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DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameDAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number 001

DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 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.
  • 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

DAVID E. ISAACS D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. ISAACS D.D.S., P.C.
Employer identification number (EIN):352085833
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID ISAACS2024-07-23
0012022-01-01DAVID ISAACS2023-07-27
0012021-01-01DAVID E. ISAACS, D.D.S.2022-09-12
0012020-01-01DAVID E. ISAACS, D.D.S.2021-04-26
0012019-01-01DAVID E. ISAACS, D.D.S.2020-07-18
0012018-01-01DAVID E. ISAACS, D.D.S.2019-08-26
0012017-01-01DAVID E. ISAACS, D.D.S.
0012016-01-01DAVID E. ISAACS, D.D.S.
0012015-01-01DAVID E. ISAACS, D.D.S.
0012014-01-01DAVID E. ISAACS, D.D.S.
0012013-01-01DAVID E. ISAACS, D.D.S.
0012012-01-01DAVID E. ISAACS, D.D.S.
0012011-01-01DAVID E. ISAACS, D.D.S.
0012009-01-01DAVID E. ISAACS, D.D.S. DAVID E. ISAACS, D.D.S.2010-08-13

Financial Data on DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2025 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-032642131
Net assets as of the end of the plan year2025-04-030
Total assets as of the beginning of the plan year2025-04-032603725
Value of plan covered by a fidelity bond2025-04-03192647
Participant contributions to plan in this plan year2025-04-030
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-0338406
Plan net income in this plan year2025-04-03-2603725
Net assets as of the end of the plan year2025-04-030
Net assets as of the beginning of the plan year2025-04-032603725
Employer contributions to plan in this plan year2025-04-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-034347
Total liabilities as of the end of the plan year2025-03-100
Total liabilities as of the beginning of the plan year2025-03-100
Total expenses incurred by plan in this plan year2025-03-1015935
Net assets as of the end of the plan year2025-03-102603725
Total assets as of the beginning of the plan year2025-03-102333348
Value of plan covered by a fidelity bond2025-03-10192647
Participant contributions to plan in this plan year2025-03-1059303
Other contributions to plan in this plan year2025-03-100
Other income to plan in this plan year2025-03-10211952
Plan net income in this plan year2025-03-10270377
Net assets as of the end of the plan year2025-03-102603725
Net assets as of the beginning of the plan year2025-03-102333348
Employer contributions to plan in this plan year2025-03-1015057
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1015935
2024 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2339469
Net assets as of the end of the plan year2024-07-232333348
Total assets as of the beginning of the plan year2024-07-231926472
Value of plan covered by a fidelity bond2024-07-23192647
Participant contributions to plan in this plan year2024-07-2370578
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23310245
Plan net income in this plan year2024-07-23406876
Net assets as of the end of the plan year2024-07-232333348
Net assets as of the beginning of the plan year2024-07-231926472
Employer contributions to plan in this plan year2024-07-2365522
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2313273
2017 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$212,747
Expenses. Total of all expenses incurred2017-12-31$6,210
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,115,585
Total plan assets at beginning of year2017-12-31$909,048
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$60,952
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$97,053
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$206,537
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,115,585
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$909,048
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$54,742
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,210
2016 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$187,564
Expenses. Total of all expenses incurred2016-12-31$8,534
Benefits paid (including direct rollovers)2016-12-31$1,838
Total plan assets at end of year2016-12-31$909,048
Total plan assets at beginning of year2016-12-31$730,018
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$63,005
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$66,520
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$179,030
Net plan assets at end of year (total assets less liabilities)2016-12-31$909,048
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$730,018
Assets. Value of assets in partnership/joint-venture interests2016-12-31$97
Total contributions received or receivable from employer(s)2016-12-31$58,039
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$86,653
Expenses. Total of all expenses incurred2015-12-31$7,241
Benefits paid (including direct rollovers)2015-12-31$328
Total plan assets at end of year2015-12-31$730,018
Total plan assets at beginning of year2015-12-31$650,606
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$57,248
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,562
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$79,412
Net plan assets at end of year (total assets less liabilities)2015-12-31$730,018
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$650,606
Assets. Value of assets in partnership/joint-venture interests2015-12-31$2,202
Total contributions received or receivable from employer(s)2015-12-31$51,967
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,913
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$117,268
Expenses. Total of all expenses incurred2014-12-31$7,663
Benefits paid (including direct rollovers)2014-12-31$2,047
Total plan assets at end of year2014-12-31$650,606
Total plan assets at beginning of year2014-12-31$541,001
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$47,191
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$19,809
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$109,605
Net plan assets at end of year (total assets less liabilities)2014-12-31$650,606
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$541,001
Assets. Value of assets in partnership/joint-venture interests2014-12-31$7,887
Total contributions received or receivable from employer(s)2014-12-31$50,268
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$142,751
Expenses. Total of all expenses incurred2013-12-31$36,029
Benefits paid (including direct rollovers)2013-12-31$31,490
Total plan assets at end of year2013-12-31$541,001
Total plan assets at beginning of year2013-12-31$434,279
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$40,708
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$53,782
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$106,722
Net plan assets at end of year (total assets less liabilities)2013-12-31$541,001
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$434,279
Assets. Value of assets in partnership/joint-venture interests2013-12-31$9,591
Total contributions received or receivable from employer(s)2013-12-31$48,261
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$118,786
Expenses. Total of all expenses incurred2012-12-31$3,360
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$434,279
Total plan assets at beginning of year2012-12-31$318,853
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$41,859
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$36,127
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$115,426
Net plan assets at end of year (total assets less liabilities)2012-12-31$434,279
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$318,853
Assets. Value of assets in partnership/joint-venture interests2012-12-31$9,860
Total contributions received or receivable from employer(s)2012-12-31$40,800
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,360
2011 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$55,444
Expenses. Total of all expenses incurred2011-12-31$2,699
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$318,853
Total plan assets at beginning of year2011-12-31$266,108
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$44,688
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,329
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$52,745
Net plan assets at end of year (total assets less liabilities)2011-12-31$318,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$266,108
Assets. Value of assets in partnership/joint-venture interests2011-12-31$9,730
Total contributions received or receivable from employer(s)2011-12-31$8,427
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,699
2010 : DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$74,852
Expenses. Total of all expenses incurred2010-12-31$2,015
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$266,108
Total plan assets at beginning of year2010-12-31$193,271
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$43,409
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$24,269
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$72,837
Net plan assets at end of year (total assets less liabilities)2010-12-31$266,108
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$193,271
Assets. Value of assets in partnership/joint-venture interests2010-12-31$9,574
Total contributions received or receivable from employer(s)2010-12-31$7,174
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,015

Form 5500 Responses for DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST

2017: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID E. ISAACS D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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