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OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameOSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN
Plan identification number 001

OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:OSCAR MENENDEZ, D.D.S., P.A.
Employer identification number (EIN):592382746
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about OSCAR MENENDEZ, D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-04-27
Company Identification Number: H01157
Legal Registered Office Address: 2682 WEST LAKE RD.

PALM HARBOR

34684

More information about OSCAR MENENDEZ, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DENISE MENENDEZ2024-10-18
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01OSCAR MENENDEZ DDS2013-10-02 OSCAR MENENDEZ DDS2013-10-02

Financial Data on OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN

Measure Date Value
2025 : OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-1213
Total expenses incurred by plan in this plan year2025-06-12366160
Net assets as of the end of the plan year2025-06-12659042
Total assets as of the beginning of the plan year2025-06-12844876
Value of plan covered by a fidelity bond2025-06-1285000
Participant contributions to plan in this plan year2025-06-1257475
Other income to plan in this plan year2025-06-1270366
Plan net income in this plan year2025-06-12-185847
Net assets as of the end of the plan year2025-06-12659042
Net assets as of the beginning of the plan year2025-06-12844876
Employer contributions to plan in this plan year2025-06-1252472
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-128963
2024 : OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1815
Net assets as of the end of the plan year2024-10-18844876
Total assets as of the beginning of the plan year2024-10-18754107
Value of plan covered by a fidelity bond2024-10-1876000
Participant contributions to plan in this plan year2024-10-1829950
Other income to plan in this plan year2024-10-1860834
Plan net income in this plan year2024-10-1890769
Net assets as of the end of the plan year2024-10-18844876
Net assets as of the beginning of the plan year2024-10-18754107
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1815
2022 : OSCAR MENENDEZ, D.D.S., P.A. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-067868
Net assets as of the end of the plan year2022-10-06782043
Total assets as of the beginning of the plan year2022-10-06656775
Value of plan covered by a fidelity bond2022-10-0678204
Participant contributions to plan in this plan year2022-10-0634905
Other income to plan in this plan year2022-10-0678231
Plan net income in this plan year2022-10-06125268
Net assets as of the end of the plan year2022-10-06782043
Net assets as of the beginning of the plan year2022-10-06656775
Employer contributions to plan in this plan year2022-10-0620000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-066321

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