?>
Logo

MARK D. BERARD, DDS, PC 401(K) PLAN 401k Plan overview

Plan NameMARK D. BERARD, DDS, PC 401(K) PLAN
Plan identification number 001

MARK D. BERARD, DDS, 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.
  • 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

MARK D. BERARD, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:MARK D. BERARD, DDS, PC
Employer identification number (EIN):204155595
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. BERARD, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANGELA BERARD2024-03-11
0012022-01-01ANGELA BERARD2023-04-21
0012021-01-01ANGELA BERARD2022-06-13
0012020-01-01ANGELA BERARD2021-05-25
0012019-01-01ANGELA BERARD2020-10-12
0012018-01-01ANGELA BERARD2019-10-10
0012018-01-01ANGELA BERARD2019-10-10
0012017-01-01MARK BERARD2018-09-10 MARK BERARD2018-09-10
0012016-01-01MARK BERARD2017-09-07

Plan Statistics for MARK D. BERARD, DDS, PC 401(K) PLAN

401k plan membership statisitcs for MARK D. BERARD, DDS, PC 401(K) PLAN

Measure Date Value
2025: MARK D. BERARD, DDS, PC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1814
Total number of particpants at end of year2025-09-1811
Number of Participants With Account Balances2025-09-1811
2024: MARK D. BERARD, DDS, PC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-1115
Total number of particpants at end of year2024-03-1114
Number of Participants With Account Balances2024-03-1112
2022: MARK D. BERARD, DDS, PC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1312
Total number of particpants at end of year2022-06-1312
Number of Participants With Account Balances2022-06-1312

Financial Data on MARK D. BERARD, DDS, PC 401(K) PLAN

Measure Date Value
2025 : MARK D. BERARD, DDS, PC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-18130109
Net assets as of the end of the plan year2025-09-181519829
Total assets as of the beginning of the plan year2025-09-181292737
Value of plan covered by a fidelity bond2025-09-18250000
Participant contributions to plan in this plan year2025-09-1866392
Other income to plan in this plan year2025-09-18207716
Plan net income in this plan year2025-09-18227092
Net assets as of the end of the plan year2025-09-181519829
Net assets as of the beginning of the plan year2025-09-181292737
Employer contributions to plan in this plan year2025-09-1883093
Fees paid to broker by Benefit Provider2025-09-18988
2024 : MARK D. BERARD, DDS, PC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1134231
Net assets as of the end of the plan year2024-03-111292737
Total assets as of the beginning of the plan year2024-03-11979379
Value of plan covered by a fidelity bond2024-03-11250000
Participant contributions to plan in this plan year2024-03-1163137
Other income to plan in this plan year2024-03-11205348
Plan net income in this plan year2024-03-11313358
Net assets as of the end of the plan year2024-03-111292737
Net assets as of the beginning of the plan year2024-03-11979379
Employer contributions to plan in this plan year2024-03-1179104
Fees paid to broker by Benefit Provider2024-03-11604
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1113127
2022 : MARK D. BERARD, DDS, PC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1310572
Net assets as of the end of the plan year2022-06-131056580
Total assets as of the beginning of the plan year2022-06-13786044
Value of plan covered by a fidelity bond2022-06-13250000
Participant contributions to plan in this plan year2022-06-1348922
Other income to plan in this plan year2022-06-13145216
Plan net income in this plan year2022-06-13270536
Net assets as of the end of the plan year2022-06-131056580
Net assets as of the beginning of the plan year2022-06-13786044
Employer contributions to plan in this plan year2022-06-1386970
Fees paid to broker by Benefit Provider2022-06-13429
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1310572

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