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DANIEL S. MARTIN ORTHO, PC 401(K) PLAN 401k Plan overview

Plan NameDANIEL S. MARTIN ORTHO, PC 401(K) PLAN
Plan identification number 001

DANIEL S. MARTIN ORTHO, PC 401(K) 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.
  • 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

DANIEL S. MARTIN ORTHO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL S. MARTIN ORTHO, P.C.
Employer identification number (EIN):202559814
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL S. MARTIN ORTHO, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DANIEL MARTIN2024-05-29
0012023-01-01DANIEL MARTIN2024-09-17
0012022-01-01DAN MARTIN2023-04-18
0012021-01-01DANIEL MARTIN2022-06-02
0012020-01-01DANIEL S. MARTIN2021-07-29
0012019-01-01DANIEL S MARTIN2020-07-28
0012018-01-01DANIEL MARTIN2019-07-24
0012017-01-01
0012016-01-01VICKI ROCKHILL2017-07-19
0012015-01-01VICKI ROCKHILL2016-06-30
0012014-01-01DANIEL MARTIN2015-07-22
0012013-01-01DANIEL MARTIN2014-06-11
0012012-01-01DANIEL S. MARTIN2013-05-22
0012011-01-01ROGER W. HILDEBRAND2012-01-30
0012010-01-01ROGER W HILDEBRAND2011-02-09

Financial Data on DANIEL S. MARTIN ORTHO, PC 401(K) PLAN

Measure Date Value
2024 : DANIEL S. MARTIN ORTHO, PC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-171202141
Net assets as of the end of the plan year2024-09-17293191
Total assets as of the beginning of the plan year2024-09-171266695
Value of plan covered by a fidelity bond2024-09-17126670
Participant contributions to plan in this plan year2024-09-1747263
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-1729665
Other income to plan in this plan year2024-09-17135718
Plan net income in this plan year2024-09-17-973504
Net assets as of the end of the plan year2024-09-17293191
Net assets as of the beginning of the plan year2024-09-171266695
Employer contributions to plan in this plan year2024-09-1715991
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-17941
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-29291170
Net assets as of the end of the plan year2024-05-290
Total assets as of the beginning of the plan year2024-05-29293191
Value of plan covered by a fidelity bond2024-05-2929319
Participant contributions to plan in this plan year2024-05-290
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-290
Other income to plan in this plan year2024-05-29-2021
Plan net income in this plan year2024-05-29-293191
Net assets as of the end of the plan year2024-05-290
Net assets as of the beginning of the plan year2024-05-29293191
Employer contributions to plan in this plan year2024-05-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-29469

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