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CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

CASEY K. SHIMANE, D.D.S., A.P.C. 401K 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
  • 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.
  • 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

CASEY K. SHIMANE, D.D.S., A.P.C. has sponsored the creation of one or more 401k plans.

Company Name:CASEY K. SHIMANE, D.D.S., A.P.C.
Employer identification number (EIN):202069653
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CASEY K. SHIMANE2013-07-25 CASEY K. SHIMANE2013-07-25
0012011-01-01CASEY K. SHIMANE2012-06-18 CASEY K. SHIMANE2012-06-18
0012010-01-01CASEY K. SHIMANE2011-04-11 CASEY K. SHIMANE2011-04-11

Plan Statistics for CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2025: CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1016
Total number of particpants at end of year2025-10-1017
Number of Participants With Account Balances2025-10-1017
2024: CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2515
Total number of particpants at end of year2024-07-2516
Number of Participants With Account Balances2024-07-2516

Financial Data on CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-103532724
Total assets as of the beginning of the plan year2025-10-103090514
Value of plan covered by a fidelity bond2025-10-10300000
Participant contributions to plan in this plan year2025-10-1047780
Value of participant loans at end of plan year2025-10-103594
Other expenses paid from plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10313713
Plan net income in this plan year2025-10-10442210
Net assets as of the end of the plan year2025-10-103532724
Net assets as of the beginning of the plan year2025-10-103090514
Employer contributions to plan in this plan year2025-10-1080717
Fees paid to broker by Benefit Provider2025-10-1027254
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2024 : CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2523812
Net assets as of the end of the plan year2024-07-253090514
Total assets as of the beginning of the plan year2024-07-252619832
Value of plan covered by a fidelity bond2024-07-25300000
Participant contributions to plan in this plan year2024-07-2541134
Other expenses paid from plan in this plan year2024-07-2523812
Other income to plan in this plan year2024-07-25378259
Plan net income in this plan year2024-07-25470682
Net assets as of the end of the plan year2024-07-253090514
Net assets as of the beginning of the plan year2024-07-252619832
Employer contributions to plan in this plan year2024-07-2575101
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250

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