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THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 401k Plan overview

Plan NameTHOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN
Plan identification number 001

THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THOMAS F. LEFTWICH, JR., DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS F. LEFTWICH, JR., DDS, LLC
Employer identification number (EIN):541264634
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012006-01-01MARY F. LEFTWICH
0012005-01-01MARY F. LEFTWICH
0012004-01-01MARY F. LEFTWICH
0012003-06-01MARY F. LEFTWICH

Plan Statistics for THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN

401k plan membership statisitcs for THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN

Measure Date Value
2006: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-016
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-011
Total of all active and inactive participants2006-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-017
Number of participants with account balances2006-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-016
Total number of active participants reported on line 7a of the Form 55002005-01-016
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-016
Number of participants with account balances2005-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-016
Total number of active participants reported on line 7a of the Form 55002004-01-016
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-016
Number of participants with account balances2004-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-06-010
Total number of active participants reported on line 7a of the Form 55002003-06-016
Number of retired or separated participants receiving benefits2003-06-010
Number of other retired or separated participants entitled to future benefits2003-06-010
Total of all active and inactive participants2003-06-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-06-010
Total participants2003-06-016
Number of participants with account balances2003-06-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-06-010

Financial Data on THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN

Measure Date Value
2006 : THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$45,685
Expenses. Total of all expenses incurred2006-12-31$1,207
Total plan assets at end of year2006-12-31$155,658
Total plan assets at beginning of year2006-12-31$111,180
Total contributions received or receivable from participants2006-12-31$10,258
Other income received2006-12-31$28,129
Net income (gross income less expenses)2006-12-31$44,478
Net plan assets at end of year (total assets less liabilities)2006-12-31$155,658
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$111,180
Assets. Value of participant loans2006-12-31$5,872
Total contributions received or receivable from employer(s)2006-12-31$7,298
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$1,207
2005 : THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2005 401k financial data
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$56,066
Expenses. Total of all expenses incurred2005-12-31$545
Total plan assets at end of year2005-12-31$111,180
Total plan assets at beginning of year2005-12-31$55,659
Total contributions received or receivable from participants2005-12-31$26,478
Other income received2005-12-31$10,828
Net income (gross income less expenses)2005-12-31$55,521
Net plan assets at end of year (total assets less liabilities)2005-12-31$111,180
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$55,659
Assets. Value of participant loans2005-12-31$52
Total contributions received or receivable from employer(s)2005-12-31$18,760
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$545
2004 : THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2004 401k financial data
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$38,706
Expenses. Total of all expenses incurred2004-12-31$1,035
Benefits paid (including direct rollovers)2004-12-31$811
Total plan assets at end of year2004-12-31$55,659
Total plan assets at beginning of year2004-12-31$17,988
Total contributions received or receivable from participants2004-12-31$19,079
Other income received2004-12-31$5,476
Net income (gross income less expenses)2004-12-31$37,671
Net plan assets at end of year (total assets less liabilities)2004-12-31$55,659
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$17,988
Assets. Value of participant loans2004-12-31$1,313
Total contributions received or receivable from employer(s)2004-12-31$14,151
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$224
2003 : THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2003 401k financial data
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$17,988
Expenses. Total of all expenses incurred2003-12-31$0
Total plan assets at end of year2003-12-31$17,988
Total plan assets at beginning of year2003-12-31$0
Total contributions received or receivable from participants2003-12-31$10,169
Other income received2003-12-31$978
Net income (gross income less expenses)2003-12-31$17,988
Net plan assets at end of year (total assets less liabilities)2003-12-31$17,988
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$0
Total contributions received or receivable from employer(s)2003-12-31$6,841

Form 5500 Responses for THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN

2006: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: THOMAS F. LEFTWICH, JR., DDS, LLC 401(K) PLAN 2003 form 5500 responses
2003-06-01Type of plan entitySingle employer plan
2003-06-01First time form 5500 has been submittedYes
2003-06-01Submission has been amendedNo
2003-06-01This submission is the final filingNo
2003-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2003-06-01Plan is a collectively bargained planNo
2003-06-01Plan funding arrangement – InsuranceYes
2003-06-01Plan funding arrangement – TrustYes
2003-06-01Plan benefit arrangement – InsuranceYes
2003-06-01Plan benefit arrangement - TrustYes

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