Civic Intelligence

Jeffrey D. Loveless, D.D.S., P.A.

Plan context: Jeffrey D. Loveless, D.D.S. 401(K) Plan

EIN 41-1426791 • Owatonna, MN • 28 filings • 5 plans

475 26th St. NEOwatonna, MN 55060
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$4,252,115

2023 Contributions

$158,119

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,932,249$2,466,125$0200220132022YearValue
$4,252,115Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200220122022YearValue
16Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202320$0$0-
Jeffrey D. Loveless, D.D.S. 401(K) Plan-0$0--
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-0$0$0-
2022216$4,252,115$158,119$9,882iApproximate average salary by contribution assumption: employee only about $247,061 at 4% or $164,707 at 6%; with 50% employer match about $164,707 at 4% or $109,805 at 6%; with 100% employer match about $123,530 at 4% or $82,354 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-16$3,643,473$104,496$6,531iApproximate average salary by contribution assumption: employee only about $163,275 at 4% or $108,850 at 6%; with 50% employer match about $108,850 at 4% or $72,567 at 6%; with 100% employer match about $81,638 at 4% or $54,425 at 6%.
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-12$608,642$53,623$4,469iApproximate average salary by contribution assumption: employee only about $111,715 at 4% or $74,476 at 6%; with 50% employer match about $74,476 at 4% or $49,651 at 6%; with 100% employer match about $55,857 at 4% or $37,238 at 6%.
2021212$4,932,249$506,450$42,204iApproximate average salary by contribution assumption: employee only about $1,055,104 at 4% or $703,403 at 6%; with 50% employer match about $703,403 at 4% or $468,935 at 6%; with 100% employer match about $527,552 at 4% or $351,701 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$4,310,972$369,304$30,775iApproximate average salary by contribution assumption: employee only about $769,383 at 4% or $512,922 at 6%; with 50% employer match about $512,922 at 4% or $341,948 at 6%; with 100% employer match about $384,692 at 4% or $256,461 at 6%.
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-12$621,277$137,146$11,429iApproximate average salary by contribution assumption: employee only about $285,721 at 4% or $190,481 at 6%; with 50% employer match about $190,481 at 4% or $126,987 at 6%; with 100% employer match about $142,860 at 4% or $95,240 at 6%.
2020213$4,247,145$261,861$20,143iApproximate average salary by contribution assumption: employee only about $503,579 at 4% or $335,719 at 6%; with 50% employer match about $335,719 at 4% or $223,813 at 6%; with 100% employer match about $251,789 at 4% or $167,860 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-13$3,785,660$107,084$8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,287 at 6%; with 50% employer match about $137,287 at 4% or $91,525 at 6%; with 100% employer match about $102,965 at 4% or $68,644 at 6%.
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-13$461,485$154,777$11,906iApproximate average salary by contribution assumption: employee only about $297,648 at 4% or $198,432 at 6%; with 50% employer match about $198,432 at 4% or $132,288 at 6%; with 100% employer match about $148,824 at 4% or $99,216 at 6%.
2019212$3,456,557$251,808$20,984iApproximate average salary by contribution assumption: employee only about $524,600 at 4% or $349,733 at 6%; with 50% employer match about $349,733 at 4% or $233,156 at 6%; with 100% employer match about $262,300 at 4% or $174,867 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$3,157,471$97,852$8,154iApproximate average salary by contribution assumption: employee only about $203,858 at 4% or $135,906 at 6%; with 50% employer match about $135,906 at 4% or $90,604 at 6%; with 100% employer match about $101,929 at 4% or $67,953 at 6%.
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-11$299,086$153,956$13,996iApproximate average salary by contribution assumption: employee only about $349,900 at 4% or $233,267 at 6%; with 50% employer match about $233,267 at 4% or $155,511 at 6%; with 100% employer match about $174,950 at 4% or $116,633 at 6%.
