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DAVID J. POWELL, DDS, PC SAVINGS PLAN 401k Plan overview

Plan NameDAVID J. POWELL, DDS, PC SAVINGS PLAN
Plan identification number 001

DAVID J. POWELL, DDS, PC SAVINGS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:DAVID J. POWELL, DDS, PC
Employer identification number (EIN):383329948
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. POWELL, DDS, PC SAVINGS 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
0012020-01-01MARLA POWELL2021-06-17
0012019-01-01MARLA POWELL2020-06-11
0012018-01-01MARLA POWELL2019-07-23
0012017-01-01MARLA POWELL2018-08-20
0012016-01-01MARLA POWELL2017-06-05
0012015-01-01MARLA POWELL2016-07-13
0012014-01-01MARLA POWELL2015-06-24
0012013-01-01MARLA POWELL2014-10-01
0012012-01-01MARLA POWELL2013-07-09

Financial Data on DAVID J. POWELL, DDS, PC SAVINGS PLAN

Measure Date Value
2025 : DAVID J. POWELL, DDS, PC SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-16881920
Net assets as of the end of the plan year2025-01-160
Total assets as of the beginning of the plan year2025-01-16793627
Value of plan covered by a fidelity bond2025-01-1671659
Participant contributions to plan in this plan year2025-01-1625800
Other income to plan in this plan year2025-01-1648428
Plan net income in this plan year2025-01-16-793627
Net assets as of the end of the plan year2025-01-160
Net assets as of the beginning of the plan year2025-01-16793627
Employer contributions to plan in this plan year2025-01-1614065
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-162766
2024 : DAVID J. POWELL, DDS, PC SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-282100
Net assets as of the end of the plan year2024-08-28793627
Total assets as of the beginning of the plan year2024-08-28716582
Value of plan covered by a fidelity bond2024-08-2871659
Participant contributions to plan in this plan year2024-08-2825750
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-2846614
Plan net income in this plan year2024-08-2877045
Net assets as of the end of the plan year2024-08-28793627
Net assets as of the beginning of the plan year2024-08-28716582
Employer contributions to plan in this plan year2024-08-286781
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-282100
2022 : DAVID J. POWELL, DDS, PC SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-032044
Net assets as of the end of the plan year2022-08-03697848
Total assets as of the beginning of the plan year2022-08-03651761
Value of plan covered by a fidelity bond2022-08-0366000
Participant contributions to plan in this plan year2022-08-0329325
Other income to plan in this plan year2022-08-0310731
Plan net income in this plan year2022-08-0346087
Net assets as of the end of the plan year2022-08-03697848
Net assets as of the beginning of the plan year2022-08-03651761
Employer contributions to plan in this plan year2022-08-038075
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-032044

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