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DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameDAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

DAVID W. CORDES, D.M.D., M.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. CORDES, D.M.D., M.D.S., P.C.
Employer identification number (EIN):043450105
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID CORDES2024-03-05 DAVID CORDES2024-03-05
0022022-01-01DAVID W. CORDES2023-04-12 DAVID W. CORDES2023-04-12
0022021-01-01DAVID W. CORDES2022-06-06
0022020-01-01DAVID W. CORDES2021-02-22
0022019-01-01DAVID W. CORDES2020-05-11

Financial Data on DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2025 : DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-178025
Net assets as of the end of the plan year2025-03-171790111
Total assets as of the beginning of the plan year2025-03-171573938
Value of plan covered by a fidelity bond2025-03-17500000
Participant contributions to plan in this plan year2025-03-170
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-1764198
Plan net income in this plan year2025-03-17216173
Net assets as of the end of the plan year2025-03-171790111
Net assets as of the beginning of the plan year2025-03-171573938
Employer contributions to plan in this plan year2025-03-17160000
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-170
2024 : DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-0512923
Net assets as of the end of the plan year2024-03-051573938
Total assets as of the beginning of the plan year2024-03-051019670
Value of plan covered by a fidelity bond2024-03-05500000
Other income to plan in this plan year2024-03-0567191
Plan net income in this plan year2024-03-05554268
Net assets as of the end of the plan year2024-03-051573938
Net assets as of the beginning of the plan year2024-03-051019670
Employer contributions to plan in this plan year2024-03-05500000
2022 : DAVID W. CORDES, D. M. D. , M. D. S. , P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-060
Net assets as of the end of the plan year2022-06-06656205
Total assets as of the beginning of the plan year2022-06-06421003
Value of plan covered by a fidelity bond2022-06-06500000
Other income to plan in this plan year2022-06-06-4798
Plan net income in this plan year2022-06-06235202
Net assets as of the end of the plan year2022-06-06656205
Net assets as of the beginning of the plan year2022-06-06421003
Employer contributions to plan in this plan year2022-06-06240000

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