2018213$2,814,491$241,714$18,593iApproximate average salary by contribution assumption: employee only about $464,835 at 4% or $309,890 at 6%; with 50% employer match about $309,890 at 4% or $206,593 at 6%; with 100% employer match about $232,417 at 4% or $154,945 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-13$2,669,497$96,720$7,440iApproximate average salary by contribution assumption: employee only about $186,000 at 4% or $124,000 at 6%; with 50% employer match about $124,000 at 4% or $82,667 at 6%; with 100% employer match about $93,000 at 4% or $62,000 at 6%.
JEFFREY D. LOVELESS, D.D.S., P.A. CASH BALANCE PENSION PLAN-9$144,994$144,994$16,110iApproximate average salary by contribution assumption: employee only about $402,761 at 4% or $268,507 at 6%; with 50% employer match about $268,507 at 4% or $179,005 at 6%; with 100% employer match about $201,381 at 4% or $134,254 at 6%.
2017110$2,779,698$99,090$9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-10$2,779,698$99,090$9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%.
2016110$2,305,722$97,427$9,743iApproximate average salary by contribution assumption: employee only about $243,568 at 4% or $162,378 at 6%; with 50% employer match about $162,378 at 4% or $108,252 at 6%; with 100% employer match about $121,784 at 4% or $81,189 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-10$2,305,722$97,427$9,743iApproximate average salary by contribution assumption: employee only about $243,568 at 4% or $162,378 at 6%; with 50% employer match about $162,378 at 4% or $108,252 at 6%; with 100% employer match about $121,784 at 4% or $81,189 at 6%.
2015110$2,053,555$198,968$19,897iApproximate average salary by contribution assumption: employee only about $497,420 at 4% or $331,613 at 6%; with 50% employer match about $331,613 at 4% or $221,076 at 6%; with 100% employer match about $248,710 at 4% or $165,807 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-10$2,053,555$198,968$19,897iApproximate average salary by contribution assumption: employee only about $497,420 at 4% or $331,613 at 6%; with 50% employer match about $331,613 at 4% or $221,076 at 6%; with 100% employer match about $248,710 at 4% or $165,807 at 6%.
2014112$2,005,556$123,982$10,332iApproximate average salary by contribution assumption: employee only about $258,296 at 4% or $172,197 at 6%; with 50% employer match about $172,197 at 4% or $114,798 at 6%; with 100% employer match about $129,148 at 4% or $86,099 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$2,005,556$123,982$10,332iApproximate average salary by contribution assumption: employee only about $258,296 at 4% or $172,197 at 6%; with 50% employer match about $172,197 at 4% or $114,798 at 6%; with 100% employer match about $129,148 at 4% or $86,099 at 6%.
2013111$1,693,717$75,952$6,905iApproximate average salary by contribution assumption: employee only about $172,618 at 4% or $115,079 at 6%; with 50% employer match about $115,079 at 4% or $76,719 at 6%; with 100% employer match about $86,309 at 4% or $57,539 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-11$1,693,717$75,952$6,905iApproximate average salary by contribution assumption: employee only about $172,618 at 4% or $115,079 at 6%; with 50% employer match about $115,079 at 4% or $76,719 at 6%; with 100% employer match about $86,309 at 4% or $57,539 at 6%.
2012112$1,229,313$74,865$6,239iApproximate average salary by contribution assumption: employee only about $155,969 at 4% or $103,979 at 6%; with 50% employer match about $103,979 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,990 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$1,229,313$74,865$6,239iApproximate average salary by contribution assumption: employee only about $155,969 at 4% or $103,979 at 6%; with 50% employer match about $103,979 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,990 at 6%.
2011112$966,214$91,667$7,639iApproximate average salary by contribution assumption: employee only about $190,973 at 4% or $127,315 at 6%; with 50% employer match about $127,315 at 4% or $84,877 at 6%; with 100% employer match about $95,486 at 4% or $63,658 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$966,214$91,667$7,639iApproximate average salary by contribution assumption: employee only about $190,973 at 4% or $127,315 at 6%; with 50% employer match about $127,315 at 4% or $84,877 at 6%; with 100% employer match about $95,486 at 4% or $63,658 at 6%.
