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JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

JAMES R. GREEN, IV, DMD, LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. GREEN, IV, DMD, LLC
Employer identification number (EIN):464330280
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES R. GREEN, IV2024-07-22
0012022-01-01JAMES R. GREEN, IV2023-10-11
0012021-01-01
0012020-01-01JAMES R. GREEN, IV2021-04-16
0012019-01-01JAMES R. GREEN, IV2020-04-13
0012018-01-01JAMES R. GREEN, IV2019-06-12
0012017-01-01JAMES R. GREEN, IV2018-01-25
0012016-01-01JAMES R. GREEN, IV2017-04-18
0012015-01-01JAMES R. GREEN, IV2016-01-18
0012014-01-01JAMES R. GREEN, IV2015-03-16

Financial Data on JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1510381
Net assets as of the end of the plan year2025-05-151987829
Total assets as of the beginning of the plan year2025-05-151589596
Participant contributions to plan in this plan year2025-05-1549198
Other income to plan in this plan year2025-05-15302228
Plan net income in this plan year2025-05-15398233
Net assets as of the end of the plan year2025-05-151987829
Net assets as of the beginning of the plan year2025-05-151589596
Employer contributions to plan in this plan year2025-05-1557188
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-157950
2024 : JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-223151
Net assets as of the end of the plan year2024-07-221589596
Total assets as of the beginning of the plan year2024-07-221223224
Participant contributions to plan in this plan year2024-07-2249207
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-221760
Other income to plan in this plan year2024-07-22266241
Plan net income in this plan year2024-07-22366372
Net assets as of the end of the plan year2024-07-221589596
Net assets as of the beginning of the plan year2024-07-221223224
Employer contributions to plan in this plan year2024-07-2252315
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2260
2022 : JAMES R. GREEN, IV, DMD, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0735
Net assets as of the end of the plan year2022-06-071424470
Total assets as of the beginning of the plan year2022-06-071103818
Participant contributions to plan in this plan year2022-06-0739960
Other income to plan in this plan year2022-06-07228767
Plan net income in this plan year2022-06-07320652
Net assets as of the end of the plan year2022-06-071424470
Net assets as of the beginning of the plan year2022-06-071103818
Employer contributions to plan in this plan year2022-06-0751960
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0735

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