?>
Logo

BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameBRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST
Plan identification number 001

BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIAN K. ALVER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN K. ALVER, D.D.S.
Employer identification number (EIN):201808790
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01TRACY ALVER2019-10-14
0012017-01-01TRACY ALVER2018-10-11
0012016-01-01TRACY ALVER2017-09-26
0012015-01-01TRACY ALVER2016-10-06
0012014-01-01TRACY ALVER2015-10-06
0012013-01-01TRACY ALVER2014-10-08
0012012-01-01BRIAN K. ALVER, D.D.S.2013-10-07
0012011-01-01BRIAN K. ALVER, D.D.S.2012-06-07
0012010-01-01BRIAN K. ALVER, D.D.S.2011-06-30 BRIAN K. ALVER, D.D.S.2011-06-30

Plan Statistics for BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST

Measure Date Value
2025: BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-146
Total number of particpants at end of year2025-07-148
Number of Participants With Account Balances2025-07-148
2024: BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-11-056
Total number of particpants at end of year2024-11-056
Number of Participants With Account Balances2024-11-056
2022: BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-047
Total number of particpants at end of year2022-10-047
Number of Participants With Account Balances2022-10-047

Financial Data on BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST

Measure Date Value
2025 : BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-1414049
Net assets as of the end of the plan year2025-07-142337402
Total assets as of the beginning of the plan year2025-07-142047770
Value of plan covered by a fidelity bond2025-07-14500000
Participant contributions to plan in this plan year2025-07-1462436
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14186047
Plan net income in this plan year2025-07-14289632
Net assets as of the end of the plan year2025-07-142337402
Net assets as of the beginning of the plan year2025-07-142047770
Employer contributions to plan in this plan year2025-07-1455198
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1414049
2024 : BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-050
Total liabilities as of the beginning of the plan year2024-11-050
Total expenses incurred by plan in this plan year2024-11-0559945
Net assets as of the end of the plan year2024-11-052047770
Total assets as of the beginning of the plan year2024-11-051739179
Value of plan covered by a fidelity bond2024-11-05500000
Participant contributions to plan in this plan year2024-11-0562255
Other expenses paid from plan in this plan year2024-11-050
Other contributions to plan in this plan year2024-11-050
Other income to plan in this plan year2024-11-05285934
Plan net income in this plan year2024-11-05308591
Net assets as of the end of the plan year2024-11-052047770
Net assets as of the beginning of the plan year2024-11-051739179
Employer contributions to plan in this plan year2024-11-0520347
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-0512490
2022 : BRIAN K. ALVER, D.D.S. RETIREMENT PLAN & 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 year2022-10-0452310
Net assets as of the end of the plan year2022-10-041944728
Total assets as of the beginning of the plan year2022-10-041645958
Value of plan covered by a fidelity bond2022-10-04500000
Participant contributions to plan in this plan year2022-10-0449271
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-04250286
Plan net income in this plan year2022-10-04298770
Net assets as of the end of the plan year2022-10-041944728
Net assets as of the beginning of the plan year2022-10-041645958
Employer contributions to plan in this plan year2022-10-0451523
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0411276

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3