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JOHN R LAKE, JR, DDS RETIREMENT PLAN 401k Plan overview

Plan NameJOHN R LAKE, JR, DDS RETIREMENT PLAN
Plan identification number 001

JOHN R LAKE, JR, DDS RETIREMENT 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
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LIGHTSHIP DENTAL, INC has sponsored the creation of one or more 401k plans.

Company Name:LIGHTSHIP DENTAL, INC
Employer identification number (EIN):204648226
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R LAKE, JR, DDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL VANDERFORD2024-10-07
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01MARY LAKE2022-07-28
0012019-01-01
0012018-01-01
0012018-01-01MARY LAKE2022-07-28
0012017-01-01MARY LAKE2018-07-20
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOSEPH MACKESY
0012011-01-01JOSEPH MACKESY
0012010-01-01LIGHTSHIP DENTAL INC

Financial Data on JOHN R LAKE, JR, DDS RETIREMENT PLAN

Measure Date Value
2025 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08137477
Net assets as of the end of the plan year2025-10-081849191
Total assets as of the beginning of the plan year2025-10-081660439
Value of plan covered by a fidelity bond2025-10-08200000
Participant contributions to plan in this plan year2025-10-0889825
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08137146
Plan net income in this plan year2025-10-08188752
Net assets as of the end of the plan year2025-10-081849191
Net assets as of the beginning of the plan year2025-10-081660439
Employer contributions to plan in this plan year2025-10-0899258
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0810459
2024 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0714452
Net assets as of the end of the plan year2024-10-071660439
Total assets as of the beginning of the plan year2024-10-071436906
Value of plan covered by a fidelity bond2024-10-07200000
Participant contributions to plan in this plan year2024-10-0726170
Other income to plan in this plan year2024-10-07136848
Plan net income in this plan year2024-10-07223533
Net assets as of the end of the plan year2024-10-071660439
Net assets as of the beginning of the plan year2024-10-071436906
Employer contributions to plan in this plan year2024-10-0774967
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-077696
2023 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-060
Total liabilities as of the end of the plan year2023-04-060
Total liabilities as of the beginning of the plan year2023-04-060
Total expenses incurred by plan in this plan year2023-04-060
Net assets as of the end of the plan year2023-04-061596055
Total assets as of the beginning of the plan year2023-04-061507292
Value of plan covered by a fidelity bond2023-04-06200000
Participant contributions to plan in this plan year2023-04-060
Other expenses paid from plan in this plan year2023-04-060
Other contributions to plan in this plan year2023-04-060
Other income to plan in this plan year2023-04-061600
Plan net income in this plan year2023-04-0688763
Net assets as of the end of the plan year2023-04-061596055
Net assets as of the beginning of the plan year2023-04-061507292
Employer contributions to plan in this plan year2023-04-0687163
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-060
2016 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$165,734
Expenses. Total of all expenses incurred2016-12-31$30,000
Benefits paid (including direct rollovers)2016-12-31$30,000
Total plan assets at end of year2016-12-31$843,015
Total plan assets at beginning of year2016-12-31$707,281
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$62,067
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$27,609
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$135,734
Net plan assets at end of year (total assets less liabilities)2016-12-31$843,015
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$707,281
Total contributions received or receivable from employer(s)2016-12-31$76,058
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$76,681
Expenses. Total of all expenses incurred2015-12-31$35,000
Benefits paid (including direct rollovers)2015-12-31$35,000
Total plan assets at end of year2015-12-31$707,281
Total plan assets at beginning of year2015-12-31$665,600
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$85,067
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-84,039
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$41,681
Net plan assets at end of year (total assets less liabilities)2015-12-31$707,281
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$665,600
Total contributions received or receivable from employer(s)2015-12-31$75,653
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$43,552
Expenses. Total of all expenses incurred2014-12-31$40,000
Benefits paid (including direct rollovers)2014-12-31$40,000
Total plan assets at end of year2014-12-31$665,600
Total plan assets at beginning of year2014-12-31$662,048
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$42,331
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,221
Net income (gross income less expenses)2014-12-31$3,552
Net plan assets at end of year (total assets less liabilities)2014-12-31$665,600
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$662,048
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$83,677
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$662,048
Total plan assets at beginning of year2013-12-31$578,371
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$42,793
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$40,884
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$83,677
Net plan assets at end of year (total assets less liabilities)2013-12-31$662,048
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$578,371
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$68,444
Expenses. Total of all expenses incurred2012-12-31$90,000
Benefits paid (including direct rollovers)2012-12-31$90,000
Total plan assets at end of year2012-12-31$578,371
Total plan assets at beginning of year2012-12-31$599,927
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$42,214
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$26,230
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-21,556
Net plan assets at end of year (total assets less liabilities)2012-12-31$578,371
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$599,927
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-131,878
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$599,927
Total plan assets at beginning of year2011-12-31$731,805
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$29,823
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-161,701
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-131,878
Net plan assets at end of year (total assets less liabilities)2011-12-31$599,927
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$731,805
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN R LAKE, JR, DDS RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$103,200
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$731,805
Total plan assets at beginning of year2010-12-31$628,605
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$38,793
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$64,407
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$103,200
Net plan assets at end of year (total assets less liabilities)2010-12-31$731,805
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$628,605
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JOHN R LAKE, JR, DDS RETIREMENT PLAN

2016: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN R LAKE, JR, DDS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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