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CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST
Plan identification number 001

CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST 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
  • 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.
  • 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

MELISSA S. JONES, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name:MELISSA S. JONES, D.D.S., LTD.
Employer identification number (EIN):453850123
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01

Plan Statistics for CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2024: CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-088
Total number of particpants at end of year2024-10-080
Number of Participants With Account Balances2024-10-080
Total number of particpants at beginning of year2024-07-109
Total number of particpants at end of year2024-07-108
Number of Participants With Account Balances2024-07-100

Financial Data on CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2024 : CARSON CITY ORTHODONTICS RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08261
Net assets as of the end of the plan year2024-10-080
Total assets as of the beginning of the plan year2024-10-08221
Participant contributions to plan in this plan year2024-10-080
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0840
Plan net income in this plan year2024-10-08-221
Net assets as of the end of the plan year2024-10-080
Net assets as of the beginning of the plan year2024-10-08221
Employer contributions to plan in this plan year2024-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08261
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-10601416
Net assets as of the end of the plan year2024-07-10221
Total assets as of the beginning of the plan year2024-07-10548450
Participant contributions to plan in this plan year2024-07-100
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-1053187
Plan net income in this plan year2024-07-10-548229
Net assets as of the end of the plan year2024-07-10221
Net assets as of the beginning of the plan year2024-07-10548450
Value of contributions failed to transmitted timely2024-07-1025972
Employer contributions to plan in this plan year2024-07-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-103133

Potentially related plans

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