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JOHN E. LELAND, D.D.S. 401(K) PLAN 401k Plan overview

Plan NameJOHN E. LELAND, D.D.S. 401(K) PLAN
Plan identification number 001

JOHN E. LELAND, D.D.S. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN E. LELAND, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. LELAND, D.D.S.
Employer identification number (EIN):742273044
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. LELAND, D.D.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN LELAND2024-10-03
0012022-01-01JOHN LELAND2023-07-28
0012021-01-01JOHN LELAND2022-10-10
0012021-01-01JOHN LELAND2022-10-10
0012020-01-01JOHN LELAND2021-10-03
0012020-01-01JOHN LELAND2022-10-10
0012019-01-01JOHN LELAND2020-10-05
0012018-01-01JOHN LELAND2019-09-20
0012017-01-01JOHN LELAND2018-07-27
0012016-01-01JOHN LELAND2017-10-06
0012015-01-01JOHN LELAND2016-09-29
0012014-01-01JOHN LELAND2015-10-12
0012013-01-01JOHN LELAND2014-10-12
0012012-01-01JOHN LELAND2013-10-14
0012011-01-01JOHN LELAND
0012009-01-01JOHN LELAND

Plan Statistics for JOHN E. LELAND, D.D.S. 401(K) PLAN

401k plan membership statisitcs for JOHN E. LELAND, D.D.S. 401(K) PLAN

Measure Date Value
2025: JOHN E. LELAND, D.D.S. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-286
Total number of particpants at end of year2025-02-280
Number of Participants With Account Balances2025-02-280
2024: JOHN E. LELAND, D.D.S. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-036
Total number of particpants at end of year2024-10-036
Number of Participants With Account Balances2024-10-036
2022: JOHN E. LELAND, D.D.S. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-105
Total number of particpants at end of year2022-10-104
Number of Participants With Account Balances2022-10-104
2011: JOHN E. LELAND, D.D.S. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: JOHN E. LELAND, D.D.S. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN E. LELAND, D.D.S. 401(K) PLAN

Measure Date Value
2025 : JOHN E. LELAND, D.D.S. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-280
Total liabilities as of the end of the plan year2025-02-280
Total liabilities as of the beginning of the plan year2025-02-280
Total expenses incurred by plan in this plan year2025-02-281930937
Net assets as of the end of the plan year2025-02-280
Total assets as of the beginning of the plan year2025-02-281745226
Value of plan covered by a fidelity bond2025-02-28250000
Participant contributions to plan in this plan year2025-02-280
Other expenses paid from plan in this plan year2025-02-2811870
Other contributions to plan in this plan year2025-02-280
Other income to plan in this plan year2025-02-28185711
Plan net income in this plan year2025-02-28-1745226
Net assets as of the end of the plan year2025-02-280
Net assets as of the beginning of the plan year2025-02-281745226
Employer contributions to plan in this plan year2025-02-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-280
2024 : JOHN E. LELAND, D.D.S. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-030
Net assets as of the end of the plan year2024-10-031745226
Total assets as of the beginning of the plan year2024-10-031551988
Value of plan covered by a fidelity bond2024-10-03250000
Participant contributions to plan in this plan year2024-10-0322590
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-03150648
Plan net income in this plan year2024-10-03193238
Net assets as of the end of the plan year2024-10-031745226
Net assets as of the beginning of the plan year2024-10-031551988
Employer contributions to plan in this plan year2024-10-0320000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-030
2022 : JOHN E. LELAND, D.D.S. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10567
Net assets as of the end of the plan year2022-10-101706494
Total assets as of the beginning of the plan year2022-10-101513925
Value of plan covered by a fidelity bond2022-10-10250000
Participant contributions to plan in this plan year2022-10-1024100
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-10149036
Plan net income in this plan year2022-10-10192569
Net assets as of the end of the plan year2022-10-101706494
Net assets as of the beginning of the plan year2022-10-101513925
Employer contributions to plan in this plan year2022-10-1020000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-100
2011 : JOHN E. LELAND, D.D.S. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$98,345
Expenses. Total of all expenses incurred2011-12-31$403
Benefits paid (including direct rollovers)2011-12-31$403
Total plan assets at end of year2011-12-31$389,418
Total plan assets at beginning of year2011-12-31$291,476
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$73,771
Other income received2011-12-31$-9,941
Net income (gross income less expenses)2011-12-31$97,942
Net plan assets at end of year (total assets less liabilities)2011-12-31$389,418
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$291,476
Total contributions received or receivable from employer(s)2011-12-31$34,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN E. LELAND, D.D.S. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$118,482
Expenses. Total of all expenses incurred2010-12-31$18,283
Benefits paid (including direct rollovers)2010-12-31$18,283
Total plan assets at end of year2010-12-31$291,476
Total plan assets at beginning of year2010-12-31$191,277
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$60,485
Other income received2010-12-31$25,978
Net income (gross income less expenses)2010-12-31$100,199
Net plan assets at end of year (total assets less liabilities)2010-12-31$291,476
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$191,277
Total contributions received or receivable from employer(s)2010-12-31$32,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JOHN E. LELAND, D.D.S. 401(K) PLAN

2011: JOHN E. LELAND, D.D.S. 401(K) PLAN 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: JOHN E. LELAND, D.D.S. 401(K) PLAN 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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