401k Plan data: LORI ANDERSON, DDS 401(K) PLAN plan

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

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

LORI ANDERSON, DDS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LORI ANDERSON
001 2017-01-01 LORI ANDERSON
001 2016-01-01 LORI ANDERSON
001 2015-01-01 LORI ANDERSON
001 2014-01-01 LORI ANDERSON
001 2013-01-01 LORI ANDERSON
001 2012-01-01 LORI ANDERSON
001 2011-01-01 LORI ANDERSON

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

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

Measure Date Value
2023: LORI ANDERSON, DDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LORI ANDERSON, DDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LORI ANDERSON, DDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LORI ANDERSON, DDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LORI ANDERSON, DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
2018: LORI ANDERSON, DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LORI ANDERSON, DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 1
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LORI ANDERSON, DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LORI ANDERSON, DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LORI ANDERSON, DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LORI ANDERSON, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LORI ANDERSON, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: LORI ANDERSON, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: LORI ANDERSON, DDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LORI ANDERSON, DDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LORI ANDERSON, DDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LORI ANDERSON, DDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LORI ANDERSON, DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
2018: LORI ANDERSON, DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LORI ANDERSON, DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	1
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LORI ANDERSON, DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LORI ANDERSON, DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LORI ANDERSON, DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LORI ANDERSON, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LORI ANDERSON, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: LORI ANDERSON, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

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

Measure	Date	Value
2023 : LORI ANDERSON, DDS 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$52,681
Expenses. Total of all expenses incurred	2023-12-31	$6,624
Benefits paid (including direct rollovers)	2023-12-31	$2,392
Total plan assets at end of year	2023-12-31	$424,664
Total plan assets at beginning of year	2023-12-31	$378,607
Value of fidelity bond covering the plan	2023-12-31	$250,000
Total contributions received or receivable from participants	2023-12-31	$2,992
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$46,697
Net income (gross income less expenses)	2023-12-31	$46,057
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$424,664
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$378,607
Total contributions received or receivable from employer(s)	2023-12-31	$2,992
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$4,232
2022 : LORI ANDERSON, DDS 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-22,135
Expenses. Total of all expenses incurred	2022-12-31	$3,896
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$378,607
Total plan assets at beginning of year	2022-12-31	$404,638
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$5,417
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-30,666
Net income (gross income less expenses)	2022-12-31	$-26,031
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$378,607
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$404,638
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$3,114
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,896
2021 : LORI ANDERSON, DDS 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$64,446
Expenses. Total of all expenses incurred	2021-12-31	$7,522
Benefits paid (including direct rollovers)	2021-12-31	$3,588
Total plan assets at end of year	2021-12-31	$404,638
Total plan assets at beginning of year	2021-12-31	$347,714
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$7,651
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$53,144
Net income (gross income less expenses)	2021-12-31	$56,924
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$404,638
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$347,714
Assets. Value of participant loans	2021-12-31	$8,172
Total contributions received or receivable from employer(s)	2021-12-31	$3,651
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,934
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LORI ANDERSON, DDS 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$29,863
Expenses. Total of all expenses incurred	2020-12-31	$21,127
Benefits paid (including direct rollovers)	2020-12-31	$17,802
Total plan assets at end of year	2020-12-31	$347,714
Total plan assets at beginning of year	2020-12-31	$338,978
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$7,012
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$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 loans	2020-12-31	$15,524
Total contributions received or receivable from employer(s)	2020-12-31	$4,011
Value of certain deemed distributions of participant loans	2020-12-31	$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 securities	2020-12-31	$0
2019 : LORI ANDERSON, DDS 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$64,277
Expenses. Total of all expenses incurred	2019-12-31	$3,154
Total plan assets at end of year	2019-12-31	$338,978
Total plan assets at beginning of year	2019-12-31	$277,855
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$7,504
Other income received	2019-12-31	$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 loans	2019-12-31	$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 : LORI ANDERSON, DDS 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-5,481
Expenses. Total of all expenses incurred	2018-12-31	$6,046
Benefits paid (including direct rollovers)	2018-12-31	$2,819
Total plan assets at end of year	2018-12-31	$277,855
Total plan assets at beginning of year	2018-12-31	$289,382
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$9,147
Other income received	2018-12-31	$-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 loans	2018-12-31	$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 securities	2018-12-31	$0
2017 : LORI ANDERSON, DDS 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total income from all sources	2017-12-31	$48,227
Expenses. Total of all expenses incurred	2017-12-31	$2,915
Total plan assets at end of year	2017-12-31	$289,382
Total plan assets at beginning of year	2017-12-31	$244,070
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$11,148
Other income received	2017-12-31	$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 loans	2017-12-31	$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 : LORI ANDERSON, DDS 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$32,048
Expenses. Total of all expenses incurred	2016-12-31	$2,346
Total plan assets at end of year	2016-12-31	$244,070
Total plan assets at beginning of year	2016-12-31	$214,368
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$9,770
Other income received	2016-12-31	$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 : LORI ANDERSON, DDS 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$7,421
Expenses. Total of all expenses incurred	2015-12-31	$18,818
Benefits paid (including direct rollovers)	2015-12-31	$25,303
Total plan assets at end of year	2015-12-31	$214,368
Total plan assets at beginning of year	2015-12-31	$225,765
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$8,939
Other income received	2015-12-31	$-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 loans	2015-12-31	$-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 securities	2015-12-31	$0
2014 : LORI ANDERSON, DDS 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$23,226
Expenses. Total of all expenses incurred	2014-12-31	$2,281
Total plan assets at end of year	2014-12-31	$225,765
Total plan assets at beginning of year	2014-12-31	$204,820
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$9,378
Other income received	2014-12-31	$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 : LORI ANDERSON, DDS 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$34,384
Expenses. Total of all expenses incurred	2013-12-31	$7,028
Total plan assets at end of year	2013-12-31	$204,820
Total plan assets at beginning of year	2013-12-31	$177,464
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$10,055
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,948
Other income received	2013-12-31	$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 loans	2013-12-31	$4,080
2012 : LORI ANDERSON, DDS 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$35,183
Expenses. Total of all expenses incurred	2012-12-31	$36,550
Benefits paid (including direct rollovers)	2012-12-31	$28,455
Total plan assets at end of year	2012-12-31	$177,464
Total plan assets at beginning of year	2012-12-31	$178,831
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$11,478
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,611
Other income received	2012-12-31	$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 loans	2012-12-31	$5,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LORI ANDERSON, DDS 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$19,287
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$178,831
Total plan assets at beginning of year	2011-12-31	$159,544
Total contributions received or receivable from participants	2011-12-31	$12,323
Other income received	2011-12-31	$-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 loans	2011-12-31	$5,000
Total contributions received or receivable from employer(s)	2011-12-31	$7,988

Form 5500 Responses for LORI ANDERSON, DDS 401(K) PLAN

2023: LORI ANDERSON, DDS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LORI ANDERSON, DDS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LORI ANDERSON, DDS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LORI ANDERSON, DDS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LORI ANDERSON, DDS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LORI ANDERSON, DDS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LORI ANDERSON, DDS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LORI ANDERSON, DDS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LORI ANDERSON, DDS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LORI ANDERSON, DDS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LORI ANDERSON, DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LORI ANDERSON, DDS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LORI ANDERSON, DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LORI ANDERSON, DDS 401(K) PLAN [EIN = 731595836]

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