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

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

Plan Name	PERIODONTAL 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 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.

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ANGELINE KUZNIA
001 2023-01-01
001 2023-01-01 ANGELINE KUZNIA
001 2022-01-01
001 2022-01-01 ANGELINE KUZNIA
001 2021-01-01
001 2021-01-01 ANGELINE KUZNIA
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANGELINE KUZNIA ANGELINE KUZNIA 2019-04-09
001 2017-01-01 ANGELINE KUZNIA ANGELINE KUZNIA 2018-06-05
001 2016-01-01 ANGELINE KUZNIA ANGELINE KUZNIA 2017-05-17
001 2015-01-01 ANGELINE KUZNIA ANGELINE KUZNIA 2016-07-29
001 2015-01-01 ANGELINE KUZNIA ANGELINE KUZNIA 2017-05-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	ANGELINE KUZNIA
001	2023-01-01
001	2023-01-01	ANGELINE KUZNIA
001	2022-01-01
001	2022-01-01	ANGELINE KUZNIA
001	2021-01-01
001	2021-01-01	ANGELINE KUZNIA
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANGELINE KUZNIA	ANGELINE KUZNIA	2019-04-09
001	2017-01-01	ANGELINE KUZNIA	ANGELINE KUZNIA	2018-06-05
001	2016-01-01	ANGELINE KUZNIA	ANGELINE KUZNIA	2017-05-17
001	2015-01-01	ANGELINE KUZNIA	ANGELINE KUZNIA	2016-07-29
001	2015-01-01	ANGELINE KUZNIA	ANGELINE KUZNIA	2017-05-17

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

Measure	Date	Value
2024 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total plan liabilities at end of year	2024-01-01	$0
Total plan liabilities at beginning of year	2024-01-01	$0
Total income from all sources	2024-01-01	$427,226
Expenses. Total of all expenses incurred	2024-01-01	$57,616
Benefits paid (including direct rollovers)	2024-01-01	$43,881
Total plan assets at end of year	2024-01-01	$2,414,948
Total plan assets at beginning of year	2024-01-01	$2,045,338
Total contributions received or receivable from participants	2024-01-01	$109,833
Other income received	2024-01-01	$182,088
Net income (gross income less expenses)	2024-01-01	$369,610
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$2,414,948
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$2,045,338
Total contributions received or receivable from employer(s)	2024-01-01	$135,305
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$13,735
2023 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$517,364
Expenses. Total of all expenses incurred	2023-12-31	$25,320
Benefits paid (including direct rollovers)	2023-12-31	$14,750
Total plan assets at end of year	2023-12-31	$2,045,338
Total plan assets at beginning of year	2023-12-31	$1,553,294
Total contributions received or receivable from participants	2023-12-31	$111,133
Other income received	2023-12-31	$246,683
Net income (gross income less expenses)	2023-12-31	$492,044
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,045,338
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,553,294
Total contributions received or receivable from employer(s)	2023-12-31	$159,548
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$10,570
2022 : PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$47,716
Expenses. Total of all expenses incurred	2022-12-31	$8,778
Total plan assets at end of year	2022-12-31	$1,553,294
Total plan assets at beginning of year	2022-12-31	$1,514,356
Total contributions received or receivable from participants	2022-12-31	$104,884
Other income received	2022-12-31	$-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 year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$1,066
Total income from all sources	2021-12-31	$387,595
Expenses. Total of all expenses incurred	2021-12-31	$60,754
Benefits paid (including direct rollovers)	2021-12-31	$52,802
Total plan assets at end of year	2021-12-31	$1,514,356
Total plan assets at beginning of year	2021-12-31	$1,188,581
Total contributions received or receivable from participants	2021-12-31	$74,108
Other income received	2021-12-31	$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 securities	2021-12-31	$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 year	2020-12-31	$1,066
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$314,260
Expenses. Total of all expenses incurred	2020-12-31	$5,334
Total plan assets at end of year	2020-12-31	$1,188,581
Total plan assets at beginning of year	2020-12-31	$878,589
Total contributions received or receivable from participants	2020-12-31	$68,589
Other income received	2020-12-31	$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 securities	2020-12-31	$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 year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$273,908
Expenses. Total of all expenses incurred	2019-12-31	$9,965
Benefits paid (including direct rollovers)	2019-12-31	$5,747
Total plan assets at end of year	2019-12-31	$878,589
Total plan assets at beginning of year	2019-12-31	$614,646
Total contributions received or receivable from participants	2019-12-31	$63,059
Other income received	2019-12-31	$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 securities	2019-12-31	$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 year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$144,800
Expenses. Total of all expenses incurred	2018-12-31	$28,326
Benefits paid (including direct rollovers)	2018-12-31	$25,173
Total plan assets at end of year	2018-12-31	$614,646
Total plan assets at beginning of year	2018-12-31	$498,172
Total contributions received or receivable from participants	2018-12-31	$62,356
Other income received	2018-12-31	$-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 securities	2018-12-31	$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 year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$204,607
Expenses. Total of all expenses incurred	2017-12-31	$7,030
Benefits paid (including direct rollovers)	2017-12-31	$5,119
Total plan assets at end of year	2017-12-31	$498,172
Total plan assets at beginning of year	2017-12-31	$300,595
Total contributions received or receivable from participants	2017-12-31	$62,131
Other income received	2017-12-31	$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 securities	2017-12-31	$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 year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$1,442
Total income from all sources	2016-12-31	$185,072
Expenses. Total of all expenses incurred	2016-12-31	$772
Total plan assets at end of year	2016-12-31	$300,595
Total plan assets at beginning of year	2016-12-31	$117,737
Total contributions received or receivable from participants	2016-12-31	$65,279
Other income received	2016-12-31	$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 securities	2016-12-31	$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 year	2015-12-31	$1,442
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$126,311
Expenses. Total of all expenses incurred	2015-12-31	$16
Total plan assets at end of year	2015-12-31	$127,737
Total plan assets at beginning of year	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$25,435
Other income received	2015-12-31	$-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 securities	2015-12-31	$0

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

2023: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERIODONTAL SPECIALISTS OF NORTH FLORIDA, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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