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WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN
Plan identification number 001

WILLIAM J. & KATHLEEN E. BELLAMY 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.
  • 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.

401k Sponsoring company profile

WILLIAM J. & KATHLEEN E. BELLAMY has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. & KATHLEEN E. BELLAMY
Employer identification number (EIN):411535240
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. & KATHLEEN E. BELLAMY 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
0012013-01-01WILLIAM J. BELLAMY2014-10-01
0012012-01-01WILLIAM J. BELLAMY2013-07-11
0012011-01-01WILLIAM J. BELLAMY2012-03-28
0012010-01-01WILLIAM J. BELLAMY2011-03-28

Plan Statistics for WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN

Measure Date Value
2024: WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0123
Total number of particpants at end of year2024-10-0123
Number of Participants With Account Balances2024-10-0123

Financial Data on WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN

Measure Date Value
2024 : WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0142113
Net assets as of the end of the plan year2024-10-013992461
Total assets as of the beginning of the plan year2024-10-013305338
Value of plan covered by a fidelity bond2024-10-01500000
Participant contributions to plan in this plan year2024-10-0169685
Other income to plan in this plan year2024-10-01622449
Plan net income in this plan year2024-10-01687123
Net assets as of the end of the plan year2024-10-013992461
Net assets as of the beginning of the plan year2024-10-013305338
Employer contributions to plan in this plan year2024-10-0137102
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0142113

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