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MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN 401k Plan overview

Plan NameMICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN
Plan identification number 001

MICHAEL J. MOON, D.D.S., P.A. 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
  • 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.

401k Sponsoring company profile

MICHAEL J. MOON, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. MOON, D.D.S., P.A.
Employer identification number (EIN):760669595
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHEAL MOON2024-06-17 MICHEAL MOON2024-06-17
0012022-01-01MICHAEL MOON2023-05-23 MICHAEL MOON2023-05-23

Plan Statistics for MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN

401k plan membership statisitcs for MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN

Measure Date Value
2025: MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-239
Total number of particpants at end of year2025-09-239
Number of Participants With Account Balances2025-09-239
2024: MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-179
Total number of particpants at end of year2024-06-179
Number of Participants With Account Balances2024-06-179

Financial Data on MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN

Measure Date Value
2025 : MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-231566
Net assets as of the end of the plan year2025-09-23382822
Total assets as of the beginning of the plan year2025-09-23246742
Value of plan covered by a fidelity bond2025-09-2322000
Participant contributions to plan in this plan year2025-09-2372018
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-2327158
Plan net income in this plan year2025-09-23136080
Net assets as of the end of the plan year2025-09-23382822
Net assets as of the beginning of the plan year2025-09-23246742
Employer contributions to plan in this plan year2025-09-2338470
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-231566
2024 : MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-17763
Net assets as of the end of the plan year2024-06-17246742
Total assets as of the beginning of the plan year2024-06-17116128
Value of plan covered by a fidelity bond2024-06-1724700
Participant contributions to plan in this plan year2024-06-1772486
Other expenses paid from plan in this plan year2024-06-170
Other contributions to plan in this plan year2024-06-170
Other income to plan in this plan year2024-06-1718761
Plan net income in this plan year2024-06-17130614
Net assets as of the end of the plan year2024-06-17246742
Net assets as of the beginning of the plan year2024-06-17116128
Employer contributions to plan in this plan year2024-06-1740130
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-17763

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