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PERIOCARE, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERIOCARE, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERIOCARE, LLC 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PERIOCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERIOCARE, LLC
Employer identification number (EIN):743104538
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIOCARE, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADA COOKE2024-07-08
0012022-01-01ADA COOKE2023-07-17
0012021-01-01ADA COOKE2022-08-09
0012020-01-01ADA COOKE2021-07-28
0012019-01-01ADA COOKE2020-09-30
0012018-01-01ADA COOKE2019-10-15
0012017-01-01BRADEN SEAMONS2018-09-14
0012016-01-01BRADEN SEAMONS2017-10-13
0012015-01-01BRADEN SEAMONS2016-10-11
0012014-01-01BRADEN SEAMONS2015-10-14
0012013-01-01BRADEN SEAMONS2014-10-09
0012012-01-01BRADEN SEAMONS2014-10-15
0012011-01-01BRADEN SEAMONS2012-07-24
0012010-01-01BRADEN SEAMONS2011-09-29

Financial Data on PERIOCARE, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERIOCARE, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0998557
Net assets as of the end of the plan year2025-10-091617108
Total assets as of the beginning of the plan year2025-10-091466987
Value of plan covered by a fidelity bond2025-10-09300000
Participant contributions to plan in this plan year2025-10-0983251
Value of participant loans at end of plan year2025-10-0931555
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09122546
Plan net income in this plan year2025-10-09150121
Net assets as of the end of the plan year2025-10-091617108
Net assets as of the beginning of the plan year2025-10-091466987
Employer contributions to plan in this plan year2025-10-0942881
Fees paid to broker by Benefit Provider2025-10-097229
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-094550
2024 : PERIOCARE, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2236915
Net assets as of the end of the plan year2024-07-221466987
Total assets as of the beginning of the plan year2024-07-221253483
Value of plan covered by a fidelity bond2024-07-22200000
Participant contributions to plan in this plan year2024-07-2270857
Value of participant loans at end of plan year2024-07-2229744
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-22135458
Plan net income in this plan year2024-07-22213504
Net assets as of the end of the plan year2024-07-221466987
Net assets as of the beginning of the plan year2024-07-221253483
Employer contributions to plan in this plan year2024-07-2244104
Fees paid to broker by Benefit Provider2024-07-226135
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-223900
2022 : PERIOCARE, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-160
Total liabilities as of the end of the plan year2022-08-160
Total liabilities as of the beginning of the plan year2022-08-160
Total expenses incurred by plan in this plan year2022-08-1624542
Net assets as of the end of the plan year2022-08-161291148
Total assets as of the beginning of the plan year2022-08-161088607
Value of plan covered by a fidelity bond2022-08-16200000
Participant contributions to plan in this plan year2022-08-1666538
Value of participant loans at end of plan year2022-08-1663174
Other expenses paid from plan in this plan year2022-08-162759
Other contributions to plan in this plan year2022-08-160
Other income to plan in this plan year2022-08-16116906
Plan net income in this plan year2022-08-16202541
Net assets as of the end of the plan year2022-08-161291148
Net assets as of the beginning of the plan year2022-08-161088607
Employer contributions to plan in this plan year2022-08-1643639
Fees paid to broker by Benefit Provider2022-08-165720
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-160

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