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DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 401k Plan overview

Plan NameDR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN
Plan identification number 001

DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

DR. DAVID J. OSULLIVAN DMD PA has sponsored the creation of one or more 401k plans.

Company Name:DR. DAVID J. OSULLIVAN DMD PA
Employer identification number (EIN):010728047
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARILYN OSULLIVAN2024-08-09
0012022-01-01MARILYN OSULLIVAN2023-08-08
0012021-01-01MARILYN OSULLIVAN2022-06-09
0012020-01-01MARILYN OSULLIVAN2021-09-09
0012019-01-01MARILYN OSULLIVAN2020-07-24
0012018-01-01MARILYN OSULLIVAN2019-07-30
0012017-01-01MARILYN OSULLIVAN2018-08-31
0012016-01-01MARILYN OSULLIVAN2017-09-07
0012015-01-01MARILYN OSULLIVAN2016-07-22
0012014-01-01MARILYN OSULLIVAN2015-10-02
0012013-01-01DAVID J. O'SULLIVAN2014-05-07
0012012-01-01DAVID J. O'SULLIVAN2013-10-11
0012011-01-01DAVID J. O'SULLIVAN2012-10-10

Plan Statistics for DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN

401k plan membership statisitcs for DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN

Measure Date Value
2025: DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-228
Total number of particpants at end of year2025-07-228
Number of Participants With Account Balances2025-07-228
2024: DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-099
Total number of particpants at end of year2024-08-098
Number of Participants With Account Balances2024-08-098
2022: DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0911
Total number of particpants at end of year2022-06-0910
Number of Participants With Account Balances2022-06-0910

Financial Data on DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN

Measure Date Value
2025 : DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2211896
Net assets as of the end of the plan year2025-07-222649343
Total assets as of the beginning of the plan year2025-07-222164409
Value of plan covered by a fidelity bond2025-07-22217000
Participant contributions to plan in this plan year2025-07-2298608
Other income to plan in this plan year2025-07-22336005
Plan net income in this plan year2025-07-22484934
Net assets as of the end of the plan year2025-07-222649343
Net assets as of the beginning of the plan year2025-07-222164409
Employer contributions to plan in this plan year2025-07-2262217
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2211549
2024 : DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0919079
Net assets as of the end of the plan year2024-08-092164409
Total assets as of the beginning of the plan year2024-08-091711247
Value of plan covered by a fidelity bond2024-08-09172000
Participant contributions to plan in this plan year2024-08-0992358
Other income to plan in this plan year2024-08-09316540
Plan net income in this plan year2024-08-09453162
Net assets as of the end of the plan year2024-08-092164409
Net assets as of the beginning of the plan year2024-08-091711247
Employer contributions to plan in this plan year2024-08-0963343
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-099217
2022 : DR. DAVID J. O'SULLIVAN DMD P.A. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-099468
Net assets as of the end of the plan year2022-06-091889092
Total assets as of the beginning of the plan year2022-06-091512975
Value of plan covered by a fidelity bond2022-06-09152000
Participant contributions to plan in this plan year2022-06-0981326
Other income to plan in this plan year2022-06-09246348
Plan net income in this plan year2022-06-09376117
Net assets as of the end of the plan year2022-06-091889092
Net assets as of the beginning of the plan year2022-06-091512975
Employer contributions to plan in this plan year2022-06-0957911
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-098051

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