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EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA 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

LOURDES SANCHEZ, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:LOURDES SANCHEZ, DDS, PA
Employer identification number (EIN):593790066
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOURDES SANCHEZ2024-06-17
0012022-01-01LOURDES SANCHEZ2023-07-12
0012021-01-01LOURDES SANCHEZ2022-04-21
0012020-01-01LOURDES SANCHEZ2021-05-11
0012019-01-01LOURDES SANCHEZ2020-07-30
0012018-01-01LOURDES SANCHEZ2019-05-02
0012017-01-01LOURDES SANCHEZ2018-04-19 LOURDES SANCHEZ2018-04-19
0012016-01-01LOURDES SANCHEZ2017-05-11 LOURDES SANCHEZ2017-05-11
0012015-01-01LOURDES SANCHEZ2016-06-16 LOURDES SANCHEZ2016-06-16
0012014-01-01LOURDES SANCHEZ2015-07-13 LOURDES SANCHEZ2015-07-13
0012013-01-01LOURDES SANCHEZ2014-07-09 LOURDES SANCHEZ2014-07-09
0012012-01-01LOURDES SANCHEZ2013-06-24 LOURDES SANCHEZ2013-06-24
0012011-01-01LOURDES SANCHEZ2012-09-07
0012010-01-01LOURDES SANCHEZ2012-09-07

Financial Data on EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-240
Total liabilities as of the end of the plan year2025-04-240
Total liabilities as of the beginning of the plan year2025-04-240
Total expenses incurred by plan in this plan year2025-04-247164
Net assets as of the end of the plan year2025-04-24827061
Total assets as of the beginning of the plan year2025-04-24645080
Value of plan covered by a fidelity bond2025-04-24100000
Participant contributions to plan in this plan year2025-04-2432209
Other expenses paid from plan in this plan year2025-04-240
Other contributions to plan in this plan year2025-04-240
Other income to plan in this plan year2025-04-24149467
Plan net income in this plan year2025-04-24181981
Net assets as of the end of the plan year2025-04-24827061
Net assets as of the beginning of the plan year2025-04-24645080
Employer contributions to plan in this plan year2025-04-247469
Fees paid to broker by Benefit Provider2025-04-24117
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-240
2024 : EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-170
Total liabilities as of the end of the plan year2024-06-170
Total liabilities as of the beginning of the plan year2024-06-170
Total expenses incurred by plan in this plan year2024-06-170
Net assets as of the end of the plan year2024-06-17645080
Total assets as of the beginning of the plan year2024-06-17491749
Value of plan covered by a fidelity bond2024-06-17100000
Participant contributions to plan in this plan year2024-06-1732577
Value of participant loans at end of plan year2024-06-172899
Other expenses paid from plan in this plan year2024-06-170
Other contributions to plan in this plan year2024-06-170
Other income to plan in this plan year2024-06-17113377
Plan net income in this plan year2024-06-17153331
Net assets as of the end of the plan year2024-06-17645080
Net assets as of the beginning of the plan year2024-06-17491749
Employer contributions to plan in this plan year2024-06-177377
Fees paid to broker by Benefit Provider2024-06-17129
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-170
2022 : EMPLOYEE BENEFIT PLAN OF LOURDES SANCHEZ, DDS, PA 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-210
Total liabilities as of the end of the plan year2022-04-210
Total liabilities as of the beginning of the plan year2022-04-210
Total expenses incurred by plan in this plan year2022-04-21-410
Net assets as of the end of the plan year2022-04-21617873
Total assets as of the beginning of the plan year2022-04-21506912
Value of plan covered by a fidelity bond2022-04-21100000
Participant contributions to plan in this plan year2022-04-2127718
Value of participant loans at end of plan year2022-04-216703
Other expenses paid from plan in this plan year2022-04-21-410
Other contributions to plan in this plan year2022-04-21286
Other income to plan in this plan year2022-04-2175349
Plan net income in this plan year2022-04-21110961
Net assets as of the end of the plan year2022-04-21617873
Net assets as of the beginning of the plan year2022-04-21506912
Employer contributions to plan in this plan year2022-04-217198
Fees paid to broker by Benefit Provider2022-04-2180

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