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JOHN A. GARZA, DDS, PC RETIREMENT PLAN 401k Plan overview

Plan NameJOHN A. GARZA, DDS, PC RETIREMENT PLAN
Plan identification number 001

JOHN A. GARZA, DDS, PC RETIREMENT PLAN 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

JOHN A. GARZA, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. GARZA, DDS, PC
Employer identification number (EIN):203576873
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. GARZA, DDS, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN GARZA2024-06-05
0012022-01-01JOHN GARZA2023-06-21
0012021-01-01JOHN GARZA2022-06-15
0012020-01-01JOHN GARZA2021-06-09
0012019-01-01JOHN GARZA2020-07-29
0012018-01-01JOHN GARZA2019-07-30
0012017-01-01JOHN A. GARZA2018-07-26
0012016-01-01JOHN A. GARZA2017-09-26
0012015-01-01JOHN A. GARZA2016-10-10
0012014-01-01JOHN A. GARZA2015-10-13

Plan Statistics for JOHN A. GARZA, DDS, PC RETIREMENT PLAN

401k plan membership statisitcs for JOHN A. GARZA, DDS, PC RETIREMENT PLAN

Measure Date Value
2025: JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-295
Total number of particpants at end of year2025-05-297
Number of Participants With Account Balances2025-05-295
2024: JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-054
Total number of particpants at end of year2024-06-055
Number of Participants With Account Balances2024-06-055
2022: JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-155
Total number of particpants at end of year2022-06-154
Number of Participants With Account Balances2022-06-154

Financial Data on JOHN A. GARZA, DDS, PC RETIREMENT PLAN

Measure Date Value
2025 : JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-290
Net assets as of the end of the plan year2025-05-291272383
Total assets as of the beginning of the plan year2025-05-291103704
Value of plan covered by a fidelity bond2025-05-29111000
Participant contributions to plan in this plan year2025-05-2953073
Other income to plan in this plan year2025-05-29100757
Plan net income in this plan year2025-05-29168679
Net assets as of the end of the plan year2025-05-291272383
Net assets as of the beginning of the plan year2025-05-291103704
Employer contributions to plan in this plan year2025-05-2914849
2024 : JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-050
Net assets as of the end of the plan year2024-06-051103704
Total assets as of the beginning of the plan year2024-06-05978248
Value of plan covered by a fidelity bond2024-06-0598000
Participant contributions to plan in this plan year2024-06-0549435
Other income to plan in this plan year2024-06-0564028
Plan net income in this plan year2024-06-05125456
Net assets as of the end of the plan year2024-06-051103704
Net assets as of the beginning of the plan year2024-06-05978248
Employer contributions to plan in this plan year2024-06-0511993
2022 : JOHN A. GARZA, DDS, PC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-151053
Net assets as of the end of the plan year2022-06-15969728
Total assets as of the beginning of the plan year2022-06-15768299
Value of plan covered by a fidelity bond2022-06-1577000
Participant contributions to plan in this plan year2022-06-1547503
Other income to plan in this plan year2022-06-15144985
Plan net income in this plan year2022-06-15201429
Net assets as of the end of the plan year2022-06-15969728
Net assets as of the beginning of the plan year2022-06-15768299
Employer contributions to plan in this plan year2022-06-159994
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1555

Potentially related plans

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