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HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING 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

HALE & DOWNEY FAMILY DENTISTRY PLLC has sponsored the creation of one or more 401k plans.

Company Name:HALE & DOWNEY FAMILY DENTISTRY PLLC
Employer identification number (EIN):208800021
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON L. DOWNEY, DDS2024-07-17
0012022-01-01JASON L. DOWNEY, DDS2023-02-09
0012021-01-01JASON L. DOWNEY, DDS2022-05-18
0012020-01-01JASON L. DOWNEY, DDS2021-05-12
0012019-01-01JASON L. DOWNEY, DDS2020-04-01
0012018-01-01JASON L. DOWNEY, DDS2019-04-29
0012017-01-01JASON L. DOWNEY, DDS2018-03-12
0012016-01-01JASON L. DOWNEY, DDS2017-06-06
0012015-01-01JASON DOWNEY2016-07-05
0012014-01-01JASON DOWNEY2015-06-18 JASON DOWNEY2015-06-18
0012013-01-01JASON L DOWNEY, DDS2014-07-08 JASON L DOWNEY, DDS2014-07-08
0012012-01-01JASON L DOWNEY, DDS2013-07-02 JASON L DOWNEY, DDS2013-07-02
0012011-01-01JASON L DOWNEY, DDS2012-07-09 JASON L DOWNEY, DDS2012-07-09
0012010-01-01JASON L DOWNEY, DDS2011-06-30 JASON L DOWNEY, DDS2011-06-30

Plan Statistics for HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-188
Total number of particpants at end of year2025-06-186
Number of Participants With Account Balances2025-06-186
2024: HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-177
Total number of particpants at end of year2024-07-177
Number of Participants With Account Balances2024-07-176
2022: HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-186
Total number of particpants at end of year2022-05-186
Number of Participants With Account Balances2022-05-186

Financial Data on HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-180
Total liabilities as of the beginning of the plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-189154
Net assets as of the end of the plan year2025-06-18694309
Total assets as of the beginning of the plan year2025-06-18622393
Value of plan covered by a fidelity bond2025-06-1875000
Participant contributions to plan in this plan year2025-06-189903
Value of participant loans at end of plan year2025-06-1841376
Other income to plan in this plan year2025-06-1862216
Plan net income in this plan year2025-06-1871916
Net assets as of the end of the plan year2025-06-18694309
Net assets as of the beginning of the plan year2025-06-18622393
Employer contributions to plan in this plan year2025-06-188951
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-189154
2024 : HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-177584
Net assets as of the end of the plan year2024-07-17622393
Total assets as of the beginning of the plan year2024-07-17535399
Value of plan covered by a fidelity bond2024-07-1775000
Participant contributions to plan in this plan year2024-07-1710010
Value of participant loans at end of plan year2024-07-1741015
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1775607
Plan net income in this plan year2024-07-1786994
Net assets as of the end of the plan year2024-07-17622393
Net assets as of the beginning of the plan year2024-07-17535399
Employer contributions to plan in this plan year2024-07-178961
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-177584
2022 : HALE & DOWNEY FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-188240
Net assets as of the end of the plan year2022-05-18649974
Total assets as of the beginning of the plan year2022-05-18558709
Value of plan covered by a fidelity bond2022-05-1856000
Participant contributions to plan in this plan year2022-05-1813172
Value of participant loans at end of plan year2022-05-1828001
Other income to plan in this plan year2022-05-1877268
Plan net income in this plan year2022-05-1891265
Net assets as of the end of the plan year2022-05-18649974
Net assets as of the beginning of the plan year2022-05-18558709
Employer contributions to plan in this plan year2022-05-189065
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-188240

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