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RICHARD J HAGSTROM, DDS INC. 401(K) 401k Plan overview

Plan NameRICHARD J HAGSTROM, DDS INC. 401(K)
Plan identification number 001

RICHARD J HAGSTROM, DDS INC. 401(K) 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.
  • 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

RICHARD J HAGSTROM, DDS INC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J HAGSTROM, DDS INC
Employer identification number (EIN):330457361
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J HAGSTROM, DDS INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD HAGSTROM2024-06-24
0012022-01-01RICHARD HAGSTROM2023-06-05
0012021-01-01RICHARD HAGSTROM2022-04-07
0012020-01-01RICHARD HAGSTROM2021-06-08
0012019-01-01RICHARD HAGSTROM2020-04-03
0012018-01-01RICHARD HAGSTROM2019-04-09

Financial Data on RICHARD J HAGSTROM, DDS INC. 401(K)

Measure Date Value
2025 : RICHARD J HAGSTROM, DDS INC. 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-010
Net assets as of the end of the plan year2025-05-013242101
Total assets as of the beginning of the plan year2025-05-012703400
Value of plan covered by a fidelity bond2025-05-01500000
Participant contributions to plan in this plan year2025-05-0167444
Other income to plan in this plan year2025-05-01451761
Plan net income in this plan year2025-05-01538701
Net assets as of the end of the plan year2025-05-013242101
Net assets as of the beginning of the plan year2025-05-012703400
Employer contributions to plan in this plan year2025-05-0119496
Fees paid to broker by Benefit Provider2025-05-0111351
2024 : RICHARD J HAGSTROM, DDS INC. 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-240
Net assets as of the end of the plan year2024-06-242703400
Total assets as of the beginning of the plan year2024-06-242126972
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-2467179
Other income to plan in this plan year2024-06-24409144
Plan net income in this plan year2024-06-24576428
Net assets as of the end of the plan year2024-06-242703400
Net assets as of the beginning of the plan year2024-06-242126972
Employer contributions to plan in this plan year2024-06-24100105
Fees paid to broker by Benefit Provider2024-06-249222
2022 : RICHARD J HAGSTROM, DDS INC. 401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-0712085
Net assets as of the end of the plan year2022-04-072461257
Total assets as of the beginning of the plan year2022-04-072090238
Value of plan covered by a fidelity bond2022-04-07500000
Participant contributions to plan in this plan year2022-04-0754675
Other income to plan in this plan year2022-04-07309867
Plan net income in this plan year2022-04-07371019
Net assets as of the end of the plan year2022-04-072461257
Net assets as of the beginning of the plan year2022-04-072090238
Employer contributions to plan in this plan year2022-04-0718562
Fees paid to broker by Benefit Provider2022-04-079898
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0785

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