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DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID J. CRAITE, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. CRAITE, DDS, PC
Employer identification number (EIN):383164129
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KAREN CASTALDI2013-02-21
0012011-01-01DAYHNA NEAL2012-06-05
0012010-01-01DAVID CRAITE2011-04-19

Plan Statistics for DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2025: DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-135
Total number of particpants at end of year2025-05-134
Number of Participants With Account Balances2025-05-134
2024: DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-265
Total number of particpants at end of year2024-03-265
Number of Participants With Account Balances2024-03-265

Financial Data on DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-13215
Net assets as of the end of the plan year2025-05-133334444
Total assets as of the beginning of the plan year2025-05-133023412
Value of plan covered by a fidelity bond2025-05-13375000
Participant contributions to plan in this plan year2025-05-1330950
Other income to plan in this plan year2025-05-13274379
Plan net income in this plan year2025-05-13311032
Net assets as of the end of the plan year2025-05-133334444
Net assets as of the beginning of the plan year2025-05-133023412
Employer contributions to plan in this plan year2025-05-135918
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-13215
2024 : DAVID J. CRAITE, DDS, PC EMPLOYEES PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-26225
Net assets as of the end of the plan year2024-03-263023412
Total assets as of the beginning of the plan year2024-03-262667183
Value of plan covered by a fidelity bond2024-03-26375000
Participant contributions to plan in this plan year2024-03-2628850
Other income to plan in this plan year2024-03-26321318
Plan net income in this plan year2024-03-26356229
Net assets as of the end of the plan year2024-03-263023412
Net assets as of the beginning of the plan year2024-03-262667183
Employer contributions to plan in this plan year2024-03-266286
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-26225

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