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STEPHENS & STEPHENS 401K PLAN 401k Plan overview

Plan NameSTEPHENS & STEPHENS 401K PLAN
Plan identification number 002

STEPHENS & STEPHENS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

CORY K. STEPHENS, DDS MS PA has sponsored the creation of one or more 401k plans.

Company Name:CORY K. STEPHENS, DDS MS PA
Employer identification number (EIN):752471282
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENS & STEPHENS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on STEPHENS & STEPHENS 401K PLAN

Measure Date Value
2022 : STEPHENS & STEPHENS 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-070
Total liabilities as of the end of the plan year2022-03-072502
Total liabilities as of the beginning of the plan year2022-03-070
Total expenses incurred by plan in this plan year2022-03-072502
Net assets as of the end of the plan year2022-03-071759810
Total assets as of the beginning of the plan year2022-03-071546973
Value of plan covered by a fidelity bond2022-03-07310000
Participant contributions to plan in this plan year2022-03-0711966
Other expenses paid from plan in this plan year2022-03-070
Other contributions to plan in this plan year2022-03-070
Other income to plan in this plan year2022-03-07191321
Plan net income in this plan year2022-03-07210335
Net assets as of the end of the plan year2022-03-071757308
Net assets as of the beginning of the plan year2022-03-071546973
Employer contributions to plan in this plan year2022-03-079550
Fees paid to broker by Benefit Provider2022-03-074799
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-072502

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