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NEW WORLD DENTISTRY 401(K) PLAN 401k Plan overview

Plan NameNEW WORLD DENTISTRY 401(K) PLAN
Plan identification number 001

NEW WORLD DENTISTRY 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
  • 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.
  • 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

JAYNE E. KALU, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:JAYNE E. KALU, DMD, PA
Employer identification number (EIN):320450181
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW WORLD DENTISTRY 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

Financial Data on NEW WORLD DENTISTRY 401(K) PLAN

Measure Date Value
2025 : NEW WORLD DENTISTRY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-140
Net assets as of the end of the plan year2025-04-14154554
Total assets as of the beginning of the plan year2025-04-14111615
Value of plan covered by a fidelity bond2025-04-1412000
Participant contributions to plan in this plan year2025-04-1419999
Other income to plan in this plan year2025-04-1415178
Plan net income in this plan year2025-04-1442939
Net assets as of the end of the plan year2025-04-14154554
Net assets as of the beginning of the plan year2025-04-14111615
Employer contributions to plan in this plan year2025-04-147762
2024 : NEW WORLD DENTISTRY 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-180
Total expenses incurred by plan in this plan year2024-04-180
Net assets as of the end of the plan year2024-04-18111615
Total assets as of the beginning of the plan year2024-04-1873118
Value of plan covered by a fidelity bond2024-04-1812000
Participant contributions to plan in this plan year2024-04-1820000
Other income to plan in this plan year2024-04-1812192
Plan net income in this plan year2024-04-1838497
Net assets as of the end of the plan year2024-04-18111615
Net assets as of the beginning of the plan year2024-04-1873118
Employer contributions to plan in this plan year2024-04-186305
2022 : NEW WORLD DENTISTRY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-110
Total liabilities as of the end of the plan year2022-04-110
Total liabilities as of the beginning of the plan year2022-04-110
Total expenses incurred by plan in this plan year2022-04-110
Net assets as of the end of the plan year2022-04-1154006
Total assets as of the beginning of the plan year2022-04-1125259
Value of plan covered by a fidelity bond2022-04-1110000
Participant contributions to plan in this plan year2022-04-1119500
Other expenses paid from plan in this plan year2022-04-110
Other contributions to plan in this plan year2022-04-110
Other income to plan in this plan year2022-04-114907
Plan net income in this plan year2022-04-1128747
Net assets as of the end of the plan year2022-04-1154006
Net assets as of the beginning of the plan year2022-04-1125259
Employer contributions to plan in this plan year2022-04-114340
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-110

Potentially related plans

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