2010111$880,708$106,258$9,660iApproximate average salary by contribution assumption: employee only about $241,495 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,331 at 6%; with 100% employer match about $120,748 at 4% or $80,498 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-11$880,708$106,258$9,660iApproximate average salary by contribution assumption: employee only about $241,495 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,331 at 6%; with 100% employer match about $120,748 at 4% or $80,498 at 6%.
2009111$663,641$61,192$5,563iApproximate average salary by contribution assumption: employee only about $139,073 at 4% or $92,715 at 6%; with 50% employer match about $92,715 at 4% or $61,810 at 6%; with 100% employer match about $69,536 at 4% or $46,358 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-11$663,641$61,192$5,563iApproximate average salary by contribution assumption: employee only about $139,073 at 4% or $92,715 at 6%; with 50% employer match about $92,715 at 4% or $61,810 at 6%; with 100% employer match about $69,536 at 4% or $46,358 at 6%.
2008112$502,420$107,758$8,980iApproximate average salary by contribution assumption: employee only about $224,496 at 4% or $149,664 at 6%; with 50% employer match about $149,664 at 4% or $99,776 at 6%; with 100% employer match about $112,248 at 4% or $74,832 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-12$502,420$107,758$8,980iApproximate average salary by contribution assumption: employee only about $224,496 at 4% or $149,664 at 6%; with 50% employer match about $149,664 at 4% or $99,776 at 6%; with 100% employer match about $112,248 at 4% or $74,832 at 6%.
2007111$0$0-
Jeffrey D. Loveless, D.D.S. 401(K) Plan-11---
2006110$462,954$97,665$9,767iApproximate average salary by contribution assumption: employee only about $244,163 at 4% or $162,775 at 6%; with 50% employer match about $162,775 at 4% or $108,517 at 6%; with 100% employer match about $122,081 at 4% or $81,388 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-10$462,954$97,665$9,767iApproximate average salary by contribution assumption: employee only about $244,163 at 4% or $162,775 at 6%; with 50% employer match about $162,775 at 4% or $108,517 at 6%; with 100% employer match about $122,081 at 4% or $81,388 at 6%.
200519$308,742$95,763$10,640iApproximate average salary by contribution assumption: employee only about $266,008 at 4% or $177,339 at 6%; with 50% employer match about $177,339 at 4% or $118,226 at 6%; with 100% employer match about $133,004 at 4% or $88,669 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-9$308,742$95,763$10,640iApproximate average salary by contribution assumption: employee only about $266,008 at 4% or $177,339 at 6%; with 50% employer match about $177,339 at 4% or $118,226 at 6%; with 100% employer match about $133,004 at 4% or $88,669 at 6%.
200419$186,559$91,347$10,150iApproximate average salary by contribution assumption: employee only about $253,742 at 4% or $169,161 at 6%; with 50% employer match about $169,161 at 4% or $112,774 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-9$186,559$91,347$10,150iApproximate average salary by contribution assumption: employee only about $253,742 at 4% or $169,161 at 6%; with 50% employer match about $169,161 at 4% or $112,774 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
200319$74,275$58,250$6,472iApproximate average salary by contribution assumption: employee only about $161,806 at 4% or $107,870 at 6%; with 50% employer match about $107,870 at 4% or $71,914 at 6%; with 100% employer match about $80,903 at 4% or $53,935 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-9$74,275$58,250$6,472iApproximate average salary by contribution assumption: employee only about $161,806 at 4% or $107,870 at 6%; with 50% employer match about $107,870 at 4% or $71,914 at 6%; with 100% employer match about $80,903 at 4% or $53,935 at 6%.
200219$6,319$6,303$700iApproximate average salary by contribution assumption: employee only about $17,508 at 4% or $11,672 at 6%; with 50% employer match about $11,672 at 4% or $7,781 at 6%; with 100% employer match about $8,754 at 4% or $5,836 at 6%.
Jeffrey D. Loveless, D.D.S. 401(K) Plan-9$6,319$6,303$700iApproximate average salary by contribution assumption: employee only about $17,508 at 4% or $11,672 at 6%; with 50% employer match about $11,672 at 4% or $7,781 at 6%; with 100% employer match about $8,754 at 4% or $5,836 at 6%.