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JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 401k Plan overview

Plan NameJOSEPH R. MEEK, D.D.S., PC 401(K) PLAN
Plan identification number 002

JOSEPH R. MEEK, D.D.S., PC 401(K) 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOSEPH R. MEEK, D.D.S., PC has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH R. MEEK, D.D.S., PC
Employer identification number (EIN):352137444
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOSEPH R. MEEK, D.D.S.2024-10-12
0022022-01-01JOSEPH R. MEEK, D.D.S.2023-04-07
0022021-01-01JOSEPH MEEK2022-06-27
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN

Measure Date Value
2025 : JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-166037
Net assets as of the end of the plan year2025-06-161134620
Total assets as of the beginning of the plan year2025-06-16915529
Value of plan covered by a fidelity bond2025-06-16140000
Participant contributions to plan in this plan year2025-06-1671746
Value of participant loans at end of plan year2025-06-163541
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-1645949
Plan net income in this plan year2025-06-16219091
Net assets as of the end of the plan year2025-06-161134620
Net assets as of the beginning of the plan year2025-06-16915529
Value of contributions failed to transmitted timely2025-06-169949
Employer contributions to plan in this plan year2025-06-16107433
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1650
2023 : JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$218,155
Expenses. Total of all expenses incurred2023-12-31$367,033
Benefits paid (including direct rollovers)2023-12-31$367,033
Total plan assets at end of year2023-12-31$915,529
Total plan assets at beginning of year2023-12-31$1,064,407
Value of fidelity bond covering the plan2023-12-31$140,000
Total contributions received or receivable from participants2023-12-31$68,562
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$48,615
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-148,878
Net plan assets at end of year (total assets less liabilities)2023-12-31$915,529
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,064,407
Total contributions received or receivable from employer(s)2023-12-31$100,978
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$73,107
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,064,407
Total plan assets at beginning of year2022-12-31$991,300
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$61,683
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-82,514
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$73,107
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,064,407
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$991,300
Total contributions received or receivable from employer(s)2022-12-31$93,938
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$211,981
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$991,300
Total plan assets at beginning of year2021-12-31$779,319
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$59,522
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$21,853
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$211,981
Net plan assets at end of year (total assets less liabilities)2021-12-31$991,300
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$779,319
Total contributions received or receivable from employer(s)2021-12-31$130,606
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0

Form 5500 Responses for JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN

2023: JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOSEPH R. MEEK, D.D.S., PC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberC10-80712
Policy instance 1
Insurance contract or identification numberC10-80712
Number of Individuals Covered18
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberC10-80712
Policy instance 1
Insurance contract or identification numberC10-80712
Number of Individuals Covered17
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,945
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberC10-80712
Policy instance 1

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