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| Plan Name | PERIODONTIC EXCELLENCE RETIREMENT PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PERIODONTIC EXCELLENCE, PLLC |
| Employer identification number (EIN): | 352264274 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about PERIODONTIC EXCELLENCE, PLLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2005-10-24 |
| Company Identification Number: | 0800561113 |
| Legal Registered Office Address: |
3465 NATIONAL DR STE 100 PLANO United States of America (USA) 75025 |
More information about PERIODONTIC EXCELLENCE, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | MARCO A. CUEVA, D.D.S. | 2017-09-12 | ||
| 001 | 2015-01-01 | MARCO A. CUEVA, D.D.S. | 2016-06-03 | ||
| 001 | 2014-01-01 | MARCO A. CUEVA, D.D.S. | 2015-07-24 | ||
| 001 | 2013-01-01 | MARCO A. CUEVA, D.D.S. | 2014-10-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PERIODONTIC EXCELLENCE RETIREMENT PLAN & TRUST 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 256822 |
| Net assets as of the end of the plan year | 2025-10-02 | 1017354 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 1140417 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 5089 |
| Other income to plan in this plan year | 2025-10-02 | 114504 |
| Plan net income in this plan year | 2025-10-02 | -123063 |
| Net assets as of the end of the plan year | 2025-10-02 | 1017354 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 1140417 |
| Value of contributions failed to transmitted timely | 2025-10-02 | 2086 |
| Employer contributions to plan in this plan year | 2025-10-02 | 14166 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 6822 |
| 2024 : PERIODONTIC EXCELLENCE RETIREMENT PLAN & TRUST 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 17318 |
| Net assets as of the end of the plan year | 2024-10-14 | 1140417 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 922668 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 39363 |
| Other income to plan in this plan year | 2024-10-14 | 178413 |
| Plan net income in this plan year | 2024-10-14 | 217749 |
| Net assets as of the end of the plan year | 2024-10-14 | 1140417 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 922668 |
| Employer contributions to plan in this plan year | 2024-10-14 | 17291 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 6290 |
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