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RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameRANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN
Plan identification number 005

RANDALL C. LUM, D.D.S., INC. PROFIT SHARING 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
  • 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

RANDALL C. LUM, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:RANDALL C. LUM, D.D.S., INC.
Employer identification number (EIN):942579239
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052018-01-01
0052017-01-01RANDALL C. LUM, D.D.S.
0052016-01-01RANDALL C. LUM, D.D.S.
0052015-01-01RANDALL C. LUM, D.D.S.
0052014-01-01RANDALL C. LUM, D.D.S.
0052013-01-01RANDALL C. LUM, D.D.S.
0052012-01-01RANDALL C. LUM, D.D.S.
0052011-01-01RANDALL C. LUM, D.D.S.
0052010-01-01RANDALL C. LUMM, D.D.S.
0052009-01-01RANDALL C. LUMM, D.D.S.
0052009-01-01RANDALL C. LUMM, D.D.S.

Plan Statistics for RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2021: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-017
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 participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-015
2012: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-015
2011: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2021 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$37,101
Expenses. Total of all expenses incurred2021-12-31$79,796
Benefits paid (including direct rollovers)2021-12-31$79,352
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$42,695
Value of fidelity bond covering the plan2021-12-31$600,000
Other income received2021-12-31$37,101
Net income (gross income less expenses)2021-12-31$-42,695
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$42,695
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$1,947
Total income from all sources2020-12-31$174,488
Expenses. Total of all expenses incurred2020-12-31$3,778,304
Benefits paid (including direct rollovers)2020-12-31$3,756,914
Total plan assets at end of year2020-12-31$42,695
Total plan assets at beginning of year2020-12-31$3,648,458
Value of fidelity bond covering the plan2020-12-31$600,000
Other income received2020-12-31$174,488
Net income (gross income less expenses)2020-12-31$-3,603,816
Net plan assets at end of year (total assets less liabilities)2020-12-31$42,695
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,646,511
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$21,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,947
Total plan liabilities at beginning of year2019-12-31$1,947
Total income from all sources2019-12-31$639,926
Expenses. Total of all expenses incurred2019-12-31$13,055
Total plan assets at end of year2019-12-31$3,648,458
Total plan assets at beginning of year2019-12-31$3,021,587
Value of fidelity bond covering the plan2019-12-31$600,000
Assets. Value of loans (other than to participants)2019-12-31$230,009
Other income received2019-12-31$639,926
Net income (gross income less expenses)2019-12-31$626,871
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,646,511
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,019,640
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$230,009
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,055
2018 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,947
Total plan liabilities at beginning of year2018-12-31$1,877
Total income from all sources2018-12-31$-294,098
Expenses. Total of all expenses incurred2018-12-31$9,931
Total plan assets at end of year2018-12-31$2,838,494
Total plan assets at beginning of year2018-12-31$3,142,453
Value of fidelity bond covering the plan2018-12-31$600,000
Assets. Value of loans (other than to participants)2018-12-31$230,009
Other income received2018-12-31$-294,098
Net income (gross income less expenses)2018-12-31$-304,029
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,836,547
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,140,576
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$230,009
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,931
2017 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,877
Total plan liabilities at beginning of year2017-12-31$6,983
Total income from all sources2017-12-31$407,826
Expenses. Total of all expenses incurred2017-12-31$60,496
Benefits paid (including direct rollovers)2017-12-31$59,971
Total plan assets at end of year2017-12-31$3,142,453
Total plan assets at beginning of year2017-12-31$2,800,229
Value of fidelity bond covering the plan2017-12-31$600,000
Assets. Value of loans (other than to participants)2017-12-31$230,009
Other income received2017-12-31$407,826
Net income (gross income less expenses)2017-12-31$347,330
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,140,576
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,793,246
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$6,983
Total plan liabilities at beginning of year2016-12-31$6,983
Total income from all sources2016-12-31$187,966
Expenses. Total of all expenses incurred2016-12-31$5,383
Total plan assets at end of year2016-12-31$2,800,229
Total plan assets at beginning of year2016-12-31$2,617,646
Value of fidelity bond covering the plan2016-12-31$600,000
Assets. Value of loans (other than to participants)2016-12-31$375,000
Other income received2016-12-31$167,966
Net income (gross income less expenses)2016-12-31$182,583
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,793,246
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,610,663
Total contributions received or receivable from employer(s)2016-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,383
2015 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$6,983
