LAZZARA ORTHODONTICS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAZZARA ORTHODONTICS 401K PLAN
| Measure | Date | Value |
|---|
| 2025: LAZZARA ORTHODONTICS 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-15 | 26 |
| Total number of particpants at end of year | 2025-04-15 | 28 |
| Number of Participants With Account Balances | 2025-04-15 | 28 |
| 2024: LAZZARA ORTHODONTICS 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-03 | 24 |
| Total number of particpants at end of year | 2024-04-03 | 26 |
| Number of Participants With Account Balances | 2024-04-03 | 26 |
| 2017: LAZZARA ORTHODONTICS 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 12 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : LAZZARA ORTHODONTICS 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-15 | 39690 |
| Net assets as of the end of the plan year | 2025-04-15 | 1952591 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 1442352 |
| Participant contributions to plan in this plan year | 2025-04-15 | 74428 |
| Value of participant loans at end of plan year | 2025-04-15 | 3402 |
| Other expenses paid from plan in this plan year | 2025-04-15 | 0 |
| Other contributions to plan in this plan year | 2025-04-15 | 85058 |
| Other income to plan in this plan year | 2025-04-15 | 330254 |
| Plan net income in this plan year | 2025-04-15 | 510239 |
| Net assets as of the end of the plan year | 2025-04-15 | 1952591 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 1442352 |
| Employer contributions to plan in this plan year | 2025-04-15 | 60189 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 22412 |
| 2024 : LAZZARA ORTHODONTICS 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-03 | 47934 |
| Net assets as of the end of the plan year | 2024-04-03 | 1442352 |
| Total assets as of the beginning of the plan year | 2024-04-03 | 1083683 |
| Participant contributions to plan in this plan year | 2024-04-03 | 68244 |
| Value of participant loans at end of plan year | 2024-04-03 | 3033 |
| Other expenses paid from plan in this plan year | 2024-04-03 | 0 |
| Other contributions to plan in this plan year | 2024-04-03 | 0 |
| Other income to plan in this plan year | 2024-04-03 | 259794 |
| Plan net income in this plan year | 2024-04-03 | 358669 |
| Net assets as of the end of the plan year | 2024-04-03 | 1442352 |
| Net assets as of the beginning of the plan year | 2024-04-03 | 1083683 |
| Employer contributions to plan in this plan year | 2024-04-03 | 78565 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-03 | 16231 |
| 2017 : LAZZARA ORTHODONTICS 401K PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,417 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $2,417 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $33,727 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-32,821 |
| Net income (gross income less expenses) | 2017-12-31 | $2,417 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,511 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
