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FIELD & LURIE RETIREMENT PLAN 401k Plan overview

Plan NameFIELD & LURIE RETIREMENT PLAN
Plan identification number 001

FIELD & LURIE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FIELD & LURIE, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:FIELD & LURIE, DMD, PA
Employer identification number (EIN):261423377
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIELD & LURIE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THEODORE FIELD2024-03-28
0012022-01-01THEODORE FIELD2023-04-27
0012021-01-01THEODORE FIELD2022-09-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01THEODORE FIELD III2015-08-18
0012013-01-01THEODORE FIELD III2014-06-12
0012012-01-01THEODORE FIELD III2013-04-12
0012011-01-01THEODORE FIELD III2012-03-02
0012010-01-01THEODORE FIELD III2011-06-22

Financial Data on FIELD & LURIE RETIREMENT PLAN

Measure Date Value
2025 : FIELD & LURIE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0510414
Net assets as of the end of the plan year2025-09-05903572
Total assets as of the beginning of the plan year2025-09-05745114
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-0536825
Other income to plan in this plan year2025-09-05111727
Plan net income in this plan year2025-09-05158458
Net assets as of the end of the plan year2025-09-05903572
Net assets as of the beginning of the plan year2025-09-05745114
Employer contributions to plan in this plan year2025-09-0520320
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0510414
2024 : FIELD & LURIE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-288294
Net assets as of the end of the plan year2024-03-28745114
Total assets as of the beginning of the plan year2024-03-28611631
Value of plan covered by a fidelity bond2024-03-28265000
Participant contributions to plan in this plan year2024-03-2834850
Other income to plan in this plan year2024-03-2881810
Plan net income in this plan year2024-03-28133483
Net assets as of the end of the plan year2024-03-28745114
Net assets as of the beginning of the plan year2024-03-28611631
Employer contributions to plan in this plan year2024-03-2825117
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-288294
2022 : FIELD & LURIE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-147067
Net assets as of the end of the plan year2022-09-14660314
Total assets as of the beginning of the plan year2022-09-14556008
Value of plan covered by a fidelity bond2022-09-14265000
Participant contributions to plan in this plan year2022-09-1431850
Value of participant loans at end of plan year2022-09-1416228
Other income to plan in this plan year2022-09-1462791
Plan net income in this plan year2022-09-14104306
Net assets as of the end of the plan year2022-09-14660314
Net assets as of the beginning of the plan year2022-09-14556008
Employer contributions to plan in this plan year2022-09-1416732
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-147067

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