401k Plan data: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) plan

WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 401k Plan overview

Plan Name	WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)
Plan identification number	003

WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) Benefits

401k Plan Type

Defined 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.
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

WEST ISLIP ORTHODONTICS, PC has sponsored the creation of one or more 401k plans.

Company Name: WEST ISLIP ORTHODONTICS, PC

Employer identification number (EIN): 112521970

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JENNY ABRAHAM 2024-03-04
003 2022-01-01 JENNY ABRAHAM 2023-03-09
003 2021-01-01 JENNY ABRAHAM 2022-03-17
003 2020-01-01 JENNY ABRAHAM 2021-04-16
003 2019-01-01 JENNY ABRAHAM 2020-03-20
003 2018-01-01 JENNY ABRAHAM 2019-05-14
003 2017-01-01 JENNY ABRAHAM 2018-04-13
003 2016-01-01 JENNY ABRAHAM 2017-06-02
003 2015-01-01 JENNY ABRAHAM 2016-08-23
003 2014-01-01 JENNY ABRAHAM 2015-10-06
003 2013-01-01 JENNY ABRAHAM 2014-10-03
003 2012-01-01 HOWARD TICHLER 2013-09-26
003 2011-01-01 HOWARD TICHLER 2012-09-25
003 2010-01-01 HOWARD TICHLER 2011-09-15 HOWARD TICHLER 2011-09-15
003 2009-01-01 HOWARD TICHLER, DDS HOWARD TICHLER, DDS 2010-09-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JENNY ABRAHAM	2024-03-04
003	2022-01-01	JENNY ABRAHAM	2023-03-09
003	2021-01-01	JENNY ABRAHAM	2022-03-17
003	2020-01-01	JENNY ABRAHAM	2021-04-16
003	2019-01-01	JENNY ABRAHAM	2020-03-20
003	2018-01-01	JENNY ABRAHAM	2019-05-14
003	2017-01-01	JENNY ABRAHAM	2018-04-13
003	2016-01-01	JENNY ABRAHAM	2017-06-02
003	2015-01-01	JENNY ABRAHAM	2016-08-23
003	2014-01-01	JENNY ABRAHAM	2015-10-06
003	2013-01-01	JENNY ABRAHAM	2014-10-03
003	2012-01-01	HOWARD TICHLER	2013-09-26
003	2011-01-01	HOWARD TICHLER	2012-09-25
003	2010-01-01	HOWARD TICHLER	2011-09-15	HOWARD TICHLER	2011-09-15
003	2009-01-01	HOWARD TICHLER, DDS		HOWARD TICHLER, DDS	2010-09-10

Plan Statistics for WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)

401k plan membership statisitcs for WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)

Measure Date Value
2025: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2025 401k membership
Total number of particpants at beginning of year 2025-07-27 10
Total number of particpants at end of year 2025-07-27 10
Number of Participants With Account Balances 2025-07-27 10
2024: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2024 401k membership
Total number of particpants at beginning of year 2024-03-04 9
Total number of particpants at end of year 2024-03-04 10
Number of Participants With Account Balances 2024-03-04 9
2022: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2022 401k membership
Total number of particpants at beginning of year 2022-03-17 9
Total number of particpants at end of year 2022-03-17 9
Number of Participants With Account Balances 2022-03-17 9
2009: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2025 401k membership
Total number of particpants at beginning of year	2025-07-27	10
Total number of particpants at end of year	2025-07-27	10
Number of Participants With Account Balances	2025-07-27	10
2024: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2024 401k membership
Total number of particpants at beginning of year	2024-03-04	9
Total number of particpants at end of year	2024-03-04	10
Number of Participants With Account Balances	2024-03-04	9
2022: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2022 401k membership
Total number of particpants at beginning of year	2022-03-17	9
Total number of particpants at end of year	2022-03-17	9
Number of Participants With Account Balances	2022-03-17	9
2009: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)

Measure	Date	Value
2025 : WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-27	0
Net assets as of the end of the plan year	2025-07-27	1698674
Total assets as of the beginning of the plan year	2025-07-27	1318986
Value of plan covered by a fidelity bond	2025-07-27	169867
Participant contributions to plan in this plan year	2025-07-27	66458
Other income to plan in this plan year	2025-07-27	297562
Plan net income in this plan year	2025-07-27	379688
Net assets as of the end of the plan year	2025-07-27	1698674
Net assets as of the beginning of the plan year	2025-07-27	1318986
Employer contributions to plan in this plan year	2025-07-27	15668
2024 : WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-03-04	0
Net assets as of the end of the plan year	2024-03-04	1318986
Total assets as of the beginning of the plan year	2024-03-04	964706
Value of plan covered by a fidelity bond	2024-03-04	125000
Participant contributions to plan in this plan year	2024-03-04	57960
Other income to plan in this plan year	2024-03-04	280397
Plan net income in this plan year	2024-03-04	354280
Net assets as of the end of the plan year	2024-03-04	1318986
Net assets as of the beginning of the plan year	2024-03-04	964706
Employer contributions to plan in this plan year	2024-03-04	15923
2022 : WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-03-17	4955
Net assets as of the end of the plan year	2022-03-17	1197280
Total assets as of the beginning of the plan year	2022-03-17	987255
Value of plan covered by a fidelity bond	2022-03-17	125000
Participant contributions to plan in this plan year	2022-03-17	48660
Other income to plan in this plan year	2022-03-17	154078
Plan net income in this plan year	2022-03-17	210025
Net assets as of the end of the plan year	2022-03-17	1197280
Net assets as of the beginning of the plan year	2022-03-17	987255
Employer contributions to plan in this plan year	2022-03-17	12242
2009 : WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)

2009: WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WEST ISLIP MEDICAL CARE, P.C. RETIREMENT TRUST (PS) [EIN = 113204253]

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Company Name:	WEST ISLIP ORTHODONTICS, PC
Employer identification number (EIN):	112521970
NAIC Classification:	621210
NAIC Description:	Offices of Dentists