401k Plan data: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN plan

STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN
Plan identification number	001

STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

STEINBERG & GARREL ORTHODONTICS PLLC has sponsored the creation of one or more 401k plans.

Company Name: STEINBERG & GARREL ORTHODONTICS PLLC

Employer identification number (EIN): 460928259

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DR. JAY GARREL 2024-09-11
001 2022-01-01 JAY GARREL 2023-04-28 JAY GARREL 2023-04-28
001 2021-01-01 JAY GARREL 2022-04-24 JAY GARREL 2022-04-24
001 2020-01-01 JAY GARREL 2021-09-30 JAY GARREL 2021-09-30
001 2019-01-01 JAY GARREL 2020-08-24 JAY GARREL 2020-08-24
001 2018-01-01 JAY GARREL 2019-07-29 JAY GARREL 2019-07-29
001 2017-01-01 JAY GARREL 2018-05-11 JAY GARREL 2018-05-11
001 2016-01-01
001 2016-01-01 JAY GARREL JAY GARREL 2018-05-14
001 2015-01-01
001 2014-01-01 JERRY STEINBERG
001 2013-01-01 JERRY STEINBERG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DR. JAY GARREL	2024-09-11
001	2022-01-01	JAY GARREL	2023-04-28	JAY GARREL	2023-04-28
001	2021-01-01	JAY GARREL	2022-04-24	JAY GARREL	2022-04-24
001	2020-01-01	JAY GARREL	2021-09-30	JAY GARREL	2021-09-30
001	2019-01-01	JAY GARREL	2020-08-24	JAY GARREL	2020-08-24
001	2018-01-01	JAY GARREL	2019-07-29	JAY GARREL	2019-07-29
001	2017-01-01	JAY GARREL	2018-05-11	JAY GARREL	2018-05-11
001	2016-01-01
001	2016-01-01	JAY GARREL		JAY GARREL	2018-05-14
001	2015-01-01
001	2014-01-01	JERRY STEINBERG
001	2013-01-01	JERRY STEINBERG

Plan Statistics for STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN

401k plan membership statisitcs for STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN

Measure Date Value
2025: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-14 12
Total number of particpants at end of year 2025-09-14 12
Number of Participants With Account Balances 2025-09-14 10
2024: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-11 11
Total number of particpants at end of year 2024-09-11 11
Number of Participants With Account Balances 2024-09-11 10
2022: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-04-25 12
Total number of particpants at end of year 2022-04-25 11
Number of Participants With Account Balances 2022-04-25 10
2016: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2025: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-14	12
Total number of particpants at end of year	2025-09-14	12
Number of Participants With Account Balances	2025-09-14	10
2024: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-11	11
Total number of particpants at end of year	2024-09-11	11
Number of Participants With Account Balances	2024-09-11	10
2022: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-04-25	12
Total number of particpants at end of year	2022-04-25	11
Number of Participants With Account Balances	2022-04-25	10
2016: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN

Measure	Date	Value
2025 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-09-14	0
Total liabilities as of the beginning of the plan year	2025-09-14	0
Total expenses incurred by plan in this plan year	2025-09-14	0
Net assets as of the end of the plan year	2025-09-14	2014004
Total assets as of the beginning of the plan year	2025-09-14	1577127
Value of plan covered by a fidelity bond	2025-09-14	250000
Participant contributions to plan in this plan year	2025-09-14	88240
Other income to plan in this plan year	2025-09-14	324471
Plan net income in this plan year	2025-09-14	436877
Net assets as of the end of the plan year	2025-09-14	2014004
Net assets as of the beginning of the plan year	2025-09-14	1577127
Employer contributions to plan in this plan year	2025-09-14	24166
2024 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-11	0
Total liabilities as of the beginning of the plan year	2024-09-11	0
Total expenses incurred by plan in this plan year	2024-09-11	13000
Net assets as of the end of the plan year	2024-09-11	1577127
Total assets as of the beginning of the plan year	2024-09-11	1161968
Participant contributions to plan in this plan year	2024-09-11	82240
Other expenses paid from plan in this plan year	2024-09-11	25
Other income to plan in this plan year	2024-09-11	321407
Plan net income in this plan year	2024-09-11	415159
Net assets as of the end of the plan year	2024-09-11	1577127
Net assets as of the beginning of the plan year	2024-09-11	1161968
Employer contributions to plan in this plan year	2024-09-11	24512
2022 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-04-25	12173
Net assets as of the end of the plan year	2022-04-25	1511411
Total assets as of the beginning of the plan year	2022-04-25	1209706
Value of plan covered by a fidelity bond	2022-04-25	30000
Participant contributions to plan in this plan year	2022-04-25	82340
Other income to plan in this plan year	2022-04-25	201888
Plan net income in this plan year	2022-04-25	301705
Net assets as of the end of the plan year	2022-04-25	1511411
Net assets as of the beginning of the plan year	2022-04-25	1209706
Employer contributions to plan in this plan year	2022-04-25	29650
2016 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$112,748
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$381,901
Total plan assets at beginning of year	2016-12-31	$269,153
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$69,105
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$20,773
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$112,748
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$381,901
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$269,153
Total contributions received or receivable from employer(s)	2016-12-31	$22,870
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$91,676
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$269,153
Total plan assets at beginning of year	2015-12-31	$177,477
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$21,048
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$2,753
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$91,676
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$269,153
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$177,477
Total contributions received or receivable from employer(s)	2015-12-31	$67,875
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$85,635
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$154,477
Total plan assets at beginning of year	2014-12-31	$68,842
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$60,540
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$4,598
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$85,635
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$154,477
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$68,842
Total contributions received or receivable from employer(s)	2014-12-31	$20,497
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$68,904
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$68,904
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$47,600
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,118
Net income (gross income less expenses)	2013-12-31	$68,904
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$68,904
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$20,186
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN

2016: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEINBERG & GARREL ORTHODONTICS PLLC SALARY DEFERRAL AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEINBERG & GARREL ORTHODONTICS PLLC
Employer identification number (EIN):	460928259
NAIC Classification:	621210
NAIC Description:	Offices of Dentists