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JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 P. SHEA MD PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. SHEA MD PA
Employer identification number (EIN):751783520
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAY PHILLIPS2024-06-05
0012022-01-01KAY PHILLIPS2023-06-16
0012021-01-01KAY PHILLIPS2022-06-25
0012020-01-01KAY PHILLIPS2021-07-01
0012019-01-01KAY PHILLIPS2020-07-13
0012018-01-01JOHN P SHEA2019-05-10
0012017-01-01JOHN P SHEA2018-06-11
0012016-01-01JOHN P SHEA2017-07-06 JOHN P SHEA2017-07-06
0012015-01-01JOHN P SHEA2016-10-06 JOHN P SHEA2016-10-06
0012014-01-01JOHN P SHEA DDS2015-07-10 JOHN P SHEA DDS2015-07-10
0012013-01-01JOHN SHEA2014-07-28
0012010-01-01JOHN P. SHEA, M.D.2011-03-30 JOHN P. SHEA, M.D.2011-03-30

Financial Data on JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3124382
Net assets as of the end of the plan year2025-07-31853745
Total assets as of the beginning of the plan year2025-07-31816545
Value of plan covered by a fidelity bond2025-07-31100000
Participant contributions to plan in this plan year2025-07-3117542
Other income to plan in this plan year2025-07-3134354
Plan net income in this plan year2025-07-3137200
Net assets as of the end of the plan year2025-07-31853745
Net assets as of the beginning of the plan year2025-07-31816545
Employer contributions to plan in this plan year2025-07-319686
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-318439
2024 : JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0523212
Net assets as of the end of the plan year2024-06-05816545
Total assets as of the beginning of the plan year2024-06-05798728
Value of plan covered by a fidelity bond2024-06-05100000
Participant contributions to plan in this plan year2024-06-0517895
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-0513016
Plan net income in this plan year2024-06-0517817
Net assets as of the end of the plan year2024-06-05816545
Net assets as of the beginning of the plan year2024-06-05798728
Employer contributions to plan in this plan year2024-06-0510118
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-057662
2022 : JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-250
Total liabilities as of the end of the plan year2022-06-250
Total liabilities as of the beginning of the plan year2022-06-250
Total expenses incurred by plan in this plan year2022-06-2525462
Net assets as of the end of the plan year2022-06-25902383
Total assets as of the beginning of the plan year2022-06-25855910
Value of plan covered by a fidelity bond2022-06-25100000
Participant contributions to plan in this plan year2022-06-2518977
Value of participant loans at end of plan year2022-06-255817
Other expenses paid from plan in this plan year2022-06-250
Other contributions to plan in this plan year2022-06-250
Other income to plan in this plan year2022-06-2542083
Plan net income in this plan year2022-06-2546473
Net assets as of the end of the plan year2022-06-25902383
Net assets as of the beginning of the plan year2022-06-25855910
Employer contributions to plan in this plan year2022-06-2510875
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-258356

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