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LORI ANDERSON, DDS 401(K) PLAN 401k Plan overview

Plan NameLORI ANDERSON, DDS 401(K) PLAN
Plan identification number 001

LORI ANDERSON, DDS 401(K) PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    LORI S. ANDERSON, DDS, PC has sponsored the creation of one or more 401k plans.

    Company Name:LORI S. ANDERSON, DDS, PC
    Employer identification number (EIN):271660882
    NAIC Classification:621210
    NAIC Description:Offices of Dentists

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan LORI ANDERSON, DDS 401(K) PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01LORI ANDERSON
    0012017-01-01LORI ANDERSON
    0012016-01-01LORI ANDERSON
    0012015-01-01LORI ANDERSON
    0012014-01-01LORI ANDERSON
    0012013-01-01LORI ANDERSON
    0012012-01-01LORI ANDERSON
    0012011-01-01LORI ANDERSON

    Plan Statistics for LORI ANDERSON, DDS 401(K) PLAN

    401k plan membership statisitcs for LORI ANDERSON, DDS 401(K) PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-013
    Total number of active participants reported on line 7a of the Form 55002020-01-012
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-011
    Total of all active and inactive participants2020-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
    Total participants2020-01-013
    Number of participants with account balances2020-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
    2019
    Total participants, beginning-of-year2019-01-013
    Total number of active participants reported on line 7a of the Form 55002019-01-013
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-012
    Total of all active and inactive participants2019-01-015
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
    Total participants2019-01-015
    Number of participants with account balances2019-01-014
    2018
    Total participants, beginning-of-year2018-01-013
    Total number of active participants reported on line 7a of the Form 55002018-01-012
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-011
    Total of all active and inactive participants2018-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
    Total participants2018-01-013
    Number of participants with account balances2018-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
    2017
    Total participants, beginning-of-year2017-01-013
    Total number of active participants reported on line 7a of the Form 55002017-01-014
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-011
    Total of all active and inactive participants2017-01-015
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
    Total participants2017-01-015
    Number of participants with account balances2017-01-014
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
    2016
    Total participants, beginning-of-year2016-01-012
    Total number of active participants reported on line 7a of the Form 55002016-01-013
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-010
    Total of all active and inactive participants2016-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-013
    Number of participants with account balances2016-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-013
    Total number of active participants reported on line 7a of the Form 55002015-01-012
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-010
    Total of all active and inactive participants2015-01-012
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
    Total participants2015-01-012
    Number of participants with account balances2015-01-012
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
    2014
    Total participants, beginning-of-year2014-01-013
    Total number of active participants reported on line 7a of the Form 55002014-01-013
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-010
    Total of all active and inactive participants2014-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-013
    Number of participants with account balances2014-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013
    Total participants, beginning-of-year2013-01-013
    Total number of active participants reported on line 7a of the Form 55002013-01-013
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-010
    Total of all active and inactive participants2013-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-013
    Number of participants with account balances2013-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
    2012
    Total participants, beginning-of-year2012-01-014
    Total number of active participants reported on line 7a of the Form 55002012-01-013
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-010
    Total of all active and inactive participants2012-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-013
    Number of participants with account balances2012-01-013
    2011
    Total participants, beginning-of-year2011-01-014
    Total number of active participants reported on line 7a of the Form 55002011-01-014
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-010
    Total of all active and inactive participants2011-01-014
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-014
    Number of participants with account balances2011-01-014
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

