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DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDR. DAVID TRASK 401(K) PROFIT SHARING PLAN
Plan identification number 001

DR. DAVID TRASK 401(K) PROFIT SHARING 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
  • 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.
  • 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.

401k Sponsoring company profile

DR. DAVID TRASK has sponsored the creation of one or more 401k plans.

Company Name:DR. DAVID TRASK
Employer identification number (EIN):930985387
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID TRASK 401(K) PROFIT SHARING 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
0012017-01-01DR. DAVID TRASK2018-09-25 DR. DAVID TRASK2018-09-25
0012016-01-01DR. DAVID TRASK2017-10-12 DR. DAVID TRASK2017-10-12
0012015-01-01DR. DAVID TRASK2016-10-14 DR. DAVID TRASK2016-10-14
0012013-01-01DR. DAVID TRASK2014-08-05 DR. DAVID TRASK2014-08-05
0012012-01-01DR. DAVID TRASK2013-10-09 DR. DAVID TRASK2013-10-09
0012011-01-01DR. DAVID TRASK2012-09-13 DR. DAVID TRASK2012-09-13
0012010-01-01DR. DAVID TRASK2011-10-11 DR. DAVID TRASK2011-10-11
0012009-01-01DR. DAVID TRASK DR. DAVID TRASK2010-10-12

Plan Statistics for DR. DAVID TRASK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DR. DAVID TRASK 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1017
Total number of particpants at end of year2025-07-1015
Number of Participants With Account Balances2025-07-1015
2024: DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2018
Total number of particpants at end of year2024-08-2016
Number of Participants With Account Balances2024-08-2016
2022: DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2416
Total number of particpants at end of year2022-06-2416
Number of Participants With Account Balances2022-06-2416
2009: DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110

Financial Data on DR. DAVID TRASK 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-10314
Total expenses incurred by plan in this plan year2025-07-1087368
Net assets as of the end of the plan year2025-07-104854853
Total assets as of the beginning of the plan year2025-07-104066021
Value of plan covered by a fidelity bond2025-07-10410000
Participant contributions to plan in this plan year2025-07-1095902
Other contributions to plan in this plan year2025-07-1077217
Other income to plan in this plan year2025-07-10555420
Plan net income in this plan year2025-07-10789146
Net assets as of the end of the plan year2025-07-104854853
Net assets as of the beginning of the plan year2025-07-104065707
Employer contributions to plan in this plan year2025-07-10147975
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1011039
2024 : DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-20314
Total liabilities as of the beginning of the plan year2024-08-20279
Total expenses incurred by plan in this plan year2024-08-2076921
Net assets as of the end of the plan year2024-08-204066021
Total assets as of the beginning of the plan year2024-08-203340341
Value of plan covered by a fidelity bond2024-08-20370000
Participant contributions to plan in this plan year2024-08-20104073
Other income to plan in this plan year2024-08-20572379
Plan net income in this plan year2024-08-20725645
Net assets as of the end of the plan year2024-08-204065707
Net assets as of the beginning of the plan year2024-08-203340062
Employer contributions to plan in this plan year2024-08-20126114
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-208826
2022 : DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-24342
Total liabilities as of the beginning of the plan year2022-06-240
Total expenses incurred by plan in this plan year2022-06-24181510
Net assets as of the end of the plan year2022-06-243636493
Total assets as of the beginning of the plan year2022-06-243183437
Value of plan covered by a fidelity bond2022-06-24320000
Participant contributions to plan in this plan year2022-06-2492039
Other income to plan in this plan year2022-06-24410633
Plan net income in this plan year2022-06-24452714
Net assets as of the end of the plan year2022-06-243636151
Net assets as of the beginning of the plan year2022-06-243183437
Employer contributions to plan in this plan year2022-06-24131552
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2419888

Form 5500 Responses for DR. DAVID TRASK 401(K) PROFIT SHARING PLAN

2009: DR. DAVID TRASK 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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