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MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN 401k Plan overview

Plan NameMICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN
Plan identification number 001

MICHAEL S. MEAD, JR., DDS, INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL S. MEAD, JR., D.D.S., INC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S. MEAD, JR., D.D.S., INC
Employer identification number (EIN):261467800
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY WARREN2024-10-03
0012022-01-01MICHAEL MEAD2023-05-10
0012021-01-01MICHAEL MEAD2022-05-31
0012020-01-01MICHAEL MEAD2021-04-27
0012019-01-01MICHAEL MEAD2020-08-19
0012018-01-01MICHAEL MEAD2019-04-03
0012017-01-01MICHAEL MEAD2018-05-14
0012016-01-01MICHAEL MEAD2017-02-02
0012015-01-01MUST MATCH DOL CREDENTIALS2016-06-21
0012014-01-01MICHAEL S. MEAD JR.2015-05-14
0012013-01-01MICHAEL S. MEAD JR.2014-05-07
0012012-01-01MICHAEL S. MEAD JR.2013-02-11
0012011-01-01MICHAEL S. MEAD JR.2012-05-03
0012010-01-01MICHAEL S. MEAD JR.2011-03-08

Financial Data on MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN

Measure Date Value
2025 : MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0326863
Net assets as of the end of the plan year2025-10-032233324
Total assets as of the beginning of the plan year2025-10-031909617
Value of plan covered by a fidelity bond2025-10-03350000
Participant contributions to plan in this plan year2025-10-0350956
Other income to plan in this plan year2025-10-03270833
Plan net income in this plan year2025-10-03323707
Net assets as of the end of the plan year2025-10-032233324
Net assets as of the beginning of the plan year2025-10-031909617
Employer contributions to plan in this plan year2025-10-0328781
Fees paid to broker by Benefit Provider2025-10-039641
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0325810
2024 : MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0332022
Net assets as of the end of the plan year2024-10-031909617
Total assets as of the beginning of the plan year2024-10-031548333
Value of plan covered by a fidelity bond2024-10-03300000
Participant contributions to plan in this plan year2024-10-0348193
Other income to plan in this plan year2024-10-03323316
Plan net income in this plan year2024-10-03361284
Net assets as of the end of the plan year2024-10-031909617
Net assets as of the beginning of the plan year2024-10-031548333
Employer contributions to plan in this plan year2024-10-0321797
Fees paid to broker by Benefit Provider2024-10-037812
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0320924
2022 : MICHAEL S. MEAD, JR., DDS, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-3121385
Net assets as of the end of the plan year2022-05-311901782
Total assets as of the beginning of the plan year2022-05-311603372
Value of plan covered by a fidelity bond2022-05-31170000
Participant contributions to plan in this plan year2022-05-3142337
Other income to plan in this plan year2022-05-31275968
Plan net income in this plan year2022-05-31298410
Net assets as of the end of the plan year2022-05-311901782
Net assets as of the beginning of the plan year2022-05-311603372
Employer contributions to plan in this plan year2022-05-311490
Fees paid to broker by Benefit Provider2022-05-317918
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-3121385

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