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DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN
Plan identification number 001

DAVID E. ZIPKOWITZ, D.M.D. 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 E. ZIPKOWITZ D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. ZIPKOWITZ D.M.D.
Employer identification number (EIN):133627091
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID ZIPKOWITZ2024-04-30 DAVID ZIPKOWITZ DMD2024-04-30
0012022-01-01DAVID ZIPKOWITZ2023-09-22
0012021-01-01DAVID ZIPKOWITZ2022-08-24
0012020-01-01DAVID ZIPKOWITZ2021-06-28
0012019-01-01DAVID ZIPKOWITZ2020-08-31 DAVID ZIPKOWITZ2020-08-31
0012018-01-01DAVID ZIPKOWITZ2019-06-13 DAVID ZIPKOWITZ2019-06-13
0012017-01-01DAVID ZIPKOWITZ2018-06-15 DAVID ZIPKOWITZ2018-06-15
0012016-01-01DAVID ZIPKOWITZ2017-06-14 DAVID ZIPKOWITZ2017-06-14
0012015-01-01DAVID ZIPKOWITZ2016-07-07 DAVID ZIPKOWITZ2016-07-07
0012014-01-01DAVID ZIPKOWITZ2015-05-08 DAVID ZIPKOWITZ2015-05-08
0012013-01-01DAVID ZIPKOWITZ2014-07-28 DAVID ZIPKOWITZ2014-07-28
0012012-01-01DAVID ZIPKOWITZ2013-06-17 DAVID ZIPKOWITZ2013-06-17
0012011-01-01DAVID ZIPKOWITZ2012-07-10 DAVID ZIPKOWITZ2012-07-10
0012010-01-01DAVID ZIPKOWITZ2011-05-27 DAVID ZIPKOWITZ2011-05-27

Financial Data on DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-220
Total liabilities as of the end of the plan year2025-06-220
Total liabilities as of the beginning of the plan year2025-06-220
Total expenses incurred by plan in this plan year2025-06-22122306
Net assets as of the end of the plan year2025-06-222526588
Total assets as of the beginning of the plan year2025-06-222379422
Value of plan covered by a fidelity bond2025-06-22125000
Participant contributions to plan in this plan year2025-06-2230500
Other expenses paid from plan in this plan year2025-06-220
Other contributions to plan in this plan year2025-06-220
Other income to plan in this plan year2025-06-22217456
Plan net income in this plan year2025-06-22147166
Net assets as of the end of the plan year2025-06-222526588
Net assets as of the beginning of the plan year2025-06-222379422
Employer contributions to plan in this plan year2025-06-2221516
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-220
2024 : DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING 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 year2024-04-301467
Net assets as of the end of the plan year2024-04-302379422
Total assets as of the beginning of the plan year2024-04-302010732
Value of plan covered by a fidelity bond2024-04-30125000
Participant contributions to plan in this plan year2024-04-3030000
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 year2024-04-30324385
Plan net income in this plan year2024-04-30368690
Net assets as of the end of the plan year2024-04-302379422
Net assets as of the beginning of the plan year2024-04-302010732
Employer contributions to plan in this plan year2024-04-3015772
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-300
2022 : DAVID E. ZIPKOWITZ, D.M.D. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-240
Total liabilities as of the end of the plan year2022-08-240
Total expenses incurred by plan in this plan year2022-08-2415072
Net assets as of the end of the plan year2022-08-242330435
Total assets as of the beginning of the plan year2022-08-241990623
Value of plan covered by a fidelity bond2022-08-24125000
Participant contributions to plan in this plan year2022-08-2426000
Other expenses paid from plan in this plan year2022-08-240
Other contributions to plan in this plan year2022-08-240
Other income to plan in this plan year2022-08-24311991
Plan net income in this plan year2022-08-24339812
Net assets as of the end of the plan year2022-08-242330435
Net assets as of the beginning of the plan year2022-08-241990623
Employer contributions to plan in this plan year2022-08-2416893
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-240

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