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DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN
Plan identification number 001

DAVID J. LOURIE, M.D., INC. 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

DAVID J. LOURIE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. LOURIE, M.D., INC.
Employer identification number (EIN):680540955
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN

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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID J. LOURIE2015-07-24 DAVID J. LOURIE2015-07-24
0012013-01-01DAVID J. LOURIE2014-07-14 DAVID J. LOURIE2014-07-14
0012012-01-01DAVID J. LOURIE2013-10-11 DAVID J. LOURIE2013-10-11

Financial Data on DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2024 : DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-252087013
Net assets as of the end of the plan year2024-07-254406
Total assets as of the beginning of the plan year2024-07-251868041
Value of plan covered by a fidelity bond2024-07-25150000
Participant contributions to plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25223378
Plan net income in this plan year2024-07-25-1863635
Net assets as of the end of the plan year2024-07-254406
Net assets as of the beginning of the plan year2024-07-251868041
Employer contributions to plan in this plan year2024-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250
2022 : DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-070
Net assets as of the end of the plan year2022-10-072132884
Total assets as of the beginning of the plan year2022-10-071852688
Value of plan covered by a fidelity bond2022-10-07150000
Participant contributions to plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-07280196
Plan net income in this plan year2022-10-07280196
Net assets as of the end of the plan year2022-10-072132884
Net assets as of the beginning of the plan year2022-10-071852688
Employer contributions to plan in this plan year2022-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-070

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