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JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN
Plan identification number 001

JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD 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
  • 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.
  • 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

JAMES J. KREUZ,DDS & GREGORY J. DUFFNER, DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:JAMES J. KREUZ,DDS & GREGORY J. DUFFNER, DDS LTD
Employer identification number (EIN):323547656
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Financial Data on JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1493347
Net assets as of the end of the plan year2025-10-145910895
Total assets as of the beginning of the plan year2025-10-145401627
Participant contributions to plan in this plan year2025-10-1434320
Value of participant loans at end of plan year2025-10-141908
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14540717
Plan net income in this plan year2025-10-14509268
Net assets as of the end of the plan year2025-10-145910895
Net assets as of the beginning of the plan year2025-10-145401627
Employer contributions to plan in this plan year2025-10-1427578
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14210
2024 : JAMES J. KREUZ, DDS & GREGORY J. DUFFNER, DDS LTD PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-2582511
Net assets as of the end of the plan year2024-09-255401627
Total assets as of the beginning of the plan year2024-09-254848463
Participant contributions to plan in this plan year2024-09-2536399
Value of participant loans at end of plan year2024-09-256718
Other expenses paid from plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-25567645
Plan net income in this plan year2024-09-25553164
Net assets as of the end of the plan year2024-09-255401627
Net assets as of the beginning of the plan year2024-09-254848463
Employer contributions to plan in this plan year2024-09-2531631
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-25125

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