401k Plan data: PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST plan

PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST
Plan identification number	002

PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & 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

PERIODONTIC ASSOCIATES OF PORT HURON, PLLC has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTIC ASSOCIATES OF PORT HURON, PLLC

Employer identification number (EIN): 463935729

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about PERIODONTIC ASSOCIATES OF PORT HURON, PLLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: E28624

More information about PERIODONTIC ASSOCIATES OF PORT HURON, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JASON G. SOUYIAS 2023-08-15 JASON G. SOUYIAS 2023-08-15
002 2021-01-01 JASON G. SOUYIAS 2022-05-11 JASON G. SOUYIAS 2022-05-11
002 2020-01-01 JASON G. SOUYIAS 2021-08-05 JASON G. SOUYIAS 2021-08-05
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01 JASON G. SOUYIAS 2015-10-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JASON G. SOUYIAS	2023-08-15	JASON G. SOUYIAS	2023-08-15
002	2021-01-01	JASON G. SOUYIAS	2022-05-11	JASON G. SOUYIAS	2022-05-11
002	2020-01-01	JASON G. SOUYIAS	2021-08-05	JASON G. SOUYIAS	2021-08-05
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01	JASON G. SOUYIAS	2015-10-29

Financial Data on PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST

Measure	Date	Value
2022 : PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-11	3085
Net assets as of the end of the plan year	2022-05-11	1810818
Total assets as of the beginning of the plan year	2022-05-11	1498589
Value of plan covered by a fidelity bond	2022-05-11	165000
Participant contributions to plan in this plan year	2022-05-11	82329
Other contributions to plan in this plan year	2022-05-11	0
Other income to plan in this plan year	2022-05-11	200189
Plan net income in this plan year	2022-05-11	312229
Net assets as of the end of the plan year	2022-05-11	1810818
Net assets as of the beginning of the plan year	2022-05-11	1498589
Employer contributions to plan in this plan year	2022-05-11	32796
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-11	0

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Company Name:	PERIODONTIC ASSOCIATES OF PORT HURON, PLLC
Employer identification number (EIN):	463935729
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	E28624