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JAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMES A. LOYOLA, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. LOYOLA, D.M.D.
Employer identification number (EIN):731640873
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICOLE HINGLE2024-09-03
0012021-01-01JAMES LOYOLA2022-10-17
0012021-01-01
0012020-01-01JAMES LOYOLA2021-10-15
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01JAMES A LOYOLA2017-08-10
0012015-01-01JAMES A. LOYOLA DMD2016-06-27
0012015-01-01
0012014-01-01JAMES A LOYOLA DMD2015-07-01

Financial Data on JAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : JAMES A. LOYOLA, D.M.D. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0316755
Net assets as of the end of the plan year2024-09-03376649
Total assets as of the beginning of the plan year2024-09-03309624
Value of plan covered by a fidelity bond2024-09-0331000
Participant contributions to plan in this plan year2024-09-0330419
Value of participant loans at end of plan year2024-09-0347909
Other income to plan in this plan year2024-09-0353361
Plan net income in this plan year2024-09-0367025
Net assets as of the end of the plan year2024-09-03376649
Net assets as of the beginning of the plan year2024-09-03309624
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-034936

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