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ROBERT B. WAHEED, DDS, PA 401(K) PLAN 401k Plan overview

Plan NameROBERT B. WAHEED, DDS, PA 401(K) PLAN
Plan identification number 001

ROBERT B. WAHEED, DDS, PA 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT B. WAHEED, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B. WAHEED, DDS, PA
Employer identification number (EIN):760201880
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B. WAHEED, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT WAHEED2024-10-15
0012022-01-01ROBERT WAHEED2023-10-09
0012022-01-01ROBERT WAHEED2024-10-15

Plan Statistics for ROBERT B. WAHEED, DDS, PA 401(K) PLAN

401k plan membership statisitcs for ROBERT B. WAHEED, DDS, PA 401(K) PLAN

Measure Date Value
2025: ROBERT B. WAHEED, DDS, PA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2915
Total number of particpants at end of year2025-09-2912
Number of Participants With Account Balances2025-09-2911
2024: ROBERT B. WAHEED, DDS, PA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1510
Total number of particpants at end of year2024-10-1510
Number of Participants With Account Balances2024-10-1510

Financial Data on ROBERT B. WAHEED, DDS, PA 401(K) PLAN

Measure Date Value
2025 : ROBERT B. WAHEED, DDS, PA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-29343196
Net assets as of the end of the plan year2025-09-291271990
Total assets as of the beginning of the plan year2025-09-291341660
Value of plan covered by a fidelity bond2025-09-2960000
Participant contributions to plan in this plan year2025-09-2983346
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-29154568
Plan net income in this plan year2025-09-29-69670
Net assets as of the end of the plan year2025-09-291271990
Net assets as of the beginning of the plan year2025-09-291341660
Employer contributions to plan in this plan year2025-09-2935612
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-298740
2024 : ROBERT B. WAHEED, DDS, PA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1525442
Net assets as of the end of the plan year2024-10-151341660
Total assets as of the beginning of the plan year2024-10-151085951
Value of plan covered by a fidelity bond2024-10-1560000
Participant contributions to plan in this plan year2024-10-1578140
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15167130
Plan net income in this plan year2024-10-15255709
Net assets as of the end of the plan year2024-10-151341660
Net assets as of the beginning of the plan year2024-10-151085951
Employer contributions to plan in this plan year2024-10-1535881
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-157695

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