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PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 PATEL, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRY PATEL, D.D.S., INC.
Employer identification number (EIN):208135110
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY PATEL, D.D.S., INC. 401(K) 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
0012021-01-01PARITOSH R. PATEL, D.D.S.2022-10-11
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01PARITOSH R. PATEL, D.D.S.
0012012-01-01PARITOSH R. PATEL, D.D.S.
0012011-01-01PARITOSH R. PATEL, D.D.S.
0012010-01-01DOUGLAS S. HENDRY
0012009-01-01DOUGLAS S. HENDRY
0012009-01-01DOUGLAS S. HENDRY
0012008-01-01DOUGLAS S. HENDRY
0012007-01-01DOUGLAS S. HENDRY

Financial Data on PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-0622899
Total liabilities as of the beginning of the plan year2025-10-0611449
Total expenses incurred by plan in this plan year2025-10-0619835
Net assets as of the end of the plan year2025-10-062465046
Total assets as of the beginning of the plan year2025-10-061705271
Participant contributions to plan in this plan year2025-10-0681250
Value of participant loans at end of plan year2025-10-06950
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06657467
Plan net income in this plan year2025-10-06748325
Net assets as of the end of the plan year2025-10-062442147
Net assets as of the beginning of the plan year2025-10-061693822
Employer contributions to plan in this plan year2025-10-0629443
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0619835
2024 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-3111449
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3111959
Net assets as of the end of the plan year2024-07-311705271
Total assets as of the beginning of the plan year2024-07-311135904
Value of plan covered by a fidelity bond2024-07-3125000
Participant contributions to plan in this plan year2024-07-3168900
Value of participant loans at end of plan year2024-07-31950
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-31471761
Plan net income in this plan year2024-07-31557918
Net assets as of the end of the plan year2024-07-311693822
Net assets as of the beginning of the plan year2024-07-311135904
Employer contributions to plan in this plan year2024-07-3129216
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3111959
2022 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-119373
Net assets as of the end of the plan year2022-10-111433354
Total assets as of the beginning of the plan year2022-10-111154762
Value of plan covered by a fidelity bond2022-10-11100000
Participant contributions to plan in this plan year2022-10-1161600
Value of participant loans at end of plan year2022-10-119769
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11202437
Plan net income in this plan year2022-10-11278592
Net assets as of the end of the plan year2022-10-111433354
Net assets as of the beginning of the plan year2022-10-111154762
Employer contributions to plan in this plan year2022-10-1123928
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-119373
2014 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$69,020
Expenses. Total of all expenses incurred2014-12-31$4,111
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$559,022
Total plan assets at beginning of year2014-12-31$494,113
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$37,700
Expenses. Other expenses not covered elsewhere2014-12-31$4,111
Other income received2014-12-31$22,704
Net income (gross income less expenses)2014-12-31$64,909
Net plan assets at end of year (total assets less liabilities)2014-12-31$559,022
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$494,113
Total contributions received or receivable from employer(s)2014-12-31$8,616
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$112,386
Expenses. Total of all expenses incurred2013-12-31$3,094
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$494,113
Total plan assets at beginning of year2013-12-31$384,821
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$37,450
Expenses. Other expenses not covered elsewhere2013-12-31$3,094
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$66,871
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$109,292
Net plan assets at end of year (total assets less liabilities)2013-12-31$494,113
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$384,821
Total contributions received or receivable from employer(s)2013-12-31$8,065
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$78,256
Expenses. Total of all expenses incurred2012-12-31$2,713
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$384,821
Total plan assets at beginning of year2012-12-31$309,278
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$35,200
Expenses. Other expenses not covered elsewhere2012-12-31$2,713
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$36,600
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$75,543
Net plan assets at end of year (total assets less liabilities)2012-12-31$384,821
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$309,278
Total contributions received or receivable from employer(s)2012-12-31$6,456
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$484
Total income from all sources2011-12-31$32,331
Expenses. Total of all expenses incurred2011-12-31$2,376
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$309,278
Total plan assets at beginning of year2011-12-31$279,807
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$34,200
Expenses. Other expenses not covered elsewhere2011-12-31$2,376
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,230
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$29,955
Net plan assets at end of year (total assets less liabilities)2011-12-31$309,278
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$279,323
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$2,750
Total contributions received or receivable from employer(s)2011-12-31$6,361
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$484
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$50,913
Expenses. Total of all expenses incurred2010-12-31$2,927
Benefits paid (including direct rollovers)2010-12-31$736
Total plan assets at end of year2010-12-31$279,807
Total plan assets at beginning of year2010-12-31$231,337
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$18,150
Expenses. Other expenses not covered elsewhere2010-12-31$2,191
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$26,748
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$47,986
Net plan assets at end of year (total assets less liabilities)2010-12-31$279,323
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$231,337
Total contributions received or receivable from employer(s)2010-12-31$6,015
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2007 : PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN

2014: PERRY PATEL, D.D.S., INC. 401(K) 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: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PERRY PATEL, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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