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CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN
Plan identification number 002

CHARLES E. SCHOLLER, D.D.S PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES E. SCHOLLER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. SCHOLLER, D.D.S.
Employer identification number (EIN):770186894
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHARLES SCHOLLER2024-07-24
0022022-01-01CHARLES SCHOLLER2023-07-26
0022021-01-01CHARLES SCHOLLER2022-09-23
0022020-01-01CHARLES SCHOLLER2021-09-16
0022019-01-01CHARLES SCHOLLER2020-06-18
0022018-01-01CHARLES SCHOLLER2019-05-15
0022017-01-01CHARLES SCHOLLER2018-06-09
0022016-01-01CHARLES SCHOLLER2017-04-07
0022015-01-01CHARLES SCHOLLER2016-07-01
0022014-01-01CHARLES SCHOLLER2015-07-26
0022013-01-01CHARLES SCHOLLER2014-09-23
0022012-01-01CHARLES SCHOLLER2013-10-10
0022011-01-01CHARLES SCHOLLER2013-08-27
0022010-01-01CHARLES SCHOLLER2011-10-14
0022009-01-01CHARLES SCHOLLER

Financial Data on CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

Measure Date Value
2025 : CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-250
Total liabilities as of the end of the plan year2025-08-250
Total liabilities as of the beginning of the plan year2025-08-250
Total expenses incurred by plan in this plan year2025-08-2523857
Net assets as of the end of the plan year2025-08-252938273
Total assets as of the beginning of the plan year2025-08-252571903
Value of plan covered by a fidelity bond2025-08-25200000
Participant contributions to plan in this plan year2025-08-250
Other expenses paid from plan in this plan year2025-08-250
Other contributions to plan in this plan year2025-08-250
Other income to plan in this plan year2025-08-25336843
Plan net income in this plan year2025-08-25366370
Net assets as of the end of the plan year2025-08-252938273
Net assets as of the beginning of the plan year2025-08-252571903
Employer contributions to plan in this plan year2025-08-2553384
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2523330
2024 : CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2421350
Net assets as of the end of the plan year2024-07-242571903
Total assets as of the beginning of the plan year2024-07-242197587
Value of plan covered by a fidelity bond2024-07-24200000
Participant contributions to plan in this plan year2024-07-240
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24318310
Plan net income in this plan year2024-07-24374316
Net assets as of the end of the plan year2024-07-242571903
Net assets as of the beginning of the plan year2024-07-242197587
Employer contributions to plan in this plan year2024-07-2477356
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2419971
2009 : CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

2009: CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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