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THE LOUISE FIRST DMD RETIREMENT PLAN 401k Plan overview

Plan NameTHE LOUISE FIRST DMD RETIREMENT PLAN
Plan identification number 004

THE LOUISE FIRST DMD RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

LOUISE R. FIRST DMD PC has sponsored the creation of one or more 401k plans.

Company Name:LOUISE R. FIRST DMD PC
Employer identification number (EIN):430970058
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LOUISE FIRST DMD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01LOUISE FIRST2023-04-04
0042020-07-01DR. LOUISE FIRST2021-08-17
0042019-07-01DR. LOUISE FIRST2021-01-28
0042018-07-01DR. LOUISE FIRST2020-01-22
0042017-07-01DR. LOUISE FIRST2018-11-26
0042016-07-01DR. LOUISE FIRST2018-01-25
0042015-07-01LOUISE FIRST2017-01-31
0042014-07-01DR. LOUISE FIRST2016-03-10
0042013-07-01DR. LOUISE FIRST2015-03-14 DR. LOUISE FIRST2015-03-14
0042012-07-01DR. LOUISE FIRST2013-11-11
0042011-07-01LOUISE FIRST2013-03-05
0042010-07-01LOUISE FIRST2012-03-13

Plan Statistics for THE LOUISE FIRST DMD RETIREMENT PLAN

401k plan membership statisitcs for THE LOUISE FIRST DMD RETIREMENT PLAN

Measure Date Value
2023: THE LOUISE FIRST DMD RETIREMENT PLAN 2023 401k membership
Total number of particpants at beginning of year2023-04-048
Total number of particpants at end of year2023-04-040
Number of Participants With Account Balances2023-04-040

Financial Data on THE LOUISE FIRST DMD RETIREMENT PLAN

Measure Date Value
2023 : THE LOUISE FIRST DMD RETIREMENT PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-04-1041767
Total expenses incurred by plan in this plan year2023-04-040
Net assets as of the end of the plan year2023-04-040
Total assets as of the beginning of the plan year2023-04-041024617
Value of plan covered by a fidelity bond2023-04-04175000
Plan net income in this plan year2023-04-0417150
Net assets as of the end of the plan year2023-04-040
Net assets as of the beginning of the plan year2023-04-041024617
Employer contributions to plan in this plan year2023-04-0417150

Potentially related plans

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