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DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN
Plan identification number 001

DAVID J SULLIVAN DDS MSD PC 401K 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
  • 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.
  • 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

DAVID J SULLIVAN DDS MSD PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID J SULLIVAN DDS MSD PC
Employer identification number (EIN):271619951
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J SULLIVAN DDS MSD PC 401K 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

Financial Data on DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-100
Total liabilities as of the beginning of the plan year2025-04-100
Total expenses incurred by plan in this plan year2025-04-10170
Net assets as of the end of the plan year2025-04-10676607
Total assets as of the beginning of the plan year2025-04-10503826
Value of plan covered by a fidelity bond2025-04-1075000
Participant contributions to plan in this plan year2025-04-1054354
Other income to plan in this plan year2025-04-1099815
Plan net income in this plan year2025-04-10172781
Net assets as of the end of the plan year2025-04-10676607
Net assets as of the beginning of the plan year2025-04-10503826
Employer contributions to plan in this plan year2025-04-1018782
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-10170
2024 : DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-160
Total liabilities as of the beginning of the plan year2024-08-160
Total expenses incurred by plan in this plan year2024-08-16170
Net assets as of the end of the plan year2024-08-16503826
Total assets as of the beginning of the plan year2024-08-16337407
Value of plan covered by a fidelity bond2024-08-1645000
Participant contributions to plan in this plan year2024-08-1649722
Other contributions to plan in this plan year2024-08-160
Other income to plan in this plan year2024-08-1698062
Plan net income in this plan year2024-08-16166419
Net assets as of the end of the plan year2024-08-16503826
Net assets as of the beginning of the plan year2024-08-16337407
Employer contributions to plan in this plan year2024-08-1618805
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-16170
2022 : DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-130
Total liabilities as of the beginning of the plan year2022-04-130
Total expenses incurred by plan in this plan year2022-04-1310788
Net assets as of the end of the plan year2022-04-13400835
Total assets as of the beginning of the plan year2022-04-13296617
Value of plan covered by a fidelity bond2022-04-1330000
Participant contributions to plan in this plan year2022-04-1345333
Other income to plan in this plan year2022-04-1355004
Plan net income in this plan year2022-04-13104218
Net assets as of the end of the plan year2022-04-13400835
Net assets as of the beginning of the plan year2022-04-13296617
Employer contributions to plan in this plan year2022-04-1314669
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-13200

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