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DAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN
Plan identification number 002

DAVID J. DUNG, D.D.S., M.S., INC. 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.
  • 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

DAVID J. DUNG, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. DUNG, D.D.S., M.S., INC.
Employer identification number (EIN):990143597
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01DAVID J. DUNG2021-10-04
0022019-01-01DAVID J. DUNG2020-09-01
0022018-01-01DAVID J. DUNG2019-09-17
0022017-01-01DAVID J. DUNG2018-06-06
0022016-01-01DAVID J. DUNG2017-07-06 DAVID J. DUNG2017-07-06
0022015-01-01DAVID J. DUNG2016-08-31 DAVID J. DUNG2016-08-31
0022014-01-01DAVID J. DUNG2015-09-01 DAVID J. DUNG2015-09-01
0022013-01-01DAVID J. DUNG2014-05-29 DAVID J. DUNG2014-05-29
0022012-01-01DAVID J. DUNG2013-06-18 DAVID J. DUNG2013-06-18
0022011-01-01DAVID J. DUNG2012-07-19
0022010-01-01DAVID J. DUNG2011-09-13

Financial Data on DAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-01556
Total expenses incurred by plan in this plan year2025-10-0115373
Net assets as of the end of the plan year2025-10-015598076
Total assets as of the beginning of the plan year2025-10-013994496
Value of plan covered by a fidelity bond2025-10-01399400
Participant contributions to plan in this plan year2025-10-010
Value of participant loans at end of plan year2025-10-010
Other expenses paid from plan in this plan year2025-10-01120
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-011562686
Plan net income in this plan year2025-10-011604136
Net assets as of the end of the plan year2025-10-015598076
Net assets as of the beginning of the plan year2025-10-013993940
Value of contributions failed to transmitted timely2025-10-017794
Employer contributions to plan in this plan year2025-10-0156823
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0115253
2024 : DAVID J. DUNG, D.D.S., M.S., INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-08556
Total liabilities as of the beginning of the plan year2024-10-08556
Total expenses incurred by plan in this plan year2024-10-0812885
Net assets as of the end of the plan year2024-10-083994496
Total assets as of the beginning of the plan year2024-10-082932003
Value of plan covered by a fidelity bond2024-10-08294000
Participant contributions to plan in this plan year2024-10-080
Value of participant loans at end of plan year2024-10-083183
Other expenses paid from plan in this plan year2024-10-0873
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-081018228
Plan net income in this plan year2024-10-081062493
Net assets as of the end of the plan year2024-10-083993940
Net assets as of the beginning of the plan year2024-10-082931447
Value of contributions failed to transmitted timely2024-10-084569
Employer contributions to plan in this plan year2024-10-0857150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-089209

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