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BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

BRIAN J. DEVOE, DDS, PA 401(K) 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
  • 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

BRIAN J. DEVOE, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. DEVOE, DDS, PA
Employer identification number (EIN):270609459
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING 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
0012015-01-01BRIAN DEVOE2016-10-13
0012014-01-01BRIAN DEVOE2015-09-30
0012013-01-01BRIAN DEVOE2014-10-09
0012012-01-01BRIAN DEVOE2013-03-29
0012011-08-01BRIAN DEVOE2012-05-09 BRIAN DEVOE2012-05-09

Financial Data on BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-1617419
Net assets as of the end of the plan year2025-07-162538610
Total assets as of the beginning of the plan year2025-07-162102254
Value of plan covered by a fidelity bond2025-07-16500000
Participant contributions to plan in this plan year2025-07-16106158
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-16294551
Plan net income in this plan year2025-07-16436356
Net assets as of the end of the plan year2025-07-162538610
Net assets as of the beginning of the plan year2025-07-162102254
Employer contributions to plan in this plan year2025-07-1653066
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1614393
2024 : BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-2612860
Net assets as of the end of the plan year2024-06-262102254
Total assets as of the beginning of the plan year2024-06-261737552
Value of plan covered by a fidelity bond2024-06-26500000
Participant contributions to plan in this plan year2024-06-2685427
Other expenses paid from plan in this plan year2024-06-2612628
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-26226454
Plan net income in this plan year2024-06-26364702
Net assets as of the end of the plan year2024-06-262102254
Net assets as of the beginning of the plan year2024-06-261737552
Employer contributions to plan in this plan year2024-06-2665681
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-260
2022 : BRIAN J. DEVOE, DDS, PA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-130
Total liabilities as of the beginning of the plan year2022-05-130
Total expenses incurred by plan in this plan year2022-05-1371730
Net assets as of the end of the plan year2022-05-131820987
Total assets as of the beginning of the plan year2022-05-131508784
Value of plan covered by a fidelity bond2022-05-13500000
Participant contributions to plan in this plan year2022-05-1347498
Other expenses paid from plan in this plan year2022-05-130
Other contributions to plan in this plan year2022-05-130
Other income to plan in this plan year2022-05-13275175
Plan net income in this plan year2022-05-13312203
Net assets as of the end of the plan year2022-05-131820987
Net assets as of the beginning of the plan year2022-05-131508784
Employer contributions to plan in this plan year2022-05-1361260
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1310090

Potentially related plans

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