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JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN 401k Plan overview

Plan NameJOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN
Plan identification number 001

JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOHN A. CLEMENTS FAMILY DENTISTRY, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. CLEMENTS FAMILY DENTISTRY, LLC
Employer identification number (EIN):311303724
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JOHN A. CLEMENTS FAMILY DENTISTRY, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2005-10-28
Company Identification Number: 1579053
Legal Registered Office Address: 25 N. F STREET
-
HAMILTON
United States of America (USA)
45013

More information about JOHN A. CLEMENTS FAMILY DENTISTRY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEREMY J. SCHIRA2024-10-02
0012022-01-01JEREMY J. SCHIRA2023-08-15
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN A. CLEMENTS2013-06-20 JOHN A. CLEMENTS2013-06-20
0012011-01-01JOHN A. CLEMENTS2012-07-22 JOHN A. CLEMENTS2012-07-22
0012010-01-01JOHN A. CLEMENTS2011-09-17 JOHN A. CLEMENTS2011-09-17

Financial Data on JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN

Measure Date Value
2025 : JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-230
Net assets as of the end of the plan year2025-07-232830312
Total assets as of the beginning of the plan year2025-07-232491123
Participant contributions to plan in this plan year2025-07-2350000
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23247104
Plan net income in this plan year2025-07-23339189
Net assets as of the end of the plan year2025-07-232830312
Net assets as of the beginning of the plan year2025-07-232491123
Employer contributions to plan in this plan year2025-07-2342085
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
2024 : JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-020
Net assets as of the end of the plan year2024-10-022491123
Total assets as of the beginning of the plan year2024-10-022191990
Value of plan covered by a fidelity bond2024-10-02250000
Participant contributions to plan in this plan year2024-10-0249380
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-02210319
Plan net income in this plan year2024-10-02299133
Net assets as of the end of the plan year2024-10-022491123
Net assets as of the beginning of the plan year2024-10-022191990
Employer contributions to plan in this plan year2024-10-0239434
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-020
2022 : JOHN A. CLEMENTS FAMILY DENTISTRY, LLC 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-120
Total expenses incurred by plan in this plan year2022-07-12190932
Net assets as of the end of the plan year2022-07-122252334
Total assets as of the beginning of the plan year2022-07-122251299
Value of plan covered by a fidelity bond2022-07-12200000
Participant contributions to plan in this plan year2022-07-1251060
Value of participant loans at end of plan year2022-07-121181
Other contributions to plan in this plan year2022-07-120
Other income to plan in this plan year2022-07-12106263
Plan net income in this plan year2022-07-121035
Net assets as of the end of the plan year2022-07-122252334
Net assets as of the beginning of the plan year2022-07-122251299
Employer contributions to plan in this plan year2022-07-1234644
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-120

Potentially related plans

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