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NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 401k Plan overview

Plan NameNORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST
Plan identification number 001

NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & 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.

401k Sponsoring company profile

NORTH GEORGIA ENDODONTIC SPECIALIST , P.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH GEORGIA ENDODONTIC SPECIALIST , P.C.
Employer identification number (EIN):582432840
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LES KRAVITZ
0012023-01-01
0012023-01-01LES KRAVITZ
0012022-01-01
0012022-01-01LES KRAVITZ
0012021-01-01
0012021-01-01LES KRAVITZ
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01LES KRAVITZ LES KRAVITZ2019-07-10
0012018-01-01
0012017-01-012018-06-06
0012017-01-01LES KRAVITZ LES KRAVITZ2018-06-07
0012016-01-01LES KRAVITZ LES KRAVITZ2017-06-12
0012016-01-01
0012015-01-01LES KRAVITZ LES KRAVITZ2016-07-20
0012014-01-01LES KRAVITZ LES KRAVITZ2015-06-24
0012013-01-01CATHY SCRUGGS CATHY SCRUGGS2014-06-18
0012012-01-01LES KRAVITZ LES KRAVITZ2013-06-04
0012011-01-01LES KRAVITZ LES KRAVITZ2012-10-01
0012009-01-01LES KRAVITZ LES KRAVITZ2010-07-11

