401k Plan data: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST plan

SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING 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
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHEAST ENDODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST ENDODONTICS, P.C.

Employer identification number (EIN): 432029689

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING 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 WALTER LONG 2024-04-08 WALTER LONG 2024-04-08
001 2022-01-01 WALTER LONG 2023-03-01 WALTER LONG 2023-03-01
001 2021-01-01 WALTER LONG 2022-03-01 WALTER LONG 2022-03-01
001 2020-01-01 WALTER LONG 2021-02-18 WALTER LONG 2021-02-18
001 2019-01-01 WALTER LONG 2020-02-26 WALTER LONG 2020-02-26
001 2018-01-01 WALTER LONG 2019-04-01 WALTER LONG 2019-04-01
001 2017-01-01 WALTER LONG 2018-02-16 WALTER LONG 2018-02-16
001 2016-01-01 WALTER LONG 2017-03-07 WALTER LONG 2017-03-07
001 2014-01-01 WALTER LONG 2015-02-16 WALTER LONG 2015-02-16
001 2013-01-01 WALTER LONG 2014-03-03 WALTER LONG 2014-03-03
001 2012-01-01 WALTER LONG 2013-02-09 WALTER LONG 2013-02-09
001 2011-01-01 WALTER LONG 2012-05-09 WALTER LONG 2012-05-09
001 2010-01-01 WALTER LONG 2011-03-11 WALTER LONG 2011-03-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WALTER LONG	2024-04-08	WALTER LONG	2024-04-08
001	2022-01-01	WALTER LONG	2023-03-01	WALTER LONG	2023-03-01
001	2021-01-01	WALTER LONG	2022-03-01	WALTER LONG	2022-03-01
001	2020-01-01	WALTER LONG	2021-02-18	WALTER LONG	2021-02-18
001	2019-01-01	WALTER LONG	2020-02-26	WALTER LONG	2020-02-26
001	2018-01-01	WALTER LONG	2019-04-01	WALTER LONG	2019-04-01
001	2017-01-01	WALTER LONG	2018-02-16	WALTER LONG	2018-02-16
001	2016-01-01	WALTER LONG	2017-03-07	WALTER LONG	2017-03-07
001	2014-01-01	WALTER LONG	2015-02-16	WALTER LONG	2015-02-16
001	2013-01-01	WALTER LONG	2014-03-03	WALTER LONG	2014-03-03
001	2012-01-01	WALTER LONG	2013-02-09	WALTER LONG	2013-02-09
001	2011-01-01	WALTER LONG	2012-05-09	WALTER LONG	2012-05-09
001	2010-01-01	WALTER LONG	2011-03-11	WALTER LONG	2011-03-11

Plan Statistics for SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-03-04 8
Total number of particpants at end of year 2025-03-04 10
Number of Participants With Account Balances 2025-03-04 10
2024: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-12 8
Total number of particpants at end of year 2024-04-12 8
Number of Participants With Account Balances 2024-04-12 8
2022: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-03-02 6
Total number of particpants at end of year 2022-03-02 6
Number of Participants With Account Balances 2022-03-02 6

Measure	Date	Value
2025: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-03-04	8
Total number of particpants at end of year	2025-03-04	10
Number of Participants With Account Balances	2025-03-04	10
2024: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-12	8
Total number of particpants at end of year	2024-04-12	8
Number of Participants With Account Balances	2024-04-12	8
2022: SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-03-02	6
Total number of particpants at end of year	2022-03-02	6
Number of Participants With Account Balances	2022-03-02	6

Financial Data on SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Net assets as of the end of the plan year	2025-03-04	2365910
Total assets as of the beginning of the plan year	2025-03-04	1999946
Value of plan covered by a fidelity bond	2025-03-04	250000
Participant contributions to plan in this plan year	2025-03-04	44863
Other income to plan in this plan year	2025-03-04	233659
Plan net income in this plan year	2025-03-04	365964
Net assets as of the end of the plan year	2025-03-04	2365910
Net assets as of the beginning of the plan year	2025-03-04	1999946
Employer contributions to plan in this plan year	2025-03-04	87442
2024 : SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Net assets as of the end of the plan year	2024-04-12	1999946
Total assets as of the beginning of the plan year	2024-04-12	1611325
Value of plan covered by a fidelity bond	2024-04-12	250000
Participant contributions to plan in this plan year	2024-04-12	52200
Other income to plan in this plan year	2024-04-12	261920
Plan net income in this plan year	2024-04-12	388621
Net assets as of the end of the plan year	2024-04-12	1999946
Net assets as of the beginning of the plan year	2024-04-12	1611325
Employer contributions to plan in this plan year	2024-04-12	74501
2022 : SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-03-02	451
Net assets as of the end of the plan year	2022-03-02	2065678
Total assets as of the beginning of the plan year	2022-03-02	1761365
Value of plan covered by a fidelity bond	2022-03-02	250000
Participant contributions to plan in this plan year	2022-03-02	28174
Other income to plan in this plan year	2022-03-02	212431
Plan net income in this plan year	2022-03-02	304313
Net assets as of the end of the plan year	2022-03-02	2065678
Net assets as of the beginning of the plan year	2022-03-02	1761365
Employer contributions to plan in this plan year	2022-03-02	64159

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Company Name:	SOUTHEAST ENDODONTICS, P.C.
Employer identification number (EIN):	432029689
NAIC Classification:	621210
NAIC Description:	Offices of Dentists