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DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 002

DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST 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.
  • 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.
  • 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. ENGEN, D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. ENGEN, D.D.S., P.S.
Employer identification number (EIN):910891416
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID W. ENGEN2024-10-15
0022022-01-01DAVID W. ENGEN2023-07-23
0022021-01-01DAVID W. ENGEN2022-10-02
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DOMONIQUE PERETTI2018-06-04
0022016-01-01
0022015-01-01BETH ELFERING2016-04-06
0022014-01-01DAVID W. ENGEN2015-08-20 DAVID W. ENGEN2015-08-20
0022013-01-01DAVID W. ENGEN2014-07-30
0022012-01-01DAVID W. ENGEN2013-08-27 DAVID E2013-08-27
0022011-01-01DAVID W. ENGEN2012-05-23
0022010-01-01DAVID W. ENGEN2011-07-19

Financial Data on DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-06280528
Net assets as of the end of the plan year2025-10-061500841
Total assets as of the beginning of the plan year2025-10-061370848
Value of plan covered by a fidelity bond2025-10-06160000
Participant contributions to plan in this plan year2025-10-0658007
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06231151
Plan net income in this plan year2025-10-06129993
Net assets as of the end of the plan year2025-10-061500841
Net assets as of the beginning of the plan year2025-10-061370848
Employer contributions to plan in this plan year2025-10-06121363
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06748
2024 : DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1517593
Net assets as of the end of the plan year2024-10-151370848
Total assets as of the beginning of the plan year2024-10-151079094
Value of plan covered by a fidelity bond2024-10-15160000
Participant contributions to plan in this plan year2024-10-1544250
Value of participant loans at end of plan year2024-10-150
Other income to plan in this plan year2024-10-15174894
Plan net income in this plan year2024-10-15291754
Net assets as of the end of the plan year2024-10-151370848
Net assets as of the beginning of the plan year2024-10-151079094
Employer contributions to plan in this plan year2024-10-1590203
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15700
2022 : DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-020
Total liabilities as of the end of the plan year2022-10-020
Total liabilities as of the beginning of the plan year2022-10-020
Total expenses incurred by plan in this plan year2022-10-021613
Net assets as of the end of the plan year2022-10-021191853
Total assets as of the beginning of the plan year2022-10-021110369
Value of plan covered by a fidelity bond2022-10-02160000
Participant contributions to plan in this plan year2022-10-0270470
Value of participant loans at end of plan year2022-10-0211287
Other expenses paid from plan in this plan year2022-10-020
Other contributions to plan in this plan year2022-10-020
Other income to plan in this plan year2022-10-02-91806
Plan net income in this plan year2022-10-0281484
Net assets as of the end of the plan year2022-10-021191853
Net assets as of the beginning of the plan year2022-10-021110369
Employer contributions to plan in this plan year2022-10-02104433
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-02650

Potentially related plans

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