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MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MICHAEL J. MAHAFFEY, D.M.D., PA has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. MAHAFFEY, D.M.D., PA
Employer identification number (EIN):650552586
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MICHAEL MAHAFFEY2022-03-03
0012020-01-01MICHAEL MAHAFFEY2021-01-26
0012019-01-01MICHAEL MAHAFFEY2020-01-24
0012018-01-01MICHAEL MAHAFFEY2019-01-16
0012017-01-01MICHAEL MAHAFFEY2018-01-25
0012016-01-01MICHAEL MAHAFFEY2017-03-11
0012015-01-01MICHAEL MAHAFFEY2016-04-11 MICHAEL MAHAFFEY2016-04-11
0012014-01-01MICHAEL MAHAFFEY2015-10-01 MICHAEL MAHAFFEY2015-10-01
0012013-01-01MICHAEL MAHAFFEY2014-05-07 MICHAEL MAHAFFEY2014-05-07
0012012-01-01MICHAEL MAHAFFEY2013-06-19 MICHAEL MAHAFFEY2013-06-19
0012011-01-01MICHAEL J. MAHAFFEY2012-06-29
0012010-01-01MICHAEL J. MAHAFFEY2011-05-11 MICHAEL J. MAHAFFEY2011-05-11

Plan Statistics for MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-0322
Total number of particpants at end of year2022-03-0322
Number of Participants With Account Balances2022-03-0321

Financial Data on MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MICHAEL J. MAHAFFEY, D.M.D., PA 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-0336
Net assets as of the end of the plan year2022-03-033466036
Total assets as of the beginning of the plan year2022-03-032978526
Value of plan covered by a fidelity bond2022-03-03300000
Participant contributions to plan in this plan year2022-03-0386590
Other income to plan in this plan year2022-03-03324542
Plan net income in this plan year2022-03-03487510
Net assets as of the end of the plan year2022-03-033466036
Net assets as of the beginning of the plan year2022-03-032978526
Employer contributions to plan in this plan year2022-03-0376414
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0336

Potentially related plans

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