401k Plan data: PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN plan

PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN
Plan identification number	002

PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PERIODONTAL OFFICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTAL OFFICES, P.C.

Employer identification number (EIN): 470610122

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JOHN RUTLEDGE 2017-05-10
002 2015-01-01 JOHN RUTLEDGE 2016-05-19
002 2014-01-01 JOHN RUTLEDGE 2015-07-08
002 2013-01-01 JAMES A. WALKER, D.D.S. 2014-05-07
002 2012-01-01 JAMES A. WALKER, D.D.S. 2013-05-17
002 2011-01-01 JAMES A. WALKER, D.D.S. 2012-05-24
002 2010-01-01 JAMES A. WALKER, D.D.S. 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	JOHN RUTLEDGE	2017-05-10
002	2015-01-01	JOHN RUTLEDGE	2016-05-19
002	2014-01-01	JOHN RUTLEDGE	2015-07-08
002	2013-01-01	JAMES A. WALKER, D.D.S.	2014-05-07
002	2012-01-01	JAMES A. WALKER, D.D.S.	2013-05-17
002	2011-01-01	JAMES A. WALKER, D.D.S.	2012-05-24
002	2010-01-01	JAMES A. WALKER, D.D.S.	2011-06-21

Financial Data on PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	264914
Net assets as of the end of the plan year	2025-07-28	2363859
Total assets as of the beginning of the plan year	2025-07-28	2084566
Value of plan covered by a fidelity bond	2025-07-28	500000
Participant contributions to plan in this plan year	2025-07-28	98791
Value of participant loans at end of plan year	2025-07-28	39946
Other income to plan in this plan year	2025-07-28	278016
Plan net income in this plan year	2025-07-28	279293
Net assets as of the end of the plan year	2025-07-28	2363859
Net assets as of the beginning of the plan year	2025-07-28	2084566
Employer contributions to plan in this plan year	2025-07-28	167400
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	6
2024 : PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-08-22	0
Total expenses incurred by plan in this plan year	2024-08-22	35255
Net assets as of the end of the plan year	2024-08-22	2084566
Total assets as of the beginning of the plan year	2024-08-22	1598860
Value of plan covered by a fidelity bond	2024-08-22	500000
Participant contributions to plan in this plan year	2024-08-22	97024
Value of participant loans at end of plan year	2024-08-22	50000
Other expenses paid from plan in this plan year	2024-08-22	0
Other contributions to plan in this plan year	2024-08-22	0
Other income to plan in this plan year	2024-08-22	309466
Plan net income in this plan year	2024-08-22	485706
Net assets as of the end of the plan year	2024-08-22	2084566
Net assets as of the beginning of the plan year	2024-08-22	1598860
Employer contributions to plan in this plan year	2024-08-22	114471
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-22	14216
2022 : PERIODONTAL OFFICES, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-07	124741
Net assets as of the end of the plan year	2022-06-07	1750558
Total assets as of the beginning of the plan year	2022-06-07	1506763
Value of plan covered by a fidelity bond	2022-06-07	500000
Participant contributions to plan in this plan year	2022-06-07	81818
Value of participant loans at end of plan year	2022-06-07	0
Other income to plan in this plan year	2022-06-07	194368
Plan net income in this plan year	2022-06-07	243795
Net assets as of the end of the plan year	2022-06-07	1750558
Net assets as of the beginning of the plan year	2022-06-07	1506763
Employer contributions to plan in this plan year	2022-06-07	92350

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Company Name:	PERIODONTAL OFFICES, P.C.
Employer identification number (EIN):	470610122
NAIC Classification:	621210
NAIC Description:	Offices of Dentists