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PAUL D. MIZAR, DDS 401(K) PLAN 401k Plan overview

Plan NamePAUL D. MIZAR, DDS 401(K) PLAN
Plan identification number 001

PAUL D. MIZAR, DDS 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.
  • 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.
  • 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

PAUL D. MIZAR, DDS has sponsored the creation of one or more 401k plans.

Company Name:PAUL D. MIZAR, DDS
Employer identification number (EIN):752462476
NAIC Classification:111100
NAIC Description:Oilseed and Grain Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL D. MIZAR, DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PAUL MIZAR2024-09-10
0012023-01-01PAUL MIZAR2024-07-15
0012022-01-01PAUL MIZAR2023-09-22
0012021-01-01PAUL MIZAR2022-05-24
0012020-01-01PAUL MIZAR2021-07-12
0012019-01-01PAUL MIZAR2020-07-27
0012018-01-01PAUL MIZAR2019-07-08
0012017-01-01PAUL MIZAR2018-07-11
0012016-01-01PAUL MIZAR2017-06-01
0012015-01-01PAUL MIZAR2016-05-05
0012014-01-01PAUL MIZAR2015-05-26
0012013-01-01PAUL MIZAR2014-05-14
0012012-01-01PAUL MIZAR2013-05-28
0012011-01-01PAUL MIZAR2012-09-19
0012010-01-01PAUL MIZAR2012-01-18

Financial Data on PAUL D. MIZAR, DDS 401(K) PLAN

Measure Date Value
2024 : PAUL D. MIZAR, DDS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-10871264
Net assets as of the end of the plan year2024-09-100
Total assets as of the beginning of the plan year2024-09-10824702
Value of plan covered by a fidelity bond2024-09-1083000
Participant contributions to plan in this plan year2024-09-107934
Other expenses paid from plan in this plan year2024-09-101875
Other contributions to plan in this plan year2024-09-100
Other income to plan in this plan year2024-09-1035043
Plan net income in this plan year2024-09-10-824702
Net assets as of the end of the plan year2024-09-100
Net assets as of the beginning of the plan year2024-09-10824702
Employer contributions to plan in this plan year2024-09-103585
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-100
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-1526805
Net assets as of the end of the plan year2024-07-15824702
Total assets as of the beginning of the plan year2024-07-15719742
Value of plan covered by a fidelity bond2024-07-1580000
Participant contributions to plan in this plan year2024-07-1526980
Other expenses paid from plan in this plan year2024-07-15155
Other contributions to plan in this plan year2024-07-15841
Other income to plan in this plan year2024-07-1596909
Plan net income in this plan year2024-07-15104960
Net assets as of the end of the plan year2024-07-15824702
Net assets as of the beginning of the plan year2024-07-15719742
Employer contributions to plan in this plan year2024-07-157035
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-150

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