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STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 401k Plan overview

Plan NameSTEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST
Plan identification number 001

STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 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.
  • 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 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

STEPHEN R. RAMSAY, DMD, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN R. RAMSAY, DMD, P.L.L.C.
Employer identification number (EIN):134018246
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN RAMSAY DMD2024-09-16
0012022-01-01STEPHEN RAMSAY DMD2023-10-04
0012021-01-01STEPHEN RAMSAY DMD2022-10-04
0012021-01-01STEPHEN RAMSAY DMD2022-10-04
0012020-01-01STEPHEN RAMSAY DMD2021-09-30
0012019-01-01STEPHEN RAMSAY DMD2020-10-09
0012018-01-01STEPHEN RAMSAY DMD2019-10-09
0012017-01-01STEPHEN RAMSAY DMD2018-09-13
0012016-01-01STEPHEN RAMSAY DMD2017-09-27
0012013-01-01STEPHEN RAMSAY DMD2014-09-29
0012012-01-01STEPHEN RAMSAY DMD2014-09-29
0012011-01-01STEPHEN RAMSAY DMD2012-10-11
0012010-01-01STEPHEN RAMSAY DMD2011-10-14

Plan Statistics for STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST

Measure Date Value
2025: STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-153
Total number of particpants at end of year2025-09-153
Number of Participants With Account Balances2025-09-153
2024: STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-163
Total number of particpants at end of year2024-09-163
Number of Participants With Account Balances2024-09-163
2022: STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-044
Total number of particpants at end of year2022-10-043
Number of Participants With Account Balances2022-10-043

Financial Data on STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST

Measure Date Value
2025 : STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-1513361
Net assets as of the end of the plan year2025-09-152813242
Total assets as of the beginning of the plan year2025-09-152437312
Value of plan covered by a fidelity bond2025-09-15250000
Participant contributions to plan in this plan year2025-09-1569100
Other income to plan in this plan year2025-09-15303770
Plan net income in this plan year2025-09-15375930
Net assets as of the end of the plan year2025-09-152813242
Net assets as of the beginning of the plan year2025-09-152437312
Employer contributions to plan in this plan year2025-09-1516421
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1513361
2024 : STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1611101
Net assets as of the end of the plan year2024-09-162437312
Total assets as of the beginning of the plan year2024-09-162038152
Value of plan covered by a fidelity bond2024-09-16250000
Participant contributions to plan in this plan year2024-09-1667800
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-16326809
Plan net income in this plan year2024-09-16399160
Net assets as of the end of the plan year2024-09-162437312
Net assets as of the beginning of the plan year2024-09-162038152
Employer contributions to plan in this plan year2024-09-1615652
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1611101
2022 : STEPHEN R. RAMSAY, D.M.D., PLLC INCENTIVE SAVINGS TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-048875
Net assets as of the end of the plan year2022-10-042409151
Total assets as of the beginning of the plan year2022-10-042071242
Value of plan covered by a fidelity bond2022-10-04250000
Participant contributions to plan in this plan year2022-10-0444633
Other income to plan in this plan year2022-10-04271219
Plan net income in this plan year2022-10-04337909
Net assets as of the end of the plan year2022-10-042409151
Net assets as of the beginning of the plan year2022-10-042071242
Employer contributions to plan in this plan year2022-10-0430932

Potentially related plans

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