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ALLEVITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALLEVITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

ALLEVITY, INC. RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

TRACEY Y COOK DDS A PROFESSION has sponsored the creation of one or more 401k plans.

Company Name:TRACEY Y COOK DDS A PROFESSION
Employer identification number (EIN):113739925
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACEY Y COOK2024-05-09
0012022-01-01TRACEY Y COOK2023-05-31
0012021-01-01JAMES MICHAEL GAINS2022-05-12
0012020-01-01TRACEY Y COOK2021-05-25
0012019-01-01TRACEY COOK2020-05-28
0012018-01-01DONAL K. FORD2019-06-17
0012018-01-01TRACEY Y COOK2019-05-22
0012017-04-01DONAL K. FORD2018-06-27

Financial Data on ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-141793
Net assets as of the end of the plan year2025-05-1499997
Total assets as of the beginning of the plan year2025-05-1472125
Value of plan covered by a fidelity bond2025-05-1420000
Participant contributions to plan in this plan year2025-05-1415088
Value of participant loans at end of plan year2025-05-14598
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-146784
Plan net income in this plan year2025-05-1427872
Net assets as of the end of the plan year2025-05-1499997
Net assets as of the beginning of the plan year2025-05-1472125
Employer contributions to plan in this plan year2025-05-147793
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-141013
2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-090
Total liabilities as of the end of the plan year2024-05-090
Total liabilities as of the beginning of the plan year2024-05-090
Total expenses incurred by plan in this plan year2024-05-0917748
Net assets as of the end of the plan year2024-05-0972125
Total assets as of the beginning of the plan year2024-05-0968515
Value of plan covered by a fidelity bond2024-05-0920000
Participant contributions to plan in this plan year2024-05-098130
Other expenses paid from plan in this plan year2024-05-090
Other contributions to plan in this plan year2024-05-090
Other income to plan in this plan year2024-05-098066
Plan net income in this plan year2024-05-093610
Net assets as of the end of the plan year2024-05-0972125
Net assets as of the beginning of the plan year2024-05-0968515
Employer contributions to plan in this plan year2024-05-095162
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-09823
2022 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-12453
Net assets as of the end of the plan year2022-05-1262190
Total assets as of the beginning of the plan year2022-05-1239468
Value of plan covered by a fidelity bond2022-05-1220000
Participant contributions to plan in this plan year2022-05-1211439
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-124793
Plan net income in this plan year2022-05-1222722
Net assets as of the end of the plan year2022-05-1262190
Net assets as of the beginning of the plan year2022-05-1239468
Employer contributions to plan in this plan year2022-05-126943
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-12453

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