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NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST 401k Plan overview

Plan NameNORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST
Plan identification number 001

NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST 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.
  • 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

NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH GEORGIA PEDIATRIC DENTSTRY, P.C.
Employer identification number (EIN):273177391
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER HALPER, DMD2024-03-28
0012022-01-01CHRISTOPHER HALPER, DMD2023-05-23
0012021-01-01CHRISTOPHER HALPER, DMD2022-05-23
0012020-01-01CHRISTOPHER HALPER, DMD2021-08-11
0012019-01-01CHRISTOPHER HALPER, DMD2020-08-05
0012018-01-01CHRISTOPHER HALPER, DMD2019-08-21
0012017-01-01AMBER HALPER2018-04-26 AMBER HALPER2018-04-26
0012016-01-01AMBER HALPER2017-06-22 AMBER HALPER2017-06-22
0012015-01-01AMBER HALPER2016-05-12 AMBER HALPER2016-05-12
0012014-01-01AMBER HALPER2015-07-22 AMBER HALPER2015-07-22

Financial Data on NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST

Measure Date Value
2025 : NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-21115773
Net assets as of the end of the plan year2025-08-211263052
Total assets as of the beginning of the plan year2025-08-211105370
Value of plan covered by a fidelity bond2025-08-21265000
Participant contributions to plan in this plan year2025-08-2156790
Other contributions to plan in this plan year2025-08-210
Other income to plan in this plan year2025-08-21136453
Plan net income in this plan year2025-08-21157682
Net assets as of the end of the plan year2025-08-211263052
Net assets as of the beginning of the plan year2025-08-211105370
Employer contributions to plan in this plan year2025-08-2180212
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2116216
2024 : NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-2823616
Net assets as of the end of the plan year2024-03-281105370
Total assets as of the beginning of the plan year2024-03-28856603
Value of plan covered by a fidelity bond2024-03-28265000
Participant contributions to plan in this plan year2024-03-2856300
Other income to plan in this plan year2024-03-28147691
Plan net income in this plan year2024-03-28248767
Net assets as of the end of the plan year2024-03-281105370
Net assets as of the beginning of the plan year2024-03-28856603
Employer contributions to plan in this plan year2024-03-2868392
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2812617
2022 : NORTH GEORGIA PEDIATRIC DENTSTRY, P.C. 401(K) PROFIT SHARING & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2326354
Net assets as of the end of the plan year2022-05-23857858
Total assets as of the beginning of the plan year2022-05-23662758
Value of plan covered by a fidelity bond2022-05-23265000
Participant contributions to plan in this plan year2022-05-2345900
Other income to plan in this plan year2022-05-23102095
Plan net income in this plan year2022-05-23195100
Net assets as of the end of the plan year2022-05-23857858
Net assets as of the beginning of the plan year2022-05-23662758
Employer contributions to plan in this plan year2022-05-2373459
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-239977

Potentially related plans

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