401k Plan data: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST plan

GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	005

GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

GREGORY M. THACKSTON, DMD PC has sponsored the creation of one or more 401k plans.

Company Name: GREGORY M. THACKSTON, DMD PC

Employer identification number (EIN): 272226969

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 R F WILLEFORD, CPA 2024-04-06
005 2022-01-01 R F WILLEFORD, CPA 2023-07-26
005 2021-01-01 R F WILLEFORD, CPA 2022-07-24
005 2020-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 R F WILLEFORD
005 2016-01-01 GREGORY THACKSTON
005 2015-01-01 GREGORY THACKSTON
005 2014-01-01 GREGORY THACKSTON
005 2013-01-01 GREGORY THACKSTON
005 2012-01-01 SUSAN MULLER FOR GREGORY THACKSTON
005 2011-01-01 SUSAN MULLER FOR GREGORY THACKSTON

Financial Data on GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Net assets as of the end of the plan year	2025-09-11	875303
Total assets as of the beginning of the plan year	2025-09-11	877057
Value of plan covered by a fidelity bond	2025-09-11	100000
Participant contributions to plan in this plan year	2025-09-11	30500
Other income to plan in this plan year	2025-09-11	-35135
Plan net income in this plan year	2025-09-11	-1754
Net assets as of the end of the plan year	2025-09-11	875303
Net assets as of the beginning of the plan year	2025-09-11	877057
Employer contributions to plan in this plan year	2025-09-11	2881
2024 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-09	4412
Net assets as of the end of the plan year	2024-04-09	877057
Total assets as of the beginning of the plan year	2024-04-09	824139
Value of plan covered by a fidelity bond	2024-04-09	100000
Participant contributions to plan in this plan year	2024-04-09	26500
Other income to plan in this plan year	2024-04-09	30830
Plan net income in this plan year	2024-04-09	52918
Net assets as of the end of the plan year	2024-04-09	877057
Net assets as of the beginning of the plan year	2024-04-09	824139
2019 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$150,293
Expenses. Total of all expenses incurred	2019-12-31	$11,813
Benefits paid (including direct rollovers)	2019-12-31	$4,301
Total plan assets at end of year	2019-12-31	$681,185
Total plan assets at beginning of year	2019-12-31	$542,705
Total contributions received or receivable from participants	2019-12-31	$26,476
Expenses. Other expenses not covered elsewhere	2019-12-31	$7,512
Other income received	2019-12-31	$80,433
Net income (gross income less expenses)	2019-12-31	$138,480
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$681,185
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$542,705
Total contributions received or receivable from employer(s)	2019-12-31	$43,384
2018 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-1,155
Expenses. Total of all expenses incurred	2018-12-31	$25,110
Benefits paid (including direct rollovers)	2018-12-31	$19,023
Total plan assets at end of year	2018-12-31	$542,705
Total plan assets at beginning of year	2018-12-31	$568,970
Total contributions received or receivable from participants	2018-12-31	$24,666
Expenses. Other expenses not covered elsewhere	2018-12-31	$6,087
Other income received	2018-12-31	$-67,491
Net income (gross income less expenses)	2018-12-31	$-26,265
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$542,705
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$568,970
Total contributions received or receivable from employer(s)	2018-12-31	$41,670
2017 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$134,742
Expenses. Total of all expenses incurred	2017-12-31	$4,396
Total plan assets at end of year	2017-12-31	$568,970
Total plan assets at beginning of year	2017-12-31	$438,624
Total contributions received or receivable from participants	2017-12-31	$26,058
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,396
Other income received	2017-12-31	$63,850
Net income (gross income less expenses)	2017-12-31	$130,346
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$568,970
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$438,624
Total contributions received or receivable from employer(s)	2017-12-31	$44,834
2016 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$90,389
Expenses. Total of all expenses incurred	2016-12-31	$3,613
Benefits paid (including direct rollovers)	2016-12-31	$132
Total plan assets at end of year	2016-12-31	$438,624
Total plan assets at beginning of year	2016-12-31	$351,848
Total contributions received or receivable from participants	2016-12-31	$26,201
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,481
Other income received	2016-12-31	$20,598
