401k Plan data: ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST plan

ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST 401k Plan overview

Plan Name	ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST
Plan identification number	001

ALEXA ALBORZI DDS MDS, INC. RETIREMENT 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
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ALEXA ALBORZI DDS MDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALEXA ALBORZI DDS MDS, INC.

Employer identification number (EIN): 770446821

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PLAN SPONSOR 2023-10-05
001 2022-01-01 ALEXA A ALBORZI 2023-06-22
001 2021-01-01 ALEXA A ALBORZI 2022-07-05
001 2020-01-01 ALEXA A ALBORZI 2021-07-07
001 2019-01-01 ALEXA ALBORZI 2020-06-26
001 2018-01-01 ALEXA ALBORZI 2019-06-26
001 2017-01-01 ALBORZI ORTHODONTICS 2018-07-23
001 2016-02-01 PLAN SPONSOR 2017-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PLAN SPONSOR	2023-10-05
001	2022-01-01	ALEXA A ALBORZI	2023-06-22
001	2021-01-01	ALEXA A ALBORZI	2022-07-05
001	2020-01-01	ALEXA A ALBORZI	2021-07-07
001	2019-01-01	ALEXA ALBORZI	2020-06-26
001	2018-01-01	ALEXA ALBORZI	2019-06-26
001	2017-01-01	ALBORZI ORTHODONTICS	2018-07-23
001	2016-02-01	PLAN SPONSOR	2017-07-13

Financial Data on ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST

Measure	Date	Value
2022 : ALEXA ALBORZI DDS MDS, INC. RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-05	142138
Net assets as of the end of the plan year	2022-07-05	478897
Total assets as of the beginning of the plan year	2022-07-05	498316
Value of plan covered by a fidelity bond	2022-07-05	10000
Participant contributions to plan in this plan year	2022-07-05	60260
Value of participant loans at end of plan year	2022-07-05	0
Other contributions to plan in this plan year	2022-07-05	0
Other income to plan in this plan year	2022-07-05	45528
Plan net income in this plan year	2022-07-05	-19419
Net assets as of the end of the plan year	2022-07-05	478897
Net assets as of the beginning of the plan year	2022-07-05	498316
Employer contributions to plan in this plan year	2022-07-05	16931
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-05	1268

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Company Name:	ALEXA ALBORZI DDS MDS, INC.
Employer identification number (EIN):	770446821
NAIC Classification:	621210
NAIC Description:	Offices of Dentists