Financial Data on NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST

Measure Date Value
2024 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2024 401k financial data
Total income from all sources2024-01-01$1,535,674
Expenses. Total of all expenses incurred2024-01-01$435
Total plan assets at end of year2024-01-01$2,828,005
Total plan assets at beginning of year2024-01-01$1,292,766
Other income received2024-01-01$1,535,674
Net income (gross income less expenses)2024-01-01$1,535,239
Net plan assets at end of year (total assets less liabilities)2024-01-01$2,828,005
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,292,766
Assets. Value of participant loans2024-01-01$950
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$435
2023 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2023 401k financial data
Total income from all sources2023-12-31$187,495
Expenses. Total of all expenses incurred2023-12-31$13,748
Benefits paid (including direct rollovers)2023-12-31$13,498
Total plan assets at end of year2023-12-31$1,292,766
Total plan assets at beginning of year2023-12-31$1,119,019
Total contributions received or receivable from participants2023-12-31$1,045
Other income received2023-12-31$185,607
Net income (gross income less expenses)2023-12-31$173,747
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,292,766
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,119,019
Assets. Value of participant loans2023-12-31$950
Total contributions received or receivable from employer(s)2023-12-31$843
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$250
2022 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-448,082
Expenses. Total of all expenses incurred2022-12-31$390
Total plan assets at end of year2022-12-31$1,119,019
Total plan assets at beginning of year2022-12-31$1,567,491
Total contributions received or receivable from participants2022-12-31$27,381
Other income received2022-12-31$-496,032
Net income (gross income less expenses)2022-12-31$-448,472
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,119,019
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,567,491
Assets. Value of participant loans2022-12-31$983
Total contributions received or receivable from employer(s)2022-12-31$20,569
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$390
2021 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2021 401k financial data
Total income from all sources2021-12-31$58,331
Expenses. Total of all expenses incurred2021-12-31$5,079
Benefits paid (including direct rollovers)2021-12-31$4,854
Total plan assets at end of year2021-12-31$1,567,491
Total plan assets at beginning of year2021-12-31$1,514,239
Total contributions received or receivable from participants2021-12-31$22,293
Other income received2021-12-31$18,684
Net income (gross income less expenses)2021-12-31$53,252
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,567,491
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,514,239
Assets. Value of participant loans2021-12-31$1,757
Total contributions received or receivable from employer(s)2021-12-31$17,354
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$225
2020 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2020 401k financial data
Total income from all sources2020-12-31$321,594
Expenses. Total of all expenses incurred2020-12-31$150
Total plan assets at end of year2020-12-31$1,514,239
Total plan assets at beginning of year2020-12-31$1,192,795
Total contributions received or receivable from participants2020-12-31$23,708
Other income received2020-12-31$280,173
Net income (gross income less expenses)2020-12-31$321,444
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,514,239
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,192,795
Assets. Value of participant loans2020-12-31$9
Total contributions received or receivable from employer(s)2020-12-31$17,713
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$150
2019 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2019 401k financial data
Total income from all sources2019-12-31$326,483
Expenses. Total of all expenses incurred2019-12-31$250
Total plan assets at end of year2019-12-31$1,192,795
Total plan assets at beginning of year2019-12-31$866,562
Total contributions received or receivable from participants2019-12-31$27,636
Other income received2019-12-31$279,437
Net income (gross income less expenses)2019-12-31$326,233
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,192,795
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$866,562
Assets. Value of participant loans2019-12-31$2,342
Total contributions received or receivable from employer(s)2019-12-31$19,410
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$250
2018 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-86,002
Expenses. Total of all expenses incurred2018-12-31$14,976
Benefits paid (including direct rollovers)2018-12-31$14,701
Total plan assets at end of year2018-12-31$866,562
Total plan assets at beginning of year2018-12-31$967,540
Total contributions received or receivable from participants2018-12-31$20,889
Other income received2018-12-31$-121,385
Net income (gross income less expenses)2018-12-31$-100,978
Net plan assets at end of year (total assets less liabilities)2018-12-31$866,562
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$967,540
Assets. Value of participant loans2018-12-31$5,110
Total contributions received or receivable from employer(s)2018-12-31$14,494
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$275
2017 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2017 401k financial data
Total income from all sources2017-12-31$101,447
Expenses. Total of all expenses incurred2017-12-31$27,744
Benefits paid (including direct rollovers)2017-12-31$27,544
Total plan assets at end of year2017-12-31$967,540
Total plan assets at beginning of year2017-12-31$893,837
Total contributions received or receivable from participants2017-12-31$30,546
Other income received2017-12-31$55,141
Net income (gross income less expenses)2017-12-31$73,703
Net plan assets at end of year (total assets less liabilities)2017-12-31$967,540
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$893,837
Assets. Value of participant loans2017-12-31$2,500
Total contributions received or receivable from employer(s)2017-12-31$15,760
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$200
2016 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2016 401k financial data
Total income from all sources2016-12-31$-66,131
Expenses. Total of all expenses incurred2016-12-31$75
Total plan assets at end of year2016-12-31$893,837
Total plan assets at beginning of year2016-12-31$960,043
Total contributions received or receivable from participants2016-12-31$34,985
Other income received2016-12-31$-119,522
Net income (gross income less expenses)2016-12-31$-66,206
Net plan assets at end of year (total assets less liabilities)2016-12-31$893,837
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$960,043
Assets. Value of participant loans2016-12-31$343
Total contributions received or receivable from employer(s)2016-12-31$18,406
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$75
2015 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2015 401k financial data
Total income from all sources2015-12-31$18,966
Expenses. Total of all expenses incurred2015-12-31$50
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$960,043
Total plan assets at beginning of year2015-12-31$941,127
Total contributions received or receivable from participants2015-12-31$42,527
Contributions received from other sources (not participants or employers)2015-12-31$27,271
Other income received2015-12-31$-83,521
Net income (gross income less expenses)2015-12-31$18,916
Net plan assets at end of year (total assets less liabilities)2015-12-31$960,043
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$941,127
Assets. Value of participant loans2015-12-31$1,433
Total contributions received or receivable from employer(s)2015-12-31$32,689
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2014 401k financial data
Total income from all sources2014-12-31$103,745
Expenses. Total of all expenses incurred2014-12-31$28,262
Benefits paid (including direct rollovers)2014-12-31$28,042
Total plan assets at end of year2014-12-31$941,127
Total plan assets at beginning of year2014-12-31$865,644
Total contributions received or receivable from participants2014-12-31$37,315
Other income received2014-12-31$27,208
Net income (gross income less expenses)2014-12-31$75,483
Net plan assets at end of year (total assets less liabilities)2014-12-31$941,127
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$865,644
Assets. Value of participant loans2014-12-31$2,000
Total contributions received or receivable from employer(s)2014-12-31$39,222
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$220
2013 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2013 401k financial data
Total income from all sources2013-12-31$209,610
Expenses. Total of all expenses incurred2013-12-31$3,392
Benefits paid (including direct rollovers)2013-12-31$3,287
Total plan assets at end of year2013-12-31$865,644
Total plan assets at beginning of year2013-12-31$659,426
Total contributions received or receivable from participants2013-12-31$28,586
Other income received2013-12-31$162,237
Net income (gross income less expenses)2013-12-31$206,218
Net plan assets at end of year (total assets less liabilities)2013-12-31$865,644
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$659,426
Assets. Value of participant loans2013-12-31$2,000
Total contributions received or receivable from employer(s)2013-12-31$18,787
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$105
2012 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2012 401k financial data
Total income from all sources2012-12-31$102,676
Expenses. Total of all expenses incurred2012-12-31$70
Total plan assets at end of year2012-12-31$659,426
Total plan assets at beginning of year2012-12-31$556,820
Total contributions received or receivable from participants2012-12-31$24,828
Other income received2012-12-31$61,193
Net income (gross income less expenses)2012-12-31$102,606
Net plan assets at end of year (total assets less liabilities)2012-12-31$659,426
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$556,820
Assets. Value of participant loans2012-12-31$2,000
Total contributions received or receivable from employer(s)2012-12-31$16,655
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$70
2011 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2011 401k financial data
Total income from all sources2011-12-31$4,486
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$556,820
Total plan assets at beginning of year2011-12-31$552,334
Total contributions received or receivable from participants2011-12-31$24,099
Other income received2011-12-31$-35,550
Net income (gross income less expenses)2011-12-31$4,486
Net plan assets at end of year (total assets less liabilities)2011-12-31$556,820
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$552,334
Total contributions received or receivable from employer(s)2011-12-31$15,937
2010 : NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2010 401k financial data
Total income from all sources2010-12-31$120,676
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$552,334
Total plan assets at beginning of year2010-12-31$431,658
Total contributions received or receivable from participants2010-12-31$25,210
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$79,070
Net income (gross income less expenses)2010-12-31$120,676
Net plan assets at end of year (total assets less liabilities)2010-12-31$552,334
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$431,658
Total contributions received or receivable from employer(s)2010-12-31$16,396
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST

2023: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTH GEORGIA ENDODONTIC 401(K) PROFIT SHARING & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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