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DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 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.
  • 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

DR. DAVID S. BRIGHT, DDS, MS, PA has sponsored the creation of one or more 401k plans.

Company Name:DR. DAVID S. BRIGHT, DDS, MS, PA
Employer identification number (EIN):760118304
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01SHERRY SIMMONS2015-09-27
0012013-01-01SHERRY K. SIMMONS2014-07-03
0012012-01-01DAVID S. BRIGHT2013-10-08
0012011-01-01DAVID S. BRIGHT2012-04-26
0012010-01-01DAVID S. BRIGHT, D.D.S.2011-05-02

Plan Statistics for DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024: DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-158
Total number of particpants at end of year2024-08-150
Number of Participants With Account Balances2024-08-150
Total number of particpants at beginning of year2024-06-112
Total number of particpants at end of year2024-06-118
Number of Participants With Account Balances2024-06-112
Total number of particpants at end of year2024-02-149
Number of Participants With Account Balances2024-02-142
2022: DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-122
Total number of particpants at end of year2022-10-122
Number of Participants With Account Balances2022-10-122
Total number of particpants at beginning of year2022-02-084
Total number of particpants at end of year2022-02-088
Number of Participants With Account Balances2022-02-083

Financial Data on DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-150
Total liabilities as of the end of the plan year2024-08-150
Total liabilities as of the beginning of the plan year2024-08-150
Total expenses incurred by plan in this plan year2024-08-1530127
Net assets as of the end of the plan year2024-08-150
Total assets as of the beginning of the plan year2024-08-1528949
Value of plan covered by a fidelity bond2024-08-1520000
Participant contributions to plan in this plan year2024-08-150
Value of participant loans at end of plan year2024-08-150
Other expenses paid from plan in this plan year2024-08-150
Other contributions to plan in this plan year2024-08-150
Other income to plan in this plan year2024-08-151178
Plan net income in this plan year2024-08-15-28949
Net assets as of the end of the plan year2024-08-150
Net assets as of the beginning of the plan year2024-08-1528949
Employer contributions to plan in this plan year2024-08-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-15941
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1141650
Net assets as of the end of the plan year2024-06-1128949
Total assets as of the beginning of the plan year2024-06-1166542
Value of plan covered by a fidelity bond2024-06-1120000
Participant contributions to plan in this plan year2024-06-110
Value of participant loans at end of plan year2024-06-112537
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-114057
Plan net income in this plan year2024-06-11-37593
Net assets as of the end of the plan year2024-06-1128949
Net assets as of the beginning of the plan year2024-06-1166542
Employer contributions to plan in this plan year2024-06-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-111650
Total liabilities as of the end of the plan year2024-02-140
Total liabilities as of the beginning of the plan year2024-02-140
Total expenses incurred by plan in this plan year2024-02-146750
Net assets as of the end of the plan year2024-02-14103309
Total assets as of the beginning of the plan year2024-02-14102959
Value of plan covered by a fidelity bond2024-02-1420000
Participant contributions to plan in this plan year2024-02-140
Value of participant loans at end of plan year2024-02-1439228
Other expenses paid from plan in this plan year2024-02-140
Other contributions to plan in this plan year2024-02-140
Other income to plan in this plan year2024-02-147100
Plan net income in this plan year2024-02-14350
Net assets as of the end of the plan year2024-02-14103309
Net assets as of the beginning of the plan year2024-02-14102959
Employer contributions to plan in this plan year2024-02-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-146750
2022 : DR. DAVID S. BRIGHT, DDS, MS, PA NEW COMPARABILITY PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1230480
Net assets as of the end of the plan year2022-10-1269089
Total assets as of the beginning of the plan year2022-10-1296887
Value of plan covered by a fidelity bond2022-10-1220000
Participant contributions to plan in this plan year2022-10-120
Value of participant loans at end of plan year2022-10-1212580
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-122682
Plan net income in this plan year2022-10-12-27798
Net assets as of the end of the plan year2022-10-1269089
Net assets as of the beginning of the plan year2022-10-1296887
Employer contributions to plan in this plan year2022-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-125480
Total transfers to/from plan in this plan year2022-02-080
Total liabilities as of the end of the plan year2022-02-080
Total liabilities as of the beginning of the plan year2022-02-080
Total expenses incurred by plan in this plan year2022-02-081124
Net assets as of the end of the plan year2022-02-08186826
Total assets as of the beginning of the plan year2022-02-08184895
Value of plan covered by a fidelity bond2022-02-0820000
Participant contributions to plan in this plan year2022-02-080
Value of participant loans at end of plan year2022-02-0833430
Other contributions to plan in this plan year2022-02-080
Other income to plan in this plan year2022-02-083055
Plan net income in this plan year2022-02-081931
Net assets as of the end of the plan year2022-02-08186826
Net assets as of the beginning of the plan year2022-02-08184895
Employer contributions to plan in this plan year2022-02-080
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-081124

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