Logo

JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES A. BURDEN, D.D.S., PC 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.
  • 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

JAMES A. BURDEN, D.D.S., PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. BURDEN, D.D.S., PC
Employer identification number (EIN):541965736
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01JAMES BURDEN2021-10-15
0012019-01-01JAMES BURDEN2020-10-08
0012018-01-01JAMES BURDEN2019-08-06
0012017-01-01JAMES BURDEN2018-07-08
0012016-01-01JAMES BURDEN2017-08-06 JAMES BURDEN2017-08-06
0012015-01-01JAMES A. BURDEN, DDS2016-07-22
0012013-01-01JAMES BURDEN2014-07-20
0012012-01-01JAMES BURDEN2013-07-19
0012011-01-01JAMES BURDEN2012-07-08
0012010-01-01JAMES BURDEN2011-06-01

Plan Statistics for JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1593
Total number of particpants at end of year2025-10-1581
Number of Participants With Account Balances2025-10-1581
2024: JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1478
Total number of particpants at end of year2024-10-1483
Number of Participants With Account Balances2024-10-1482

Financial Data on JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-159040
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1559796
Net assets as of the end of the plan year2025-10-152515723
Total assets as of the beginning of the plan year2025-10-152057294
Value of plan covered by a fidelity bond2025-10-15400000
Participant contributions to plan in this plan year2025-10-15143244
Value of participant loans at end of plan year2025-10-1519685
Other income to plan in this plan year2025-10-15230645
Plan net income in this plan year2025-10-15449389
Net assets as of the end of the plan year2025-10-152506683
Net assets as of the beginning of the plan year2025-10-152057294
Employer contributions to plan in this plan year2025-10-15135296
Fees paid to broker by Benefit Provider2025-10-1517324
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1526670
2024 : JAMES A. BURDEN, D.D.S., PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1423773
Net assets as of the end of the plan year2024-10-142057294
Total assets as of the beginning of the plan year2024-10-141621453
Value of plan covered by a fidelity bond2024-10-14400000
Participant contributions to plan in this plan year2024-10-14125654
Value of participant loans at end of plan year2024-10-1427014
Other income to plan in this plan year2024-10-14179258
Plan net income in this plan year2024-10-14435841
Net assets as of the end of the plan year2024-10-142057294
Net assets as of the beginning of the plan year2024-10-141621453
Employer contributions to plan in this plan year2024-10-14154702
Fees paid to broker by Benefit Provider2024-10-1417324
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1417135

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup