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MICHAEL S. SZAREK, D.M.D. 401(K) PLAN 401k Plan overview

Plan NameMICHAEL S. SZAREK, D.M.D. 401(K) PLAN
Plan identification number 001

MICHAEL S. SZAREK, D.M.D. 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.
  • 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

MICHAEL S. SZAREK, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S. SZAREK, D.M.D.
Employer identification number (EIN):043538824
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. SZAREK, D.M.D. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CYNTHIA MANNING2024-06-14
0012022-01-01CYNTHIA MANNING2023-05-03
0012021-01-01CYNTHIA MANNING2022-06-09
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHERYL FISHER2013-09-18
0012011-01-01CHERYL FISHER2013-09-18
0012010-01-01CHERYL FISHER2011-08-12

Financial Data on MICHAEL S. SZAREK, D.M.D. 401(K) PLAN

Measure Date Value
2025 : MICHAEL S. SZAREK, D.M.D. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1647657
Net assets as of the end of the plan year2025-05-163356308
Total assets as of the beginning of the plan year2025-05-162858021
Value of plan covered by a fidelity bond2025-05-16285802
Participant contributions to plan in this plan year2025-05-16109080
Other contributions to plan in this plan year2025-05-160
Other income to plan in this plan year2025-05-16342646
Plan net income in this plan year2025-05-16498287
Net assets as of the end of the plan year2025-05-163356308
Net assets as of the beginning of the plan year2025-05-162858021
Employer contributions to plan in this plan year2025-05-1694218
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-16100
2024 : MICHAEL S. SZAREK, D.M.D. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-140
Total liabilities as of the beginning of the plan year2024-06-140
Total expenses incurred by plan in this plan year2024-06-143577
Net assets as of the end of the plan year2024-06-142858021
Total assets as of the beginning of the plan year2024-06-142286662
Value of plan covered by a fidelity bond2024-06-14228666
Participant contributions to plan in this plan year2024-06-1491445
Other contributions to plan in this plan year2024-06-140
Other income to plan in this plan year2024-06-14398635
Plan net income in this plan year2024-06-14571359
Net assets as of the end of the plan year2024-06-142858021
Net assets as of the beginning of the plan year2024-06-142286662
Employer contributions to plan in this plan year2024-06-1484856
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-140

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