Net income (gross income less expenses)	2016-12-31	$86,776
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$438,624
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$351,848
Total contributions received or receivable from employer(s)	2016-12-31	$43,590
2015 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$55,305
Expenses. Total of all expenses incurred	2015-12-31	$8,260
Benefits paid (including direct rollovers)	2015-12-31	$6,165
Total plan assets at end of year	2015-12-31	$351,848
Total plan assets at beginning of year	2015-12-31	$304,803
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$25,731
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,095
Other income received	2015-12-31	$-12,750
Net income (gross income less expenses)	2015-12-31	$47,045
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$351,848
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$304,803
Total contributions received or receivable from employer(s)	2015-12-31	$42,324
2014 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$59,085
Expenses. Total of all expenses incurred	2014-12-31	$2,593
Total plan assets at end of year	2014-12-31	$304,803
Total plan assets at beginning of year	2014-12-31	$248,311
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$24,356
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,593
Other income received	2014-12-31	$-6,666
Net income (gross income less expenses)	2014-12-31	$56,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$304,803
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$248,311
Total contributions received or receivable from employer(s)	2014-12-31	$41,395
2013 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$61,559
Expenses. Total of all expenses incurred	2013-12-31	$1,591
Benefits paid (including direct rollovers)	2013-12-31	$426
Total plan assets at end of year	2013-12-31	$248,311
Total plan assets at beginning of year	2013-12-31	$188,343
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$24,385
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,165
Other income received	2013-12-31	$-2,684
Net income (gross income less expenses)	2013-12-31	$59,968
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$248,311
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$188,343
Total contributions received or receivable from employer(s)	2013-12-31	$39,858
2012 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$66,848
Expenses. Total of all expenses incurred	2012-12-31	$1,338
Total plan assets at end of year	2012-12-31	$188,343
Total plan assets at beginning of year	2012-12-31	$122,833
Value of fidelity bond covering the plan	2012-12-31	$13,000
Total contributions received or receivable from participants	2012-12-31	$22,580
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,338
Other income received	2012-12-31	$7,484
Net income (gross income less expenses)	2012-12-31	$65,510
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$188,343
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$122,833
Total contributions received or receivable from employer(s)	2012-12-31	$36,784
2011 : GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$65,450
Expenses. Total of all expenses incurred	2011-12-31	$1,928
Benefits paid (including direct rollovers)	2011-12-31	$1,859
Total plan assets at end of year	2011-12-31	$122,833
Total plan assets at beginning of year	2011-12-31	$59,311
Value of fidelity bond covering the plan	2011-12-31	$6,000
Total contributions received or receivable from participants	2011-12-31	$22,583
Expenses. Other expenses not covered elsewhere	2011-12-31	$69
Other income received	2011-12-31	$4,404
Net income (gross income less expenses)	2011-12-31	$63,522
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$122,833
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$59,311
Total contributions received or receivable from employer(s)	2011-12-31	$38,463

Form 5500 Responses for GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

2019: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GREGORY M. THACKSTON, DMD PC CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREGORY M. THACKSTON, DMD PC
Employer identification number (EIN):	272226969
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2023-01-01	R F WILLEFORD, CPA	2024-04-06
005	2022-01-01	R F WILLEFORD, CPA	2023-07-26
005	2021-01-01	R F WILLEFORD, CPA	2022-07-24
005	2020-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	R F WILLEFORD
005	2016-01-01	GREGORY THACKSTON
005	2015-01-01	GREGORY THACKSTON
005	2014-01-01	GREGORY THACKSTON
005	2013-01-01	GREGORY THACKSTON
005	2012-01-01	SUSAN MULLER FOR GREGORY THACKSTON
005	2011-01-01	SUSAN MULLER FOR GREGORY THACKSTON