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JAMES M. GIBLIN, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES M. GIBLIN, DDS 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES M. GIBLIN, DDS 401(K) PROFIT SHARING 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.
  • 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

JAMES M. GIBLIN, DDS has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. GIBLIN, DDS
Employer identification number (EIN):680222747
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. GIBLIN, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CETERA RETIREMENT PLAN SPECIALISTS2023-09-25
0012022-01-01CETERA RETIREMENT PLAN SPECIALISTS2023-09-21
0012021-01-01GUY HOCKER, AUTH.BY PLAN SPONSOR2022-07-07
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES GIBLIN, DDS2013-06-11
0012011-01-01JAMES M. GIBLIN, DDS2012-07-23
0012010-01-01DR. JAMES GIBLIN2011-07-05 DR. JAMES GIBLIN2011-07-05

Financial Data on JAMES M. GIBLIN, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JAMES M. GIBLIN, DDS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-070
Total liabilities as of the end of the plan year2022-07-070
Total liabilities as of the beginning of the plan year2022-07-070
Total expenses incurred by plan in this plan year2022-07-070
Net assets as of the end of the plan year2022-07-073486538
Total assets as of the beginning of the plan year2022-07-073171588
Value of plan covered by a fidelity bond2022-07-07348654
Participant contributions to plan in this plan year2022-07-0740422
Other expenses paid from plan in this plan year2022-07-070
Other contributions to plan in this plan year2022-07-070
Other income to plan in this plan year2022-07-07219200
Plan net income in this plan year2022-07-07314950
Net assets as of the end of the plan year2022-07-073486538
Net assets as of the beginning of the plan year2022-07-073171588
Employer contributions to plan in this plan year2022-07-0755328
Fees paid to broker by Benefit Provider2022-07-0713289
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-070

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