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DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan NameDAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU
Plan identification number 001

DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 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.
  • 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.
  • 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.
  • 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. HARMON JR. DDS MSD PA has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. HARMON JR. DDS MSD PA
Employer identification number (EIN):522182984
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHONDA HARMON2024-05-28
0012022-01-01SHONDA HARMON2023-05-31
0012021-01-01SHONDA HARMON2023-02-21
0012020-01-01SHONDA HARMON2021-06-01
0012019-01-01SHONDA HARMON2020-07-14
0012018-01-01SHONDA HARMON2019-06-11
0012017-01-01SHONDA HARMON2018-08-09
0012016-01-01SHONDA HARMON2017-06-05
0012015-01-01SHONDA HARMON2016-05-31
0012014-01-01SHONDA HARMON2015-06-04
0012013-01-01SHONDA HARMON2014-06-23
0012012-01-01SHONDA HARMON2013-06-07
0012011-01-01SHONDA HARMON2012-06-08
0012010-01-01SHONDA HARMON2011-07-18
0012009-01-01DAVID HARMON JR

Financial Data on DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2025 : DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-101794
Net assets as of the end of the plan year2025-07-101436311
Total assets as of the beginning of the plan year2025-07-101233115
Value of plan covered by a fidelity bond2025-07-10124000
Participant contributions to plan in this plan year2025-07-1060096
Value of participant loans at end of plan year2025-07-10261
Other income to plan in this plan year2025-07-10131026
Plan net income in this plan year2025-07-10203196
Net assets as of the end of the plan year2025-07-101436311
Net assets as of the beginning of the plan year2025-07-101233115
Employer contributions to plan in this plan year2025-07-1013868
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-101154
2024 : DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-280
Net assets as of the end of the plan year2024-05-281233115
Total assets as of the beginning of the plan year2024-05-281003094
Value of plan covered by a fidelity bond2024-05-28101000
Participant contributions to plan in this plan year2024-05-2855896
Other income to plan in this plan year2024-05-28162332
Plan net income in this plan year2024-05-28230021
Net assets as of the end of the plan year2024-05-281233115
Net assets as of the beginning of the plan year2024-05-281003094
Employer contributions to plan in this plan year2024-05-2811793
2023 : DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 2023 401k financial data
Total expenses incurred by plan in this plan year2023-02-210
Net assets as of the end of the plan year2023-02-211139102
Total assets as of the beginning of the plan year2023-02-21953148
Value of plan covered by a fidelity bond2023-02-2196000
Participant contributions to plan in this plan year2023-02-2152025
Other income to plan in this plan year2023-02-21120326
Plan net income in this plan year2023-02-21185954
Net assets as of the end of the plan year2023-02-211139102
Net assets as of the beginning of the plan year2023-02-21953148
Employer contributions to plan in this plan year2023-02-2113603
2008 : DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-1,350
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$70,560
Total plan assets at beginning of year2008-12-31$71,910
Total contributions received or receivable from participants2008-12-31$20,120
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-30,094
Net income (gross income less expenses)2008-12-31$-1,350
Net plan assets at end of year (total assets less liabilities)2008-12-31$70,560
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$71,910
Total contributions received or receivable from employer(s)2008-12-31$8,624
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU

2009: DAVID E. HARMON JR. DDS MSD 401(K) PROFIT SHARING PLAN & TRU 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

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