Logo

BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BRADLEY P. MCPHEE, D.D.S. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BRADLEY P. MCPHEE, D.D.S., PLLC has sponsored the creation of one or more 401k plans.

Company Name:BRADLEY P. MCPHEE, D.D.S., PLLC
Employer identification number (EIN):461418549
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADLEY P. MCPHEE, D.D.S. 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
0012015-01-01
0012014-01-01BRADLEY P. MCPHEE
0012014-01-01BRADLEY P. MCPHEE
0012013-01-01BRADLEY P. MCPHEE
0012009-01-01BRADLEY P. MCPHEE

Financial Data on BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-140
Total liabilities as of the end of the plan year2025-02-140
Total liabilities as of the beginning of the plan year2025-02-140
Total expenses incurred by plan in this plan year2025-02-141115132
Net assets as of the end of the plan year2025-02-144452226
Total assets as of the beginning of the plan year2025-02-144769272
Value of plan covered by a fidelity bond2025-02-14500000
Participant contributions to plan in this plan year2025-02-1497707
Value of participant loans at end of plan year2025-02-1435594
Other expenses paid from plan in this plan year2025-02-140
Other contributions to plan in this plan year2025-02-140
Other income to plan in this plan year2025-02-14663241
Plan net income in this plan year2025-02-14-317046
Net assets as of the end of the plan year2025-02-144452226
Net assets as of the beginning of the plan year2025-02-144769272
Employer contributions to plan in this plan year2025-02-1437138
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-148467
2024 : BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-294356
Net assets as of the end of the plan year2024-07-294769272
Total assets as of the beginning of the plan year2024-07-293890653
Value of plan covered by a fidelity bond2024-07-29500000
Participant contributions to plan in this plan year2024-07-2997854
Value of participant loans at end of plan year2024-07-2921314
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29745121
Plan net income in this plan year2024-07-29878619
Net assets as of the end of the plan year2024-07-294769272
Net assets as of the beginning of the plan year2024-07-293890653
Employer contributions to plan in this plan year2024-07-2940000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-294356
2014 : BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$11,726
Total income from all sources2014-12-31$315,146
Expenses. Total of all expenses incurred2014-12-31$1,449,641
Benefits paid (including direct rollovers)2014-12-31$1,449,592
Total plan assets at end of year2014-12-31$3,657,976
Total plan assets at beginning of year2014-12-31$4,780,745
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$66,707
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$180,555
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,134,495
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,646,250
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,780,745
Assets. Value of participant loans2014-12-31$3,430
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$67,884
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$49
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$1,094,000
2013 : BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$553,192
Expenses. Total of all expenses incurred2013-12-31$662
Benefits paid (including direct rollovers)2013-12-31$610
Total plan assets at end of year2013-12-31$4,780,745
Total plan assets at beginning of year2013-12-31$4,228,215
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$70,762
Other income received2013-12-31$428,692
Net income (gross income less expenses)2013-12-31$552,530
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,780,745
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,228,215
Assets. Value of participant loans2013-12-31$4,364
Assets. Value of assets in partnership/joint-venture interests2013-12-31$894,000
Total contributions received or receivable from employer(s)2013-12-31$53,738
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$52
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2009 : BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total plan liabilities at end of year2009-12-31$3,846
Total income from all sources2009-12-31$511,965
Expenses. Total of all expenses incurred2009-12-31$338
Total plan assets at end of year2009-12-31$2,644,300
Total plan assets at beginning of year2009-12-31$2,128,827
Value of fidelity bond covering the plan2009-12-31$350,000
Total contributions received or receivable from participants2009-12-31$56,836
Expenses. Other expenses not covered elsewhere2009-12-31$338
Other income received2009-12-31$403,722
Net income (gross income less expenses)2009-12-31$511,627
Net plan assets at end of year (total assets less liabilities)2009-12-31$2,640,454
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$2,128,827
Assets. Value of participant loans2009-12-31$7,269
Assets. Value of assets in partnership/joint-venture interests2009-12-31$411,538
Total contributions received or receivable from employer(s)2009-12-31$51,407

Form 5500 Responses for BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN

2014: BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: BRADLEY P. MCPHEE, D.D.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814890
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814890
Policy instance 1

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1