Logo

THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN 401k Plan overview

Plan NameTHOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN
Plan identification number 001

THOMAS W. MONAHAN, IV, DMD PA RETIREMENT 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.
  • 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.
  • 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

THOMAS W. MONAHAN, IV, DMD PA has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. MONAHAN, IV, DMD PA
Employer identification number (EIN):463428046
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS W MONAHAN2024-09-30
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01THOMAS MONAHAN2019-10-03
0012017-01-01THOMAS MONAHAN2018-07-03
0012016-01-01THOMAS MONAHAN2017-06-28
0012015-01-01THOMAS MONAHAN2016-06-28
0012014-01-01THOMAS MONAHAN2015-05-20

Financial Data on THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN

Measure Date Value
2025 : THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-170
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-17194041
Net assets as of the end of the plan year2025-09-17827845
Total assets as of the beginning of the plan year2025-09-17825210
Value of plan covered by a fidelity bond2025-09-1735000
Participant contributions to plan in this plan year2025-09-1761448
Other expenses paid from plan in this plan year2025-09-170
Other contributions to plan in this plan year2025-09-170
Other income to plan in this plan year2025-09-17116131
Plan net income in this plan year2025-09-172635
Net assets as of the end of the plan year2025-09-17827845
Net assets as of the beginning of the plan year2025-09-17825210
Employer contributions to plan in this plan year2025-09-1719097
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1745
2024 : THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-3015014
Net assets as of the end of the plan year2024-09-30825210
Total assets as of the beginning of the plan year2024-09-30666815
Value of plan covered by a fidelity bond2024-09-3035000
Participant contributions to plan in this plan year2024-09-3034950
Other income to plan in this plan year2024-09-30123305
Plan net income in this plan year2024-09-30158395
Net assets as of the end of the plan year2024-09-30825210
Net assets as of the beginning of the plan year2024-09-30666815
Employer contributions to plan in this plan year2024-09-3015154
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-3045
2022 : THOMAS W. MONAHAN, IV, DMD PA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-12-12282
Net assets as of the end of the plan year2022-12-12701208
Total assets as of the beginning of the plan year2022-12-12545510
Value of plan covered by a fidelity bond2022-12-1235000
Participant contributions to plan in this plan year2022-12-1230331
Other contributions to plan in this plan year2022-12-12125
Other income to plan in this plan year2022-12-12108237
Plan net income in this plan year2022-12-12155698
Net assets as of the end of the plan year2022-12-12701208
Net assets as of the beginning of the plan year2022-12-12545510
Employer contributions to plan in this plan year2022-12-1217287
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-12282

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