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WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 401k Plan overview

Plan NameWILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN
Plan identification number 002

WILLIAM T. SCHLOSSER, D.M.D., LTD. 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WILLIAM T. SCHLOSSER, D.M.D., LTD. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. SCHLOSSER, D.M.D., LTD.
Employer identification number (EIN):371075098
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01WILLIAM T SCHLOSSER DMD2024-02-21 WILLIAM T SCHLOSSER DMD2024-02-21
0022022-01-01WILLIAM T SCHLOSSER DMD2023-02-21 WILLIAM T SCHLOSSER DMD2023-02-21
0022021-01-01WILLIAM SCHLOSSER2022-02-16 WILLIAM SCHLOSSER2022-02-16
0022020-01-01WILLIAM SCHLOSSER2021-03-05 WILLIAM SCHLOSSER2021-03-05
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01WILLIAM T. SCHLOSSER
0022015-01-01WILLIAM T. SCHLOSSER
0022014-01-01WILLIAM T. SCHLOSSER2015-07-22
0022013-01-01WILLIAM T. SCHLOSSER2014-07-28
0022012-01-01WILLIAM T. SCHLOSSER2013-10-04
0022011-01-01WILLIAM T. SCHLOSSER2012-10-11
0022010-01-01WILLIAM T. SCHLOSSER2011-07-29
0022009-01-01WILLIAM T. SCHLOSSER

Financial Data on WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN

Measure Date Value
2025 : WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-26244697
Net assets as of the end of the plan year2025-02-261875153
Total assets as of the beginning of the plan year2025-02-261764652
Value of plan covered by a fidelity bond2025-02-26250000
Participant contributions to plan in this plan year2025-02-2668986
Other expenses paid from plan in this plan year2025-02-260
Other income to plan in this plan year2025-02-26273531
Plan net income in this plan year2025-02-26110501
Net assets as of the end of the plan year2025-02-261875153
Net assets as of the beginning of the plan year2025-02-261764652
Employer contributions to plan in this plan year2025-02-2612681
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-26276
2024 : WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-220
Net assets as of the end of the plan year2024-02-221764652
Total assets as of the beginning of the plan year2024-02-221431343
Value of plan covered by a fidelity bond2024-02-22250000
Participant contributions to plan in this plan year2024-02-2269874
Other expenses paid from plan in this plan year2024-02-220
Other income to plan in this plan year2024-02-22250220
Plan net income in this plan year2024-02-22333309
Net assets as of the end of the plan year2024-02-221764652
Net assets as of the beginning of the plan year2024-02-221431343
Employer contributions to plan in this plan year2024-02-2213215
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-220
2022 : WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-160
Net assets as of the end of the plan year2022-02-161603896
Total assets as of the beginning of the plan year2022-02-161305478
Value of plan covered by a fidelity bond2022-02-16170000
Participant contributions to plan in this plan year2022-02-1663704
Other expenses paid from plan in this plan year2022-02-160
Other income to plan in this plan year2022-02-16221177
Plan net income in this plan year2022-02-16298418
Net assets as of the end of the plan year2022-02-161603896
Net assets as of the beginning of the plan year2022-02-161305478
Employer contributions to plan in this plan year2022-02-1613537
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-160
2016 : WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$126,847
Total plan assets at end of year2016-12-31$673,185
Total plan assets at beginning of year2016-12-31$546,338
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$57,485
Other income received2016-12-31$56,296
Net income (gross income less expenses)2016-12-31$126,847
Net plan assets at end of year (total assets less liabilities)2016-12-31$673,185
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$546,338
Total contributions received or receivable from employer(s)2016-12-31$13,066
2015 : WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$61,273
Expenses. Total of all expenses incurred2015-12-31$873
Benefits paid (including direct rollovers)2015-12-31$873
Total plan assets at end of year2015-12-31$546,338
Total plan assets at beginning of year2015-12-31$485,938
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$55,610
Other income received2015-12-31$-7,261
Net income (gross income less expenses)2015-12-31$60,400
Net plan assets at end of year (total assets less liabilities)2015-12-31$546,338
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$485,938
Total contributions received or receivable from employer(s)2015-12-31$12,924

Form 5500 Responses for WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN

2016: WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM T. SCHLOSSER, D.M.D., LTD. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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