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ST. GEORGE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameST. GEORGE 401(K) RETIREMENT PLAN
Plan identification number 001

ST. GEORGE 401(K) RETIREMENT 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.
  • 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

ST. GEORGE FAMILY DENTAL has sponsored the creation of one or more 401k plans.

Company Name:ST. GEORGE FAMILY DENTAL
Employer identification number (EIN):271837783
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. GEORGE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATT ST. GEORGE, DDS2024-10-09
0012022-01-01MATT ST. GEORGE, DDS2023-10-16
0012021-01-01MATT ST. GEORGE, DDS2022-09-27
0012020-01-01MATT ST. GEORGE, DDS2021-10-11
0012019-01-01MATT ST. GEORGE, DDS2020-10-15
0012018-01-01MATT ST. GEORGE, DDS2019-10-15
0012018-01-01MATT ST. GEORGE, DDS2020-10-15
0012017-01-01MATT ST. GEORGE, DDS2018-10-15
0012016-01-01MATT ST. GEORGE, DDS2017-08-28
0012015-01-01MATT ST. GEORGE, DDS2016-05-19
0012014-01-01MATT ST. GEORGE, DDS2015-10-05
0012013-01-01MATT ST.GEORGE2014-07-16 MATT ST.GEORGE2014-07-16
0012012-01-01MATT STGEORGE2013-08-12 MATT STGEORGE2013-08-12
0012011-01-01MATT STGEORGE2012-07-26 MATT STGEORGE2012-07-26

Plan Statistics for ST. GEORGE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ST. GEORGE 401(K) RETIREMENT PLAN

Measure Date Value
2025: ST. GEORGE 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0812
Total number of particpants at end of year2025-10-088
Number of Participants With Account Balances2025-10-088
2024: ST. GEORGE 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0912
Total number of particpants at end of year2024-10-0912
Number of Participants With Account Balances2024-10-0912
2022: ST. GEORGE 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2711
Total number of particpants at end of year2022-09-279
Number of Participants With Account Balances2022-09-279

Financial Data on ST. GEORGE 401(K) RETIREMENT PLAN

Measure Date Value
2025 : ST. GEORGE 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0831525
Net assets as of the end of the plan year2025-10-08519561
Total assets as of the beginning of the plan year2025-10-08491501
Value of plan covered by a fidelity bond2025-10-0849150
Other income to plan in this plan year2025-10-0859585
Plan net income in this plan year2025-10-0828060
Net assets as of the end of the plan year2025-10-08519561
Net assets as of the beginning of the plan year2025-10-08491501
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-082467
2024 : ST. GEORGE 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-092192
Net assets as of the end of the plan year2024-10-09491501
Total assets as of the beginning of the plan year2024-10-09441063
Value of plan covered by a fidelity bond2024-10-0943111
Participant contributions to plan in this plan year2024-10-090
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0952630
Plan net income in this plan year2024-10-0950438
Net assets as of the end of the plan year2024-10-09491501
Net assets as of the beginning of the plan year2024-10-09441063
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-092192
2022 : ST. GEORGE 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-2711050
Net assets as of the end of the plan year2022-09-27431108
Total assets as of the beginning of the plan year2022-09-27353350
Value of plan covered by a fidelity bond2022-09-27500000
Participant contributions to plan in this plan year2022-09-2735447
Value of participant loans at end of plan year2022-09-2714754
Other expenses paid from plan in this plan year2022-09-271790
Other income to plan in this plan year2022-09-2744905
Plan net income in this plan year2022-09-2777758
Net assets as of the end of the plan year2022-09-27431108
Net assets as of the beginning of the plan year2022-09-27353350
Employer contributions to plan in this plan year2022-09-278456

Potentially related plans

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