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DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 401k Plan overview

Plan NameDAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T
Plan identification number 001

DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 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.
  • Plan covering Self-Employed individuals.
  • 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. BASTACKY, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID C. BASTACKY, D.M.D., P.A.
Employer identification number (EIN):521665238
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-05-31
0012022-01-01DAVID BASTACKY2023-08-23
0012021-01-01DAVID BASTACKY2022-09-24
0012020-01-01DAVID BASTACKY2021-10-14
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SONYA PACHINO2017-07-31
0012015-01-01SONYA PACHINO2016-06-17
0012014-01-01SONYA PACHINO2015-08-18
0012013-01-01SONYA PACHINO2014-10-03
0012012-01-01SONYA PACHINO2013-04-24
0012011-01-01DAVID BASTACKY2012-09-09 DAVID BASTACKY2012-09-09
0012010-01-01DAVID C. BASTACKY2011-08-26 DAVID C. BASTACKY2011-08-26
0012009-01-01DAVID C. BASTACKY DAVID C. BASTACKY2010-10-06

Plan Statistics for DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T

401k plan membership statisitcs for DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T

Measure Date Value
2025: DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 2025 401k membership
Total number of particpants at beginning of year2025-04-258
Total number of particpants at end of year2025-04-257
Number of Participants With Account Balances2025-04-257
Total number of particpants at beginning of year2025-04-232
Total number of particpants at end of year2025-04-238
Number of Participants With Account Balances2025-04-238
2009: DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T

Measure Date Value
2025 : DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-25120330
Net assets as of the end of the plan year2025-04-25161512
Total assets as of the beginning of the plan year2025-04-25204979
Value of plan covered by a fidelity bond2025-04-25500000
Participant contributions to plan in this plan year2025-04-2565040
Other income to plan in this plan year2025-04-2511823
Plan net income in this plan year2025-04-25-43467
Net assets as of the end of the plan year2025-04-25161512
Net assets as of the beginning of the plan year2025-04-25204979
Fees paid to broker by Benefit Provider2025-04-25881
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-251901
Total expenses incurred by plan in this plan year2025-04-232548549
Net assets as of the end of the plan year2025-04-23204979
Total assets as of the beginning of the plan year2025-04-232497826
Value of plan covered by a fidelity bond2025-04-23500000
Participant contributions to plan in this plan year2025-04-2361644
Other income to plan in this plan year2025-04-2377323
Plan net income in this plan year2025-04-23-2292847
Net assets as of the end of the plan year2025-04-23204979
Net assets as of the beginning of the plan year2025-04-232497826
Employer contributions to plan in this plan year2025-04-23116735
Fees paid to broker by Benefit Provider2025-04-23431
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2314830
2009 : DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T

2009: DAVID C. BASTACKY, D.M.D., P.A. 401(K) PSP&T 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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