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DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 401k Plan overview

Plan NameDAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT
Plan identification number 001

DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID E. STAMOS, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. STAMOS, DDS, MS, PC
Employer identification number (EIN):465180771
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID E. STAMOS, DDS2024-10-15 DAVID E. STAMOS, DDS2024-10-15
0012022-01-01DAVID E. STAMOS, DDS2023-06-29 DAVID E. STAMOS, DDS2023-06-29
0012021-01-01DAVID E. STAMOS, DDS2022-10-16
0012020-01-01DAVID E. STAMOS, DDS2021-07-19 DAVID E. STAMOS, DDS2021-07-19
0012019-01-01DAVID E. STAMOS, DDS2020-07-30 DAVID E. STAMOS, DDS2020-07-30
0012018-01-01DAVID E. STAMOS, DDS2019-02-25 DAVID E. STAMOS, DDS2019-02-25
0012017-01-01DAVID E. STAMOS, DDS2018-02-02 DAVID E. STAMOS, DDS2018-02-02
0012016-01-01DAVID E. STAMOS, DDS2017-02-20 DAVID E. STAMOS, DDS2017-02-20
0012015-01-01DAVID E. STAMOS, DDS2016-04-27 DAVID E. STAMOS, DDS2016-04-27
0012014-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2015-04-23

Financial Data on DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT

Measure Date Value
2025 : DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2413656
Net assets as of the end of the plan year2025-07-242629775
Total assets as of the beginning of the plan year2025-07-242288441
Other expenses paid from plan in this plan year2025-07-2413656
Other income to plan in this plan year2025-07-24254990
Plan net income in this plan year2025-07-24341334
Net assets as of the end of the plan year2025-07-242629775
Net assets as of the beginning of the plan year2025-07-242288441
Employer contributions to plan in this plan year2025-07-24100000
2024 : DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1510600
Net assets as of the end of the plan year2024-10-152288441
Total assets as of the beginning of the plan year2024-10-152066655
Other expenses paid from plan in this plan year2024-10-1510600
Other income to plan in this plan year2024-10-15232386
Plan net income in this plan year2024-10-15221786
Net assets as of the end of the plan year2024-10-152288441
Net assets as of the beginning of the plan year2024-10-152066655
2014 : DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2014 401k financial data
Total income from all sources2014-12-31$91,077
Expenses. Total of all expenses incurred2014-12-31$20,742
Total plan assets at end of year2014-12-31$961,492
Total plan assets at beginning of year2014-12-31$891,157
Value of fidelity bond covering the plan2014-12-31$265,000
Expenses. Other expenses not covered elsewhere2014-12-31$20,742
Other income received2014-12-31$24,123
Net income (gross income less expenses)2014-12-31$70,335
Net plan assets at end of year (total assets less liabilities)2014-12-31$961,492
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$891,157
Total contributions received or receivable from employer(s)2014-12-31$66,954

Form 5500 Responses for DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT

2014: DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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