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HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOLMES AND PALMER ORTHODONTICS, INC., 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.
  • 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.
  • 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

DR. W. SHANE HOLMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DR. W. SHANE HOLMES, INC.
Employer identification number (EIN):550782806
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WARREN HOLMES2024-06-14
0012022-01-01WARREN HOLMES2023-10-05
0012021-01-01WARREN HOLMES2022-10-17
0012021-01-01WARREN HOLMES2023-10-05
0012020-01-01
0012019-01-01SHELBY CLEARY2020-08-03
0012018-01-01DR. W. SHANE HOMES2019-07-31
0012017-01-01DR. W. SHANE HOMES2018-07-25
0012016-01-01DR. W. SHANE HOLMES2017-10-10 DR. W. SHANE HOLMES2017-10-10
0012015-01-01W. SHANE HOLMES2016-06-06 W. SHANE HOLMES2016-06-06
0012014-01-01W. SHANE HOLMES2015-04-15 W. SHANE HOLMES2015-04-15
0012013-01-01W. SHANE HOLMES2014-04-29 W. SHANE HOLMES2014-04-29
0012012-01-01W. SHANE HOLMES2013-07-17 W. SHANE HOLMES2013-07-17
0012011-01-01W. SHANE HOLMES2012-07-17
0012010-01-01WARREN SHANE HOLMES2011-06-27 WARREN SHANE HOLMES2011-06-27

Financial Data on HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1570370
Net assets as of the end of the plan year2025-10-152331880
Total assets as of the beginning of the plan year2025-10-151813852
Value of plan covered by a fidelity bond2025-10-15200000
Participant contributions to plan in this plan year2025-10-15106754
Value of participant loans at end of plan year2025-10-1510536
Other contributions to plan in this plan year2025-10-1516346
Other income to plan in this plan year2025-10-15312133
Plan net income in this plan year2025-10-15518028
Net assets as of the end of the plan year2025-10-152331880
Net assets as of the beginning of the plan year2025-10-151813852
Employer contributions to plan in this plan year2025-10-15153165
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1513612
2024 : HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1470370
Net assets as of the end of the plan year2024-06-142330181
Total assets as of the beginning of the plan year2024-06-141813852
Value of plan covered by a fidelity bond2024-06-14200000
Participant contributions to plan in this plan year2024-06-14106754
Value of participant loans at end of plan year2024-06-1410483
Other contributions to plan in this plan year2024-06-1416346
Other income to plan in this plan year2024-06-14312080
Plan net income in this plan year2024-06-14516329
Net assets as of the end of the plan year2024-06-142330181
Net assets as of the beginning of the plan year2024-06-141813852
Employer contributions to plan in this plan year2024-06-14151519
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1413612
2023 : HOLMES AND PALMER ORTHODONTICS, INC., 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-10-0568106
Net assets as of the end of the plan year2023-10-052582164
Total assets as of the beginning of the plan year2023-10-052233738
Value of plan covered by a fidelity bond2023-10-05125000
Participant contributions to plan in this plan year2023-10-0571791
Value of participant loans at end of plan year2023-10-0513486
Other income to plan in this plan year2023-10-05213283
Plan net income in this plan year2023-10-05348426
Net assets as of the end of the plan year2023-10-052582164
Net assets as of the beginning of the plan year2023-10-052233738
Employer contributions to plan in this plan year2023-10-05131458
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-0523680

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