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MICHAEL J. SCOLES, DMD 401(K) PLAN 401k Plan overview

Plan NameMICHAEL J. SCOLES, DMD 401(K) PLAN
Plan identification number 001

MICHAEL J. SCOLES, DMD 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MICHAEL J. SCOLES, DMD ISSAQUAH LLC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. SCOLES, DMD ISSAQUAH LLC
Employer identification number (EIN):263455228
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. SCOLES, DMD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL J SCOLES DMD2024-03-20
0012022-01-01MICHAEL J SCOLES DMD2023-03-14
0012021-01-01MICHAEL J SCOLES DMD2022-05-04
0012020-01-01MICHAEL J SCOLES DMD2021-04-01
0012019-01-01MICHAEL J SCOLES DMD2020-03-03
0012018-01-01MICHAEL J SCOLES DMD2019-08-08
0012017-01-01MICHAEL J SCOLES DMD2018-08-22
0012016-01-01
0012015-01-01CELESTE MATSUNAGA2016-07-28
0012014-01-01CELESTE MATSUNAGA2015-10-07
0012013-01-01CELESTE MATSUNAGA2014-10-08
0012012-01-01CELESTE MATSUNAGA2013-04-29
0012011-01-01CELESTE MATSUNAGA2012-09-26
0012010-01-01CELESTE MATSUNAGA2011-06-10

Plan Statistics for MICHAEL J. SCOLES, DMD 401(K) PLAN

401k plan membership statisitcs for MICHAEL J. SCOLES, DMD 401(K) PLAN

Measure Date Value
2025: MICHAEL J. SCOLES, DMD 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-3020
Total number of particpants at end of year2025-04-3017
Number of Participants With Account Balances2025-04-3011
2024: MICHAEL J. SCOLES, DMD 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-2019
Total number of particpants at end of year2024-03-2019
Number of Participants With Account Balances2024-03-2013

Financial Data on MICHAEL J. SCOLES, DMD 401(K) PLAN

Measure Date Value
2025 : MICHAEL J. SCOLES, DMD 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30458736
Net assets as of the end of the plan year2025-04-302673940
Total assets as of the beginning of the plan year2025-04-302783959
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-30141714
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30202756
Plan net income in this plan year2025-04-30-110019
Net assets as of the end of the plan year2025-04-302673940
Net assets as of the beginning of the plan year2025-04-302783959
Employer contributions to plan in this plan year2025-04-304247
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-30250
2024 : MICHAEL J. SCOLES, DMD 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-200
Total liabilities as of the end of the plan year2024-03-200
Total liabilities as of the beginning of the plan year2024-03-200
Total expenses incurred by plan in this plan year2024-03-20567358
Net assets as of the end of the plan year2024-03-202783959
Total assets as of the beginning of the plan year2024-03-202857670
Value of plan covered by a fidelity bond2024-03-20500000
Participant contributions to plan in this plan year2024-03-20134060
Other expenses paid from plan in this plan year2024-03-200
Other contributions to plan in this plan year2024-03-200
Other income to plan in this plan year2024-03-20355565
Plan net income in this plan year2024-03-20-73711
Net assets as of the end of the plan year2024-03-202783959
Net assets as of the beginning of the plan year2024-03-202857670
Employer contributions to plan in this plan year2024-03-204022
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-20150

Potentially related plans

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