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JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES E. LENAHAN DDS PC PROFIT SHARING PLAN
Plan identification number 001

JAMES E. LENAHAN DDS PC PROFIT SHARING 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.
  • 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

JAMES E. LENAHAN DDS PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. LENAHAN DDS PC
Employer identification number (EIN):431479245
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MEGAN LENAHAN2024-04-22 MEGAN LENAHAN2024-04-22
0012022-01-01MEGAN LENAHAN2023-06-14
0012021-01-01MEGAN LENAHAN2022-10-04
0012020-01-01MEGAN LENAHAN2021-07-19
0012019-01-01MEGAN LENAHAN2020-04-14 MEGAN LENAHAN2020-04-14
0012018-01-01JAMES LENAHAN2019-04-13 JAMES LENAHAN2019-04-13
0012017-01-01JAMES LENAHAN2018-03-22 JAMES LENAHAN2018-03-22
0012016-01-01JAMES LENAHAN2017-03-20 JAMES LENAHAN2017-03-20
0012015-01-01JAMES LENAHAN2016-06-12 JAMES LENAHAN2016-06-12
0012009-01-01JAMES LENAHAN JAMES LENAHAN2010-10-11

Financial Data on JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-07322670
Net assets as of the end of the plan year2025-04-07549358
Total assets as of the beginning of the plan year2025-04-07778382
Value of plan covered by a fidelity bond2025-04-07385000
Participant contributions to plan in this plan year2025-04-0715488
Other income to plan in this plan year2025-04-0745632
Plan net income in this plan year2025-04-07-229024
Net assets as of the end of the plan year2025-04-07549358
Net assets as of the beginning of the plan year2025-04-07778382
Employer contributions to plan in this plan year2025-04-0732526
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-072289
2024 : JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-220
Total expenses incurred by plan in this plan year2024-04-22139845
Net assets as of the end of the plan year2024-04-22778382
Total assets as of the beginning of the plan year2024-04-22793594
Value of plan covered by a fidelity bond2024-04-22385000
Participant contributions to plan in this plan year2024-04-2212969
Other contributions to plan in this plan year2024-04-220
Other income to plan in this plan year2024-04-2292914
Plan net income in this plan year2024-04-22-15212
Net assets as of the end of the plan year2024-04-22778382
Net assets as of the beginning of the plan year2024-04-22793594
Employer contributions to plan in this plan year2024-04-2218750
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-228550
2022 : JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-0418462
Net assets as of the end of the plan year2022-10-04855243
Total assets as of the beginning of the plan year2022-10-04733810
Value of plan covered by a fidelity bond2022-10-04385000
Participant contributions to plan in this plan year2022-10-0432485
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-0490780
Plan net income in this plan year2022-10-04121433
Net assets as of the end of the plan year2022-10-04855243
Net assets as of the beginning of the plan year2022-10-04733810
Employer contributions to plan in this plan year2022-10-0416630
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-047706

Form 5500 Responses for JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN

2009: JAMES E. LENAHAN DDS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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