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DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) 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.
  • 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.

401k Sponsoring company profile

DAVID E. ERICKSON, D.D.S., DENTAL C ORP. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. ERICKSON, D.D.S., DENTAL C ORP.
Employer identification number (EIN):455355372
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) 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
0012015-01-01SADIE POURFATHI2016-10-17
0012014-01-01SADIE POURFATHI2015-10-08
0012013-01-01

Financial Data on DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-041205
Net assets as of the end of the plan year2025-09-041036974
Total assets as of the beginning of the plan year2025-09-04747959
Value of plan covered by a fidelity bond2025-09-04100000
Participant contributions to plan in this plan year2025-09-0481150
Other contributions to plan in this plan year2025-09-0479673
Other income to plan in this plan year2025-09-04111281
Plan net income in this plan year2025-09-04289015
Net assets as of the end of the plan year2025-09-041036974
Net assets as of the beginning of the plan year2025-09-04747959
Employer contributions to plan in this plan year2025-09-0418116
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-040
2024 : DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-090
Net assets as of the end of the plan year2024-07-09747859
Total assets as of the beginning of the plan year2024-07-09569682
Value of plan covered by a fidelity bond2024-07-0975000
Participant contributions to plan in this plan year2024-07-0962150
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-09101230
Plan net income in this plan year2024-07-09178177
Net assets as of the end of the plan year2024-07-09747859
Net assets as of the beginning of the plan year2024-07-09569682
Employer contributions to plan in this plan year2024-07-0914797
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090
2022 : DAVID E. ERICKSON, D.D.S., DENTAL CORP. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-240
Total liabilities as of the end of the plan year2022-05-240
Total liabilities as of the beginning of the plan year2022-05-240
Total expenses incurred by plan in this plan year2022-05-24279189
Net assets as of the end of the plan year2022-05-24608846
Total assets as of the beginning of the plan year2022-05-24748041
Value of plan covered by a fidelity bond2022-05-2475000
Participant contributions to plan in this plan year2022-05-2436325
Other expenses paid from plan in this plan year2022-05-24120
Other contributions to plan in this plan year2022-05-240
Other income to plan in this plan year2022-05-2493408
Plan net income in this plan year2022-05-24-139195
Net assets as of the end of the plan year2022-05-24608846
Net assets as of the beginning of the plan year2022-05-24748041
Employer contributions to plan in this plan year2022-05-2410261
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-240

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