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SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST
Plan identification number 001

SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

SCOTT A. EDWARDS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. EDWARDS, D.D.S.
Employer identification number (EIN):621148815
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SCOTT A. EDWARDS, D.D.S.2017-09-26
0012015-01-01SCOTT A. EDWARDS, D.D.S.2016-09-19
0012014-01-01SCOTT A. EDWARDS, D.D.S.2015-10-05
0012013-01-01SCOTT A. EDWARDS, D.D.S.2015-03-12
0012012-01-01SCOTT A. EDWARDS, D.D.S.2013-10-10
0012011-01-01SCOTT A. EDWARDS, D.D.S.
0012009-01-01SCOTT A. EDWARDS, D.D.S.

Financial Data on SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-120
Total liabilities as of the beginning of the plan year2025-10-120
Total expenses incurred by plan in this plan year2025-10-12111104
Net assets as of the end of the plan year2025-10-121477068
Total assets as of the beginning of the plan year2025-10-121342789
Value of plan covered by a fidelity bond2025-10-12150000
Participant contributions to plan in this plan year2025-10-1245508
Other expenses paid from plan in this plan year2025-10-120
Other contributions to plan in this plan year2025-10-120
Other income to plan in this plan year2025-10-12120191
Plan net income in this plan year2025-10-12134279
Net assets as of the end of the plan year2025-10-121477068
Net assets as of the beginning of the plan year2025-10-121342789
Value of contributions failed to transmitted timely2025-10-122299
Employer contributions to plan in this plan year2025-10-1279684
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-129013
2024 : SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-099830
Net assets as of the end of the plan year2024-10-091342789
Total assets as of the beginning of the plan year2024-10-091053488
Value of plan covered by a fidelity bond2024-10-09150000
Participant contributions to plan in this plan year2024-10-0947891
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09172961
Plan net income in this plan year2024-10-09289301
Net assets as of the end of the plan year2024-10-091342789
Net assets as of the beginning of the plan year2024-10-091053488
Value of contributions failed to transmitted timely2024-10-095351
Employer contributions to plan in this plan year2024-10-0978279
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-097269
2011 : SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$14,071
Expenses. Total of all expenses incurred2011-12-31$844
Benefits paid (including direct rollovers)2011-12-31$538
Total plan assets at end of year2011-12-31$53,662
Total plan assets at beginning of year2011-12-31$40,435
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Noncash contributions received2011-12-31$-929
Net income (gross income less expenses)2011-12-31$13,227
Net plan assets at end of year (total assets less liabilities)2011-12-31$53,662
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$40,435
Total contributions received or receivable from employer(s)2011-12-31$15,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$306
2010 : SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$10,320
Expenses. Total of all expenses incurred2010-12-31$320
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$40,435
Total plan assets at beginning of year2010-12-31$30,435
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$320
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$40,435
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$30,435
Total contributions received or receivable from employer(s)2010-12-31$10,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$320

Form 5500 Responses for SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST

2011: SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & 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: SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & 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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