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PERSONA DENTAL 401(K) PLAN 401k Plan overview

Plan NamePERSONA DENTAL 401(K) PLAN
Plan identification number 001

PERSONA DENTAL 401(K) 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.
  • 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

PERSONA DENTAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PERSONA DENTAL, P.C.
Employer identification number (EIN):411859544
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONA DENTAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TROY A SCHMITZ2024-03-04 TROY A SCHMITZ2024-03-04
0012022-01-01BETH SCHMITZ2023-04-24 BETH SCHMITZ2023-04-24
0012021-01-01TROY SCHMITZ2022-04-26 TROY SCHMITZ2022-04-26
0012020-01-01TROY SCHMITZ2021-03-22 TROY SCHMITZ2021-03-22
0012019-01-01TROY SCHMITZ2020-07-01 TROY SCHMITZ2020-07-01
0012018-01-01TROY SCHMITZ2019-05-02 TROY SCHMITZ2019-05-02
0012017-01-01TROY SCHMITZ2018-06-26 TROY SCHMITZ2018-06-26
0012016-01-01TROY SCHMITZ2017-07-06 TROY SCHMITZ2017-07-06
0012016-01-01TROY SCHMITZ2017-07-06 TROY SCHMITZ2017-07-06
0012015-01-01TROY SCHMITZ2016-05-26 TROY SCHMITZ2016-05-26
0012014-01-01TROY SCHMITZ2015-06-11

Financial Data on PERSONA DENTAL 401(K) PLAN

Measure Date Value
2025 : PERSONA DENTAL 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-19191
Net assets as of the end of the plan year2025-03-191406786
Total assets as of the beginning of the plan year2025-03-191168900
Value of plan covered by a fidelity bond2025-03-191000000
Participant contributions to plan in this plan year2025-03-1976717
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-193382
Other income to plan in this plan year2025-03-19134594
Plan net income in this plan year2025-03-19237886
Net assets as of the end of the plan year2025-03-191406786
Net assets as of the beginning of the plan year2025-03-191168900
Employer contributions to plan in this plan year2025-03-1923384
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1975
2024 : PERSONA DENTAL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-04124001
Net assets as of the end of the plan year2024-03-041168900
Total assets as of the beginning of the plan year2024-03-041014636
Value of plan covered by a fidelity bond2024-03-04116890
Participant contributions to plan in this plan year2024-03-0487155
Other expenses paid from plan in this plan year2024-03-040
Other income to plan in this plan year2024-03-04152228
Plan net income in this plan year2024-03-04154264
Net assets as of the end of the plan year2024-03-041168900
Net assets as of the beginning of the plan year2024-03-041014636
Employer contributions to plan in this plan year2024-03-0438882
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-04150
2022 : PERSONA DENTAL 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-26374
Net assets as of the end of the plan year2022-04-261091001
Total assets as of the beginning of the plan year2022-04-26864952
Value of plan covered by a fidelity bond2022-04-26500000
Participant contributions to plan in this plan year2022-04-2678876
Other expenses paid from plan in this plan year2022-04-260
Other income to plan in this plan year2022-04-26117026
Plan net income in this plan year2022-04-26226049
Net assets as of the end of the plan year2022-04-261091001
Net assets as of the beginning of the plan year2022-04-26864952
Employer contributions to plan in this plan year2022-04-2630521
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2675

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