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NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan NameNORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN
Plan identification number 001

NORTH VALLEY ORTHODONTICS, P.L.L.C. 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.
  • 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.
  • 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

NORTH VALLEY ORTHODONTICS, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH VALLEY ORTHODONTICS, P.L.L.C.
Employer identification number (EIN):261820449
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN

Measure Date Value
2025: NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-247
Total number of particpants at end of year2025-04-248
Number of Participants With Account Balances2025-04-246
2024: NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-148
Total number of particpants at end of year2024-03-147
Number of Participants With Account Balances2024-03-147
2022: NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-175
Total number of particpants at end of year2022-03-177
Number of Participants With Account Balances2022-03-175

Financial Data on NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN

Measure Date Value
2025 : NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-240
Total liabilities as of the end of the plan year2025-04-240
Total liabilities as of the beginning of the plan year2025-04-240
Total expenses incurred by plan in this plan year2025-04-2455
Net assets as of the end of the plan year2025-04-24704853
Total assets as of the beginning of the plan year2025-04-24573256
Value of plan covered by a fidelity bond2025-04-2460000
Participant contributions to plan in this plan year2025-04-2432258
Other expenses paid from plan in this plan year2025-04-240
Other contributions to plan in this plan year2025-04-240
Other income to plan in this plan year2025-04-2486263
Plan net income in this plan year2025-04-24131597
Net assets as of the end of the plan year2025-04-24704853
Net assets as of the beginning of the plan year2025-04-24573256
Employer contributions to plan in this plan year2025-04-2413131
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2455
2024 : NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-140
Total liabilities as of the end of the plan year2024-03-140
Total liabilities as of the beginning of the plan year2024-03-140
Total expenses incurred by plan in this plan year2024-03-141470
Net assets as of the end of the plan year2024-03-14573256
Total assets as of the beginning of the plan year2024-03-14445033
Participant contributions to plan in this plan year2024-03-1435733
Other expenses paid from plan in this plan year2024-03-140
Other contributions to plan in this plan year2024-03-140
Other income to plan in this plan year2024-03-1479213
Plan net income in this plan year2024-03-14128223
Net assets as of the end of the plan year2024-03-14573256
Net assets as of the beginning of the plan year2024-03-14445033
Employer contributions to plan in this plan year2024-03-1414747
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1455
2022 : NORTH VALLEY ORTHODONTICS, P.L.L.C. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-170
Total liabilities as of the end of the plan year2022-03-1755
Total liabilities as of the beginning of the plan year2022-03-1755
Total expenses incurred by plan in this plan year2022-03-1755
Net assets as of the end of the plan year2022-03-17489932
Total assets as of the beginning of the plan year2022-03-17386741
Participant contributions to plan in this plan year2022-03-1728487
Value of participant loans at end of plan year2022-03-17986
Other expenses paid from plan in this plan year2022-03-170
Other contributions to plan in this plan year2022-03-170
Other income to plan in this plan year2022-03-1763680
Plan net income in this plan year2022-03-17103191
Net assets as of the end of the plan year2022-03-17489877
Net assets as of the beginning of the plan year2022-03-17386686
Employer contributions to plan in this plan year2022-03-1711079
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-1755

Potentially related plans

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