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ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN
Plan identification number 002

ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

ASSOCIATES IN PERIODONTICS, PLC has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES IN PERIODONTICS, PLC
Employer identification number (EIN):030363026
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ASSOCIATES IN PERIODONTICS, PLC

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1999-10-21
Company Identification Number: 8132
Legal Registered Office Address: 1775 Williston Road
Suite 250
South Burlington
United States of America (USA)
05403

More information about ASSOCIATES IN PERIODONTICS, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01DR. BRIAN SHUMAN2013-10-14 DR. BRIAN SHUMAN2013-10-14
0022011-01-01DR. BRIAN SHUMAN2012-05-22 DR. BRIAN SHUMAN2012-05-22
0022010-01-01DR. BRIAN SHUMAN2011-04-25 DR. BRIAN SHUMAN2011-04-25

Plan Statistics for ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2825
Total number of particpants at end of year2025-05-2824
Number of Participants With Account Balances2025-05-2823
2024: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1927
Total number of particpants at end of year2024-09-1925
Number of Participants With Account Balances2024-09-1925
2022: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-1525
Total number of particpants at end of year2022-09-1522
Number of Participants With Account Balances2022-09-1522

Financial Data on ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-28121
Total expenses incurred by plan in this plan year2025-05-28960946
Net assets as of the end of the plan year2025-05-285733227
Total assets as of the beginning of the plan year2025-05-284567468
Value of plan covered by a fidelity bond2025-05-28500000
Participant contributions to plan in this plan year2025-05-2839532
Value of participant loans at end of plan year2025-05-2865004
Other contributions to plan in this plan year2025-05-281418736
Other income to plan in this plan year2025-05-28651141
Plan net income in this plan year2025-05-281165880
Net assets as of the end of the plan year2025-05-285733227
Net assets as of the beginning of the plan year2025-05-284567347
Employer contributions to plan in this plan year2025-05-2817417
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2844164
2024 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-19121
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-19543466
Net assets as of the end of the plan year2024-09-194567468
Total assets as of the beginning of the plan year2024-09-193873731
Value of plan covered by a fidelity bond2024-09-19500000
Participant contributions to plan in this plan year2024-09-1937045
Value of participant loans at end of plan year2024-09-1984304
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-19502742
Other income to plan in this plan year2024-09-19679150
Plan net income in this plan year2024-09-19693616
Net assets as of the end of the plan year2024-09-194567347
Net assets as of the beginning of the plan year2024-09-193873731
Employer contributions to plan in this plan year2024-09-1918145
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1936822
2022 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-150
Total liabilities as of the beginning of the plan year2022-09-150
Total expenses incurred by plan in this plan year2022-09-15885321
Net assets as of the end of the plan year2022-09-154250183
Total assets as of the beginning of the plan year2022-09-154277733
Value of plan covered by a fidelity bond2022-09-15500000
Participant contributions to plan in this plan year2022-09-1571489
Value of participant loans at end of plan year2022-09-152428
Other contributions to plan in this plan year2022-09-15166200
Other income to plan in this plan year2022-09-15534379
Plan net income in this plan year2022-09-15-27550
Net assets as of the end of the plan year2022-09-154250183
Net assets as of the beginning of the plan year2022-09-154277733
Employer contributions to plan in this plan year2022-09-1585703
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1532952

Potentially related plans

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