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ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING 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
  • 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

ANTHONY HORALEK DDS MS PA has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY HORALEK DDS MS PA
Employer identification number (EIN):203274649
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLY DURANTE2024-09-13
0012022-01-01ANTHONY L HORALEK2023-03-29
0012021-01-01ANTHONY HORALEK2022-04-04
0012020-01-01ANTHONY L HORALEK2021-03-31
0012019-01-01ANTHONY L HORALEK2020-04-20
0012018-01-01ANTHONY HORALEK2019-03-26
0012017-01-01ANTHONY HORALEK2018-07-16
0012016-01-01ANTHONY HORALEK
0012015-01-01ANTHONY HORALEK2016-07-18 ANTHONY HORALEK2016-07-18
0012014-01-01TINA MITCHELL2015-09-08
0012013-01-01ANTHONY HORALEK2014-06-02
0012012-01-01ANTHONY HORALEK2013-08-12

Plan Statistics for ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-219
Total number of particpants at end of year2025-07-2111
Number of Participants With Account Balances2025-07-212
Total number of particpants at beginning of year2025-03-289
Total number of particpants at end of year2025-03-2811
Number of Participants With Account Balances2025-03-282
2024: ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-135
Total number of particpants at end of year2024-09-137
Number of Participants With Account Balances2024-09-133
2016: ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2115925
Net assets as of the end of the plan year2025-07-21263220
Total assets as of the beginning of the plan year2025-07-21221231
Value of plan covered by a fidelity bond2025-07-2125000
Participant contributions to plan in this plan year2025-07-2125962
Value of participant loans at end of plan year2025-07-2142646
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2123559
Plan net income in this plan year2025-07-2141989
Net assets as of the end of the plan year2025-07-21263220
Net assets as of the beginning of the plan year2025-07-21221231
Employer contributions to plan in this plan year2025-07-218393
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2111062
Total transfers to/from plan in this plan year2025-03-280
Total liabilities as of the end of the plan year2025-03-280
Total liabilities as of the beginning of the plan year2025-03-280
Total expenses incurred by plan in this plan year2025-03-2815925
Net assets as of the end of the plan year2025-03-28263220
Total assets as of the beginning of the plan year2025-03-28221231
Value of plan covered by a fidelity bond2025-03-2825000
Participant contributions to plan in this plan year2025-03-2825962
Value of participant loans at end of plan year2025-03-2842646
Other expenses paid from plan in this plan year2025-03-280
Other contributions to plan in this plan year2025-03-280
Other income to plan in this plan year2025-03-2823559
Plan net income in this plan year2025-03-2841989
Net assets as of the end of the plan year2025-03-28263220
Net assets as of the beginning of the plan year2025-03-28221231
Employer contributions to plan in this plan year2025-03-288393
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2811062
2024 : ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-130
Total liabilities as of the end of the plan year2024-09-130
Total liabilities as of the beginning of the plan year2024-09-130
Total expenses incurred by plan in this plan year2024-09-135562
Net assets as of the end of the plan year2024-09-13221231
Total assets as of the beginning of the plan year2024-09-13183709
Value of plan covered by a fidelity bond2024-09-13100000
Participant contributions to plan in this plan year2024-09-133808
Other expenses paid from plan in this plan year2024-09-130
Other income to plan in this plan year2024-09-1338814
Plan net income in this plan year2024-09-1337522
Net assets as of the end of the plan year2024-09-13221231
Net assets as of the beginning of the plan year2024-09-13183709
Employer contributions to plan in this plan year2024-09-13462
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-131678
2016 : ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$82,417
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$82,417
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$5,137
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$73,553
Net income (gross income less expenses)2016-12-31$82,417
Net plan assets at end of year (total assets less liabilities)2016-12-31$82,417
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of participant loans2016-12-31$1,407
Total contributions received or receivable from employer(s)2016-12-31$3,727
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST

2016: ANTHONY L HORALEK DDS MS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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