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DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

DANIEL S. PHILLIPS, DMD PC 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.

401k Sponsoring company profile

DANIEL S. PHILLIPS, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL S. PHILLIPS, D.M.D., P.C.
Employer identification number (EIN):931179211
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DANIEL S. PHILLIPS, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1995-08-09
Company Identification Number: 46833281
Legal Registered Office Address: 201 B AVE STE 220

LAKE OSWEGO
United States of America (USA)
97034

More information about DANIEL S. PHILLIPS, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DANIEL S. PHILLIPS2024-07-13
0012023-01-01DANIEL S. PHILLIPS2024-05-05
0012022-01-01DANIEL S. PHILLIPS2023-05-21
0012021-01-01DANIEL S. PHILLIPS2022-02-27
0012020-01-01DANIEL S. PHILLIPS2021-06-06
0012019-01-01DANIEL S. PHILLIPS2020-03-31
0012018-01-01DANIEL S. PHILLIPS2019-07-10
0012017-01-01DANIEL S. PHILLIPS2018-06-24
0012016-01-01DANIEL S. PHILLIPS2017-05-12
0012015-01-01DANIEL S. PHILLIPS2016-07-01
0012014-01-01DANIEL S. PHILLIPS2015-06-17
0012013-01-01DANIEL S. PHILLIPS2014-06-28
0012012-01-01DANIEL S. PHILLIPS2013-06-28
0012011-01-01DANIEL S. PHILLIPS2012-07-30 DANIEL S. PHILLIPS2012-07-30
0012010-01-01DANIEL PHILLIPS2011-07-22

Financial Data on DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-130
Total liabilities as of the end of the plan year2024-07-130
Total liabilities as of the beginning of the plan year2024-07-130
Total expenses incurred by plan in this plan year2024-07-131390
Net assets as of the end of the plan year2024-07-130
Total assets as of the beginning of the plan year2024-07-131390
Participant contributions to plan in this plan year2024-07-130
Other expenses paid from plan in this plan year2024-07-130
Other contributions to plan in this plan year2024-07-130
Other income to plan in this plan year2024-07-130
Plan net income in this plan year2024-07-13-1390
Net assets as of the end of the plan year2024-07-130
Net assets as of the beginning of the plan year2024-07-131390
Employer contributions to plan in this plan year2024-07-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-130
Total transfers to/from plan in this plan year2024-05-050
Total liabilities as of the end of the plan year2024-05-050
Total liabilities as of the beginning of the plan year2024-05-050
Total expenses incurred by plan in this plan year2024-05-053127178
Net assets as of the end of the plan year2024-05-051390
Total assets as of the beginning of the plan year2024-05-052650647
Value of plan covered by a fidelity bond2024-05-05150000
Participant contributions to plan in this plan year2024-05-0561285
Other expenses paid from plan in this plan year2024-05-050
Other contributions to plan in this plan year2024-05-050
Other income to plan in this plan year2024-05-05366765
Plan net income in this plan year2024-05-05-2649257
Net assets as of the end of the plan year2024-05-051390
Net assets as of the beginning of the plan year2024-05-052650647
Employer contributions to plan in this plan year2024-05-0549871
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0527510

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