401k Plan data: NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN plan

NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN
Plan identification number	002

NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined 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

NORTH CAROLINA DENTAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: NORTH CAROLINA DENTAL SOCIETY

Employer identification number (EIN): 560608781

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RALPH BIZZARRO 2024-07-22
002 2022-01-01 RALPH BIZZARRO 2023-07-25
002 2021-01-01 RALPH BIZZARRO 2022-10-10
002 2020-01-01 SUELLEN FOUST 2021-06-17
002 2019-01-01 SUELLEN FOUST 2020-07-28
002 2018-01-01 SUELLEN FOUST 2019-06-27
002 2017-01-01 SUELLEN FOUST 2018-07-23
002 2016-01-01 SUELLEN FOUST 2017-03-22
002 2015-01-01 SUELLEN FOUST 2016-06-13
002 2014-01-01 PAMELA WILLIAMS 2015-07-30
002 2013-01-01 PAMELA WILLIAMS 2014-09-22
002 2012-01-01 PAMELA WILLIAMS 2013-10-03
002 2011-01-01 PAMELA WILLIAMS
002 2009-01-01 PAMELA WILLIAMS
002 2009-01-01 PAMELA WILLIAMS
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	RALPH BIZZARRO	2024-07-22
002	2022-01-01	RALPH BIZZARRO	2023-07-25
002	2021-01-01	RALPH BIZZARRO	2022-10-10
002	2020-01-01	SUELLEN FOUST	2021-06-17
002	2019-01-01	SUELLEN FOUST	2020-07-28
002	2018-01-01	SUELLEN FOUST	2019-06-27
002	2017-01-01	SUELLEN FOUST	2018-07-23
002	2016-01-01	SUELLEN FOUST	2017-03-22
002	2015-01-01	SUELLEN FOUST	2016-06-13
002	2014-01-01	PAMELA WILLIAMS	2015-07-30
002	2013-01-01	PAMELA WILLIAMS	2014-09-22
002	2012-01-01	PAMELA WILLIAMS	2013-10-03
002	2011-01-01	PAMELA WILLIAMS
002	2009-01-01	PAMELA WILLIAMS
002	2009-01-01	PAMELA WILLIAMS
002	2008-01-01

Financial Data on NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2025 : NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-07	613296
Net assets as of the end of the plan year	2025-08-07	669049
Total assets as of the beginning of the plan year	2025-08-07	1071376
Value of plan covered by a fidelity bond	2025-08-07	100000
Participant contributions to plan in this plan year	2025-08-07	29549
Value of participant loans at end of plan year	2025-08-07	0
Other contributions to plan in this plan year	2025-08-07	12938
Other income to plan in this plan year	2025-08-07	97912
Plan net income in this plan year	2025-08-07	-402327
Net assets as of the end of the plan year	2025-08-07	669049
Net assets as of the beginning of the plan year	2025-08-07	1071376
Employer contributions to plan in this plan year	2025-08-07	70570
Fees paid to broker by Benefit Provider	2025-08-07	3760
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-07	1250
2024 : NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-22	48
Net assets as of the end of the plan year	2024-07-22	1071376
Total assets as of the beginning of the plan year	2024-07-22	835657
Value of plan covered by a fidelity bond	2024-07-22	83566
Participant contributions to plan in this plan year	2024-07-22	39221
Value of participant loans at end of plan year	2024-07-22	18142
Other income to plan in this plan year	2024-07-22	135455
Plan net income in this plan year	2024-07-22	235719
Net assets as of the end of the plan year	2024-07-22	1071376
Net assets as of the beginning of the plan year	2024-07-22	835657
Employer contributions to plan in this plan year	2024-07-22	61091
Fees paid to broker by Benefit Provider	2024-07-22	4958
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-22	48

Form 5500 Responses for NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN

2011: NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: NORTH CAROLINA DENTAL SOCIETY SAFE HARBOR 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	NORTH CAROLINA DENTAL SOCIETY
Employer identification number (EIN):	560608781
NAIC Classification:	561110
NAIC Description:	Office Administrative Services