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ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS 401k Plan overview

Plan NameACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS
Plan identification number 003

ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS 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.
  • 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

ACADEMY OF GENERAL DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:ACADEMY OF GENERAL DENTISTRY
Employer identification number (EIN):366107533
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DANIEL BUKSA2024-04-22 KATINA LOFTON2024-04-22
0032022-01-01DANIEL BUKSA2023-07-06 KATINA LOFTON2023-07-06
0032021-01-01DANIEL BUKSA2022-07-19
0032020-01-01DANIEL BUKSA2021-06-11
0032019-01-01DANIEL BUKSA2020-07-01 KATINA LOFTON2020-07-01
0032018-01-01DANIEL BUKSA2019-10-09 KATINA LOFTON2019-10-09
0032017-01-01DANIEL BUKSA2018-07-30 KATINA LOFTON2018-07-30
0032016-01-01DANIEL BUKSA2017-07-31
0032015-01-01DANIEL BUKSA2016-06-17
0032014-01-01SALLY MADDEN2015-05-22 SALLY MADDEN2015-05-22
0032013-08-01SALLY MADDEN2014-07-11 SALLY MADDEN2014-07-11

Financial Data on ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS

Measure Date Value
2025 : ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-19255711
Net assets as of the end of the plan year2025-02-199119842
Total assets as of the beginning of the plan year2025-02-197675885
Value of plan covered by a fidelity bond2025-02-192500000
Participant contributions to plan in this plan year2025-02-19380147
Value of participant loans at end of plan year2025-02-19121012
Other income to plan in this plan year2025-02-191108241
Plan net income in this plan year2025-02-191443957
Net assets as of the end of the plan year2025-02-199119842
Net assets as of the beginning of the plan year2025-02-197675885
Employer contributions to plan in this plan year2025-02-19211280
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1931985
2024 : ACADEMY OF GENERAL DENTISTRY RETIREMENT SAVINGS 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-22395758
Net assets as of the end of the plan year2024-04-227675885
Total assets as of the beginning of the plan year2024-04-226564400
Value of plan covered by a fidelity bond2024-04-222500000
Participant contributions to plan in this plan year2024-04-22360100
Value of participant loans at end of plan year2024-04-22142483
Other income to plan in this plan year2024-04-221002287
Plan net income in this plan year2024-04-221111485
Net assets as of the end of the plan year2024-04-227675885
Net assets as of the beginning of the plan year2024-04-226564400
Employer contributions to plan in this plan year2024-04-22144856
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2224871

Potentially related plans

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