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RICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN
Plan identification number 001

RICHARD A. FAGIN, D.D.S. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

RICHARD A. FAGIN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A. FAGIN, D.D.S.
Employer identification number (EIN):942313044
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADAM FAGIN2024-03-06 ADAM FAGIN2024-03-06
0012021-01-01RICHARD FAGIN2022-05-09 RICHARD FAGIN2022-05-09
0012020-01-01RICHARD FAGIN2021-04-02 RICHARD FAGIN2021-04-02
0012019-01-01RICHARD FAGIN2020-02-10 RICHARD FAGIN2020-02-10
0012018-01-01RICHARD FAGIN2019-02-12 RICHARD FAGIN2019-02-12
0012017-01-01RICHARD FAGIN2018-03-01 RICHARD FAGIN2018-03-01
0012016-01-01RICHARD, FAGIN2017-02-25 RICHARD, FAGIN2017-02-25
0012015-01-01RICHARD FAGIN2016-02-19 RICHARD FAGIN2016-02-19
0012014-01-01RICHARD FAGIN2015-04-08 RICHARD FAGIN2015-04-08
0012013-01-01RICHARD FAGIN2014-03-25 RICHARD FAGIN2014-03-25
0012012-01-01RICHARD FAGIN2013-05-08 RICHARD FAGIN2013-05-08
0012011-01-01RICHARD FAGIN2012-03-16 RICHARD FAGIN2012-03-16
0012010-01-01RICHARD FAGIN2011-04-04 RICHARD FAGIN2011-04-04

Financial Data on RICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2024 : RICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-0611339
Net assets as of the end of the plan year2024-03-06818224
Total assets as of the beginning of the plan year2024-03-06625637
Value of plan covered by a fidelity bond2024-03-0630000
Participant contributions to plan in this plan year2024-03-0631067
Other expenses paid from plan in this plan year2024-03-060
Other income to plan in this plan year2024-03-06152292
Plan net income in this plan year2024-03-06192587
Net assets as of the end of the plan year2024-03-06818224
Net assets as of the beginning of the plan year2024-03-06625637
Employer contributions to plan in this plan year2024-03-0620567
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-060
2022 : RICHARD A. FAGIN, D.D.S. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-097916
Net assets as of the end of the plan year2022-05-09706484
Total assets as of the beginning of the plan year2022-05-09519080
Value of plan covered by a fidelity bond2022-05-0930000
Participant contributions to plan in this plan year2022-05-090
Other expenses paid from plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-09127561
Plan net income in this plan year2022-05-09187404
Net assets as of the end of the plan year2022-05-09706484
Net assets as of the beginning of the plan year2022-05-09519080
Employer contributions to plan in this plan year2022-05-0967759
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-090

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