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ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ROBERT S. OGDEN, D.D.S.,P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. OGDEN, D.D.S.,P.A.
Employer identification number (EIN):571141820
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT OGDEN2024-09-18 ROBERT OGDEN2024-09-18
0012022-01-01ROBERT S OGDEN2023-09-25 ROBERT S OGDEN2023-09-25
0012021-01-01ROBERT OGDEN2022-09-28 ROBERT OGDEN2022-09-28
0012020-01-01ROBERT OGDEN2021-09-27 ROBERT OGDEN2021-09-27
0012019-01-01ROBERT OGDEN2020-09-09 ROBERT S. OGDEN DDS PA2020-09-09
0012018-01-01ROBERT OGDEN2019-09-23 ROBERT OGDEN2019-09-23
0012017-01-01ROBERT OGDEN2018-10-08 ROBERT OGDEN2018-10-08
0012016-01-01ROBERT OGDEN2017-09-21 ROBERT OGDEN2017-09-21
0012015-01-01ROBERT OGDEN2016-10-11 ROBERT OGDEN2016-10-11
0012014-01-01ROBERT OGDEN2015-10-12 ROBERT OGDEN2015-10-12
0012013-01-01ROBERT OGDEN2014-10-09 ROBERT OGDEN2014-10-09
0012012-01-01ROBERT S. OGDEN2013-10-14 ROBERT S. OGDEN2013-10-14
0012011-01-01ROBERT S. OGDEN DDS2012-09-26 ROBERT S. OGDEN DDS2012-09-26
0012010-01-01ROBERT S. OGDEN DDS2011-09-27 ROBERT S. OGDEN DDS2011-09-27

Financial Data on ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-0613288
Net assets as of the end of the plan year2025-10-061297424
Total assets as of the beginning of the plan year2025-10-061106705
Value of plan covered by a fidelity bond2025-10-0675000
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06159007
Plan net income in this plan year2025-10-06190719
Net assets as of the end of the plan year2025-10-061297424
Net assets as of the beginning of the plan year2025-10-061106705
Employer contributions to plan in this plan year2025-10-0645000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0613288
2024 : ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-180
Total liabilities as of the end of the plan year2024-09-180
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-1810800
Net assets as of the end of the plan year2024-09-181106705
Total assets as of the beginning of the plan year2024-09-18916297
Value of plan covered by a fidelity bond2024-09-1875000
Participant contributions to plan in this plan year2024-09-180
Other expenses paid from plan in this plan year2024-09-180
Other contributions to plan in this plan year2024-09-180
Other income to plan in this plan year2024-09-18156208
Plan net income in this plan year2024-09-18190408
Net assets as of the end of the plan year2024-09-181106705
Net assets as of the beginning of the plan year2024-09-18916297
Employer contributions to plan in this plan year2024-09-1845000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1810775
2022 : ROBERT S. OGDEN, D.D.S.,P.A. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-2810465
Net assets as of the end of the plan year2022-09-281091970
Total assets as of the beginning of the plan year2022-09-28918553
Value of plan covered by a fidelity bond2022-09-2875000
Participant contributions to plan in this plan year2022-09-280
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-28153882
Plan net income in this plan year2022-09-28173417
Net assets as of the end of the plan year2022-09-281091970
Net assets as of the beginning of the plan year2022-09-28918553
Employer contributions to plan in this plan year2022-09-2830000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2810465

Potentially related plans

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