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NEW ERA DENTISTRY RETIREMENT PLAN 401k Plan overview

Plan NameNEW ERA DENTISTRY RETIREMENT PLAN
Plan identification number 001

NEW ERA DENTISTRY 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.
  • 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

DAVID A. PARTRITE, DDS, PC DBA NEW ERA DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. PARTRITE, DDS, PC DBA NEW ERA DENTISTRY
Employer identification number (EIN):113766859
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ERA DENTISTRY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID PARTRITE2024-10-07
0012022-01-01DAVID PARTRITE2023-08-02
0012021-01-01DAVID PARTRITE2022-10-13
0012020-01-01DAVID PARTRITE2021-10-11
0012019-01-01DAVID PARTRITE2020-10-14

Plan Statistics for NEW ERA DENTISTRY RETIREMENT PLAN

401k plan membership statisitcs for NEW ERA DENTISTRY RETIREMENT PLAN

Measure Date Value
2025: NEW ERA DENTISTRY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0910
Total number of particpants at end of year2025-07-0911
Number of Participants With Account Balances2025-07-0911
2024: NEW ERA DENTISTRY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0710
Total number of particpants at end of year2024-10-0710
Number of Participants With Account Balances2024-10-0710

Financial Data on NEW ERA DENTISTRY RETIREMENT PLAN

Measure Date Value
2025 : NEW ERA DENTISTRY RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-09579
Total expenses incurred by plan in this plan year2025-07-096165
Net assets as of the end of the plan year2025-07-09907983
Total assets as of the beginning of the plan year2025-07-09719163
Value of plan covered by a fidelity bond2025-07-0971916
Participant contributions to plan in this plan year2025-07-0964186
Value of participant loans at end of plan year2025-07-0933074
Other income to plan in this plan year2025-07-0978691
Plan net income in this plan year2025-07-09189399
Net assets as of the end of the plan year2025-07-09907983
Net assets as of the beginning of the plan year2025-07-09718584
Employer contributions to plan in this plan year2025-07-0952687
Fees paid to broker by Benefit Provider2025-07-094349
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-096165
2024 : NEW ERA DENTISTRY RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-07579
Total liabilities as of the beginning of the plan year2024-10-07557
Total expenses incurred by plan in this plan year2024-10-074281
Net assets as of the end of the plan year2024-10-07719163
Total assets as of the beginning of the plan year2024-10-07549840
Value of plan covered by a fidelity bond2024-10-0754984
Participant contributions to plan in this plan year2024-10-0770417
Value of participant loans at end of plan year2024-10-0740543
Other income to plan in this plan year2024-10-0772524
Plan net income in this plan year2024-10-07169301
Net assets as of the end of the plan year2024-10-07718584
Net assets as of the beginning of the plan year2024-10-07549283
Employer contributions to plan in this plan year2024-10-0730641
Fees paid to broker by Benefit Provider2024-10-073400
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-074281

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