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MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING 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.
  • 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

MICHAEL J. GIESY, D.M.D., PLLC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. GIESY, D.M.D., PLLC
Employer identification number (EIN):912047668
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHELE GIESY2024-04-24
0022022-01-01MICHELE GIESY2023-10-09
0022021-01-01MICHELE GIESY2022-08-23
0022020-01-01MICHAEL GIESY2021-10-06
0022019-01-01MICHAEL GIESY2020-09-24
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MICHAEL J. GIESY2015-07-22
0022013-01-01MICHAEL J. GIESY2014-02-25
0022012-01-01MICHAEL J. GIESY2013-04-10
0022011-01-01TONY PANAGIOTU2012-03-07
0022010-01-01TODD HUGHES2011-03-24

Financial Data on MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$646,218
Expenses. Total of all expenses incurred2024-01-01$102,025
Benefits paid (including direct rollovers)2024-01-01$77,599
Total plan assets at end of year2024-01-01$4,505,210
Total plan assets at beginning of year2024-01-01$3,961,017
Value of fidelity bond covering the plan2024-01-01$396,102
Total contributions received or receivable from participants2024-01-01$58,753
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$499,347
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$544,193
Net plan assets at end of year (total assets less liabilities)2024-01-01$4,505,210
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$3,961,017
Assets. Value of participant loans2024-01-01$0
Assets. Value of assets in partnership/joint-venture interests2024-01-01$135,845
Total contributions received or receivable from employer(s)2024-01-01$88,118
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$24,426
2023 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$515,273
Expenses. Total of all expenses incurred2023-12-31$8,399
Benefits paid (including direct rollovers)2023-12-31$43
Total plan assets at end of year2023-12-31$3,961,219
Total plan assets at beginning of year2023-12-31$3,454,345
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$81,652
Other income received2023-12-31$344,297
Net income (gross income less expenses)2023-12-31$506,874
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,961,219
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,454,345
Assets. Value of participant loans2023-12-31$5,434
Assets. Value of assets in partnership/joint-venture interests2023-12-31$119,390
Total contributions received or receivable from employer(s)2023-12-31$89,324
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$8,356
2022 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-66,969
Expenses. Total of all expenses incurred2022-12-31$1,176
Benefits paid (including direct rollovers)2022-12-31$991
Total plan assets at end of year2022-12-31$3,454,345
Total plan assets at beginning of year2022-12-31$3,522,490
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$103,022
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-267,516
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-68,145
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,454,345
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,522,490
Assets. Value of participant loans2022-12-31$11,225
Assets. Value of assets in partnership/joint-venture interests2022-12-31$169,411
Total contributions received or receivable from employer(s)2022-12-31$97,525
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$185
2021 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$540,375
Expenses. Total of all expenses incurred2021-12-31$664,504
Benefits paid (including direct rollovers)2021-12-31$664,004
Total plan assets at end of year2021-12-31$3,522,490
Total plan assets at beginning of year2021-12-31$3,646,619
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$77,426
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$382,682
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-124,129
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,522,490
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,646,619
Assets. Value of participant loans2021-12-31$15,625
Assets. Value of assets in partnership/joint-venture interests2021-12-31$375,275
Total contributions received or receivable from employer(s)2021-12-31$80,267
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$349,690
Expenses. Total of all expenses incurred2020-12-31$150
Total plan assets at end of year2020-12-31$3,646,619
Total plan assets at beginning of year2020-12-31$3,297,079
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$68,588
Other income received2020-12-31$203,706
Net income (gross income less expenses)2020-12-31$349,540
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,646,619
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,297,079
Assets. Value of participant loans2020-12-31$19,753
Assets. Value of assets in partnership/joint-venture interests2020-12-31$352,515
Total contributions received or receivable from employer(s)2020-12-31$77,396
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$150
2019 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$541,214
Expenses. Total of all expenses incurred2019-12-31$10,752
Total plan assets at end of year2019-12-31$3,297,079
Total plan assets at beginning of year2019-12-31$2,766,617
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$82,781
Other income received2019-12-31$374,764
Net income (gross income less expenses)2019-12-31$530,462
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,297,079
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,766,617
Assets. Value of participant loans2019-12-31$21,087
Assets. Value of assets in partnership/joint-venture interests2019-12-31$330,165
Total contributions received or receivable from employer(s)2019-12-31$83,669
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,752
2018 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$302,537
Expenses. Total of all expenses incurred2018-12-31$5,712
Total plan assets at end of year2018-12-31$2,766,617
Total plan assets at beginning of year2018-12-31$2,469,792
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$81,809
Other income received2018-12-31$136,289
Net income (gross income less expenses)2018-12-31$296,825
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,766,617
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,469,792
Assets. Value of participant loans2018-12-31$6,360
Assets. Value of assets in partnership/joint-venture interests2018-12-31$565,234
Total contributions received or receivable from employer(s)2018-12-31$84,439
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,712
2017 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$373,404
Expenses. Total of all expenses incurred2017-12-31$5,391
Benefits paid (including direct rollovers)2017-12-31$354
Total plan assets at end of year2017-12-31$2,469,792
Total plan assets at beginning of year2017-12-31$2,101,779
Value of fidelity bond covering the plan2017-12-31$361,597
Total contributions received or receivable from participants2017-12-31$67,158
Other income received2017-12-31$233,384
Net income (gross income less expenses)2017-12-31$368,013
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,469,792
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,101,779
Assets. Value of participant loans2017-12-31$7,202
Assets. Value of assets in partnership/joint-venture interests2017-12-31$361,597
Total contributions received or receivable from employer(s)2017-12-31$72,862
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$235,757
Expenses. Total of all expenses incurred2016-12-31$11,158
Benefits paid (including direct rollovers)2016-12-31$4,570
Total plan assets at end of year2016-12-31$2,101,779
Total plan assets at beginning of year2016-12-31$1,877,180
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$64,100
Other income received2016-12-31$100,698
Net income (gross income less expenses)2016-12-31$224,599
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,101,779
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,877,180
Assets. Value of participant loans2016-12-31$13,957
Assets. Value of assets in partnership/joint-venture interests2016-12-31$250,000
Total contributions received or receivable from employer(s)2016-12-31$70,959
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN

2023: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL J. GIESY, D.M.D., PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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