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DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 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.
  • 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 J. ZILKA, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. ZILKA, D.D.S., P.C.
Employer identification number (EIN):161263757
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DAVID J. ZILKA, D.D.S., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1985-12-12
Company Identification Number: 1013935
Legal Registered Office Address: 301 MOHAWK ST.
Herkimer
HERKIMER
United States of America (USA)
13350

More information about DAVID J. ZILKA, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DAVID J. ZILKA, DDS2023-06-04
0012021-01-01DAVID J. ZILKA, DDS2022-03-06
0012020-01-01DAVID J. ZILKA, DDS2021-01-17
0012019-01-01DAVID J. ZILKA, DDS2020-06-21
0012018-01-01DAVID J. ZILKA, DDS2019-03-30
0012017-01-01DAVID J. ZILKA, DDS2018-03-30
0012016-01-01DAVID J. ZILKA, DDS2017-03-31
0012015-01-01DAVID J. ZILKA, DDS2016-03-31
0012014-01-01DAVID J. ZILKA, DDS2015-04-21
0012013-01-01DAVID J. ZILKA, DDS2014-01-29
0012012-01-01DAVID J. ZILKA, DDS2013-05-07
0012011-01-01DAVID J. ZILKA, D.D.S.2012-05-30
0012010-01-01DAVID J. ZILKA, D.D.S.2011-05-25

Plan Statistics for DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-115
Total number of particpants at end of year2025-02-115
Number of Participants With Account Balances2025-02-113
2024: DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-185
Total number of particpants at end of year2024-07-185
Number of Participants With Account Balances2024-07-183
2022: DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-065
Total number of particpants at end of year2022-03-065
Number of Participants With Account Balances2022-03-063

Financial Data on DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-110
Total expenses incurred by plan in this plan year2025-02-1116563
Net assets as of the end of the plan year2025-02-111174628
Total assets as of the beginning of the plan year2025-02-111043574
Value of plan covered by a fidelity bond2025-02-11100000
Participant contributions to plan in this plan year2025-02-1116422
Other expenses paid from plan in this plan year2025-02-1116563
Other contributions to plan in this plan year2025-02-110
Other income to plan in this plan year2025-02-11126095
Plan net income in this plan year2025-02-11131054
Net assets as of the end of the plan year2025-02-111174628
Net assets as of the beginning of the plan year2025-02-111043574
Employer contributions to plan in this plan year2025-02-115100
2024 : DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1814698
Net assets as of the end of the plan year2024-07-181043574
Total assets as of the beginning of the plan year2024-07-18951306
Value of plan covered by a fidelity bond2024-07-18100000
Participant contributions to plan in this plan year2024-07-1816744
Other expenses paid from plan in this plan year2024-07-1814698
Other income to plan in this plan year2024-07-1885022
Plan net income in this plan year2024-07-1892268
Net assets as of the end of the plan year2024-07-181043574
Net assets as of the beginning of the plan year2024-07-18951306
Employer contributions to plan in this plan year2024-07-185200
2022 : DAVID J. ZILKA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-0614270
Net assets as of the end of the plan year2022-03-061014217
Total assets as of the beginning of the plan year2022-03-06917124
Value of plan covered by a fidelity bond2022-03-0663000
Participant contributions to plan in this plan year2022-03-0617006
Other income to plan in this plan year2022-03-0688895
Plan net income in this plan year2022-03-0697093
Net assets as of the end of the plan year2022-03-061014217
Net assets as of the beginning of the plan year2022-03-06917124
Employer contributions to plan in this plan year2022-03-065462
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0614270

Potentially related plans

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