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ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN
Plan identification number 003

ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT 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.
  • 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.
  • 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 ENDODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES IN ENDODONTICS, P.C.
Employer identification number (EIN):060862457
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01ROBERT BALLA2013-07-25 ROBERT BALLA2013-07-25
0032011-01-01MARTIN UNGAR2012-06-18 MARTIN UNGAR2012-06-18
0032010-01-01MARTIN UNGAR2011-05-06 MARTIN UNGAR2011-05-06

Financial Data on ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN

Measure Date Value
2025 : ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-110
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-1165674
Net assets as of the end of the plan year2025-06-1113773341
Total assets as of the beginning of the plan year2025-06-1111852157
Value of plan covered by a fidelity bond2025-06-11500000
Participant contributions to plan in this plan year2025-06-11196065
Value of participant loans at end of plan year2025-06-1141606
Other expenses paid from plan in this plan year2025-06-110
Other contributions to plan in this plan year2025-06-112404
Other income to plan in this plan year2025-06-111558083
Plan net income in this plan year2025-06-111921184
Net assets as of the end of the plan year2025-06-1113773341
Net assets as of the beginning of the plan year2025-06-1111852157
Employer contributions to plan in this plan year2025-06-11230306
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1164386
2024 : ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-300
Total liabilities as of the end of the plan year2024-04-300
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-30176926
Net assets as of the end of the plan year2024-04-3011852157
Total assets as of the beginning of the plan year2024-04-3010041407
Value of plan covered by a fidelity bond2024-04-30500000
Participant contributions to plan in this plan year2024-04-30172403
Value of participant loans at end of plan year2024-04-3019397
Other expenses paid from plan in this plan year2024-04-300
Other contributions to plan in this plan year2024-04-300
Other income to plan in this plan year2024-04-301574417
Plan net income in this plan year2024-04-301810750
Net assets as of the end of the plan year2024-04-3011852157
Net assets as of the beginning of the plan year2024-04-3010041407
Employer contributions to plan in this plan year2024-04-30240856
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-3020502
2022 : ASSOCIATES IN ENDODONTICS, P.C. PROFIT SHARING AND RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-110
Total liabilities as of the end of the plan year2022-05-110
Total liabilities as of the beginning of the plan year2022-05-110
Total expenses incurred by plan in this plan year2022-05-11148089
Net assets as of the end of the plan year2022-05-1114086916
Total assets as of the beginning of the plan year2022-05-1112354542
Value of plan covered by a fidelity bond2022-05-11500000
Participant contributions to plan in this plan year2022-05-11140657
Value of participant loans at end of plan year2022-05-1134946
Other expenses paid from plan in this plan year2022-05-110
Other contributions to plan in this plan year2022-05-110
Other income to plan in this plan year2022-05-111551759
Plan net income in this plan year2022-05-111732374
Net assets as of the end of the plan year2022-05-1114086916
Net assets as of the beginning of the plan year2022-05-1112354542
Employer contributions to plan in this plan year2022-05-11188047
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1126777

Potentially related plans

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