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THEODORA KK ROGERS DDS PC RETIREMENT PLAN 401k Plan overview

Plan NameTHEODORA KK ROGERS DDS PC RETIREMENT PLAN
Plan identification number 001

THEODORA KK ROGERS DDS PC RETIREMENT 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.
  • 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

THEODORA KK ROGERS DDS PC has sponsored the creation of one or more 401k plans.

Company Name:THEODORA KK ROGERS DDS PC
Employer identification number (EIN):813197746
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THEODORA KK ROGERS DDS PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THEODORA ROGERS2024-06-21 THEODORA ROGERS2024-06-21
0012022-01-01THEODORA ROGERS2023-07-21 THEODORA ROGERS2023-07-21
0012021-01-01THEODORA ROGERS2022-06-20 THEODORA ROGERS2022-06-20
0012020-01-01THEODORA ROGERS2021-06-30 THEODORA ROGERS2021-06-30
0012018-01-01THEODORA ROGERS2019-06-06 THEODORA ROGERS2019-06-06
0012017-01-01

Plan Statistics for THEODORA KK ROGERS DDS PC RETIREMENT PLAN

401k plan membership statisitcs for THEODORA KK ROGERS DDS PC RETIREMENT PLAN

Measure Date Value
2025: THEODORA KK ROGERS DDS PC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-165
Total number of particpants at end of year2025-05-162
Number of Participants With Account Balances2025-05-162
2024: THEODORA KK ROGERS DDS PC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-215
Total number of particpants at end of year2024-06-215
Number of Participants With Account Balances2024-06-215

Financial Data on THEODORA KK ROGERS DDS PC RETIREMENT PLAN

Measure Date Value
2025 : THEODORA KK ROGERS DDS PC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-16346701
Net assets as of the end of the plan year2025-05-161773
Total assets as of the beginning of the plan year2025-05-16275988
Value of plan covered by a fidelity bond2025-05-1650000
Participant contributions to plan in this plan year2025-05-1622728
Other expenses paid from plan in this plan year2025-05-16198
Other income to plan in this plan year2025-05-1639602
Plan net income in this plan year2025-05-16-274215
Net assets as of the end of the plan year2025-05-161773
Net assets as of the beginning of the plan year2025-05-16275988
Employer contributions to plan in this plan year2025-05-1610156
2024 : THEODORA KK ROGERS DDS PC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-21125
Net assets as of the end of the plan year2024-06-21275988
Total assets as of the beginning of the plan year2024-06-21210983
Value of plan covered by a fidelity bond2024-06-2150000
Participant contributions to plan in this plan year2024-06-2129537
Other expenses paid from plan in this plan year2024-06-21125
Other income to plan in this plan year2024-06-2122450
Plan net income in this plan year2024-06-2165005
Net assets as of the end of the plan year2024-06-21275988
Net assets as of the beginning of the plan year2024-06-21210983
Employer contributions to plan in this plan year2024-06-2113143

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