Lovell Orthodontics DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lovell Orthodontics
  • Sponsor EIN: 371107390
  • Sponsor Address: 220 E JACKSON, MORTON, IL, 61550
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202515$2.3M$97,217$46,000
202415$1.8M$93,153$46,000
202314$1.5M$85,857$45,000
202212$1.3M$70,152$41,000

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