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DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP 401k Plan overview

Plan NameDAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP
Plan identification number 001

DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVID W. LAMBERT DDS & RUTH E. LAMBERT, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. LAMBERT DDS & RUTH E. LAMBERT, DDS
Employer identification number (EIN):621443489
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID W. LAMBERT DDS2018-09-11 DAVID W. LAMBERT DDS2018-09-11
0012016-01-01DAVID W. LAMBERT DDS2017-09-15 DAVID W. LAMBERT DDS2017-09-15
0012015-01-01DAVID W. LAMBERT DDS2016-09-16 DAVID W. LAMBERT DDS2016-09-16
0012014-01-01DAVID W. LAMBERT DDS2015-09-30 DAVID W. LAMBERT DDS2015-09-30
0012013-01-01DAVID W. LAMBERT DDS2014-09-14 DAVID W. LAMBERT DDS2014-09-14
0012012-01-01DAVID W. LAMBERT DDS2013-09-27 DAVID W. LAMBERT DDS2013-09-27
0012011-01-01DAVID W. LAMBERT DDS2012-10-05 DAVID W. LAMBERT DDS2012-10-05
0012010-01-01DAVID W. LAMBERT DDS2011-10-14 DAVID W. LAMBERT DDS2011-10-14

Financial Data on DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP

Measure Date Value
2025 : DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0247199
Net assets as of the end of the plan year2025-10-023249761
Total assets as of the beginning of the plan year2025-10-022751030
Value of plan covered by a fidelity bond2025-10-02400000
Participant contributions to plan in this plan year2025-10-0237060
Other income to plan in this plan year2025-10-02483870
Plan net income in this plan year2025-10-02498731
Net assets as of the end of the plan year2025-10-023249761
Net assets as of the beginning of the plan year2025-10-022751030
Employer contributions to plan in this plan year2025-10-0225000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0247199
2024 : DAVID W. LAMBERT, DDS & RUTH E. LAMBERT, DDS 401(K) PSP 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1140339
Net assets as of the end of the plan year2024-09-112751030
Total assets as of the beginning of the plan year2024-09-112183326
Value of plan covered by a fidelity bond2024-09-11300000
Participant contributions to plan in this plan year2024-09-1139909
Other income to plan in this plan year2024-09-11543134
Plan net income in this plan year2024-09-11567704
Net assets as of the end of the plan year2024-09-112751030
Net assets as of the beginning of the plan year2024-09-112183326
Employer contributions to plan in this plan year2024-09-1125000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1140339

Potentially related plans

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