401k Plan data: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST plan

NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST
Plan identification number	001

NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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.
Plan covering Self-Employed individuals.
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

NICHOLAS ADDIEGO, DMD, LLC has sponsored the creation of one or more 401k plans.

Company Name: NICHOLAS ADDIEGO, DMD, LLC

Employer identification number (EIN): 371460032

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LARA ADDIEGO 2024-10-05
001 2022-01-01 LARA ADDIEGO 2023-09-21
001 2021-01-01 LARA ADDIEGO 2022-10-10
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 LARA ADDIEGO LARA ADDIEGO 2018-06-07
001 2016-01-01 LARA ADDIEGO LARA ADDIEGO 2017-05-24
001 2015-01-01 LARA ADDIEGO LARA ADDIEGO 2016-09-28
001 2014-01-01 LARA ADDIEGO LARA ADDIEGO 2015-07-07
001 2013-01-01 LARA ADDIEGO LARA ADDIEGO 2014-07-28
001 2012-01-01 LARA ADDIEGO LARA ADDIEGO 2013-07-08
001 2011-01-01 LARA ADDIEGO LARA ADDIEGO 2012-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LARA ADDIEGO	2024-10-05
001	2022-01-01	LARA ADDIEGO	2023-09-21
001	2021-01-01	LARA ADDIEGO	2022-10-10
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	LARA ADDIEGO		LARA ADDIEGO	2018-06-07
001	2016-01-01	LARA ADDIEGO		LARA ADDIEGO	2017-05-24
001	2015-01-01	LARA ADDIEGO		LARA ADDIEGO	2016-09-28
001	2014-01-01	LARA ADDIEGO		LARA ADDIEGO	2015-07-07
001	2013-01-01	LARA ADDIEGO		LARA ADDIEGO	2014-07-28
001	2012-01-01	LARA ADDIEGO		LARA ADDIEGO	2013-07-08
001	2011-01-01	LARA ADDIEGO		LARA ADDIEGO	2012-07-06

