Original filing (PDF)20251224095447NAL0012917857001

JOHN L. LOEWEN, MD, SC

Name: JOHN L. LOEWEN, MD, SC — JOHN L. LOEWEN, MD, SC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN L. LOEWEN, MD, SC

Form 5500-SF

FILING_RECEIVED

JOHN L. LOEWEN, MD, SC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN L. LOEWEN, MD, SC.

Plan sponsor

Name

JOHN L. LOEWEN, MD, SC

EIN

39-1365455

Address

615 WASHINGTON STREET · NIAGARA, WI · 54151

Phone

(715) 251-3104

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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