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RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN
Plan identification number 002

RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

RICHARD PORTALUPI, DDS, MSD A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:RICHARD PORTALUPI, DDS, MSD A PROFESSIONAL CORPORATION
Employer identification number (EIN):208266978
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01M. PAUL TURNER2017-08-24

Plan Statistics for RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-199
Total number of particpants at end of year2025-03-198
Number of Participants With Account Balances2025-03-198
2024: RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-208
Total number of particpants at end of year2024-09-209
Number of Participants With Account Balances2024-09-209
2022: RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-138
Total number of particpants at end of year2022-09-138
Number of Participants With Account Balances2022-09-138

Financial Data on RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-1960929
Net assets as of the end of the plan year2025-03-191091951
Total assets as of the beginning of the plan year2025-03-19969546
Value of plan covered by a fidelity bond2025-03-19100000
Participant contributions to plan in this plan year2025-03-1930500
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-19152834
Plan net income in this plan year2025-03-19122405
Net assets as of the end of the plan year2025-03-191091951
Net assets as of the beginning of the plan year2025-03-19969546
Employer contributions to plan in this plan year2025-03-190
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-199765
2024 : RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-2039333
Net assets as of the end of the plan year2024-09-20969546
Total assets as of the beginning of the plan year2024-09-20839370
Value of plan covered by a fidelity bond2024-09-20100000
Participant contributions to plan in this plan year2024-09-2030000
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-20136178
Plan net income in this plan year2024-09-20130176
Net assets as of the end of the plan year2024-09-20969546
Net assets as of the beginning of the plan year2024-09-20839370
Employer contributions to plan in this plan year2024-09-203331
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-208389
2022 : RICHARD PORTALUPI, DDS, MSD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-130
Total liabilities as of the end of the plan year2022-09-130
Total liabilities as of the beginning of the plan year2022-09-130
Total expenses incurred by plan in this plan year2022-09-1348103
Net assets as of the end of the plan year2022-09-13873464
Total assets as of the beginning of the plan year2022-09-13862404
Value of plan covered by a fidelity bond2022-09-13100000
Participant contributions to plan in this plan year2022-09-130
Other expenses paid from plan in this plan year2022-09-130
Other contributions to plan in this plan year2022-09-130
Other income to plan in this plan year2022-09-1350972
Plan net income in this plan year2022-09-1311060
Net assets as of the end of the plan year2022-09-13873464
Net assets as of the beginning of the plan year2022-09-13862404
Employer contributions to plan in this plan year2022-09-138191
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-138170

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