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JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN
Plan identification number 001

JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='264413726' AND PlanID='001'

401k Sponsoring company profile

JAMES G LOESER DDS MD PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES G LOESER DDS MD PC
Employer identification number (EIN):264413726
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES G LOESER2024-05-30 JAMES G LOESER2024-05-30
0012022-01-01JAMES G LOESER2023-07-26 JAMES G LOESER2023-07-26

Financial Data on JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-04-02251919
Total assets as of the beginning of the plan year2025-04-02141958
Value of plan covered by a fidelity bond2025-04-0215000
Participant contributions to plan in this plan year2025-04-0260850
Other income to plan in this plan year2025-04-0238992
Plan net income in this plan year2025-04-02109961
Net assets as of the end of the plan year2025-04-02251919
Net assets as of the beginning of the plan year2025-04-02141958
Employer contributions to plan in this plan year2025-04-0210119
2024 : JAMES G. LOESER DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-05-30141958
Total assets as of the beginning of the plan year2024-05-3048890
Value of plan covered by a fidelity bond2024-05-3010000
Participant contributions to plan in this plan year2024-05-3050140
Other contributions to plan in this plan year2024-05-3016144
Other income to plan in this plan year2024-05-3017119
Plan net income in this plan year2024-05-3093068
Net assets as of the end of the plan year2024-05-30141958
Net assets as of the beginning of the plan year2024-05-3048890
Employer contributions to plan in this plan year2024-05-309665

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