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LAZZARA ORTHODONTICS 401(K) PLAN 401k Plan overview

Plan NameLAZZARA ORTHODONTICS 401(K) PLAN
Plan identification number 001

LAZZARA ORTHODONTICS 401(K) PLAN 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
  • 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.
  • 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

LAZZARA ORTHODONTICS PLLC has sponsored the creation of one or more 401k plans.

Company Name:LAZZARA ORTHODONTICS PLLC
Employer identification number (EIN):841797664
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAZZARA ORTHODONTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID LAZZARA2024-09-16
0012022-01-01DAVID LAZZARA2023-10-12
0012021-01-01
0012020-01-01

Plan Statistics for LAZZARA ORTHODONTICS 401(K) PLAN

401k plan membership statisitcs for LAZZARA ORTHODONTICS 401(K) PLAN

Measure Date Value
2025: LAZZARA ORTHODONTICS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1311
Total number of particpants at end of year2025-10-1312
Number of Participants With Account Balances2025-10-1312
2024: LAZZARA ORTHODONTICS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-168
Total number of particpants at end of year2024-09-169
Number of Participants With Account Balances2024-09-169
2022: LAZZARA ORTHODONTICS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-269
Total number of particpants at end of year2022-07-265
Number of Participants With Account Balances2022-07-265

Financial Data on LAZZARA ORTHODONTICS 401(K) PLAN

Measure Date Value
2025 : LAZZARA ORTHODONTICS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1336313
Net assets as of the end of the plan year2025-10-13607854
Total assets as of the beginning of the plan year2025-10-13534489
Value of plan covered by a fidelity bond2025-10-1350000
Participant contributions to plan in this plan year2025-10-1323992
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1361103
Plan net income in this plan year2025-10-1373365
Net assets as of the end of the plan year2025-10-13607854
Net assets as of the beginning of the plan year2025-10-13534489
Employer contributions to plan in this plan year2025-10-1324583
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-136188
2024 : LAZZARA ORTHODONTICS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-164669
Net assets as of the end of the plan year2024-09-16534489
Total assets as of the beginning of the plan year2024-09-16389283
Value of plan covered by a fidelity bond2024-09-1640000
Participant contributions to plan in this plan year2024-09-1623753
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-1674476
Plan net income in this plan year2024-09-16145206
Net assets as of the end of the plan year2024-09-16534489
Net assets as of the beginning of the plan year2024-09-16389283
Employer contributions to plan in this plan year2024-09-1651646
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-164669
2022 : LAZZARA ORTHODONTICS 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-263225
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2618838
Net assets as of the end of the plan year2022-07-26396286
Total assets as of the beginning of the plan year2022-07-26275497
Value of plan covered by a fidelity bond2022-07-2640000
Participant contributions to plan in this plan year2022-07-2623758
Other income to plan in this plan year2022-07-2664475
Plan net income in this plan year2022-07-26117564
Net assets as of the end of the plan year2022-07-26393061
Net assets as of the beginning of the plan year2022-07-26275497
Employer contributions to plan in this plan year2022-07-2648169
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-267083

Potentially related plans

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