    Financial Data on LORI ANDERSON, DDS 401(K) PLAN

    Measure Date Value
    2020
    Total plan liabilities at end of year2020-12-31$0
    Total plan liabilities at beginning of year2020-12-31$0
    Total income from all sources2020-12-31$29,863
    Expenses. Total of all expenses incurred2020-12-31$21,127
    Benefits paid (including direct rollovers)2020-12-31$17,802
    Total plan assets at end of year2020-12-31$347,714
    Total plan assets at beginning of year2020-12-31$338,978
    Value of fidelity bond covering the plan2020-12-31$250,000
    Total contributions received or receivable from participants2020-12-31$7,012
    Contributions received from other sources (not participants or employers)2020-12-31$0
    Other income received2020-12-31$18,840
    Net income (gross income less expenses)2020-12-31$8,736
    Net plan assets at end of year (total assets less liabilities)2020-12-31$347,714
    Net plan assets at beginning of year (total assets less liabilities)2020-12-31$338,978
    Assets. Value of participant loans2020-12-31$15,524
    Total contributions received or receivable from employer(s)2020-12-31$4,011
    Value of certain deemed distributions of participant loans2020-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,325
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
    2019
    Total plan liabilities at end of year2019-12-31$0
    Total plan liabilities at beginning of year2019-12-31$0
    Total income from all sources2019-12-31$64,277
    Expenses. Total of all expenses incurred2019-12-31$3,154
    Total plan assets at end of year2019-12-31$338,978
    Total plan assets at beginning of year2019-12-31$277,855
    Value of fidelity bond covering the plan2019-12-31$250,000
    Total contributions received or receivable from participants2019-12-31$7,504
    Other income received2019-12-31$52,939
    Net income (gross income less expenses)2019-12-31$61,123
    Net plan assets at end of year (total assets less liabilities)2019-12-31$338,978
    Net plan assets at beginning of year (total assets less liabilities)2019-12-31$277,855
    Assets. Value of participant loans2019-12-31$16,891
    Total contributions received or receivable from employer(s)2019-12-31$3,834
    Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,154
    2018
    Total plan liabilities at end of year2018-12-31$0
    Total plan liabilities at beginning of year2018-12-31$0
    Total income from all sources2018-12-31$-5,481
    Expenses. Total of all expenses incurred2018-12-31$6,046
    Benefits paid (including direct rollovers)2018-12-31$2,819
    Total plan assets at end of year2018-12-31$277,855
    Total plan assets at beginning of year2018-12-31$289,382
    Value of fidelity bond covering the plan2018-12-31$250,000
    Total contributions received or receivable from participants2018-12-31$9,147
    Other income received2018-12-31$-19,142
    Net income (gross income less expenses)2018-12-31$-11,527
    Net plan assets at end of year (total assets less liabilities)2018-12-31$277,855
    Net plan assets at beginning of year (total assets less liabilities)2018-12-31$289,382
    Assets. Value of participant loans2018-12-31$23,660
    Total contributions received or receivable from employer(s)2018-12-31$4,514
    Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,227
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
    2017
    Total plan liabilities at end of year2017-12-31$0
    Total income from all sources2017-12-31$48,227
    Expenses. Total of all expenses incurred2017-12-31$2,915
    Total plan assets at end of year2017-12-31$289,382
    Total plan assets at beginning of year2017-12-31$244,070
    Value of fidelity bond covering the plan2017-12-31$250,000
    Total contributions received or receivable from participants2017-12-31$11,148
    Other income received2017-12-31$31,383
    Net income (gross income less expenses)2017-12-31$45,312
    Net plan assets at end of year (total assets less liabilities)2017-12-31$289,382
    Net plan assets at beginning of year (total assets less liabilities)2017-12-31$244,070
    Assets. Value of participant loans2017-12-31$30,525
    Total contributions received or receivable from employer(s)2017-12-31$5,696
    Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,915
    2016
    Total plan liabilities at beginning of year2016-12-31$0
    Total income from all sources2016-12-31$32,048
    Expenses. Total of all expenses incurred2016-12-31$2,346
    Total plan assets at end of year2016-12-31$244,070
    Total plan assets at beginning of year2016-12-31$214,368
    Value of fidelity bond covering the plan2016-12-31$250,000
    Total contributions received or receivable from participants2016-12-31$9,770
    Other income received2016-12-31$17,091
    Net income (gross income less expenses)2016-12-31$29,702
    Net plan assets at end of year (total assets less liabilities)2016-12-31$244,070
    Net plan assets at beginning of year (total assets less liabilities)2016-12-31$214,368
    Total contributions received or receivable from employer(s)2016-12-31$5,187
    Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,346
    2015
    Total plan liabilities at end of year2015-12-31$0
    Total plan liabilities at beginning of year2015-12-31$0
    Total income from all sources2015-12-31$7,421
    Expenses. Total of all expenses incurred2015-12-31$18,818
    Benefits paid (including direct rollovers)2015-12-31$25,303
    Total plan assets at end of year2015-12-31$214,368
    Total plan assets at beginning of year2015-12-31$225,765
    Value of fidelity bond covering the plan2015-12-31$25,000
    Total contributions received or receivable from participants2015-12-31$8,939
    Other income received2015-12-31$-6,123
    Net income (gross income less expenses)2015-12-31$-11,397
    Net plan assets at end of year (total assets less liabilities)2015-12-31$214,368