Financial Data on NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2025 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-22	18540
Net assets as of the end of the plan year	2025-07-22	1000706
Total assets as of the beginning of the plan year	2025-07-22	851021
Value of plan covered by a fidelity bond	2025-07-22	848000
Participant contributions to plan in this plan year	2025-07-22	53000
Other income to plan in this plan year	2025-07-22	105039
Plan net income in this plan year	2025-07-22	149685
Net assets as of the end of the plan year	2025-07-22	1000706
Net assets as of the beginning of the plan year	2025-07-22	851021
Employer contributions to plan in this plan year	2025-07-22	10186
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-22	8342
2024 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-05	6827
Net assets as of the end of the plan year	2024-10-05	851021
Total assets as of the beginning of the plan year	2024-10-05	691590
Value of plan covered by a fidelity bond	2024-10-05	848000
Participant contributions to plan in this plan year	2024-10-05	37310
Other income to plan in this plan year	2024-10-05	113926
Plan net income in this plan year	2024-10-05	159431
Net assets as of the end of the plan year	2024-10-05	851021
Net assets as of the beginning of the plan year	2024-10-05	691590
Employer contributions to plan in this plan year	2024-10-05	15022
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-05	6707
2020 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$105,267
Expenses. Total of all expenses incurred	2020-12-31	$827
Total plan assets at end of year	2020-12-31	$626,855
Total plan assets at beginning of year	2020-12-31	$522,415
Total contributions received or receivable from participants	2020-12-31	$25,650
Other income received	2020-12-31	$76,258
Net income (gross income less expenses)	2020-12-31	$104,440
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$626,855
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$522,415
Total contributions received or receivable from employer(s)	2020-12-31	$3,359
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$827
2019 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$123,065
Expenses. Total of all expenses incurred	2019-12-31	$9,667
Benefits paid (including direct rollovers)	2019-12-31	$8,890
Total plan assets at end of year	2019-12-31	$522,415
Total plan assets at beginning of year	2019-12-31	$409,017
Total contributions received or receivable from participants	2019-12-31	$20,500
Other income received	2019-12-31	$91,918
Net income (gross income less expenses)	2019-12-31	$113,398
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$522,415
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$409,017
Total contributions received or receivable from employer(s)	2019-12-31	$10,647
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$777
2018 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-10,002
Expenses. Total of all expenses incurred	2018-12-31	$8,191
Benefits paid (including direct rollovers)	2018-12-31	$7,535
Total plan assets at end of year	2018-12-31	$409,017
Total plan assets at beginning of year	2018-12-31	$427,210
Total contributions received or receivable from participants	2018-12-31	$18,382
Other income received	2018-12-31	$-39,307
Net income (gross income less expenses)	2018-12-31	$-18,193
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$409,017
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$427,210
Total contributions received or receivable from employer(s)	2018-12-31	$10,923
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$656
2017 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$111,557
Expenses. Total of all expenses incurred	2017-12-31	$530
Total plan assets at end of year	2017-12-31	$427,210
Total plan assets at beginning of year	2017-12-31	$316,183
Total contributions received or receivable from participants	2017-12-31	$39,175
Other income received	2017-12-31	$61,641
Net income (gross income less expenses)	2017-12-31	$111,027
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$427,210
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$316,183
Total contributions received or receivable from employer(s)	2017-12-31	$10,741
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$530
2016 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$56,228
Expenses. Total of all expenses incurred	2016-12-31	$402
Total plan assets at end of year	2016-12-31	$316,183
Total plan assets at beginning of year	2016-12-31	$260,357
Total contributions received or receivable from participants	2016-12-31	$27,800
Other income received	2016-12-31	$17,885
Net income (gross income less expenses)	2016-12-31	$55,826
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$316,183
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$260,357
Total contributions received or receivable from employer(s)	2016-12-31	$10,543
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$402
2015 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$36,378
Expenses. Total of all expenses incurred	2015-12-31	$347
Total plan assets at end of year	2015-12-31	$260,357
Total plan assets at beginning of year	2015-12-31	$224,326
Total contributions received or receivable from participants	2015-12-31	$31,237
Other income received	2015-12-31	$-5,333
Net income (gross income less expenses)	2015-12-31	$36,031
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$260,357
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$224,326
Total contributions received or receivable from employer(s)	2015-12-31	$10,474
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$347
2014 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$53,387
Expenses. Total of all expenses incurred	2014-12-31	$270
Total plan assets at end of year	2014-12-31	$224,326
Total plan assets at beginning of year	2014-12-31	$171,209
Total contributions received or receivable from participants	2014-12-31	$34,500
Other income received	2014-12-31	$10,930
Net income (gross income less expenses)	2014-12-31	$53,117
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$224,326
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$171,209
Total contributions received or receivable from employer(s)	2014-12-31	$7,957
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$270
2013 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$67,132
Expenses. Total of all expenses incurred	2013-12-31	$174
Total plan assets at end of year	2013-12-31	$171,209
Total plan assets at beginning of year	2013-12-31	$104,251
Total contributions received or receivable from participants	2013-12-31	$15,583
Other income received	2013-12-31	$23,737
Net income (gross income less expenses)	2013-12-31	$66,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$171,209
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$104,251
Total contributions received or receivable from employer(s)	2013-12-31	$27,812
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$174
2012 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$52,097
Expenses. Total of all expenses incurred	2012-12-31	$86
Total plan assets at end of year	2012-12-31	$104,251
Total plan assets at beginning of year	2012-12-31	$52,240
Total contributions received or receivable from participants	2012-12-31	$33,458
Other income received	2012-12-31	$8,096
Net income (gross income less expenses)	2012-12-31	$52,011
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$104,251
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$52,240
Total contributions received or receivable from employer(s)	2012-12-31	$10,543
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$86
2011 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$39,157
Expenses. Total of all expenses incurred	2011-12-31	$262
Total plan assets at end of year	2011-12-31	$52,240
Total plan assets at beginning of year	2011-12-31	$13,345
Total contributions received or receivable from participants	2011-12-31	$35,291
Other income received	2011-12-31	$-2,273
Net income (gross income less expenses)	2011-12-31	$38,895
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$52,240
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,345
Total contributions received or receivable from employer(s)	2011-12-31	$6,139
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$262
2010 : NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$13,375
Expenses. Total of all expenses incurred	2010-12-31	$30
Total plan assets at end of year	2010-12-31	$13,345
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$12,833
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$542
Net income (gross income less expenses)	2010-12-31	$13,345
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,345
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30

Form 5500 Responses for NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST

2020: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NICHOLAS ADDIEGO, DMD, LLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NICHOLAS ADDIEGO, DMD, LLC
Employer identification number (EIN):	371460032
NAIC Classification:	621210
NAIC Description:	Offices of Dentists