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PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P.A.
Employer identification number (EIN):472446768
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANGELINE KUZNIA ANGELINE KUZNIA2019-04-09
0012017-01-01ANGELINE KUZNIA ANGELINE KUZNIA2018-06-05
0012016-01-01ANGELINE KUZNIA ANGELINE KUZNIA2017-05-17
0012015-01-01ANGELINE KUZNIA ANGELINE KUZNIA2016-07-29
0012015-01-01ANGELINE KUZNIA ANGELINE KUZNIA2017-05-17

Plan Statistics for PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0130
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0129
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0124
Number of participants with account balances2020-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0114
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$47,716
Expenses. Total of all expenses incurred2022-12-31$8,778
Total plan assets at end of year2022-12-31$1,553,294
Total plan assets at beginning of year2022-12-31$1,514,356
Total contributions received or receivable from participants2022-12-31$104,884
Other income received2022-12-31$-207,077
Net income (gross income less expenses)2022-12-31$38,938
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,553,294
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,514,356
Total contributions received or receivable from employer(s)2022-12-31$149,909
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,778
2021 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$1,066
Total income from all sources2021-12-31$387,595
Expenses. Total of all expenses incurred2021-12-31$60,754
Benefits paid (including direct rollovers)2021-12-31$52,802
Total plan assets at end of year2021-12-31$1,514,356
Total plan assets at beginning of year2021-12-31$1,188,581
Total contributions received or receivable from participants2021-12-31$74,108
Other income received2021-12-31$173,221
Net income (gross income less expenses)2021-12-31$326,841
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,514,356
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,187,515
Total contributions received or receivable from employer(s)2021-12-31$140,266
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,066
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$314,260
Expenses. Total of all expenses incurred2020-12-31$5,334
Total plan assets at end of year2020-12-31$1,188,581
Total plan assets at beginning of year2020-12-31$878,589
Total contributions received or receivable from participants2020-12-31$68,589
Other income received2020-12-31$124,965
Net income (gross income less expenses)2020-12-31$308,926
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,187,515
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$878,589
Total contributions received or receivable from employer(s)2020-12-31$120,706
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$273,908
Expenses. Total of all expenses incurred2019-12-31$9,965
Benefits paid (including direct rollovers)2019-12-31$5,747
Total plan assets at end of year2019-12-31$878,589
Total plan assets at beginning of year2019-12-31$614,646
Total contributions received or receivable from participants2019-12-31$63,059
Other income received2019-12-31$92,075
Net income (gross income less expenses)2019-12-31$263,943
Net plan assets at end of year (total assets less liabilities)2019-12-31$878,589
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$614,646
Total contributions received or receivable from employer(s)2019-12-31$118,774
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$144,800
Expenses. Total of all expenses incurred2018-12-31$28,326
Benefits paid (including direct rollovers)2018-12-31$25,173
Total plan assets at end of year2018-12-31$614,646
Total plan assets at beginning of year2018-12-31$498,172
Total contributions received or receivable from participants2018-12-31$62,356
Other income received2018-12-31$-31,334
Net income (gross income less expenses)2018-12-31$116,474
Net plan assets at end of year (total assets less liabilities)2018-12-31$614,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$498,172
Total contributions received or receivable from employer(s)2018-12-31$113,778
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$204,607
Expenses. Total of all expenses incurred2017-12-31$7,030
Benefits paid (including direct rollovers)2017-12-31$5,119
Total plan assets at end of year2017-12-31$498,172
Total plan assets at beginning of year2017-12-31$300,595
Total contributions received or receivable from participants2017-12-31$62,131
Other income received2017-12-31$29,234
Net income (gross income less expenses)2017-12-31$197,577
Net plan assets at end of year (total assets less liabilities)2017-12-31$498,172
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$300,595
Total contributions received or receivable from employer(s)2017-12-31$113,242
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,442
Total income from all sources2016-12-31$185,072
Expenses. Total of all expenses incurred2016-12-31$772
Total plan assets at end of year2016-12-31$300,595
Total plan assets at beginning of year2016-12-31$117,737
Total contributions received or receivable from participants2016-12-31$65,279
Other income received2016-12-31$8,038
Net income (gross income less expenses)2016-12-31$184,300
Net plan assets at end of year (total assets less liabilities)2016-12-31$300,595
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$116,295
Total contributions received or receivable from employer(s)2016-12-31$111,755
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,442
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$126,311
Expenses. Total of all expenses incurred2015-12-31$16
Total plan assets at end of year2015-12-31$127,737
Total plan assets at beginning of year2015-12-31$0
Total contributions received or receivable from participants2015-12-31$25,435
Other income received2015-12-31$-265
Net income (gross income less expenses)2015-12-31$126,295
Net plan assets at end of year (total assets less liabilities)2015-12-31$126,295
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$101,141
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$16
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST

2022: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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