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JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameJAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

JAMES M. VLASSIS, D.D.S., M.S., P.C has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. VLASSIS, D.D.S., M.S., P.C
Employer identification number (EIN):161463176
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES VLASSIS2024-09-23 JAMES VLASSIS2024-09-23
0022022-01-01JAMES VLASSIS2023-10-03 JAMES VLASSIS2023-10-03
0022021-01-01JAMES VLASSIS2022-10-12 JAMES VLASSIS2022-10-12
0022020-01-01JAMES VLASSIS2021-10-13 JAMES VLASSIS2021-10-13
0022019-01-01JAMES VLASSIS2020-09-22 JAMES VLASSIS2020-09-22
0022018-01-01JAMES VLASSIS2019-10-07 JAMES VLASSIS2019-10-07
0022017-01-01JAMES VLASSIS2018-09-17 JAMES VLASSIS2018-09-17
0022016-01-01JAMES VLASSIS2017-09-26 JAMES VLASSIS2017-09-26
0022015-01-01JAMES VLASSIS2016-09-22 JAMES VLASSIS2016-09-22
0022014-01-01JAMES VLASSIS2015-09-29 JAMES VLASSIS2015-09-29
0022013-01-01JAMES VLASSIS2014-09-29 JAMES VLASSIS2014-09-29
0022012-01-01JAMES VLASSIS2013-09-24 JAMES VLASSIS2013-09-24
0022011-01-01JAMES VLASSIS2012-09-27 JAMES VLASSIS2012-09-27
0022010-01-01JAMES VLASSIS2011-09-27 JAMES VLASSIS2011-09-27

Financial Data on JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2025 : JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0153381
Net assets as of the end of the plan year2025-10-011760279
Total assets as of the beginning of the plan year2025-10-011673111
Value of plan covered by a fidelity bond2025-10-01390000
Participant contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-01140549
Plan net income in this plan year2025-10-0187168
Net assets as of the end of the plan year2025-10-011760279
Net assets as of the beginning of the plan year2025-10-011673111
Employer contributions to plan in this plan year2025-10-010
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0113259
2024 : JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2311626
Net assets as of the end of the plan year2024-09-231673111
Total assets as of the beginning of the plan year2024-09-231502276
Value of plan covered by a fidelity bond2024-09-23390000
Participant contributions to plan in this plan year2024-09-230
Other expenses paid from plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23182461
Plan net income in this plan year2024-09-23170835
Net assets as of the end of the plan year2024-09-231673111
Net assets as of the beginning of the plan year2024-09-231502276
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2311626
2022 : JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1212045
Net assets as of the end of the plan year2022-10-121717675
Total assets as of the beginning of the plan year2022-10-121546623
Value of plan covered by a fidelity bond2022-10-12200000
Participant contributions to plan in this plan year2022-10-120
Other expenses paid from plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12132097
Plan net income in this plan year2022-10-12171052
Net assets as of the end of the plan year2022-10-121717675
Net assets as of the beginning of the plan year2022-10-121546623
Employer contributions to plan in this plan year2022-10-1251000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1212045

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