WILLIAM A. LOVELL, III, DMD, LLC
Plan context: LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST
EIN 45-2791258 • Homewood, AL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$509,897
2025 Contributions
$105,917
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $509,897 | $105,917 | $15,131iApproximate average salary by contribution assumption: employee only about $378,275 at 4% or $252,183 at 6%; with 50% employer match about $252,183 at 4% or $168,122 at 6%; with 100% employer match about $189,138 at 4% or $126,092 at 6%. |
| LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | - | 7 | $509,897 | $105,917 | $15,131iApproximate average salary by contribution assumption: employee only about $378,275 at 4% or $252,183 at 6%; with 50% employer match about $252,183 at 4% or $168,122 at 6%; with 100% employer match about $189,138 at 4% or $126,092 at 6%. |
| 2024 | 1 | 8 | $366,782 | $105,720 | $13,215iApproximate average salary by contribution assumption: employee only about $330,375 at 4% or $220,250 at 6%; with 50% employer match about $220,250 at 4% or $146,833 at 6%; with 100% employer match about $165,188 at 4% or $110,125 at 6%. |
| LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | - | 8 | $366,782 | $105,720 | $13,215iApproximate average salary by contribution assumption: employee only about $330,375 at 4% or $220,250 at 6%; with 50% employer match about $220,250 at 4% or $146,833 at 6%; with 100% employer match about $165,188 at 4% or $110,125 at 6%. |
| 2023 | 1 | 8 | $246,071 | $97,428 | $12,179iApproximate average salary by contribution assumption: employee only about $304,463 at 4% or $202,975 at 6%; with 50% employer match about $202,975 at 4% or $135,317 at 6%; with 100% employer match about $152,231 at 4% or $101,488 at 6%. |
| LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | - | 8 | $246,071 | $97,428 | $12,179iApproximate average salary by contribution assumption: employee only about $304,463 at 4% or $202,975 at 6%; with 50% employer match about $202,975 at 4% or $135,317 at 6%; with 100% employer match about $152,231 at 4% or $101,488 at 6%. |
| 2022 | 1 | 7 | $123,807 | $106,171 | $15,167iApproximate average salary by contribution assumption: employee only about $379,182 at 4% or $252,788 at 6%; with 50% employer match about $252,788 at 4% or $168,525 at 6%; with 100% employer match about $189,591 at 4% or $126,394 at 6%. |
| LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | - | 7 | $123,807 | $106,171 | $15,167iApproximate average salary by contribution assumption: employee only about $379,182 at 4% or $252,788 at 6%; with 50% employer match about $252,788 at 4% or $168,525 at 6%; with 100% employer match about $189,591 at 4% or $126,394 at 6%. |
| 2021 | 1 | 5 | $26,771 | $26,798 | $5,360iApproximate average salary by contribution assumption: employee only about $133,990 at 4% or $89,327 at 6%; with 50% employer match about $89,327 at 4% or $59,551 at 6%; with 100% employer match about $66,995 at 4% or $44,663 at 6%. |
| LOVELL PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | - | 5 | $26,771 | $26,798 | $5,360iApproximate average salary by contribution assumption: employee only about $133,990 at 4% or $89,327 at 6%; with 50% employer match about $89,327 at 4% or $59,551 at 6%; with 100% employer match about $66,995 at 4% or $44,663 at 6%. |