018-10-14
001	2016-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2017-07-20
001	2015-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2016-07-08
001	2014-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2015-09-08
001	2013-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2014-09-12
001	2012-01-01	HARVEL LOVELESS JR	HARVEL LOVELESS JR	2013-06-14
001	2011-01-01	HARVEL LOVELESS JR
001	2010-01-01	HARVEL LOVELESS JR
001	2009-01-01	HARVEL LOVELESS

Plan Statistics for HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2018 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$992
Expenses. Total of all expenses incurred	2018-12-31	$994
Benefits paid (including direct rollovers)	2018-12-31	$994
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$2
Other income received	2018-12-31	$992
Net income (gross income less expenses)	2018-12-31	$-2
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2
2017 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$108,901
Expenses. Total of all expenses incurred	2017-12-31	$874,886
Benefits paid (including direct rollovers)	2017-12-31	$874,473
Total plan assets at end of year	2017-12-31	$2
Total plan assets at beginning of year	2017-12-31	$765,987
Expenses. Other expenses not covered elsewhere	2017-12-31	$413
Other income received	2017-12-31	$102,251
Net income (gross income less expenses)	2017-12-31	$-765,985
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$765,987
Total contributions received or receivable from employer(s)	2017-12-31	$6,650
2016 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,647
Expenses. Total of all expenses incurred	2016-12-31	$200
Total plan assets at end of year	2016-12-31	$765,987
Total plan assets at beginning of year	2016-12-31	$693,540
Expenses. Other expenses not covered elsewhere	2016-12-31	$200
Other income received	2016-12-31	$65,131
Net income (gross income less expenses)	2016-12-31	$72,447
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$765,987
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$693,540
Total contributions received or receivable from employer(s)	2016-12-31	$7,516
2015 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$14,803
Expenses. Total of all expenses incurred	2015-12-31	$200
Total plan assets at end of year	2015-12-31	$693,540
Total plan assets at beginning of year	2015-12-31	$678,937
Expenses. Other expenses not covered elsewhere	2015-12-31	$200
Other income received	2015-12-31	$2,550
Net income (gross income less expenses)	2015-12-31	$14,603
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$693,540
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$678,937
Total contributions received or receivable from employer(s)	2015-12-31	$12,253
2014 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$59,475
Expenses. Total of all expenses incurred	2014-12-31	$150
Total plan assets at end of year	2014-12-31	$678,937
Total plan assets at beginning of year	2014-12-31	$619,612
Expenses. Other expenses not covered elsewhere	2014-12-31	$150
Other income received	2014-12-31	$46,203
Net income (gross income less expenses)	2014-12-31	$59,325
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$678,937
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$619,612
Total contributions received or receivable from employer(s)	2014-12-31	$13,272
2013 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$116,408
Expenses. Total of all expenses incurred	2013-12-31	$150
Total plan assets at end of year	2013-12-31	$619,612
Total plan assets at beginning of year	2013-12-31	$503,354
Expenses. Other expenses not covered elsewhere	2013-12-31	$150
Other income received	2013-12-31	$111,941
Net income (gross income less expenses)	2013-12-31	$116,258
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$619,612
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$503,354
Total contributions received or receivable from employer(s)	2013-12-31	$4,467
2012 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,911
Expenses. Total of all expenses incurred	2012-12-31	$150
Total plan assets at end of year	2012-12-31	$503,354
Total plan assets at beginning of year	2012-12-31	$434,593
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Other income received	2012-12-31	$59,181
Net income (gross income less expenses)	2012-12-31	$68,761
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$503,354
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$434,593
Total contributions received or receivable from employer(s)	2012-12-31	$9,730
2011 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,653
Expenses. Total of all expenses incurred	2011-12-31	$300
Total plan assets at end of year	2011-12-31	$434,593
Total plan assets at beginning of year	2011-12-31	$412,540
Expenses. Other expenses not covered elsewhere	2011-12-31	$300
Other income received	2011-12-31	$12,255
Net income (gross income less expenses)	2011-12-31	$22,353
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$434,593
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$412,540
Total contributions received or receivable from employer(s)	2011-12-31	$10,398
2010 : HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$32,342
Expenses. Total of all expenses incurred	2010-12-31	$47,250
Benefits paid (including direct rollovers)	2010-12-31	$47,250
Total plan assets at end of year	2010-12-31	$412,540
Total plan assets at beginning of year	2010-12-31	$427,448
Other income received	2010-12-31	$21,209
Net income (gross income less expenses)	2010-12-31	$-14,908
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$412,540
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$427,448
Total contributions received or receivable from employer(s)	2010-12-31	$11,133

Form 5500 Responses for HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN

2018: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HARVEL LOVELESS, JR., DDS, INC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARVEL LOVELESS, JR., DDS, INC
Employer identification number (EIN):	762067676
NAIC Classification:	621210
NAIC Description:	Offices of Dentists