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JOHN L. POTTER, DMD, PC 401(K) PLAN 401k Plan overview

Plan NameJOHN L. POTTER, DMD, PC 401(K) PLAN
Plan identification number 001

JOHN L. POTTER, DMD, PC 401(K) PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOHN L . POTTER DMD PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN L . POTTER DMD PC
Employer identification number (EIN):743038222
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. POTTER, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN POTTER2024-07-08
0012022-01-01JOHN POTTER2023-03-15
0012022-01-01JOHN POTTER2023-04-24
0012021-01-01JOHN POTTER2022-07-11
0012011-01-01BARBARA BLEMLEK2011-07-20
0012010-01-01BARBARA BLEMLEK2011-07-20

Financial Data on JOHN L. POTTER, DMD, PC 401(K) PLAN

Measure Date Value
2025 : JOHN L. POTTER, DMD, PC 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-15968
Net assets as of the end of the plan year2025-05-15170716
Total assets as of the beginning of the plan year2025-05-15112861
Value of plan covered by a fidelity bond2025-05-1550000
Participant contributions to plan in this plan year2025-05-1534407
Other income to plan in this plan year2025-05-1514319
Plan net income in this plan year2025-05-1557855
Net assets as of the end of the plan year2025-05-15170716
Net assets as of the beginning of the plan year2025-05-15112861
Employer contributions to plan in this plan year2025-05-1510097
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-15968
2024 : JOHN L. POTTER, DMD, PC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-08637
Net assets as of the end of the plan year2024-07-08112861
Total assets as of the beginning of the plan year2024-07-0862578
Value of plan covered by a fidelity bond2024-07-0850000
Participant contributions to plan in this plan year2024-07-0832383
Other income to plan in this plan year2024-07-0810668
Plan net income in this plan year2024-07-0850283
Net assets as of the end of the plan year2024-07-08112861
Net assets as of the beginning of the plan year2024-07-0862578
Employer contributions to plan in this plan year2024-07-087869
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-08637

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