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KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 401k Plan overview

Plan NameKIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN
Plan identification number 001

KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • 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

KIMBERLY CARLYLE-CLARK, DDS, MS, PA has sponsored the creation of one or more 401k plans.

Company Name:KIMBERLY CARLYLE-CLARK, DDS, MS, PA
Employer identification number (EIN):201382496
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLY CARLYLE-CLARK2024-05-29
0012022-01-01KIMBERLY CARLYLE-CLARK2023-08-30
0012021-01-01KIMBERLY CARLYLE-CLARK2022-09-05
0012020-01-01KIMBERLY CARLYLE-CLARK2021-09-27
0012019-01-01KIMBERLY CARLYLE-CLARK2020-09-11
0012018-01-01KIMBERLY CARLYLE-CLARK2019-07-26
0012017-01-01KIMBERLY CARLYLE-CLARK2018-09-15
0012016-01-01KIMBERLY CARLYLE-CLARK2017-05-11
0012015-01-01KIMBERLY CARLYLE-CLARK2016-06-02
0012014-01-01KIMBERLY CARLYLE-CLARK2015-05-16
0012013-01-01KIMBERLY CARLYLE-CLARK

Financial Data on KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN

Measure Date Value
2025 : KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-070
Total liabilities as of the beginning of the plan year2025-09-070
Total expenses incurred by plan in this plan year2025-09-0732826
Net assets as of the end of the plan year2025-09-071576425
Total assets as of the beginning of the plan year2025-09-071399960
Value of plan covered by a fidelity bond2025-09-07140000
Participant contributions to plan in this plan year2025-09-0761520
Other income to plan in this plan year2025-09-0794848
Plan net income in this plan year2025-09-07176465
Net assets as of the end of the plan year2025-09-071576425
Net assets as of the beginning of the plan year2025-09-071399960
Employer contributions to plan in this plan year2025-09-0752923
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-072175
2024 : KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-295084
Net assets as of the end of the plan year2024-05-291399960
Total assets as of the beginning of the plan year2024-05-291238074
Value of plan covered by a fidelity bond2024-05-29125000
Participant contributions to plan in this plan year2024-05-2962780
Other income to plan in this plan year2024-05-2983752
Plan net income in this plan year2024-05-29161886
Net assets as of the end of the plan year2024-05-291399960
Net assets as of the beginning of the plan year2024-05-291238074
Employer contributions to plan in this plan year2024-05-2920438
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-292464
2022 : KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-050
Total liabilities as of the beginning of the plan year2022-09-050
Total expenses incurred by plan in this plan year2022-09-051679
Net assets as of the end of the plan year2022-09-051218221
Total assets as of the beginning of the plan year2022-09-051147157
Value of plan covered by a fidelity bond2022-09-05115000
Participant contributions to plan in this plan year2022-09-0541268
Other income to plan in this plan year2022-09-057003
Plan net income in this plan year2022-09-0571064
Net assets as of the end of the plan year2022-09-051218221
Net assets as of the beginning of the plan year2022-09-051147157
Employer contributions to plan in this plan year2022-09-0524472
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-051679
2013 : KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$162
Total income from all sources2013-12-31$286,316
Expenses. Total of all expenses incurred2013-12-31$1,091
Benefits paid (including direct rollovers)2013-12-31$61
Total plan assets at end of year2013-12-31$285,387
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$37,080
Contributions received from other sources (not participants or employers)2013-12-31$162,311
Other income received2013-12-31$27,552
Net income (gross income less expenses)2013-12-31$285,225
Net plan assets at end of year (total assets less liabilities)2013-12-31$285,387
Total contributions received or receivable from employer(s)2013-12-31$59,373
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN

2013: KIMBERLY CARLYLE-CLARK, DDS, MS, PA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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