| Plan Name | RICHARD A. GRIMALDI, D.M.D. ASSOCIATES TARGET PROFIT SHARING PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RICHARD A. GRIMALDI, D.M.D ASSOCIATES |
| Employer identification number (EIN): | 251404434 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2022-10-01 | ||||
| 004 | 2021-10-01 | ||||
| 004 | 2020-10-01 | ||||
| 004 | 2019-10-01 | ||||
| 004 | 2015-10-01 | ||||
| 004 | 2014-10-01 | ||||
| 004 | 2013-10-01 | RICHARD A. GRIMALDI | 2015-06-26 | ||
| 004 | 2012-10-01 | RICHARD A. GRIMALDI | 2014-04-30 | ||
| 004 | 2011-10-01 | RICHARD A. GRIMALDI | 2013-07-15 | ||
| 004 | 2010-10-01 | RICHARD A. GRIMALDI | 2012-07-12 |
| Measure | Date | Value |
|---|---|---|
| 2025: RICHARD A. GRIMALDI, D.M.D. ASSOCIATES TARGET PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-26 | 9 |
| Total number of particpants at end of year | 2025-06-26 | 9 |
| Number of Participants With Account Balances | 2025-06-26 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RICHARD A. GRIMALDI, D.M.D. ASSOCIATES TARGET PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-26 | 121000 |
| Net assets as of the end of the plan year | 2025-06-26 | 3579632 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 3374910 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 500000 |
| Other income to plan in this plan year | 2025-06-26 | 282556 |
| Plan net income in this plan year | 2025-06-26 | 204722 |
| Net assets as of the end of the plan year | 2025-06-26 | 3579632 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 3374910 |
| Employer contributions to plan in this plan year | 2025-06-26 | 43166 |
| Fees paid to broker by Benefit Provider | 2025-06-26 | 5731 |