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BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST 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

BRIAN J HANRATTY DDS INC has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J HANRATTY DDS INC
Employer identification number (EIN):274398367
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELLEN HANRATTY2024-05-31
0012022-01-01BRIAN J HANRATTY2023-08-28
0012021-01-01BRIAN HANRATTY2022-07-27
0012020-01-01ELLEN HANRATTY2021-05-05
0012019-01-01ELLEN HANRATTY2020-06-30
0012018-01-01ELLEN HANRATTY2019-07-30
0012017-01-01BRIAN HANRATTY2018-07-13
0012016-01-01BRIAN HANRATTY2017-07-26
0012015-01-01BRIAN HANRATTY2016-11-03
0012014-01-01BRIAN HANRATTY2016-11-09
0012013-01-01BRIAN HANRATTY2014-06-27

Financial Data on BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-080
Total liabilities as of the end of the plan year2025-06-080
Total liabilities as of the beginning of the plan year2025-06-080
Total expenses incurred by plan in this plan year2025-06-0813564
Net assets as of the end of the plan year2025-06-08382219
Total assets as of the beginning of the plan year2025-06-08277290
Value of plan covered by a fidelity bond2025-06-0827729
Participant contributions to plan in this plan year2025-06-0864928
Other expenses paid from plan in this plan year2025-06-080
Other contributions to plan in this plan year2025-06-080
Other income to plan in this plan year2025-06-0841249
Plan net income in this plan year2025-06-08104929
Net assets as of the end of the plan year2025-06-08382219
Net assets as of the beginning of the plan year2025-06-08277290
Employer contributions to plan in this plan year2025-06-0812316
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-083639
2024 : BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-310
Total liabilities as of the end of the plan year2024-05-310
Total liabilities as of the beginning of the plan year2024-05-310
Total expenses incurred by plan in this plan year2024-05-312316
Net assets as of the end of the plan year2024-05-31277290
Total assets as of the beginning of the plan year2024-05-31160932
Value of plan covered by a fidelity bond2024-05-3120000
Participant contributions to plan in this plan year2024-05-3168163
Other expenses paid from plan in this plan year2024-05-310
Other contributions to plan in this plan year2024-05-310
Other income to plan in this plan year2024-05-3136864
Plan net income in this plan year2024-05-31116358
Net assets as of the end of the plan year2024-05-31277290
Net assets as of the beginning of the plan year2024-05-31160932
Employer contributions to plan in this plan year2024-05-3113647
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-312316
2022 : BRIAN J HANRATTY DDS INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-270
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-271199
Net assets as of the end of the plan year2022-07-27132439
Total assets as of the beginning of the plan year2022-07-2777210
Value of plan covered by a fidelity bond2022-07-2720000
Participant contributions to plan in this plan year2022-07-2734296
Other expenses paid from plan in this plan year2022-07-270
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-2714264
Plan net income in this plan year2022-07-2755229
Net assets as of the end of the plan year2022-07-27132439
Net assets as of the beginning of the plan year2022-07-2777210
Employer contributions to plan in this plan year2022-07-277868
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-271199

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