| Plan Name | DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | DANIEL S. PHILLIPS | 2024-07-13 | ||
| 001 | 2023-01-01 | DANIEL S. PHILLIPS | 2024-05-05 | ||
| 001 | 2022-01-01 | DANIEL S. PHILLIPS | 2023-05-21 | ||
| 001 | 2021-01-01 | DANIEL S. PHILLIPS | 2022-02-27 | ||
| 001 | 2020-01-01 | DANIEL S. PHILLIPS | 2021-06-06 | ||
| 001 | 2019-01-01 | DANIEL S. PHILLIPS | 2020-03-31 | ||
| 001 | 2018-01-01 | DANIEL S. PHILLIPS | 2019-07-10 | ||
| 001 | 2017-01-01 | DANIEL S. PHILLIPS | 2018-06-24 | ||
| 001 | 2016-01-01 | DANIEL S. PHILLIPS | 2017-05-12 | ||
| 001 | 2015-01-01 | DANIEL S. PHILLIPS | 2016-07-01 | ||
| 001 | 2014-01-01 | DANIEL S. PHILLIPS | 2015-06-17 | ||
| 001 | 2013-01-01 | DANIEL S. PHILLIPS | 2014-06-28 | ||
| 001 | 2012-01-01 | DANIEL S. PHILLIPS | 2013-06-28 | ||
| 001 | 2011-01-01 | DANIEL S. PHILLIPS | 2012-07-30 | DANIEL S. PHILLIPS | 2012-07-30 |
| 001 | 2010-01-01 | DANIEL PHILLIPS | 2011-07-22 |
| 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 year | 2024-07-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-13 | 1390 |
| Net assets as of the end of the plan year | 2024-07-13 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-13 | 1390 |
| Participant contributions to plan in this plan year | 2024-07-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-13 | 0 |
| Other contributions to plan in this plan year | 2024-07-13 | 0 |
| Other income to plan in this plan year | 2024-07-13 | 0 |
| Plan net income in this plan year | 2024-07-13 | -1390 |
| Net assets as of the end of the plan year | 2024-07-13 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-13 | 1390 |
| Employer contributions to plan in this plan year | 2024-07-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-13 | 0 |
| Total transfers to/from plan in this plan year | 2024-05-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-05 | 3127178 |
| Net assets as of the end of the plan year | 2024-05-05 | 1390 |
| Total assets as of the beginning of the plan year | 2024-05-05 | 2650647 |
| Value of plan covered by a fidelity bond | 2024-05-05 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-05 | 61285 |
| Other expenses paid from plan in this plan year | 2024-05-05 | 0 |
| Other contributions to plan in this plan year | 2024-05-05 | 0 |
| Other income to plan in this plan year | 2024-05-05 | 366765 |
| Plan net income in this plan year | 2024-05-05 | -2649257 |
| Net assets as of the end of the plan year | 2024-05-05 | 1390 |
| Net assets as of the beginning of the plan year | 2024-05-05 | 2650647 |
| Employer contributions to plan in this plan year | 2024-05-05 | 49871 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-05 | 27510 |