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CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST 401k Plan overview

Plan NameCHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST
Plan identification number 001

CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST 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

EMILIE SUMIDA, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name:EMILIE SUMIDA, DDS, LLC
Employer identification number (EIN):842514632
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SOO-LIN LEE2024-02-29
0012022-01-01EMILIE SUMIDA2023-02-24
0012021-01-01EMILIE SUMIDA2022-09-12

Financial Data on CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST

Measure Date Value
2025 : CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-020
Total liabilities as of the end of the plan year2025-06-020
Total liabilities as of the beginning of the plan year2025-06-020
Total expenses incurred by plan in this plan year2025-06-02775
Net assets as of the end of the plan year2025-06-02233599
Total assets as of the beginning of the plan year2025-06-02168172
Value of plan covered by a fidelity bond2025-06-02250000
Participant contributions to plan in this plan year2025-06-0229919
Value of participant loans at end of plan year2025-06-0245194
Other expenses paid from plan in this plan year2025-06-020
Other contributions to plan in this plan year2025-06-020
Other income to plan in this plan year2025-06-0225284
Plan net income in this plan year2025-06-0265427
Net assets as of the end of the plan year2025-06-02233599
Net assets as of the beginning of the plan year2025-06-02168172
Employer contributions to plan in this plan year2025-06-0210999
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-02775
2024 : CHILDRENS DENTISTRY OF MAUI 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-290
Total liabilities as of the end of the plan year2024-02-290
Total liabilities as of the beginning of the plan year2024-02-290
Total expenses incurred by plan in this plan year2024-02-29133105
Net assets as of the end of the plan year2024-02-29168172
Total assets as of the beginning of the plan year2024-02-29221453
Value of plan covered by a fidelity bond2024-02-29250000
Participant contributions to plan in this plan year2024-02-2926018
Other expenses paid from plan in this plan year2024-02-290
Other contributions to plan in this plan year2024-02-2912976
Other income to plan in this plan year2024-02-2930007
Plan net income in this plan year2024-02-29-53281
Net assets as of the end of the plan year2024-02-29168172
Net assets as of the beginning of the plan year2024-02-29221453
Employer contributions to plan in this plan year2024-02-2910823
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-291250

Potentially related plans

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