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CAROLINA SMILES RETIREMENT PLAN 401k Plan overview

Plan NameCAROLINA SMILES RETIREMENT PLAN
Plan identification number 001

CAROLINA SMILES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

KWYNN KOOP, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:KWYNN KOOP, D.D.S., P.A.
Employer identification number (EIN):822131652
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA SMILES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for CAROLINA SMILES RETIREMENT PLAN

401k plan membership statisitcs for CAROLINA SMILES RETIREMENT PLAN

Measure Date Value
2025: CAROLINA SMILES RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0811
Total number of particpants at end of year2025-10-089
Number of Participants With Account Balances2025-10-089
2024: CAROLINA SMILES RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1010
Total number of particpants at end of year2024-10-1011
Number of Participants With Account Balances2024-10-1011
2022: CAROLINA SMILES RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-279
Total number of particpants at end of year2022-07-279
Number of Participants With Account Balances2022-07-279

Financial Data on CAROLINA SMILES RETIREMENT PLAN

Measure Date Value
2025 : CAROLINA SMILES RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0815891
Net assets as of the end of the plan year2025-10-08772327
Total assets as of the beginning of the plan year2025-10-08591564
Value of plan covered by a fidelity bond2025-10-08385000
Participant contributions to plan in this plan year2025-10-0861984
Value of participant loans at end of plan year2025-10-086710
Other income to plan in this plan year2025-10-0889564
Plan net income in this plan year2025-10-08180763
Net assets as of the end of the plan year2025-10-08772327
Net assets as of the beginning of the plan year2025-10-08591564
Employer contributions to plan in this plan year2025-10-0845106
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0810214
2024 : CAROLINA SMILES RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-105690
Net assets as of the end of the plan year2024-10-10591564
Total assets as of the beginning of the plan year2024-10-10404202
Value of plan covered by a fidelity bond2024-10-1050000
Participant contributions to plan in this plan year2024-10-1059620
Value of participant loans at end of plan year2024-10-108230
Other income to plan in this plan year2024-10-1084707
Plan net income in this plan year2024-10-10187362
Net assets as of the end of the plan year2024-10-10591564
Net assets as of the beginning of the plan year2024-10-10404202
Employer contributions to plan in this plan year2024-10-1048725
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-105690
2022 : CAROLINA SMILES RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-273947
Net assets as of the end of the plan year2022-07-27398614
Total assets as of the beginning of the plan year2022-07-27259214
Value of plan covered by a fidelity bond2022-07-2750000
Participant contributions to plan in this plan year2022-07-2749850
Other income to plan in this plan year2022-07-2747114
Plan net income in this plan year2022-07-27139400
Net assets as of the end of the plan year2022-07-27398614
Net assets as of the beginning of the plan year2022-07-27259214
Employer contributions to plan in this plan year2022-07-2746383
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-273947

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