Total plan liabilities at beginning of year2015-12-31$6,983
Total income from all sources2015-12-31$66,166
Expenses. Total of all expenses incurred2015-12-31$103,508
Benefits paid (including direct rollovers)2015-12-31$100,008
Total plan assets at end of year2015-12-31$2,617,646
Total plan assets at beginning of year2015-12-31$2,654,988
Value of fidelity bond covering the plan2015-12-31$600,000
Assets. Value of loans (other than to participants)2015-12-31$375,000
Other income received2015-12-31$46,166
Net income (gross income less expenses)2015-12-31$-37,342
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,610,663
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,648,005
Total contributions received or receivable from employer(s)2015-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$6,983
Total plan liabilities at beginning of year2014-12-31$6,983
Total income from all sources2014-12-31$380,963
Expenses. Total of all expenses incurred2014-12-31$3,896
Total plan assets at end of year2014-12-31$2,654,988
Total plan assets at beginning of year2014-12-31$2,277,921
Value of fidelity bond covering the plan2014-12-31$600,000
Assets. Value of loans (other than to participants)2014-12-31$375,000
Other income received2014-12-31$360,963
Net income (gross income less expenses)2014-12-31$377,067
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,648,005
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,270,938
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,896
2013 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$6,983
Total plan liabilities at beginning of year2013-12-31$7,242
Total income from all sources2013-12-31$231,070
Expenses. Total of all expenses incurred2013-12-31$140,002
Benefits paid (including direct rollovers)2013-12-31$135,952
Total plan assets at end of year2013-12-31$2,277,921
Total plan assets at beginning of year2013-12-31$2,187,112
Value of fidelity bond covering the plan2013-12-31$600,000
Assets. Value of loans (other than to participants)2013-12-31$375,000
Other income received2013-12-31$180,286
Net income (gross income less expenses)2013-12-31$91,068
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,270,938
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,179,870
Assets. Value of participant loans2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$90,000
Total contributions received or receivable from employer(s)2013-12-31$50,784
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,050
2012 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$7,242
Total plan liabilities at beginning of year2012-12-31$3,768
Total income from all sources2012-12-31$257,723
Expenses. Total of all expenses incurred2012-12-31$21,974
Benefits paid (including direct rollovers)2012-12-31$16,074
Total plan assets at end of year2012-12-31$2,187,112
Total plan assets at beginning of year2012-12-31$1,947,889
Value of fidelity bond covering the plan2012-12-31$600,000
Assets. Value of loans (other than to participants)2012-12-31$450,000
Other income received2012-12-31$205,243
Net income (gross income less expenses)2012-12-31$235,749
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,179,870
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,944,121
Assets. Value of participant loans2012-12-31$60,000
Assets. Value of real-estate (other than employer real property)2012-12-31$90,000
Total contributions received or receivable from employer(s)2012-12-31$52,480
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,768
Total plan liabilities at beginning of year2011-12-31$1,268
Total income from all sources2011-12-31$168,689
Expenses. Total of all expenses incurred2011-12-31$12,550
Benefits paid (including direct rollovers)2011-12-31$12,500
Total plan assets at end of year2011-12-31$1,947,889
Total plan assets at beginning of year2011-12-31$1,789,250
Value of fidelity bond covering the plan2011-12-31$600,000
Assets. Value of loans (other than to participants)2011-12-31$450,000
Contributions received from other sources (not participants or employers)2011-12-31$114,970
Net income (gross income less expenses)2011-12-31$156,139
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,944,121
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,787,982
Assets. Value of participant loans2011-12-31$63,809
Assets. Value of real-estate (other than employer real property)2011-12-31$99,490
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$758
Total contributions received or receivable from employer(s)2011-12-31$53,719
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$1,268
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$254,652
Expenses. Total of all expenses incurred2010-12-31$91
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,789,250
Total plan assets at beginning of year2010-12-31$1,533,421
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$450,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$199,576
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$254,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,787,982
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,533,421
Assets. Value of participant loans2010-12-31$64,408
Assets. Value of real-estate (other than employer real property)2010-12-31$90,000
Total contributions received or receivable from employer(s)2010-12-31$55,076
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$91

Form 5500 Responses for RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN

2021: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RANDALL C. LUM, D.D.S., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40989
Policy instance 1
Insurance contract or identification number40989
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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