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DAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID E. MASTROTA, D.M.D., P.A. 401(K) 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.
  • 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

DAVID E. MASTROTA, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. MASTROTA, D.M.D., P.A.
Employer identification number (EIN):522068704
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DAVID E. MASTROTA, D.M.D., P.A.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2834067

More information about DAVID E. MASTROTA, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MASTROTA2024-09-24 DAVID MASTROTA2024-09-24
0012022-01-01DAVID MASTROTA2023-08-22 DAVID MASTROTA2023-08-22
0012021-01-01DAVID MASTROTA2022-10-17 DAVID MASTROTA2022-10-17
0012020-01-01DAVID MASTROTA2021-08-03
0012019-01-01DAVID MASTROTA2020-09-28
0012018-01-01DAVID MASTROTA2019-09-25
0012017-01-01DAVID MASTROTA2018-10-01
0012016-01-01DAVID MASTROTA2017-09-28
0012015-01-01DAVID MASTROTA2016-09-09 DAVID MASTROTA2016-09-09
0012014-01-01DAVID MASTROTA2015-07-29 DAVID MASTROTA2015-07-29
0012013-01-01DAVID MASTROTA2014-09-22 DAVID MASTROTA2014-09-22
0012012-01-01DAVID MASTROTA2013-09-17
0012011-01-01DAVID MASTROTA2012-09-07
0012010-01-01DAVID MASTROTA2011-07-13

Financial Data on DAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-110
Net assets as of the end of the plan year2025-08-111730806
Total assets as of the beginning of the plan year2025-08-111411680
Value of plan covered by a fidelity bond2025-08-11175000
Participant contributions to plan in this plan year2025-08-1136209
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-110
Other income to plan in this plan year2025-08-11269943
Plan net income in this plan year2025-08-11319126
Net assets as of the end of the plan year2025-08-111730806
Net assets as of the beginning of the plan year2025-08-111411680
Employer contributions to plan in this plan year2025-08-1112974
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-110
2024 : DAVID E. MASTROTA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-240
Net assets as of the end of the plan year2024-09-241411680
Total assets as of the beginning of the plan year2024-09-241145510
Value of plan covered by a fidelity bond2024-09-24135000
Participant contributions to plan in this plan year2024-09-2435964
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-24218171
Plan net income in this plan year2024-09-24266170
Net assets as of the end of the plan year2024-09-241411680
Net assets as of the beginning of the plan year2024-09-241145510
Employer contributions to plan in this plan year2024-09-2412035
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-240

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