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DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN
Plan identification number 001

DAVID J. STRIEBEL, DDS 401K PROFIT SHARING 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID J. STRIEBEL, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. STRIEBEL, DDS
Employer identification number (EIN):311020469
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVE STRIEBEL2024-07-10
0012022-01-01DAVE STRIEBEL2023-09-12
0012021-01-01DAVE STRIEBEL2022-08-31
0012020-01-01
0012019-01-01TERRI YUNGHANS2020-06-26
0012018-01-01TERRI YUNGHANS2019-06-11
0012017-01-01
0012016-01-01DAVID J. STRIEBEL2017-06-12
0012015-01-01DAVID J. STRIEBEL2016-06-27
0012014-01-01DAVID J. STRIEBEL2015-09-28
0012013-01-01DAVID J. STRIEBEL2014-09-02
0012012-01-01DAVID J. STRIEBEL2013-07-31
0012011-01-01DAVID J. STRIEBEL2012-06-22
0012010-01-01DAVID J. STRIEBEL2011-06-28
0012009-01-01DAVID J. STRIEBEL, DDS
0012007-01-01

Plan Statistics for DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN

Measure Date Value
2025: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2326
Total number of particpants at end of year2025-07-2327
Number of Participants With Account Balances2025-07-2327
2024: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1022
Total number of particpants at end of year2024-07-1023
Number of Participants With Account Balances2024-07-1023
2022: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-3119
Total number of particpants at end of year2022-08-3119
Number of Participants With Account Balances2022-08-3119
2009: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-233936
Net assets as of the end of the plan year2025-07-238645544
Total assets as of the beginning of the plan year2025-07-237668190
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-23137740
Other income to plan in this plan year2025-07-23743397
Plan net income in this plan year2025-07-23977354
Net assets as of the end of the plan year2025-07-238645544
Net assets as of the beginning of the plan year2025-07-237668190
Employer contributions to plan in this plan year2025-07-23100153
2024 : DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-101306
Net assets as of the end of the plan year2024-07-107668190
Total assets as of the beginning of the plan year2024-07-106646519
Value of plan covered by a fidelity bond2024-07-10500000
Participant contributions to plan in this plan year2024-07-10130510
Other income to plan in this plan year2024-07-10803282
Plan net income in this plan year2024-07-101021671
Net assets as of the end of the plan year2024-07-107668190
Net assets as of the beginning of the plan year2024-07-106646519
Employer contributions to plan in this plan year2024-07-1089185
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10150
2022 : DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-310
Net assets as of the end of the plan year2022-08-317034730
Total assets as of the beginning of the plan year2022-08-315708931
Value of plan covered by a fidelity bond2022-08-31500000
Participant contributions to plan in this plan year2022-08-3194240
Other income to plan in this plan year2022-08-311156859
Plan net income in this plan year2022-08-311325799
Net assets as of the end of the plan year2022-08-317034730
Net assets as of the beginning of the plan year2022-08-315708931
Employer contributions to plan in this plan year2022-08-3174700
2009 : DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN

2009: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: DAVID J. STRIEBEL, DDS 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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