Logo

WILLAMETTE VALLEY ENDODONTICS, LLC 401(K) PLAN 401k Plan overview

Plan NameWILLAMETTE VALLEY ENDODONTICS, LLC 401(K) PLAN
Plan identification number 001

WILLAMETTE VALLEY ENDODONTICS, LLC 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLAMETTE VALLEY ENDODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLAMETTE VALLEY ENDODONTICS, LLC
Employer identification number (EIN):831524746
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about WILLAMETTE VALLEY ENDODONTICS, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2018-07-09
Company Identification Number: 145717294
Legal Registered Office Address: 805 HIGH ST NE

SALEM
United States of America (USA)
97301

More information about WILLAMETTE VALLEY ENDODONTICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY ENDODONTICS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MELISSA TRUONG2024-11-07 MELISSA TRUONG2024-11-07
0012023-01-01MELISSA TRUONG2024-04-25 MELISSA TRUONG2024-04-25
0012022-01-01MELISSA TRUONG2023-06-12
0012021-01-01TAI TRUONG2022-10-05 MELISSA TRUONG2022-09-21
0012020-01-01MELISSA TRUONG2021-04-28
0012019-01-01TAI TRUONG2020-07-22 MELISSA TRUONG2020-07-22
0012018-01-01TAI TRUONG2019-12-03 TAI TRUONG2019-12-03

Financial Data on WILLAMETTE VALLEY ENDODONTICS, LLC 401(K) PLAN

Measure Date Value
2024 : WILLAMETTE VALLEY ENDODONTICS, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-070
Total liabilities as of the beginning of the plan year2024-11-070
Total expenses incurred by plan in this plan year2024-11-07727982
Net assets as of the end of the plan year2024-11-070
Total assets as of the beginning of the plan year2024-11-07683881
Value of plan covered by a fidelity bond2024-11-0710000
Participant contributions to plan in this plan year2024-11-070
Value of participant loans at end of plan year2024-11-070
Other expenses paid from plan in this plan year2024-11-070
Other contributions to plan in this plan year2024-11-070
Other income to plan in this plan year2024-11-0739380
Plan net income in this plan year2024-11-07-683881
Net assets as of the end of the plan year2024-11-070
Net assets as of the beginning of the plan year2024-11-07683881
Employer contributions to plan in this plan year2024-11-074721
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-075163
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-2523458
Net assets as of the end of the plan year2024-04-25683881
Total assets as of the beginning of the plan year2024-04-25595012
Value of plan covered by a fidelity bond2024-04-2510000
Value of participant loans at end of plan year2024-04-250
Other income to plan in this plan year2024-04-25112327
Plan net income in this plan year2024-04-2588869
Net assets as of the end of the plan year2024-04-25683881
Net assets as of the beginning of the plan year2024-04-25595012
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-253458

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