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MICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN
Plan identification number 003

MICHAEL A. LOVDA, D.D.S., LTD. 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
  • 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

MICHAEL A. LOVDA, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. LOVDA, D.D.S., LTD.
Employer identification number (EIN):363095971
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-11-01MICHAEL LOVDA2024-04-05 MICHAEL LOVDA2024-04-05
0032021-11-01MICHAEL LOVDA2023-08-15 MICHAEL LOVDA2023-08-15
0032020-11-01MICHAEL LOVDA2022-08-04 MICHAEL LOVDA2022-08-04
0032019-11-01MICHAEL RAZNY2021-08-16
0032018-11-01MICHAEL LOVDA2020-08-20 MICHAEL LOVDA2020-08-20
0032018-11-01MICHAEL RAZNY2020-08-17
0032017-11-01MICHAEL LOVDA2019-05-01 MICHAEL LOVDA2019-05-01
0032016-11-01MICHAEL LOVDA2018-04-26
0032015-11-01MICHAEL LOVDA2017-04-23 MICHAEL LOVDA2017-04-23
0032014-11-01MICHAEL LOVDA2016-03-05
0032013-11-01MICHAEL LOVDA2014-12-25
0032012-11-01MICHAEL LOVDA2014-03-25
0032011-11-01MICHAEL LOVDA2013-01-27
0032010-11-01MICHAEL LOVDA2012-04-05

Financial Data on MICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-293338
Net assets as of the end of the plan year2025-05-29376434
Total assets as of the beginning of the plan year2025-05-29293810
Value of plan covered by a fidelity bond2025-05-2975000
Other income to plan in this plan year2025-05-2945553
Plan net income in this plan year2025-05-2982624
Net assets as of the end of the plan year2025-05-29376434
Net assets as of the beginning of the plan year2025-05-29293810
Employer contributions to plan in this plan year2025-05-2940409
2023 : MICHAEL A. LOVDA, D.D.S., LTD. PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-15282548
Net assets as of the end of the plan year2023-08-15248521
Total assets as of the beginning of the plan year2023-08-15556594
Value of plan covered by a fidelity bond2023-08-1575000
Value of participant loans at end of plan year2023-08-1516974
Other income to plan in this plan year2023-08-15-45525
Plan net income in this plan year2023-08-15-308073
Net assets as of the end of the plan year2023-08-15248521
Net assets as of the beginning of the plan year2023-08-15556594
Employer contributions to plan in this plan year2023-08-1520000
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-152785

Potentially related plans

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