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CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN
Plan identification number 003

CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLESTON PERIODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHARLESTON PERIODONTICS, P.A.
Employer identification number (EIN):570535143
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JEFFREY LARO2024-02-28 JEFFREY LARO2024-02-28
0032022-01-01JEFFREY LARO2023-04-05 JEFFREY LARO2023-04-05
0032021-01-01JEFFREY LARO2022-02-22 JEFFREY LARO2022-02-22
0032020-01-01JEFFREY LARO2021-03-02 JEFFREY LARO2021-03-02
0032019-01-01JEFFREY LARO2020-02-19 JEFFREY LARO2020-02-19
0032018-01-01JEFFREY LARO2019-03-29 JEFFREY LARO2019-03-29
0032017-01-01JEFFREY LARO2018-02-26 JEFFREY LARO2018-02-26
0032016-01-01JEFF LARO2017-02-28 JEFF LARO2017-02-28
0032015-01-01JEFF LARO2016-03-16 JEFF LARO2016-03-16
0032013-01-01JEFFREY LARO2014-06-09 JEFFREY LARO2014-06-09
0032012-01-01JEFFREY LARO2014-06-09 JEFFREY LARO2014-06-09

Plan Statistics for CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN

Measure Date Value
2025: CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-1442
Total number of particpants at end of year2025-02-1439
Number of Participants With Account Balances2025-02-1436
2024: CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-2840
Total number of particpants at end of year2024-02-2839
Number of Participants With Account Balances2024-02-2839
2022: CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-2332
Total number of particpants at end of year2022-02-2332
Number of Participants With Account Balances2022-02-2332

Financial Data on CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-14109429
Net assets as of the end of the plan year2025-02-143226873
Total assets as of the beginning of the plan year2025-02-142606388
Value of plan covered by a fidelity bond2025-02-14500000
Participant contributions to plan in this plan year2025-02-14165291
Other income to plan in this plan year2025-02-14449493
Plan net income in this plan year2025-02-14620485
Net assets as of the end of the plan year2025-02-143226873
Net assets as of the beginning of the plan year2025-02-142606388
Employer contributions to plan in this plan year2025-02-14115130
2024 : CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-2846895
Net assets as of the end of the plan year2024-02-282606388
Total assets as of the beginning of the plan year2024-02-281903367
Value of plan covered by a fidelity bond2024-02-28500000
Participant contributions to plan in this plan year2024-02-28169477
Other contributions to plan in this plan year2024-02-2840440
Other income to plan in this plan year2024-02-28416658
Plan net income in this plan year2024-02-28703021
Net assets as of the end of the plan year2024-02-282606388
Net assets as of the beginning of the plan year2024-02-281903367
Employer contributions to plan in this plan year2024-02-28123341
2022 : CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-2336876
Net assets as of the end of the plan year2022-02-232046399
Total assets as of the beginning of the plan year2022-02-231594286
Value of plan covered by a fidelity bond2022-02-23500000
Participant contributions to plan in this plan year2022-02-23130643
Other income to plan in this plan year2022-02-23254018
Plan net income in this plan year2022-02-23452113
Net assets as of the end of the plan year2022-02-232046399
Net assets as of the beginning of the plan year2022-02-231594286
Employer contributions to plan in this plan year2022-02-23104328

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