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DAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN 401k Plan overview

Plan NameDAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN
Plan identification number 002

DAVID J. NOVAK, D.D.S., P.A. 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
  • 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID J. NOVAK, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. NOVAK, D.D.S., P.A.
Employer identification number (EIN):562384850
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID NOVAK2024-03-27 DAVID NOVAK2024-03-27
0022022-01-01DAVID NOVAK2023-05-16 DAVID NOVAK2023-05-16
0022022-01-01DAVID NOVAK2024-03-28 DAVID NOVAK2024-03-28
0022021-01-01DAVID NOVAK2022-04-14 DAVID NOVAK2022-04-14
0022021-01-01DAVID NOVAK2024-03-28 DAVID NOVAK2024-03-28
0022020-01-01DAVID NOVAK2021-03-22 DAVID NOVAK2021-03-22
0022019-01-01DAVID NOVAK2020-05-19
0022018-01-01DAVID NOVAK2019-02-15 DAVID NOVAK2019-02-15
0022017-01-01DAVID NOVAK2018-03-26 DAVID NOVAK2018-03-26
0022016-01-01DAVID NOVAK2017-07-30
0022015-01-01DAVID NOVAK2016-02-22 DAVID NOVAK2016-02-22
0022014-01-01DAVID NOVAK2015-07-28 DAVID NOVAK2015-07-28
0022013-01-01DAVID NOVAK2014-04-07 DAVID NOVAK2014-04-07
0022012-01-01DAVID NOVAK2013-10-01
0022011-01-01DAVID NOVAK2012-10-15

Financial Data on DAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN

Measure Date Value
2025 : DAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3023415
Net assets as of the end of the plan year2025-07-30761499
Total assets as of the beginning of the plan year2025-07-30671250
Value of plan covered by a fidelity bond2025-07-3060000
Participant contributions to plan in this plan year2025-07-3045764
Other expenses paid from plan in this plan year2025-07-305638
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3055696
Plan net income in this plan year2025-07-3090249
Net assets as of the end of the plan year2025-07-30761499
Net assets as of the beginning of the plan year2025-07-30671250
Value of contributions failed to transmitted timely2025-07-3051042
Employer contributions to plan in this plan year2025-07-3012204
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-300
2024 : DAVID J. NOVAK, D.D.S., P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-2811473
Net assets as of the end of the plan year2024-03-28671250
Total assets as of the beginning of the plan year2024-03-28577761
Value of plan covered by a fidelity bond2024-03-2860000
Participant contributions to plan in this plan year2024-03-2840955
Other expenses paid from plan in this plan year2024-03-284710
Other income to plan in this plan year2024-03-2854146
Plan net income in this plan year2024-03-2893489
Net assets as of the end of the plan year2024-03-28671250
Net assets as of the beginning of the plan year2024-03-28577761
Value of contributions failed to transmitted timely2024-03-2839704
Employer contributions to plan in this plan year2024-03-289861
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-284074

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