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ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

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

Company Name:ROBERT J. DORNAUER, DDS, INC.
Employer identification number (EIN):341632646
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST

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
0012020-01-01ROBERT J DORNAUER, DDS2021-04-28
0012019-01-01ROBERT J DORNAUER, DDS2020-03-09
0012018-01-01ROBERT J DORNAUER, DDS2019-04-10 ROBERT J. DORNAUER DDS2019-04-10
0012017-01-01ROBERT J DORNAUER, DDS2018-05-31 ROBERT J. DORNAUER DDS2018-05-31
0012016-01-01ROBERT J DORNAUER, DDS2017-06-01 ROBERT J. DORNAUER DDS2017-06-01
0012015-01-01ROBERT J DORNAUER, DDS2016-06-08 ROBERT J. DORNAUER DDS2016-06-08
0012014-01-01ROBERT J DORNAUER, DDS2015-07-27
0012013-01-01ROBERT J DORNAUER, DDS2014-07-28 ROBERT J DORNAUER, DDS2014-07-28
0012012-01-01ROBERT J DORNAUER, DDS2013-07-02 ROBERT J DORNAUER, DDS2013-07-02
0012011-01-01ROBERT J DORNAUER, DDS2012-07-26 ROBERT J DORNAUER, DDS2012-07-26
0012010-01-01ROBERT J DORNAUER, DDS2011-08-23 ROBERT J. DORNAUER, DDS2011-08-23

Financial Data on ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-250
Total liabilities as of the beginning of the plan year2025-03-250
Total expenses incurred by plan in this plan year2025-03-25313
Net assets as of the end of the plan year2025-03-2511315627
Total assets as of the beginning of the plan year2025-03-259163184
Value of plan covered by a fidelity bond2025-03-25500000
Participant contributions to plan in this plan year2025-03-2561000
Other income to plan in this plan year2025-03-252032301
Plan net income in this plan year2025-03-252152443
Net assets as of the end of the plan year2025-03-2511315627
Net assets as of the beginning of the plan year2025-03-259163184
Employer contributions to plan in this plan year2025-03-2559455
Fees paid to broker by Benefit Provider2025-03-25313
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-25313
2024 : ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-070
Total liabilities as of the end of the plan year2024-03-070
Total liabilities as of the beginning of the plan year2024-03-070
Total expenses incurred by plan in this plan year2024-03-07275
Net assets as of the end of the plan year2024-03-079163184
Total assets as of the beginning of the plan year2024-03-077191150
Value of plan covered by a fidelity bond2024-03-07500000
Participant contributions to plan in this plan year2024-03-0760000
Other income to plan in this plan year2024-03-071855712
Plan net income in this plan year2024-03-071972034
Net assets as of the end of the plan year2024-03-079163184
Net assets as of the beginning of the plan year2024-03-077191150
Employer contributions to plan in this plan year2024-03-0756597
Fees paid to broker by Benefit Provider2024-03-07275
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-07275

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