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DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 401k Plan overview

Plan NameDANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN
Plan identification number 001

DANIEL L. FOLEY, DDS, MS, INC. 401(K) 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
  • 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.
  • 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

DANIEL L. FOLEY, DDS, MS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL L. FOLEY, DDS, MS, INC.
Employer identification number (EIN):550605165
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL FOLEY2023-10-12
0012021-01-01DANIEL FOLEY2022-08-04
0012020-01-01DANIEL FOLEY2021-09-01
0012019-01-01DANIEL FOLEY2020-09-23
0012018-01-01DANIEL FOLEY2019-07-10
0012017-01-01DANIEL FOLEY2018-08-08
0012016-01-01DANIEL FOLEY2017-07-20
0012015-01-01DANIEL FOLEY2016-08-08
0012014-01-01DANIEL FOLEY2015-10-09
0012013-01-01DANIEL FOLEY
0012012-01-01DANIEL FOLEY
0012011-01-01DANIEL FOLEY
0012009-01-01DANIEL FOLEY

Plan Statistics for DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN

401k plan membership statisitcs for DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN

Measure Date Value
2013: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0119
Total participants2013-01-0119
Number of participants with account balances2013-01-0117
2012: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
2011: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN

Measure Date Value
2013 : DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$84,994
Expenses. Total of all expenses incurred2013-12-31$686
Total plan assets at end of year2013-12-31$1,197,415
Total plan assets at beginning of year2013-12-31$1,113,107
Value of fidelity bond covering the plan2013-12-31$120,000
Total contributions received or receivable from participants2013-12-31$39,796
Other income received2013-12-31$19,723
Net income (gross income less expenses)2013-12-31$84,308
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,197,415
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,113,107
Total contributions received or receivable from employer(s)2013-12-31$25,475
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$686
2012 : DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$218,084
Total plan assets at end of year2012-12-31$1,113,107
Total plan assets at beginning of year2012-12-31$895,023
Total contributions received or receivable from participants2012-12-31$31,905
Contributions received from other sources (not participants or employers)2012-12-31$36,904
Other income received2012-12-31$59,998
Net income (gross income less expenses)2012-12-31$218,084
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,113,107
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$895,023
Total contributions received or receivable from employer(s)2012-12-31$89,277
2011 : DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-359
Expenses. Total of all expenses incurred2011-12-31$135,376
Benefits paid (including direct rollovers)2011-12-31$134,894
Total plan assets at end of year2011-12-31$895,023
Total plan assets at beginning of year2011-12-31$1,030,758
Total contributions received or receivable from participants2011-12-31$28,904
Other income received2011-12-31$-52,345
Net income (gross income less expenses)2011-12-31$-135,735
Net plan assets at end of year (total assets less liabilities)2011-12-31$895,023
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,030,758
Total contributions received or receivable from employer(s)2011-12-31$23,082
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$482
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$100,273
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,030,758
Total plan assets at beginning of year2010-12-31$930,485
Total contributions received or receivable from participants2010-12-31$29,637
Other income received2010-12-31$48,266
Net income (gross income less expenses)2010-12-31$100,273
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,030,758
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$930,485
Total contributions received or receivable from employer(s)2010-12-31$22,370

Form 5500 Responses for DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN

2013: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN 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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