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ZOE DENTAL RETIREMENT PLAN 401k Plan overview

Plan NameZOE DENTAL RETIREMENT PLAN
Plan identification number 001

ZOE DENTAL RETIREMENT 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.
  • 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PERRY J. STAMATIADES D.D.S. P.A. DBA ZOE DENTAL has sponsored the creation of one or more 401k plans.

Company Name:PERRY J. STAMATIADES D.D.S. P.A. DBA ZOE DENTAL
Employer identification number (EIN):201731048
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOE DENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PERRY STAMATIADES2024-05-06
0012022-01-01PERRY STAMATIADES2023-09-06
0012021-01-01PERRY STAMATIADES2022-05-10
0012020-01-01PERRY STAMATIADES2021-09-02 PERRY STAMATIADES2021-09-02
0012019-01-01PERRY STAMATIADES2020-06-16 PERRY STAMATIADES2020-06-16
0012018-01-01PERRY J. STAMATIADES2019-07-31 PERRY J STAMATIADES2019-07-31
0012017-01-01PERRY J. STAMATIADES2018-03-01
0012016-01-01PERRY J. STAMATIADES2017-07-12
0012015-01-01PERRY J. STAMATIADES2016-05-12
0012014-01-01PERRY J. STAMATIADES2015-04-27 PERRY J. STAMATIADES2015-04-27
0012013-01-01PERRY J. STAMATIADES2014-04-02
0012012-01-01PERRY J. STAMATIADES2013-04-01
0012011-01-01PERRY J. STAMATIADES2012-08-30
0012010-01-01PERRY J STAMATIADES
0012009-01-01PERRY J STAMATIADES

Financial Data on ZOE DENTAL RETIREMENT PLAN

Measure Date Value
2025 : ZOE DENTAL RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-170
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-17194912
Net assets as of the end of the plan year2025-03-172818152
Total assets as of the beginning of the plan year2025-03-172484750
Value of plan covered by a fidelity bond2025-03-17500000
Participant contributions to plan in this plan year2025-03-17105672
Value of participant loans at end of plan year2025-03-176436
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-17353826
Plan net income in this plan year2025-03-17333402
Net assets as of the end of the plan year2025-03-172818152
Net assets as of the beginning of the plan year2025-03-172484750
Employer contributions to plan in this plan year2025-03-1768816
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1720288
2024 : ZOE DENTAL RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-0667271
Net assets as of the end of the plan year2024-05-062484750
Total assets as of the beginning of the plan year2024-05-061989571
Value of plan covered by a fidelity bond2024-05-06300000
Participant contributions to plan in this plan year2024-05-06108788
Value of participant loans at end of plan year2024-05-068020
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-06382205
Plan net income in this plan year2024-05-06495179
Net assets as of the end of the plan year2024-05-062484750
Net assets as of the beginning of the plan year2024-05-061989571
Employer contributions to plan in this plan year2024-05-0671457
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0619040
2022 : ZOE DENTAL RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1013385
Net assets as of the end of the plan year2022-05-102069204
Total assets as of the beginning of the plan year2022-05-101611971
Value of plan covered by a fidelity bond2022-05-10300000
Participant contributions to plan in this plan year2022-05-10103838
Value of participant loans at end of plan year2022-05-10507
Other expenses paid from plan in this plan year2022-05-1038
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-10311451
Plan net income in this plan year2022-05-10457233
Net assets as of the end of the plan year2022-05-102069204
Net assets as of the beginning of the plan year2022-05-101611971
Employer contributions to plan in this plan year2022-05-1055329
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1011763
2010 : ZOE DENTAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$81,558
Total plan assets at end of year2010-12-31$228,727
Total plan assets at beginning of year2010-12-31$147,169
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$22,192
Other income received2010-12-31$23,694
Net income (gross income less expenses)2010-12-31$81,558
Net plan assets at end of year (total assets less liabilities)2010-12-31$228,727
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$147,169
Total contributions received or receivable from employer(s)2010-12-31$35,672

Form 5500 Responses for ZOE DENTAL RETIREMENT PLAN

2010: ZOE DENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZOE DENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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