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STEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN
Plan identification number 003

STEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVEN C. LEGEL, DDS has sponsored the creation of one or more 401k plans.

Company Name:STEVEN C. LEGEL, DDS
Employer identification number (EIN):382536010
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN C. LEGEL2024-06-15
0032022-01-01STEVEN C. LEGAL2023-05-17
0032021-01-01STEVEN C. LEGAL2022-05-16
0032020-01-01STEVEN C. LEGEL2021-06-22 STEVEN C. LEGEL2021-06-22
0032019-01-01STEVEN C. LEGEL2020-07-09
0032018-01-01STEVEN C. LEGEL2019-09-13 STEVEN LEGEL2019-09-13
0032017-01-01STEVEN C. LEGEL2018-03-29 STEVEN C. LEGEL2018-03-29
0032016-01-01STEVEN C. LEGEL2017-06-03 STEVEN C. LEGEL2017-06-03
0032015-01-01STEVEN C. LEGEL2016-07-08 STEVEN C. LEGEL2016-07-08

Financial Data on STEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2024 : STEVEN C. LEGEL, DDS DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-150
Total liabilities as of the end of the plan year2024-06-150
Total liabilities as of the beginning of the plan year2024-06-150
Total expenses incurred by plan in this plan year2024-06-1574574
Net assets as of the end of the plan year2024-06-151121423
Total assets as of the beginning of the plan year2024-06-15989029
Value of plan covered by a fidelity bond2024-06-15112000
Participant contributions to plan in this plan year2024-06-150
Other expenses paid from plan in this plan year2024-06-150
Other contributions to plan in this plan year2024-06-150
Other income to plan in this plan year2024-06-1560378
Plan net income in this plan year2024-06-15132394
Net assets as of the end of the plan year2024-06-151121423
Net assets as of the beginning of the plan year2024-06-15989029
Employer contributions to plan in this plan year2024-06-15146590
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1515

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