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BRIAN J. WALSH, DDS, INC. 401 (K) PLAN 401k Plan overview

Plan NameBRIAN J. WALSH, DDS, INC. 401 (K) PLAN
Plan identification number 001

BRIAN J. WALSH, DDS, INC. 401 (K) 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.
  • 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 WALSH, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J WALSH, DDS, INC.
Employer identification number (EIN):311460339
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. WALSH, DDS, INC. 401 (K) 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
0012019-01-01DAVID E. FOLEY, TPA2020-07-22 DAVID E. FOLEY, TPA2020-07-22
0012018-01-01DAVID E. FOLEY, TPA2019-07-19 DAVID E. FOLEY, TPA2019-07-19
0012017-01-01DAVID E. FOLEY, TPA2018-10-02 DAVID E. FOLEY, TPA2018-10-02
0012016-01-01DAVID E. FOLEY, TPA2017-10-13 DAVID E. FOLEY, TPA2017-10-13
0012015-01-01BRIAN J. WALSH, TRUSTEE2016-07-26 BRIAN J. WALSH, TRUSTEE2016-07-26
0012014-01-01BRIAN J. WALSH, TRUSTEE2015-10-06 BRIAN J. WALSH, TRUSTEE2015-10-06
0012013-01-01BRIAN J. WALSH, TRUSTEE2014-07-21 BRIAN J. WALSH, TRUSTEE2014-07-21
0012012-01-01BRIAN J. WALSH, TRUSTEE2013-06-05 BRIAN J. WALSH, TRUSTEE2013-06-05
0012011-01-01BRIAN J. WALSH, TRUSTEE2012-07-06 BRIAN J. WALSH, TRUSTEE2012-07-06
0012010-01-01BRIAN J. WALSH, TRUSTEE2011-07-15 BRIAN J. WALSH, TRUSTEE2011-07-15
0012009-01-01BRIAN J. WALSH, TRUSTEE BRIAN J. WALSH, TRUSTEE2010-07-28
0012009-01-012010-07-28

Financial Data on BRIAN J. WALSH, DDS, INC. 401 (K) PLAN

Measure Date Value
2025 : BRIAN J. WALSH, DDS, INC. 401 (K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-280
Net assets as of the end of the plan year2025-07-28393608
Total assets as of the beginning of the plan year2025-07-28342664
Value of plan covered by a fidelity bond2025-07-2840000
Participant contributions to plan in this plan year2025-07-287098
Other income to plan in this plan year2025-07-2841399
Plan net income in this plan year2025-07-2850944
Net assets as of the end of the plan year2025-07-28393608
Net assets as of the beginning of the plan year2025-07-28342664
Employer contributions to plan in this plan year2025-07-282447
2024 : BRIAN J. WALSH, DDS, INC. 401 (K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-140
Net assets as of the end of the plan year2024-10-14342664
Total assets as of the beginning of the plan year2024-10-14279816
Value of plan covered by a fidelity bond2024-10-1440000
Participant contributions to plan in this plan year2024-10-146660
Other income to plan in this plan year2024-10-1453604
Plan net income in this plan year2024-10-1462848
Net assets as of the end of the plan year2024-10-14342664
Net assets as of the beginning of the plan year2024-10-14279816
Employer contributions to plan in this plan year2024-10-142584
2022 : BRIAN J. WALSH, DDS, INC. 401 (K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2839438
Net assets as of the end of the plan year2022-09-28352531
Total assets as of the beginning of the plan year2022-09-28347385
Value of plan covered by a fidelity bond2022-09-2840000
Participant contributions to plan in this plan year2022-09-285948
Value of participant loans at end of plan year2022-09-280
Other contributions to plan in this plan year2022-09-28355
Other income to plan in this plan year2022-09-2835875
Plan net income in this plan year2022-09-285146
Net assets as of the end of the plan year2022-09-28352531
Net assets as of the beginning of the plan year2022-09-28347385
Employer contributions to plan in this plan year2022-09-282406
2009 : BRIAN J. WALSH, DDS, INC. 401 (K) 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 BRIAN J. WALSH, DDS, INC. 401 (K) PLAN

2009: BRIAN J. WALSH, DDS, INC. 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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