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JAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 003

JAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND 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

JAMES M MARAGOS, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES M MARAGOS, DDS, PC
Employer identification number (EIN):363523770
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JAMES MARAGOS2024-01-12
0032022-01-01JAMES MARAGOS2023-03-19
0032021-01-01JAMES MARAGOS2022-07-14
0032020-01-01JAMES MARAGOS2021-09-11
0032019-01-01JAMES MARAGOS2020-02-22 JAMES MARAGOS2020-02-22
0032018-01-01JAMES MARAGOS2019-04-13 JAMES MARAGOS2019-04-13
0032017-01-01JAMES M MARAGOS2018-07-15 JAMES M MARAGOS2018-07-15
0032016-01-01JAMES MARAGOS2017-05-29 JAMES MARAGOS2017-05-29
0032015-01-01JAMES MARAGOS2016-02-23 JAMES MARAGOS2016-02-23
0032014-01-01MARY MARAGOS2015-06-22 MARY MARAGOS2015-06-22
0032013-01-01MARY MARAGOS2014-07-20 MARY MARAGOS2014-07-20
0032012-01-01JAMES MARAGOS2013-07-26 JAMES MARAGOS2013-07-26
0032011-01-01JAMES MARAGOS2012-04-09 JAMES MARAGOS2012-04-09
0032010-01-01JAMES MARAGOS2011-04-04 JAMES MARAGOS2011-04-04

Financial Data on JAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : JAMES M. MARAGOS, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-123491727
Net assets as of the end of the plan year2024-01-120
Total assets as of the beginning of the plan year2024-01-123154062
Value of plan covered by a fidelity bond2024-01-12250000
Participant contributions to plan in this plan year2024-01-1269813
Other contributions to plan in this plan year2024-01-120
Other income to plan in this plan year2024-01-12257666
Plan net income in this plan year2024-01-12-3154062
Net assets as of the end of the plan year2024-01-120
Net assets as of the beginning of the plan year2024-01-123154062
Employer contributions to plan in this plan year2024-01-1210186
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-120

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