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DAVID W. KELLINY, D.D.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID W. KELLINY, D.D.S., INC. PROFIT SHARING PLAN
Plan identification number 001

DAVID W. KELLINY, D.D.S., INC. 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
  • 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

DAVID W. KELLINY, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. KELLINY, D.D.S., INC.
Employer identification number (EIN):330991654
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. KELLINY, D.D.S., INC. PROFIT SHARING 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
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID W. KELLINY2015-03-04
0012013-01-01DAVID W. KELLINY2014-02-18
0012012-01-01DAVID W. KELLINY2013-02-19
0012011-01-01DAVID W. KELLINY2012-02-15
0012010-01-01SHANE FEIMAN2011-06-14

Financial Data on DAVID W. KELLINY, D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID W. KELLINY, D.D.S., INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-220
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-2215574
Net assets as of the end of the plan year2025-04-221739135
Total assets as of the beginning of the plan year2025-04-221379292
Participant contributions to plan in this plan year2025-04-2218720
Other expenses paid from plan in this plan year2025-04-2212
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-22322157
Plan net income in this plan year2025-04-22359843
Net assets as of the end of the plan year2025-04-221739135
Net assets as of the beginning of the plan year2025-04-221379292
Employer contributions to plan in this plan year2025-04-2234540
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2215562
2024 : DAVID W. KELLINY, D.D.S., INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-2412646
Net assets as of the end of the plan year2024-06-241379292
Total assets as of the beginning of the plan year2024-06-241221036
Participant contributions to plan in this plan year2024-06-2433560
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-24132342
Plan net income in this plan year2024-06-24158256
Net assets as of the end of the plan year2024-06-241379292
Net assets as of the beginning of the plan year2024-06-241221036
Employer contributions to plan in this plan year2024-06-245000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2412646

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