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ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT L. BUCHANAN, III, DMD, P.A. 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.
  • 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

ROBERT L. BUCHANAN, III, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. BUCHANAN, III, DMD, P.A.
Employer identification number (EIN):263315327
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. ROBERT L. BUCHANAN, III2024-10-07
0012022-01-01DR. ROBERT L. BUCHANAN, III2023-09-21
0012021-01-01DR. ROBERT L. BUCHANAN, III2022-11-14
0012021-01-01DR. ROBERT L. BUCHANAN, III2022-10-03
0012020-01-01
0012018-01-01ROBERT L. BUCHANAN2019-04-22
0012017-01-01ROBERT L. BUCHANAN2018-06-21
0012016-01-01ROBERT L. BUCHANAN2017-05-22
0012015-01-01
0012014-01-01ROBERT L. BUCHANAN, D.M.D.2015-07-14
0012013-01-01ROBERT L. BUCHANAN, D.M.D.2014-10-15
0012012-01-01ROBERT L. BUCHANAN, D.M.D.2013-10-10
0012011-01-01ROBERT L. BUCHANAN, D.M.D.2012-07-11
0012010-01-01ROBERT L. BUCHANAN, D.M.D.2011-10-10

Plan Statistics for ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2910
Total number of particpants at end of year2025-09-2910
Number of Participants With Account Balances2025-09-2910
2024: ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-079
Total number of particpants at end of year2024-10-079
Number of Participants With Account Balances2024-10-079
2022: ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-11-148
Total number of particpants at end of year2022-11-148
Number of Participants With Account Balances2022-11-148

Financial Data on ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-29778
Net assets as of the end of the plan year2025-09-29884509
Total assets as of the beginning of the plan year2025-09-29698782
Value of plan covered by a fidelity bond2025-09-29200000
Participant contributions to plan in this plan year2025-09-2938025
Value of participant loans at end of plan year2025-09-2912554
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-2983
Other income to plan in this plan year2025-09-29132820
Plan net income in this plan year2025-09-29185727
Net assets as of the end of the plan year2025-09-29884509
Net assets as of the beginning of the plan year2025-09-29698782
Employer contributions to plan in this plan year2025-09-2915577
Fees paid to broker by Benefit Provider2025-09-298466
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29299
2024 : ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-0738928
Net assets as of the end of the plan year2024-10-07698782
Total assets as of the beginning of the plan year2024-10-07547550
Value of plan covered by a fidelity bond2024-10-07175000
Participant contributions to plan in this plan year2024-10-0738894
Value of participant loans at end of plan year2024-10-07571
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07137180
Plan net income in this plan year2024-10-07151232
Net assets as of the end of the plan year2024-10-07698782
Net assets as of the beginning of the plan year2024-10-07547550
Employer contributions to plan in this plan year2024-10-0714086
Fees paid to broker by Benefit Provider2024-10-076193
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07231
2022 : ROBERT L. BUCHANAN, III, DMD, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-11-140
Total liabilities as of the end of the plan year2022-11-140
Total liabilities as of the beginning of the plan year2022-11-140
Total expenses incurred by plan in this plan year2022-11-14779
Net assets as of the end of the plan year2022-11-14678116
Total assets as of the beginning of the plan year2022-11-14552491
Value of plan covered by a fidelity bond2022-11-14175000
Participant contributions to plan in this plan year2022-11-1426453
Value of participant loans at end of plan year2022-11-146516
Other expenses paid from plan in this plan year2022-11-140
Other contributions to plan in this plan year2022-11-140
Other income to plan in this plan year2022-11-1484494
Plan net income in this plan year2022-11-14125625
Net assets as of the end of the plan year2022-11-14678116
Net assets as of the beginning of the plan year2022-11-14552491
Employer contributions to plan in this plan year2022-11-1415457
Fees paid to broker by Benefit Provider2022-11-141076
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-14779

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