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CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN
Plan identification number 001

CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

PAUL T. RODEGHERO, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:PAUL T. RODEGHERO, DDS, PA
Employer identification number (EIN):273059587
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARWATER FAMILY DENTAL 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
0012015-01-01
0012014-01-01

Plan Statistics for CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0826
Total number of particpants at end of year2025-09-0827
Number of Participants With Account Balances2025-09-0816
2024: CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1125
Total number of particpants at end of year2024-10-1124
Number of Participants With Account Balances2024-10-1117
2022: CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-1925
Total number of particpants at end of year2022-04-1919
Number of Participants With Account Balances2022-04-1914

Financial Data on CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-08165569
Net assets as of the end of the plan year2025-09-08655456
Total assets as of the beginning of the plan year2025-09-08575130
Value of plan covered by a fidelity bond2025-09-08460000
Participant contributions to plan in this plan year2025-09-08133615
Value of participant loans at end of plan year2025-09-088077
Other income to plan in this plan year2025-09-0854452
Plan net income in this plan year2025-09-0880326
Net assets as of the end of the plan year2025-09-08655456
Net assets as of the beginning of the plan year2025-09-08575130
Employer contributions to plan in this plan year2025-09-0857828
Fees paid to broker by Benefit Provider2025-09-08165
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-085367
2024 : CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1175852
Net assets as of the end of the plan year2024-10-11575130
Total assets as of the beginning of the plan year2024-10-11425256
Value of plan covered by a fidelity bond2024-10-11460000
Participant contributions to plan in this plan year2024-10-11120830
Value of participant loans at end of plan year2024-10-116277
Other income to plan in this plan year2024-10-1162231
Plan net income in this plan year2024-10-11149874
Net assets as of the end of the plan year2024-10-11575130
Net assets as of the beginning of the plan year2024-10-11425256
Employer contributions to plan in this plan year2024-10-1142665
Fees paid to broker by Benefit Provider2024-10-11227
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-115957
2022 : CLEARWATER FAMILY DENTAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-190
Total liabilities as of the end of the plan year2022-04-190
Total liabilities as of the beginning of the plan year2022-04-190
Total expenses incurred by plan in this plan year2022-04-19540402
Net assets as of the end of the plan year2022-04-19482252
Total assets as of the beginning of the plan year2022-04-19819414
Value of plan covered by a fidelity bond2022-04-19385000
Participant contributions to plan in this plan year2022-04-1978140
Value of participant loans at end of plan year2022-04-1910904
Other expenses paid from plan in this plan year2022-04-190
Other contributions to plan in this plan year2022-04-190
Other income to plan in this plan year2022-04-1994051
Plan net income in this plan year2022-04-19-337162
Net assets as of the end of the plan year2022-04-19482252
Net assets as of the beginning of the plan year2022-04-19819414
Employer contributions to plan in this plan year2022-04-1931049
Fees paid to broker by Benefit Provider2022-04-191007
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-195134

Potentially related plans

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