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| Plan Name | DANIEL ROZEN DMD PA DBA LIGHTHOUSE POINT ORTHODONTICS 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DANIEL ROZEN DMD PA DBA LIGHTHOUSE POINT ORTHODONTICS |
| Employer identification number (EIN): | 830923768 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DANIEL ROZEN | 2023-05-25 | ||
| 001 | 2021-01-01 | DANIEL ROZEN | 2022-07-25 | ||
| 001 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022: DANIEL ROZEN DMD PA DBA LIGHTHOUSE POINT ORTHODONTICS 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-25 | 3 |
| Total number of particpants at end of year | 2022-07-25 | 3 |
| Number of Participants With Account Balances | 2022-07-25 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2022 : DANIEL ROZEN DMD PA DBA LIGHTHOUSE POINT ORTHODONTICS 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-25 | 5005 |
| Net assets as of the end of the plan year | 2022-07-25 | 187374 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 119578 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 39410 |
| Other income to plan in this plan year | 2022-07-25 | 22331 |
| Plan net income in this plan year | 2022-07-25 | 67796 |
| Net assets as of the end of the plan year | 2022-07-25 | 187374 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 119578 |
| Employer contributions to plan in this plan year | 2022-07-25 | 11060 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-25 | 2153 |
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