401k Plan data: FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST plan

FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST 401k Plan overview

Plan Name	FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST
Plan identification number	002

FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DRS. FRANKEL & PUHL, INC. has sponsored the creation of one or more 401k plans.

Company Name: DRS. FRANKEL & PUHL, INC.

Employer identification number (EIN): 341899486

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 JONATHAN FRANKEL 2021-06-30
002 2019-01-01 JONATHAN FRANKEL 2020-07-07
002 2018-01-01 JONATHAN FRANKEL 2019-04-02
002 2017-01-01 JONATHAN FRANKEL 2018-06-13
002 2016-01-01 JONATHAN FRANKEL 2017-07-10
002 2015-01-01 JONATHAN FRANKEL 2016-05-13
002 2014-01-01 JONATHAN FRANKEL 2015-07-28
002 2013-01-01 JONATHAN FRANKEL 2014-06-04
002 2012-01-01 JONATHAN FRANKEL 2013-06-06
002 2011-01-01 JONATHAN FRANKEL 2012-07-17
002 2010-01-01 JONATHAN FRANKEL
002 2009-01-01 JONTHAN FRANKEL
002 2009-01-01 JONTHAN FRANKEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	JONATHAN FRANKEL	2021-06-30
002	2019-01-01	JONATHAN FRANKEL	2020-07-07
002	2018-01-01	JONATHAN FRANKEL	2019-04-02
002	2017-01-01	JONATHAN FRANKEL	2018-06-13
002	2016-01-01	JONATHAN FRANKEL	2017-07-10
002	2015-01-01	JONATHAN FRANKEL	2016-05-13
002	2014-01-01	JONATHAN FRANKEL	2015-07-28
002	2013-01-01	JONATHAN FRANKEL	2014-06-04
002	2012-01-01	JONATHAN FRANKEL	2013-06-06
002	2011-01-01	JONATHAN FRANKEL	2012-07-17
002	2010-01-01	JONATHAN FRANKEL
002	2009-01-01	JONTHAN FRANKEL
002	2009-01-01	JONTHAN FRANKEL

Financial Data on FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST

Measure	Date	Value
2025 : FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-14	17390
Net assets as of the end of the plan year	2025-04-14	3197880
Total assets as of the beginning of the plan year	2025-04-14	2302018
Participant contributions to plan in this plan year	2025-04-14	327536
Value of participant loans at end of plan year	2025-04-14	46442
Other expenses paid from plan in this plan year	2025-04-14	2140
Other contributions to plan in this plan year	2025-04-14	67768
Other income to plan in this plan year	2025-04-14	390021
Plan net income in this plan year	2025-04-14	895862
Net assets as of the end of the plan year	2025-04-14	3197880
Net assets as of the beginning of the plan year	2025-04-14	2302018
Employer contributions to plan in this plan year	2025-04-14	127927
2010 : FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$3,107
Expenses. Total of all expenses incurred	2010-12-31	$75
Total plan assets at end of year	2010-12-31	$21,662
Total plan assets at beginning of year	2010-12-31	$18,630
Expenses. Other expenses not covered elsewhere	2010-12-31	$75
Other income received	2010-12-31	$3,107
Net income (gross income less expenses)	2010-12-31	$3,032
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,662
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$18,630

Form 5500 Responses for FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST

2010: FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

FRANKEL FAMILY TRUST EMPLOYEE BENEFIT PLAN [EIN = 956757355]

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Company Name:	DRS. FRANKEL & PUHL, INC.
Employer identification number (EIN):	341899486
NAIC Classification:	621210
NAIC Description:	Offices of Dentists