401k Plan data: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN plan

JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 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.
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

JOHN A. BOZIC, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. BOZIC, D.D.S., P.C.

Employer identification number (EIN): 351918207

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOHN A. BOZIC 2024-07-16
002 2022-01-01
002 2021-01-01 JOHN A. BOZIC 2022-08-10
002 2020-01-01 JOHN A. BOZIC 2021-09-29
002 2019-01-01 JOHN A. BOZIC 2020-09-24
002 2018-01-01 JOHN A. BOZIC 2019-10-07
002 2017-01-01 JOHN A. BOZIC 2018-06-05
002 2016-01-01 JOHN A. BOZIC 2017-08-10
002 2015-01-01 JOHN A. BOZIC 2016-06-15
002 2014-01-01 JOHN A. BOZIC 2015-05-18
002 2013-01-01 JOHN A. BOZIC
002 2012-01-01 JOHN A. BOZIC
002 2011-01-01 JOHN A. BOZIC
002 2009-01-01 JOHN A. BOZIC

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JOHN A. BOZIC	2024-07-16
002	2022-01-01
002	2021-01-01	JOHN A. BOZIC	2022-08-10
002	2020-01-01	JOHN A. BOZIC	2021-09-29
002	2019-01-01	JOHN A. BOZIC	2020-09-24
002	2018-01-01	JOHN A. BOZIC	2019-10-07
002	2017-01-01	JOHN A. BOZIC	2018-06-05
002	2016-01-01	JOHN A. BOZIC	2017-08-10
002	2015-01-01	JOHN A. BOZIC	2016-06-15
002	2014-01-01	JOHN A. BOZIC	2015-05-18
002	2013-01-01	JOHN A. BOZIC
002	2012-01-01	JOHN A. BOZIC
002	2011-01-01	JOHN A. BOZIC
002	2009-01-01	JOHN A. BOZIC

Plan Statistics for JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-31 33
Total number of particpants at end of year 2025-07-31 39
Number of Participants With Account Balances 2025-07-31 35
2024: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-16 35
Total number of particpants at end of year 2024-07-16 33
Number of Participants With Account Balances 2024-07-16 32
2013: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-31	33
Total number of particpants at end of year	2025-07-31	39
Number of Participants With Account Balances	2025-07-31	35
2024: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-16	35
Total number of particpants at end of year	2024-07-16	33
Number of Participants With Account Balances	2024-07-16	32
2013: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-31	0
Total liabilities as of the beginning of the plan year	2025-07-31	0
Total expenses incurred by plan in this plan year	2025-07-31	14578
Net assets as of the end of the plan year	2025-07-31	4181316
Total assets as of the beginning of the plan year	2025-07-31	3637432
Value of plan covered by a fidelity bond	2025-07-31	400000
Participant contributions to plan in this plan year	2025-07-31	100114
Other expenses paid from plan in this plan year	2025-07-31	0
Other contributions to plan in this plan year	2025-07-31	0
Other income to plan in this plan year	2025-07-31	396159
Plan net income in this plan year	2025-07-31	543884
Net assets as of the end of the plan year	2025-07-31	4181316
Net assets as of the beginning of the plan year	2025-07-31	3637432
Employer contributions to plan in this plan year	2025-07-31	62189
Fees paid to broker by Benefit Provider	2025-07-31	170
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-31	0
2024 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-16	272107
Net assets as of the end of the plan year	2024-07-16	3637432
Total assets as of the beginning of the plan year	2024-07-16	3311964
Value of plan covered by a fidelity bond	2024-07-16	400000
Participant contributions to plan in this plan year	2024-07-16	88938
Other income to plan in this plan year	2024-07-16	456295
Plan net income in this plan year	2024-07-16	325468
Net assets as of the end of the plan year	2024-07-16	3637432
Net assets as of the beginning of the plan year	2024-07-16	3311964
Value of contributions failed to transmitted timely	2024-07-16	9216
Employer contributions to plan in this plan year	2024-07-16	52342
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-16	-7386
2013 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$321,139
Expenses. Total of all expenses incurred	2013-12-31	$600
Total plan assets at end of year	2013-12-31	$1,249,840
Total plan assets at beginning of year	2013-12-31	$929,301
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$45,000
Other income received	2013-12-31	$230,459
Net income (gross income less expenses)	2013-12-31	$320,539
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,249,840
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$929,301
Total contributions received or receivable from employer(s)	2013-12-31	$45,680
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$600
2012 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$107,544
Expenses. Total of all expenses incurred	2012-12-31	$807
Total plan assets at end of year	2012-12-31	$929,301
Total plan assets at beginning of year	2012-12-31	$822,564
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$807
Other income received	2012-12-31	$21,609
Net income (gross income less expenses)	2012-12-31	$106,737
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$929,301
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$822,564
Total contributions received or receivable from employer(s)	2012-12-31	$41,935
2011 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$11,051
Expenses. Total of all expenses incurred	2011-12-31	$4,173
Benefits paid (including direct rollovers)	2011-12-31	$4,108
Total plan assets at end of year	2011-12-31	$822,564
Total plan assets at beginning of year	2011-12-31	$815,686
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$65
Other income received	2011-12-31	$11,051
Net income (gross income less expenses)	2011-12-31	$6,878
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$822,564
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$815,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$147,166
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$815,686
Total plan assets at beginning of year	2010-12-31	$668,520
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$44,405
Other income received	2010-12-31	$60,436
Net income (gross income less expenses)	2010-12-31	$147,166
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$815,686
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$668,520
Total contributions received or receivable from employer(s)	2010-12-31	$42,325

Form 5500 Responses for JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

2013: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN A. BOZIC, D.D.S., P.C.
Employer identification number (EIN):	351918207
NAIC Classification:	621210
NAIC Description:	Offices of Dentists