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DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:DELTA DENTAL OF NORTH CAROLINA
Employer identification number (EIN):561018068
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST

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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012014-01-01GORAN JURKOVIC2015-10-12
0012013-01-01GORAN JURKOVIC2015-02-04
0012012-01-01GORAN JURKOVIC2015-02-04
0012011-01-01GORAN JURKOVIC2012-10-05
0012010-01-01STEVE DUDASH2011-07-06 STEVE DUDASH2011-07-06

Plan Statistics for DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-2737
Total number of particpants at end of year2025-06-2739
Number of Participants With Account Balances2025-06-2739
2024: DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2232
Total number of particpants at end of year2024-07-2237
Number of Participants With Account Balances2024-07-2237

Financial Data on DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-27113099
Net assets as of the end of the plan year2025-06-274990635
Total assets as of the beginning of the plan year2025-06-273381025
Value of plan covered by a fidelity bond2025-06-27900000
Participant contributions to plan in this plan year2025-06-27474711
Value of participant loans at end of plan year2025-06-2733508
Other contributions to plan in this plan year2025-06-27348748
Other income to plan in this plan year2025-06-27695679
Plan net income in this plan year2025-06-271609610
Net assets as of the end of the plan year2025-06-274990635
Net assets as of the beginning of the plan year2025-06-273381025
Employer contributions to plan in this plan year2025-06-27203571
Fees paid to broker by Benefit Provider2025-06-2721187
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2738284
2024 : DELTA DENTAL OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-22414525
Net assets as of the end of the plan year2024-07-223381025
Total assets as of the beginning of the plan year2024-07-222789026
Value of plan covered by a fidelity bond2024-07-22600000
Participant contributions to plan in this plan year2024-07-22125372
Value of participant loans at end of plan year2024-07-2217727
Other income to plan in this plan year2024-07-22500341
Plan net income in this plan year2024-07-22591999
Net assets as of the end of the plan year2024-07-223381025
Net assets as of the beginning of the plan year2024-07-222789026
Employer contributions to plan in this plan year2024-07-22380811
Fees paid to broker by Benefit Provider2024-07-2214805
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2230424

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