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WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

WILLIAM J. LEWIS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. LEWIS, D.D.S.
Employer identification number (EIN):204256497
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM J. LEWIS, DDS2015-04-28
0012013-01-01WILLIAM J. LEWIS, DDS2014-06-16
0012012-01-01SUZANNE A. LEWIS2013-03-22
0012011-01-01SUZANNE A. LEWIS2012-05-09
0012010-01-01SUZANNE A. LEWIS2011-04-13

Plan Statistics for WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-234
Total number of particpants at end of year2025-04-234
Number of Participants With Account Balances2025-04-234
2024: WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-014
Total number of particpants at end of year2024-04-014
Number of Participants With Account Balances2024-04-014

Financial Data on WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-23670734
Net assets as of the end of the plan year2025-04-2359435
Total assets as of the beginning of the plan year2025-04-23677015
Value of plan covered by a fidelity bond2025-04-23150000
Participant contributions to plan in this plan year2025-04-2339074
Other income to plan in this plan year2025-04-237768
Plan net income in this plan year2025-04-23-617580
Net assets as of the end of the plan year2025-04-2359435
Net assets as of the beginning of the plan year2025-04-23677015
Employer contributions to plan in this plan year2025-04-236312
Fees paid to broker by Benefit Provider2025-04-23408
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-23375
2024 : WILLIAM J. LEWIS, D.D.S. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-01280300
Net assets as of the end of the plan year2024-04-01677015
Total assets as of the beginning of the plan year2024-04-01842685
Value of plan covered by a fidelity bond2024-04-01150000
Participant contributions to plan in this plan year2024-04-0129943
Other income to plan in this plan year2024-04-0176832
Plan net income in this plan year2024-04-01-165670
Net assets as of the end of the plan year2024-04-01677015
Net assets as of the beginning of the plan year2024-04-01842685
Employer contributions to plan in this plan year2024-04-017855
Fees paid to broker by Benefit Provider2024-04-011045
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-01300

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