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DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN 401k Plan overview

Plan NameDAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN
Plan identification number 001

DAVID W. PAULUSSEN, DMD, P.A. 401(K) 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

DAVID W. PAULUSSEN, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. PAULUSSEN, DMD, P.A.
Employer identification number (EIN):223542608
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID W. PAULUSSEN, DMD2024-03-02
0012022-01-01DAVID W. PAULUSSEN, DMD2023-03-06
0012021-01-01DAVID W. PAULUSSEN, DMD2022-03-11
0012020-01-01DAVID W. PAULUSSEN, DMD2021-04-15
0012019-01-01DAVID W. PAULUSSEN, DMD2020-01-27
0012018-01-01DAVID W. PAULUSSEN, DMD2019-02-07
0012017-01-01DAVID W. PAULUSSEN, DMD2018-02-15
0012016-01-01DAVID W. PAULUSSEN, DMD2017-01-05
0012015-01-01DAVID W. PAULUSSEN, DMD2016-01-11
0012014-01-01DAVID W. PAULUSSEN, DMD2015-04-29
0012013-01-01DAVID W. PAULUSSEN, DMD2014-02-12
0012012-01-01DAVID W. PAULUSSEN, DMD2013-01-22
0012011-01-01DAVID W. PAULUSSEN, DMD2012-02-06
0012010-01-01DAVID W PAULUSSEN DMD PA2011-05-16

Financial Data on DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN

Measure Date Value
2025 : DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-120
Total liabilities as of the end of the plan year2025-02-120
Total liabilities as of the beginning of the plan year2025-02-120
Total expenses incurred by plan in this plan year2025-02-1211800
Net assets as of the end of the plan year2025-02-121119370
Total assets as of the beginning of the plan year2025-02-12879555
Value of plan covered by a fidelity bond2025-02-12125000
Participant contributions to plan in this plan year2025-02-1296897
Other expenses paid from plan in this plan year2025-02-120
Other contributions to plan in this plan year2025-02-120
Other income to plan in this plan year2025-02-1287812
Plan net income in this plan year2025-02-12239815
Net assets as of the end of the plan year2025-02-121119370
Net assets as of the beginning of the plan year2025-02-12879555
Employer contributions to plan in this plan year2025-02-1266906
Fees paid to broker by Benefit Provider2025-02-122939
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-128456
2024 : DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-020
Total liabilities as of the end of the plan year2024-03-020
Total liabilities as of the beginning of the plan year2024-03-020
Total expenses incurred by plan in this plan year2024-03-0216074
Net assets as of the end of the plan year2024-03-02879555
Total assets as of the beginning of the plan year2024-03-02635921
Value of plan covered by a fidelity bond2024-03-02125000
Participant contributions to plan in this plan year2024-03-0287783
Other expenses paid from plan in this plan year2024-03-020
Other contributions to plan in this plan year2024-03-020
Other income to plan in this plan year2024-03-0294237
Plan net income in this plan year2024-03-02243634
Net assets as of the end of the plan year2024-03-02879555
Net assets as of the beginning of the plan year2024-03-02635921
Employer contributions to plan in this plan year2024-03-0277688
Fees paid to broker by Benefit Provider2024-03-022098
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-026074
2022 : DAVID W. PAULUSSEN, DMD, P.A. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-110
Total liabilities as of the end of the plan year2022-03-110
Total liabilities as of the beginning of the plan year2022-03-110
Total expenses incurred by plan in this plan year2022-03-111770705
Net assets as of the end of the plan year2022-03-11612395
Total assets as of the beginning of the plan year2022-03-112190517
Participant contributions to plan in this plan year2022-03-1170494
Other expenses paid from plan in this plan year2022-03-110
Other contributions to plan in this plan year2022-03-110
Other income to plan in this plan year2022-03-1164022
Plan net income in this plan year2022-03-11-1578122
Net assets as of the end of the plan year2022-03-11612395
Net assets as of the beginning of the plan year2022-03-112190517
Employer contributions to plan in this plan year2022-03-1158067
Fees paid to broker by Benefit Provider2022-03-113271
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-118202

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