Logo

DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameDAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN
Plan identification number 002

DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

DAVID W. SIMONSEN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. SIMONSEN, D.D.S.
Employer identification number (EIN):770436804
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID W. SIMONSEN2024-08-21
0022022-01-01DAVID W. SIMONSEN2023-09-08
0022021-01-01DAVID W. SIMONSEN2022-09-21
0022020-01-01DAVID W. SIMONSEN2021-10-01
0022019-01-01DAVID W. SIMONSEN2020-10-08
0022018-01-01DAVID W. SIMONSEN2019-10-10
0022017-01-01DAVID W. SIMONSEN2018-07-08
0022016-01-01DAVID W. SIMONSEN2017-06-23
0022015-01-01DAVID W. SIMONSEN2016-07-03
0022014-01-01DAVID W. SIMONSEN2015-07-22
0022013-01-01DAVID W. SIMONSEN2014-07-27
0022012-01-01DAVID SIMONSEN2013-08-19
0022011-01-01DAVID SIMONSEN2012-09-02
0022010-01-01DAVID SIMONSEN2011-07-03

Financial Data on DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2025 : DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-140
Total liabilities as of the end of the plan year2025-04-140
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-1463365
Net assets as of the end of the plan year2025-04-14340767
Total assets as of the beginning of the plan year2025-04-14296861
Value of plan covered by a fidelity bond2025-04-14250000
Participant contributions to plan in this plan year2025-04-140
Other expenses paid from plan in this plan year2025-04-140
Other contributions to plan in this plan year2025-04-140
Other income to plan in this plan year2025-04-1435526
Plan net income in this plan year2025-04-1443906
Net assets as of the end of the plan year2025-04-14340767
Net assets as of the beginning of the plan year2025-04-14296861
Employer contributions to plan in this plan year2025-04-1471745
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-140
2024 : DAVID W. SIMONSEN, D.D.S., INC. DEFINED CONTRIBUTION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-210
Total liabilities as of the end of the plan year2024-08-210
Total liabilities as of the beginning of the plan year2024-08-210
Total expenses incurred by plan in this plan year2024-08-210
Net assets as of the end of the plan year2024-08-21296861
Total assets as of the beginning of the plan year2024-08-21250639
Value of plan covered by a fidelity bond2024-08-21270000
Participant contributions to plan in this plan year2024-08-210
Other expenses paid from plan in this plan year2024-08-210
Other contributions to plan in this plan year2024-08-210
Other income to plan in this plan year2024-08-2131222
Plan net income in this plan year2024-08-2146222
Net assets as of the end of the plan year2024-08-21296861
Net assets as of the beginning of the plan year2024-08-21250639
Employer contributions to plan in this plan year2024-08-2115000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-210

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1