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JOHN P. GUSHA, D.M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN P. GUSHA, D.M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN P. GUSHA, D.M.D. 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.
  • 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

JOHN P. GUSHA, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. GUSHA, D.M.D.
Employer identification number (EIN):042835753
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. GUSHA, D.M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JOHN P. GUSHA2020-10-02
0012018-01-01JOHN P. GUSHA2019-10-10
0012017-01-01JOHN GUSHA2018-09-26 JOHN GUSHA2018-09-26
0012016-01-01JOHN GUSHA2017-10-05 JOHN GUSHA2017-10-05
0012015-01-01JOHN GUSHA2016-10-04 JOHN GUSHA2016-10-04
0012014-01-01JOHN GUSHA2015-07-28 JOHN GUSHA2015-07-28
0012013-01-01JOHN GUSHA2014-07-28 JOHN GUSHA2014-07-28
0012012-01-01JOHN GUSHA2013-06-18 JOHN GUSHA2013-06-18
0012011-01-01JOHN GUSHA2012-07-16
0012010-01-01JOHN GUSHA2011-07-19

Financial Data on JOHN P. GUSHA, D.M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2007 : JOHN P. GUSHA, D.M.D. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$213,295
Expenses. Total of all expenses incurred2007-12-31$17,496
Benefits paid (including direct rollovers)2007-12-31$7,153
Total plan assets at end of year2007-12-31$1,518,121
Total plan assets at beginning of year2007-12-31$1,322,322
Value of fidelity bond covering the plan2007-12-31$270,000
Total contributions received or receivable from participants2007-12-31$47,400
Expenses. Other expenses not covered elsewhere2007-12-31$10,343
Other income received2007-12-31$106,602
Net income (gross income less expenses)2007-12-31$195,799
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,518,121
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,322,322
Total contributions received or receivable from employer(s)2007-12-31$59,293

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Number of Individuals Covered17
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $5,996
Total amount of fees paid to insurance companyUSD $339
Commission paid to Insurance BrokerUSD $5,996
Insurance broker organization code?3
Amount paid for insurance broker fees339
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameRETIREMENT PLANNING ASSOCIATES, INC

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