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DAVID C. ZIEG DDS, PC 401(K) PLAN 401k Plan overview

Plan NameDAVID C. ZIEG DDS, PC 401(K) PLAN
Plan identification number 001

DAVID C. ZIEG DDS, PC 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

DAVID C. ZIEG DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID C. ZIEG DDS, PC
Employer identification number (EIN):470845182
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID C. ZIEG DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID ZIEG2024-08-07 DAVID ZIEG2024-08-07
0012022-01-01DAVID ZIEG2023-04-04 DAVID ZIEG2023-04-04
0012021-01-01DAVID ZIEG2022-07-27 DAVID ZIEG2022-07-27

Plan Statistics for DAVID C. ZIEG DDS, PC 401(K) PLAN

401k plan membership statisitcs for DAVID C. ZIEG DDS, PC 401(K) PLAN

Measure Date Value
2025: DAVID C. ZIEG DDS, PC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-043
Total number of particpants at end of year2025-08-043
Number of Participants With Account Balances2025-08-043
2024: DAVID C. ZIEG DDS, PC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-073
Total number of particpants at end of year2024-08-073
Number of Participants With Account Balances2024-08-073
2022: DAVID C. ZIEG DDS, PC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-273
Total number of particpants at end of year2022-07-273
Number of Participants With Account Balances2022-07-273

Financial Data on DAVID C. ZIEG DDS, PC 401(K) PLAN

Measure Date Value
2025 : DAVID C. ZIEG DDS, PC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-040
Total liabilities as of the end of the plan year2025-08-040
Total liabilities as of the beginning of the plan year2025-08-040
Total expenses incurred by plan in this plan year2025-08-040
Net assets as of the end of the plan year2025-08-04329682
Total assets as of the beginning of the plan year2025-08-04213442
Participant contributions to plan in this plan year2025-08-0466682
Other expenses paid from plan in this plan year2025-08-040
Other contributions to plan in this plan year2025-08-040
Other income to plan in this plan year2025-08-0441540
Plan net income in this plan year2025-08-04116240
Net assets as of the end of the plan year2025-08-04329682
Net assets as of the beginning of the plan year2025-08-04213442
Employer contributions to plan in this plan year2025-08-048018
Fees paid to broker by Benefit Provider2025-08-04997
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-040
2024 : DAVID C. ZIEG DDS, PC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-070
Total liabilities as of the end of the plan year2024-08-070
Total liabilities as of the beginning of the plan year2024-08-070
Total expenses incurred by plan in this plan year2024-08-070
Net assets as of the end of the plan year2024-08-07213442
Total assets as of the beginning of the plan year2024-08-07100609
Participant contributions to plan in this plan year2024-08-0766235
Other expenses paid from plan in this plan year2024-08-070
Other contributions to plan in this plan year2024-08-070
Other income to plan in this plan year2024-08-0738334
Plan net income in this plan year2024-08-07112833
Net assets as of the end of the plan year2024-08-07213442
Net assets as of the beginning of the plan year2024-08-07100609
Value of contributions failed to transmitted timely2024-08-073113
Employer contributions to plan in this plan year2024-08-078264
Fees paid to broker by Benefit Provider2024-08-07515
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-070
2022 : DAVID C. ZIEG DDS, PC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-270
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-270
Net assets as of the end of the plan year2022-07-2749578
Total assets as of the beginning of the plan year2022-07-2714262
Participant contributions to plan in this plan year2022-07-2721111
Other expenses paid from plan in this plan year2022-07-270
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-275512
Plan net income in this plan year2022-07-2735316
Net assets as of the end of the plan year2022-07-2749578
Net assets as of the beginning of the plan year2022-07-2714262
Employer contributions to plan in this plan year2022-07-278693
Fees paid to broker by Benefit Provider2022-07-27100
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-270

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