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NICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 002

NICHOLAS D. BARONE, D.D.S., LTD. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

BARONE ORTHODONTICS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:BARONE ORTHODONTICS, LTD.
Employer identification number (EIN):050395583
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHOLAS D. BARONE, D.D.S., LTD. 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
0022021-10-01
0022021-01-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01NICHOLAS D. BARONE, D.D.S.2015-12-10
0022013-10-01NICHOLAS D. BARONE, D.D.S.2014-12-09
0022012-10-01NICHOLAS D. BARONE, D.D.S.2014-07-01
0022011-10-01NICHOLAS D. BARONE, D.D.S.2013-01-30
0022010-10-01NICHOLAS D. BARONE, D.D.S.2012-07-10

Financial Data on NICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : NICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-030
Total liabilities as of the end of the plan year2025-06-03240
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-0392167
Net assets as of the end of the plan year2025-06-031582500
Total assets as of the beginning of the plan year2025-06-031359161
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-0396065
Value of participant loans at end of plan year2025-06-033544
Other expenses paid from plan in this plan year2025-06-030
Other contributions to plan in this plan year2025-06-030
Other income to plan in this plan year2025-06-03137341
Plan net income in this plan year2025-06-03223099
Net assets as of the end of the plan year2025-06-031582260
Net assets as of the beginning of the plan year2025-06-031359161
Employer contributions to plan in this plan year2025-06-0381860
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0310236
2024 : NICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-07232453
Net assets as of the end of the plan year2024-06-071359161
Total assets as of the beginning of the plan year2024-06-071220350
Value of plan covered by a fidelity bond2024-06-07500000
Participant contributions to plan in this plan year2024-06-0794167
Value of participant loans at end of plan year2024-06-076079
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-070
Other income to plan in this plan year2024-06-07197241
Plan net income in this plan year2024-06-07138811
Net assets as of the end of the plan year2024-06-071359161
Net assets as of the beginning of the plan year2024-06-071220350
Employer contributions to plan in this plan year2024-06-0779856
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-077740
2022 : NICHOLAS D. BARONE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-12-090
Total liabilities as of the end of the plan year2022-12-090
Total liabilities as of the beginning of the plan year2022-12-090
Total expenses incurred by plan in this plan year2022-12-0920014
Net assets as of the end of the plan year2022-12-098620475
Total assets as of the beginning of the plan year2022-12-097978826
Value of plan covered by a fidelity bond2022-12-09500000
Participant contributions to plan in this plan year2022-12-0917222
Value of participant loans at end of plan year2022-12-0911156
Other expenses paid from plan in this plan year2022-12-090
Other contributions to plan in this plan year2022-12-090
Other income to plan in this plan year2022-12-09611375
Plan net income in this plan year2022-12-09641649
Net assets as of the end of the plan year2022-12-098620475
Net assets as of the beginning of the plan year2022-12-097978826
Value of contributions failed to transmitted timely2022-12-09963
Employer contributions to plan in this plan year2022-12-0933066
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-0920014
Total transfers to/from plan in this plan year2022-09-300
Total liabilities as of the end of the plan year2022-09-300
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-3020014
Net assets as of the end of the plan year2022-09-308620475
Total assets as of the beginning of the plan year2022-09-307978826
Value of plan covered by a fidelity bond2022-09-30500000
Participant contributions to plan in this plan year2022-09-3017222
Value of participant loans at end of plan year2022-09-3011156
Other expenses paid from plan in this plan year2022-09-300
Other contributions to plan in this plan year2022-09-300
Other income to plan in this plan year2022-09-30611375
Plan net income in this plan year2022-09-30641649
Net assets as of the end of the plan year2022-09-308620475
Net assets as of the beginning of the plan year2022-09-307978826
Value of contributions failed to transmitted timely2022-09-30963
Employer contributions to plan in this plan year2022-09-3033066
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-3020014

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