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DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN
Plan identification number 001

DAVID W. MCSURDY, DMD 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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. MCSURDY, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. MCSURDY, DMD, PC
Employer identification number (EIN):232988746
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID W. MCSURDY2024-06-27
0012022-01-01DAVID W. MCSURDY2023-09-18
0012021-01-01DAVID W. MCSURDY2022-10-17
0012020-01-01DAVID W. MCSURDY2021-10-06
0012019-01-01DAVID W. MCSURDY2020-09-30
0012018-01-01DAVID W. MCSURDY2019-06-26
0012017-01-01DAVID W. MCSURDY2018-07-19
0012016-01-01DAVID W. MCSURDY2017-06-21
0012015-01-01DAVID MCSURDY2016-04-20
0012014-01-01DAVID MCSURDY2015-07-23 DAVID MCSURDY2015-07-23
0012013-01-01DAVID MCSURDY2014-10-08
0012012-01-01DAVID MCSURDY2013-10-03
0012011-01-01DAVID MCSURDY2012-10-02
0012010-01-01DAVID MCSURDY2011-09-13
0012009-01-01DAVID MCSURDY

Financial Data on DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21248274
Net assets as of the end of the plan year2025-07-214485425
Total assets as of the beginning of the plan year2025-07-213310150
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-2182655
Value of participant loans at end of plan year2025-07-2117225
Other income to plan in this plan year2025-07-211312443
Plan net income in this plan year2025-07-211175275
Net assets as of the end of the plan year2025-07-214485425
Net assets as of the beginning of the plan year2025-07-213310150
Employer contributions to plan in this plan year2025-07-2128451
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21-4264
2024 : DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2714874
Net assets as of the end of the plan year2024-06-273310150
Total assets as of the beginning of the plan year2024-06-273085934
Value of plan covered by a fidelity bond2024-06-27500000
Participant contributions to plan in this plan year2024-06-2786817
Value of participant loans at end of plan year2024-06-2717454
Other income to plan in this plan year2024-06-27123660
Plan net income in this plan year2024-06-27224216
Net assets as of the end of the plan year2024-06-273310150
Net assets as of the beginning of the plan year2024-06-273085934
Employer contributions to plan in this plan year2024-06-2728613
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-27-3071

Form 5500 Responses for DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN

2009: DAVID W. MCSURDY, DMD 401(K)/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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