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DANIEL J DELEON DDS LTD 401K PLAN 401k Plan overview

Plan NameDANIEL J DELEON DDS LTD 401K PLAN
Plan identification number 001

DANIEL J DELEON DDS LTD 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DANIEL J DELEON DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J DELEON DDS LTD
Employer identification number (EIN):364487542
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J DELEON DDS LTD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-02
0012022-07-01NICK RICE2023-09-13

Plan Statistics for DANIEL J DELEON DDS LTD 401K PLAN

401k plan membership statisitcs for DANIEL J DELEON DDS LTD 401K PLAN

Measure Date Value
2025: DANIEL J DELEON DDS LTD 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1710
Total number of particpants at end of year2025-07-1710
Number of Participants With Account Balances2025-07-176
2024: DANIEL J DELEON DDS LTD 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0210
Total number of particpants at end of year2024-09-0210
Number of Participants With Account Balances2024-09-026

Financial Data on DANIEL J DELEON DDS LTD 401K PLAN

Measure Date Value
2025 : DANIEL J DELEON DDS LTD 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17839
Net assets as of the end of the plan year2025-07-17375127
Total assets as of the beginning of the plan year2025-07-17115934
Value of plan covered by a fidelity bond2025-07-1712000
Participant contributions to plan in this plan year2025-07-1743553
Value of participant loans at end of plan year2025-07-172859
Other contributions to plan in this plan year2025-07-17188940
Other income to plan in this plan year2025-07-1716985
Plan net income in this plan year2025-07-17259193
Net assets as of the end of the plan year2025-07-17375127
Net assets as of the beginning of the plan year2025-07-17115934
Employer contributions to plan in this plan year2025-07-1710554
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17839
2024 : DANIEL J DELEON DDS LTD 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-02373
Net assets as of the end of the plan year2024-09-02115934
Total assets as of the beginning of the plan year2024-09-0213024
Value of plan covered by a fidelity bond2024-09-022000
Participant contributions to plan in this plan year2024-09-0277360
Other income to plan in this plan year2024-09-0214118
Plan net income in this plan year2024-09-02102910
Net assets as of the end of the plan year2024-09-02115934
Net assets as of the beginning of the plan year2024-09-0213024
Employer contributions to plan in this plan year2024-09-0211805
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-02373

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