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$225,765
    Total contributions received or receivable from employer(s)2015-12-31$4,605
    Value of certain deemed distributions of participant loans2015-12-31$-9,564
    Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,079
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
    2014
    Total plan liabilities at end of year2014-12-31$0
    Total plan liabilities at beginning of year2014-12-31$0
    Total income from all sources2014-12-31$23,226
    Expenses. Total of all expenses incurred2014-12-31$2,281
    Total plan assets at end of year2014-12-31$225,765
    Total plan assets at beginning of year2014-12-31$204,820
    Value of fidelity bond covering the plan2014-12-31$25,000
    Total contributions received or receivable from participants2014-12-31$9,378
    Other income received2014-12-31$9,379
    Net income (gross income less expenses)2014-12-31$20,945
    Net plan assets at end of year (total assets less liabilities)2014-12-31$225,765
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$204,820
    Total contributions received or receivable from employer(s)2014-12-31$4,469
    Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,281
    2013
    Total plan liabilities at end of year2013-12-31$0
    Total plan liabilities at beginning of year2013-12-31$0
    Total income from all sources2013-12-31$34,384
    Expenses. Total of all expenses incurred2013-12-31$7,028
    Total plan assets at end of year2013-12-31$204,820
    Total plan assets at beginning of year2013-12-31$177,464
    Value of fidelity bond covering the plan2013-12-31$20,000
    Total contributions received or receivable from participants2013-12-31$10,055
    Expenses. Other expenses not covered elsewhere2013-12-31$2,948
    Other income received2013-12-31$18,608
    Net income (gross income less expenses)2013-12-31$27,356
    Net plan assets at end of year (total assets less liabilities)2013-12-31$204,820
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$177,464
    Total contributions received or receivable from employer(s)2013-12-31$5,721
    Value of certain deemed distributions of participant loans2013-12-31$4,080
    2012
    Total plan liabilities at end of year2012-12-31$0
    Total plan liabilities at beginning of year2012-12-31$0
    Total income from all sources2012-12-31$35,183
    Expenses. Total of all expenses incurred2012-12-31$36,550
    Benefits paid (including direct rollovers)2012-12-31$28,455
    Total plan assets at end of year2012-12-31$177,464
    Total plan assets at beginning of year2012-12-31$178,831
    Value of fidelity bond covering the plan2012-12-31$20,000
    Total contributions received or receivable from participants2012-12-31$11,478
    Expenses. Other expenses not covered elsewhere2012-12-31$2,611
    Other income received2012-12-31$16,620
    Net income (gross income less expenses)2012-12-31$-1,367
    Net plan assets at end of year (total assets less liabilities)2012-12-31$177,464
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$178,831
    Total contributions received or receivable from employer(s)2012-12-31$7,085
    Value of certain deemed distributions of participant loans2012-12-31$5,484
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
    2011
    Total plan liabilities at end of year2011-12-31$0
    Total plan liabilities at beginning of year2011-12-31$0
    Total income from all sources2011-12-31$19,287
    Expenses. Total of all expenses incurred2011-12-31$0
    Total plan assets at end of year2011-12-31$178,831
    Total plan assets at beginning of year2011-12-31$159,544
    Total contributions received or receivable from participants2011-12-31$12,323
    Other income received2011-12-31$-1,024
    Net income (gross income less expenses)2011-12-31$19,287
    Net plan assets at end of year (total assets less liabilities)2011-12-31$178,831
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$159,544
    Assets. Value of participant loans2011-12-31$5,000
    Total contributions received or receivable from employer(s)2011-12-31$7,988

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes
    2018
    2018-01-01Type of plan entitySingle employer plan
    2018-01-01Plan funding arrangement – TrustYes
    2018-01-01Plan benefit arrangement - TrustYes
    2017
    2017-01-01Type of plan entitySingle employer plan
    2017-01-01Submission has been amendedNo
    2017-01-01This submission is the final filingNo
    2017-01-01This return/report is a short plan year return/report (less than 12 months)No
    2017-01-01Plan is a collectively bargained planNo
    2017-01-01Plan funding arrangement – TrustYes
    2017-01-01Plan benefit arrangement - TrustYes
    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedNo
    2016-01-01This submission is the final filingNo
    2016-01-01This return/report is a short plan year return/report (less than 12 months)No
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Submission has been amendedNo
    2013-01-01This submission is the final filingNo
    2013-01-01This return/report is a short plan year return/report (less than 12 months)No
    2013-01-01Plan is a collectively bargained planNo
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan benefit arrangement - TrustYes
    2012
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Submission has been amendedNo
    2012-01-01This submission is the final filingNo
    2012-01-01This return/report is a short plan year return/report (less than 12 months)No
    2012-01-01Plan is a collectively bargained planNo
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan benefit arrangement - TrustYes
    2011
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planNo
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement - TrustYes

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