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JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 401k Plan overview

Plan NameJOHN E RUSSO DMD, PA 401(K) PLAN & TRUST
Plan identification number 001

JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

JOHN E. RUSSO DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. RUSSO DMD, PA
Employer identification number (EIN):591974186
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN E RUSSO2024-05-27
0012022-01-01JOHN RUSSO2023-07-25
0012021-01-01JOHN E RUSSO2022-07-31
0012020-01-01JOHN E RUSSO2021-07-21
0012019-01-01JOHN E RUSSO2020-07-25
0012018-01-01JOHN E RUSSO2019-09-16 JOHN E RUSSO2019-09-16
0012017-01-01JOHN E RUSSO2018-07-24 JOHN E RUSSO2018-07-24
0012016-01-01JOHN E RUSSO2017-09-01 JOHN E RUSSO2017-09-01
0012015-01-01JOHN E RUSSO2016-09-16 JOHN E RUSSO2016-09-16
0012014-01-01JOHN E RUSSO2015-07-29 JOHN E RUSSO2015-07-29
0012013-01-01JOHN E RUSSO2014-10-02 JOHN E RUSSO2014-10-02
0012012-01-01JOHN E RUSSO2013-07-29
0012011-01-01JOHN E RUSSO2012-09-26
0012010-01-01JOHN E RUSSO2011-07-28 JOHN E RUSSO2011-07-28

Plan Statistics for JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST

401k plan membership statisitcs for JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST

Measure Date Value
2025: JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-293
Total number of particpants at end of year2025-04-290
Number of Participants With Account Balances2025-04-290
Total number of particpants at beginning of year2025-04-0510
Total number of particpants at end of year2025-04-053
Number of Participants With Account Balances2025-04-050
2024: JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-288
Total number of particpants at end of year2024-05-288
Number of Participants With Account Balances2024-05-288
2022: JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-318
Total number of particpants at end of year2022-07-318
Number of Participants With Account Balances2022-07-317

Financial Data on JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST

Measure Date Value
2025 : JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-290
Total liabilities as of the end of the plan year2025-04-290
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-290
Net assets as of the end of the plan year2025-04-290
Total assets as of the beginning of the plan year2025-04-291
Participant contributions to plan in this plan year2025-04-290
Other expenses paid from plan in this plan year2025-04-290
Other contributions to plan in this plan year2025-04-290
Other income to plan in this plan year2025-04-29-1
Plan net income in this plan year2025-04-29-1
Net assets as of the end of the plan year2025-04-290
Net assets as of the beginning of the plan year2025-04-291
Employer contributions to plan in this plan year2025-04-290
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-290
Total transfers to/from plan in this plan year2025-04-050
Total liabilities as of the end of the plan year2025-04-050
Total liabilities as of the beginning of the plan year2025-04-050
Total expenses incurred by plan in this plan year2025-04-052080503
Net assets as of the end of the plan year2025-04-051
Total assets as of the beginning of the plan year2025-04-051834243
Value of plan covered by a fidelity bond2025-04-05500000
Participant contributions to plan in this plan year2025-04-0524451
Other expenses paid from plan in this plan year2025-04-050
Other contributions to plan in this plan year2025-04-050
Other income to plan in this plan year2025-04-05196552
Plan net income in this plan year2025-04-05-1834242
Net assets as of the end of the plan year2025-04-051
Net assets as of the beginning of the plan year2025-04-051834243
Employer contributions to plan in this plan year2025-04-0525258
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-055528
2024 : JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-280
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-2818779
Net assets as of the end of the plan year2024-05-281834243
Total assets as of the beginning of the plan year2024-05-281394539
Participant contributions to plan in this plan year2024-05-2890311
Value of participant loans at end of plan year2024-05-285575
Other expenses paid from plan in this plan year2024-05-280
Other contributions to plan in this plan year2024-05-280
Other income to plan in this plan year2024-05-28301310
Plan net income in this plan year2024-05-28439704
Net assets as of the end of the plan year2024-05-281834243
Net assets as of the beginning of the plan year2024-05-281394539
Employer contributions to plan in this plan year2024-05-2866862
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-287845
2022 : JOHN E RUSSO DMD, PA 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-310
Total liabilities as of the end of the plan year2022-07-310
Total liabilities as of the beginning of the plan year2022-07-310
Total expenses incurred by plan in this plan year2022-07-317642
Net assets as of the end of the plan year2022-07-312103940
Total assets as of the beginning of the plan year2022-07-311698471
Participant contributions to plan in this plan year2022-07-3174716
Other expenses paid from plan in this plan year2022-07-310
Other contributions to plan in this plan year2022-07-310
Other income to plan in this plan year2022-07-31274233
Plan net income in this plan year2022-07-31405469
Net assets as of the end of the plan year2022-07-312103940
Net assets as of the beginning of the plan year2022-07-311698471
Employer contributions to plan in this plan year2022-07-3164162
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-317642

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