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ROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN
Plan identification number 002

ROBERT A. LEIGH, D.M.D., P.A. 401K 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.
  • 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

ROBERT A. LEIGH, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. LEIGH, D.M.D., P.A.
Employer identification number (EIN):521068151
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-09-01JEFFREY LEIGH2024-12-29 JEFFREY LEIGH2024-12-29
0022022-09-01ROBERT LEIGH2023-11-14
0022021-09-01ROBERT LEIGH2022-11-16
0022020-09-01ROBERT LEIGH2022-02-07
0022019-09-01ROBERT LEIGH2021-01-15
0022019-09-01ROBERT LEIGH2021-01-15
0022018-09-01ROBERT LEIGH2020-04-24
0022017-09-01ROBERT LEIGH2018-09-28
0022016-09-01ROBERT LEIGH2017-10-30
0022015-09-01ROBERT LEIGH2016-10-18
0022014-09-01ROBERT LEIGH2015-11-13
0022013-09-01ROBERT LEIGH2014-11-11
0022012-09-01ROBERT LEIGH2014-01-21
0022011-09-01ROBERT A. LEIGH2012-10-11
0022010-09-01ROBERT A. LEIGH2011-12-23

Financial Data on ROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN

Measure Date Value
2024 : ROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-12-290
Total expenses incurred by plan in this plan year2024-12-295849664
Net assets as of the end of the plan year2024-12-295310183
Total assets as of the beginning of the plan year2024-12-2910538882
Participant contributions to plan in this plan year2024-12-2996341
Other income to plan in this plan year2024-12-29420428
Plan net income in this plan year2024-12-29-5228699
Net assets as of the end of the plan year2024-12-295310183
Net assets as of the beginning of the plan year2024-12-2910538882
Employer contributions to plan in this plan year2024-12-29104196
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-290
2022 : ROBERT A. LEIGH, D.M.D., P.A. 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-11-160
Total expenses incurred by plan in this plan year2022-11-16449312
Net assets as of the end of the plan year2022-11-1610314586
Total assets as of the beginning of the plan year2022-11-1611677743
Value of plan covered by a fidelity bond2022-11-16500000
Participant contributions to plan in this plan year2022-11-16129318
Other expenses paid from plan in this plan year2022-11-160
Other contributions to plan in this plan year2022-11-163246
Other income to plan in this plan year2022-11-16-1106389
Plan net income in this plan year2022-11-16-1363157
Net assets as of the end of the plan year2022-11-1610314586
Net assets as of the beginning of the plan year2022-11-1611677743
Employer contributions to plan in this plan year2022-11-1659980
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-160

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