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GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN
Plan identification number 001

GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

GEORGE A. STONE, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE A. STONE, DMD, P.A.
Employer identification number (EIN):271663825
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT 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
0012020-01-01GEORGE A. STONE2021-06-25
0012018-01-01GEORGE A. STONE2019-04-09
0012017-01-01GEORGE A. STONE2018-04-26
0012016-01-01GEORGE A. STONE2017-07-19

Plan Statistics for GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2025: GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-117
Total number of particpants at end of year2025-05-117
Number of Participants With Account Balances2025-05-117
2024: GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-158
Total number of particpants at end of year2024-05-155
Number of Participants With Account Balances2024-05-155

Financial Data on GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2025 : GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-110
Total liabilities as of the end of the plan year2025-05-110
Total liabilities as of the beginning of the plan year2025-05-110
Total expenses incurred by plan in this plan year2025-05-110
Net assets as of the end of the plan year2025-05-111105368
Total assets as of the beginning of the plan year2025-05-11883455
Value of plan covered by a fidelity bond2025-05-11115000
Participant contributions to plan in this plan year2025-05-1135772
Other expenses paid from plan in this plan year2025-05-110
Other contributions to plan in this plan year2025-05-110
Other income to plan in this plan year2025-05-11114647
Plan net income in this plan year2025-05-11221913
Net assets as of the end of the plan year2025-05-111105368
Net assets as of the beginning of the plan year2025-05-11883455
Employer contributions to plan in this plan year2025-05-1171494
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-110
2024 : GEORGE A. STONE, DMD, P.A. 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-1535622
Net assets as of the end of the plan year2024-05-15883455
Total assets as of the beginning of the plan year2024-05-15711776
Value of plan covered by a fidelity bond2024-05-1572000
Participant contributions to plan in this plan year2024-05-1527089
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-15113299
Plan net income in this plan year2024-05-15171679
Net assets as of the end of the plan year2024-05-15883455
Net assets as of the beginning of the plan year2024-05-15711776
Employer contributions to plan in this plan year2024-05-1566913
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-150

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