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TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameTRACEY NGUYEN DDS PC PROFIT SHARING PLAN
Plan identification number 001

TRACEY NGUYEN DDS PC 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
  • 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

TRACEY NGUYEN DDS PC has sponsored the creation of one or more 401k plans.

Company Name:TRACEY NGUYEN DDS PC
Employer identification number (EIN):202030046
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRACEY NGUYEN DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACEY NGUYEN2024-04-18
0012022-01-01TRACEY NGUYEN2023-04-20
0012021-01-01TRACEY NGUYEN2022-07-18
0012020-01-01TRACEY NGUYEN2021-09-17
0012019-01-01TRACEY NGUYEN, DDS2020-08-26
0012018-01-01
0012017-01-01TRACEY NGUYEN DDS
0012016-01-01TRACEY NGUYEN DDS
0012015-01-01TRACEY NGUYEN DDS
0012014-01-01TRACEY NGUYEN DDS
0012013-01-01TRACEY NGUYEN DDS
0012012-01-01TRACEY NGUYEN DDS
0012011-01-01TRACEY NGUYEN DDS
0012010-01-01TRACEY NGUYEN DDS
0012009-01-01TRACEY NGUYEN DDS

Financial Data on TRACEY NGUYEN DDS PC PROFIT SHARING PLAN

Measure Date Value
2025 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-25248955
Net assets as of the end of the plan year2025-03-252175462
Total assets as of the beginning of the plan year2025-03-252007469
Value of plan covered by a fidelity bond2025-03-25200750
Participant contributions to plan in this plan year2025-03-2564509
Other income to plan in this plan year2025-03-25248087
Plan net income in this plan year2025-03-25167993
Net assets as of the end of the plan year2025-03-252175462
Net assets as of the beginning of the plan year2025-03-252007469
Employer contributions to plan in this plan year2025-03-25104352
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-251388
2024 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1810461
Net assets as of the end of the plan year2024-04-182007469
Total assets as of the beginning of the plan year2024-04-181613247
Value of plan covered by a fidelity bond2024-04-18190000
Participant contributions to plan in this plan year2024-04-1855474
Other contributions to plan in this plan year2024-04-180
Other income to plan in this plan year2024-04-18285873
Plan net income in this plan year2024-04-18394222
Net assets as of the end of the plan year2024-04-182007469
Net assets as of the beginning of the plan year2024-04-181613247
Employer contributions to plan in this plan year2024-04-1863336
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1810461
2022 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1817400
Net assets as of the end of the plan year2022-07-181830366
Total assets as of the beginning of the plan year2022-07-181525421
Value of plan covered by a fidelity bond2022-07-18190000
Participant contributions to plan in this plan year2022-07-1855285
Other income to plan in this plan year2022-07-18219423
Plan net income in this plan year2022-07-18304945
Net assets as of the end of the plan year2022-07-181830366
Net assets as of the beginning of the plan year2022-07-181525421
Employer contributions to plan in this plan year2022-07-1847637
Fees paid to broker by Benefit Provider2022-07-1810868
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1815684
2018 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$17,934
Expenses. Total of all expenses incurred2018-12-31$9,902
Total plan assets at end of year2018-12-31$1,015,484
Total plan assets at beginning of year2018-12-31$1,007,452
Value of fidelity bond covering the plan2018-12-31$110,000
Other income received2018-12-31$-75,971
Net income (gross income less expenses)2018-12-31$8,032
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,015,484
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,007,452
Total contributions received or receivable from employer(s)2018-12-31$93,905
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,902
2017 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$198,922
Expenses. Total of all expenses incurred2017-12-31$39,139
Benefits paid (including direct rollovers)2017-12-31$30,688
Total plan assets at end of year2017-12-31$1,007,452
Total plan assets at beginning of year2017-12-31$847,669
Value of fidelity bond covering the plan2017-12-31$110,000
Other income received2017-12-31$110,855
Net income (gross income less expenses)2017-12-31$159,783
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,007,452
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$847,669
Total contributions received or receivable from employer(s)2017-12-31$88,067
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,451
2016 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$153,569
Expenses. Total of all expenses incurred2016-12-31$7,143
Total plan assets at end of year2016-12-31$847,669
Total plan assets at beginning of year2016-12-31$701,243
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$69,649
Net income (gross income less expenses)2016-12-31$146,426
Net plan assets at end of year (total assets less liabilities)2016-12-31$847,669
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$701,243
Total contributions received or receivable from employer(s)2016-12-31$83,920
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,143
2015 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$66,150
Expenses. Total of all expenses incurred2015-12-31$6,451
Total plan assets at end of year2015-12-31$701,243
Total plan assets at beginning of year2015-12-31$641,544
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-18,850
Net income (gross income less expenses)2015-12-31$59,699
Net plan assets at end of year (total assets less liabilities)2015-12-31$701,243
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$641,544
Total contributions received or receivable from employer(s)2015-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,451
2014 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$109,619
Expenses. Total of all expenses incurred2014-12-31$13,056
Benefits paid (including direct rollovers)2014-12-31$7,301
Total plan assets at end of year2014-12-31$641,544
Total plan assets at beginning of year2014-12-31$544,981
Value of fidelity bond covering the plan2014-12-31$70,000
Other income received2014-12-31$24,619
Net income (gross income less expenses)2014-12-31$96,563
Net plan assets at end of year (total assets less liabilities)2014-12-31$641,544
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$544,981
Total contributions received or receivable from employer(s)2014-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,755
2013 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$148,105
Expenses. Total of all expenses incurred2013-12-31$4,456
Total plan assets at end of year2013-12-31$544,981
Total plan assets at beginning of year2013-12-31$401,332
Value of fidelity bond covering the plan2013-12-31$70,000
Other income received2013-12-31$63,105
Net income (gross income less expenses)2013-12-31$143,649
Net plan assets at end of year (total assets less liabilities)2013-12-31$544,981
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$401,332
Total contributions received or receivable from employer(s)2013-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,456
2012 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$115,838
Expenses. Total of all expenses incurred2012-12-31$2,981
Total plan assets at end of year2012-12-31$401,332
Total plan assets at beginning of year2012-12-31$288,475
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$30,838
Net income (gross income less expenses)2012-12-31$112,857
Net plan assets at end of year (total assets less liabilities)2012-12-31$401,332
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$288,475
Total contributions received or receivable from employer(s)2012-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,981
2011 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$74,102
Expenses. Total of all expenses incurred2011-12-31$3,054
Benefits paid (including direct rollovers)2011-12-31$1,016
Total plan assets at end of year2011-12-31$288,475
Total plan assets at beginning of year2011-12-31$217,427
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-5,898
Net income (gross income less expenses)2011-12-31$71,048
Net plan assets at end of year (total assets less liabilities)2011-12-31$288,475
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$217,427
Total contributions received or receivable from employer(s)2011-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,038
2010 : TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,952
Total plan assets at end of year2010-12-31$217,427
Total plan assets at beginning of year2010-12-31$150,475
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$6,952
Net income (gross income less expenses)2010-12-31$66,952
Net plan assets at end of year (total assets less liabilities)2010-12-31$217,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$150,475
Total contributions received or receivable from employer(s)2010-12-31$60,000

Form 5500 Responses for TRACEY NGUYEN DDS PC PROFIT SHARING PLAN

2018: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRACEY NGUYEN DDS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRACEY NGUYEN DDS PC PROFIT SHARING 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: TRACEY NGUYEN DDS PC PROFIT SHARING 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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