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DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN
Plan identification number 001

DAVID J. ALLEY, D.D.S., APC PROFIT SHARING 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.
  • 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.
  • 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.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

DAVID J. ALLEY, D.D.S., APC has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. ALLEY, D.D.S., APC
Employer identification number (EIN):260501639
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID J. ALLEY2024-06-10
0012022-01-01DAVID J. ALLEY2023-04-21
0012021-01-01DAVID J. ALLEY2022-06-10
0012020-01-01DAVID J. ALLEY2021-04-27
0012018-01-01DAVID J. ALLEY2019-05-29
0012017-01-01DAVID J. ALLEY2018-07-12
0012016-01-01DAVID J. ALLEY2017-05-13
0012015-01-01DAVID J. ALLEY2016-03-23
0012014-01-01DAVID J. ALLEY2015-05-21
0012013-01-01DAVID J ALLEY2014-05-22 DAVID J ALLEY2014-05-22
0012012-01-01DAVID J ALLEY2013-05-21 DAVID J ALLEY2013-05-21
0012011-01-01DAVID ALLEY2012-06-05 DAVID ALLEY2012-06-05

Plan Statistics for DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN

Measure Date Value
2025: DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2822
Total number of particpants at end of year2025-04-2822
Number of Participants With Account Balances2025-04-2822
2024: DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1024
Total number of particpants at end of year2024-06-1022
Number of Participants With Account Balances2024-06-1022
2022: DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1022
Total number of particpants at end of year2022-06-1024
Number of Participants With Account Balances2022-06-1024

Financial Data on DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-28323094
Net assets as of the end of the plan year2025-04-285589344
Total assets as of the beginning of the plan year2025-04-285462313
Value of plan covered by a fidelity bond2025-04-28500000
Participant contributions to plan in this plan year2025-04-2832284
Other income to plan in this plan year2025-04-28364275
Plan net income in this plan year2025-04-28127031
Net assets as of the end of the plan year2025-04-285589344
Net assets as of the beginning of the plan year2025-04-285462313
Employer contributions to plan in this plan year2025-04-2853566
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-28300
2024 : DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-10547991
Net assets as of the end of the plan year2024-06-105462313
Total assets as of the beginning of the plan year2024-06-105362250
Value of plan covered by a fidelity bond2024-06-10600000
Participant contributions to plan in this plan year2024-06-10105598
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-10377873
Plan net income in this plan year2024-06-10100063
Net assets as of the end of the plan year2024-06-105462313
Net assets as of the beginning of the plan year2024-06-105362250
Employer contributions to plan in this plan year2024-06-10164583
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-10700
2022 : DAVID J. ALLEY, D.D.S., APC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-100
Net assets as of the end of the plan year2022-06-105126436
Total assets as of the beginning of the plan year2022-06-104563788
Value of plan covered by a fidelity bond2022-06-10600000
Participant contributions to plan in this plan year2022-06-1093864
Other contributions to plan in this plan year2022-06-100
Other income to plan in this plan year2022-06-10328455
Plan net income in this plan year2022-06-10562648
Net assets as of the end of the plan year2022-06-105126436
Net assets as of the beginning of the plan year2022-06-104563788
Employer contributions to plan in this plan year2022-06-10140329
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-100

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