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P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameP MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

P MORGAN & ASSOCIATES DENTAL has sponsored the creation of one or more 401k plans.

Company Name:P MORGAN & ASSOCIATES DENTAL
Employer identification number (EIN):141931243
NAIC Classification:446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01URSULA FOLEY2024-08-07
0012022-01-01URSULA FOLEY2023-06-12
0012021-01-01URSULA FOLEY2022-05-24
0012020-01-01URSULA FOLEY2021-06-01
0012019-01-01URSULA FOLEY2020-07-16
0012013-01-01URSULA T, FOLEY2014-07-29
0012012-01-01P MORGAN ASSOCIATES DENTAL2013-07-31

Plan Statistics for P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-196
Total number of particpants at end of year2025-08-196
Number of Participants With Account Balances2025-08-196
2024: P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-076
Total number of particpants at end of year2024-08-076
Number of Participants With Account Balances2024-08-076
2022: P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-245
Total number of particpants at end of year2022-05-246
Number of Participants With Account Balances2022-05-245

Financial Data on P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-19450
Net assets as of the end of the plan year2025-08-19279200
Total assets as of the beginning of the plan year2025-08-19225272
Value of plan covered by a fidelity bond2025-08-1923000
Participant contributions to plan in this plan year2025-08-1916559
Value of participant loans at end of plan year2025-08-1944868
Other income to plan in this plan year2025-08-1932850
Plan net income in this plan year2025-08-1953928
Net assets as of the end of the plan year2025-08-19279200
Net assets as of the beginning of the plan year2025-08-19225272
Employer contributions to plan in this plan year2025-08-194969
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-19450
2024 : P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-07625
Net assets as of the end of the plan year2024-08-07225272
Total assets as of the beginning of the plan year2024-08-07173876
Value of plan covered by a fidelity bond2024-08-0718000
Participant contributions to plan in this plan year2024-08-0717411
Value of participant loans at end of plan year2024-08-0723231
Other income to plan in this plan year2024-08-0729146
Plan net income in this plan year2024-08-0751396
Net assets as of the end of the plan year2024-08-07225272
Net assets as of the beginning of the plan year2024-08-07173876
Employer contributions to plan in this plan year2024-08-075464
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-07625
2022 : P MORGAN ASSOCIATES DENTAL 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-242555
Net assets as of the end of the plan year2022-05-24163497
Total assets as of the beginning of the plan year2022-05-24120712
Value of plan covered by a fidelity bond2022-05-2413000
Participant contributions to plan in this plan year2022-05-2420891
Value of participant loans at end of plan year2022-05-249217
Other income to plan in this plan year2022-05-2417488
Plan net income in this plan year2022-05-2442785
Net assets as of the end of the plan year2022-05-24163497
Net assets as of the beginning of the plan year2022-05-24120712
Employer contributions to plan in this plan year2022-05-246961
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2455

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