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BRIAN J. MORIN, D.M.D. RETIREMENT PLAN 401k Plan overview

Plan NameBRIAN J. MORIN, D.M.D. RETIREMENT PLAN
Plan identification number 001

BRIAN J. MORIN, D.M.D. RETIREMENT 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BRIAN J. MORIN, D.M.D., M.M.SC., P.A. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. MORIN, D.M.D., M.M.SC., P.A.
Employer identification number (EIN):010503345
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. MORIN, D.M.D. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRIAN J. MORIN, DMD2013-03-30 BRIAN J. MORIN, DMD2013-03-30
0012011-01-01BRIAN J. MORIN, DMD2012-05-02 BRIAN J. MORIN, DMD2012-05-02
0012010-01-01BRIAN J. MORIN, DMD2011-02-18 BRIAN J. MORIN, DMD2011-02-18

Financial Data on BRIAN J. MORIN, D.M.D. RETIREMENT PLAN

Measure Date Value
2022 : BRIAN J. MORIN, D.M.D. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-181814255
Net assets as of the end of the plan year2022-05-180
Total assets as of the beginning of the plan year2022-05-181993945
Value of plan covered by a fidelity bond2022-05-18500000
Other contributions to plan in this plan year2022-05-183258
Other income to plan in this plan year2022-05-18-182948
Plan net income in this plan year2022-05-18-1993945
Net assets as of the end of the plan year2022-05-180
Net assets as of the beginning of the plan year2022-05-181993945
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-010
Net assets as of the end of the plan year2022-04-011993945
Total assets as of the beginning of the plan year2022-04-011734622
Value of plan covered by a fidelity bond2022-04-01500000
Participant contributions to plan in this plan year2022-04-0126516
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-01229994
Plan net income in this plan year2022-04-01259323
Net assets as of the end of the plan year2022-04-011993945
Net assets as of the beginning of the plan year2022-04-011734622
Employer contributions to plan in this plan year2022-04-012813
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-010

Potentially related plans

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