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WILLIAM CASE DENTAL 401(K) P/S PLAN 401k Plan overview

Plan NameWILLIAM CASE DENTAL 401(K) P/S PLAN
Plan identification number 001

WILLIAM CASE DENTAL 401(K) P/S 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

WILLIAM CASE DENTAL has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM CASE DENTAL
Employer identification number (EIN):061698636
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM CASE DENTAL 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-10-08
0012023-01-01TARA EVANS, FOR TAG RESOURCES2025-01-22
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-22
0012021-01-01TARA EVANS2022-09-23
0012020-01-01PHIL TISUE2021-10-05
0012020-01-01PHIL TISUE2021-12-02
0012019-01-01PHIL TISUE2020-10-29
0012018-01-01PHIL TISUE2019-10-02
0012017-01-01PHIL TISUE2018-10-05
0012016-01-01PHIL TISUE2017-10-12
0012015-01-01STACEY CASE2016-06-23
0012014-01-01STACEY CASE2015-07-22
0012013-01-01STACEY CASE2014-06-12

Plan Statistics for WILLIAM CASE DENTAL 401(K) P/S PLAN

401k plan membership statisitcs for WILLIAM CASE DENTAL 401(K) P/S PLAN

Measure Date Value
2025: WILLIAM CASE DENTAL 401(K) P/S PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-297
Total number of particpants at end of year2025-08-297
Number of Participants With Account Balances2025-08-296
Total number of particpants at beginning of year2025-08-146
Total number of particpants at end of year2025-08-147
Number of Participants With Account Balances2025-08-146

Financial Data on WILLIAM CASE DENTAL 401(K) P/S PLAN

Measure Date Value
2025 : WILLIAM CASE DENTAL 401(K) P/S PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2954845
Net assets as of the end of the plan year2025-08-29378077
Total assets as of the beginning of the plan year2025-08-29340004
Value of plan covered by a fidelity bond2025-08-29500000
Participant contributions to plan in this plan year2025-08-2937530
Value of participant loans at end of plan year2025-08-296510
Other income to plan in this plan year2025-08-2935409
Plan net income in this plan year2025-08-2938073
Net assets as of the end of the plan year2025-08-29378077
Net assets as of the beginning of the plan year2025-08-29340004
Value of contributions failed to transmitted timely2025-08-29285
Employer contributions to plan in this plan year2025-08-2919979
Fees paid to broker by Benefit Provider2025-08-291336
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-293867
Total expenses incurred by plan in this plan year2025-08-143342
Net assets as of the end of the plan year2025-08-14340004
Total assets as of the beginning of the plan year2025-08-14242759
Value of plan covered by a fidelity bond2025-08-14500000
Participant contributions to plan in this plan year2025-08-1440130
Value of participant loans at end of plan year2025-08-1418775
Other income to plan in this plan year2025-08-1438976
Plan net income in this plan year2025-08-1497245
Net assets as of the end of the plan year2025-08-14340004
Net assets as of the beginning of the plan year2025-08-14242759
Value of contributions failed to transmitted timely2025-08-14566
Employer contributions to plan in this plan year2025-08-1421481
Fees paid to broker by Benefit Provider2025-08-141047
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-143342

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