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ALEX YEN DDS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameALEX YEN DDS, INC. RETIREMENT PLAN
Plan identification number 001

ALEX YEN DDS, INC. 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.
  • 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.
  • 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.
  • 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

ALEX YEN DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEX YEN DDS, INC.
Employer identification number (EIN):814637897
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX YEN DDS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEX YEN2024-10-07 ALEX YEN2024-10-07
0012022-01-01

Plan Statistics for ALEX YEN DDS, INC. RETIREMENT PLAN

401k plan membership statisitcs for ALEX YEN DDS, INC. RETIREMENT PLAN

Measure Date Value
2025: ALEX YEN DDS, INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1711
Total number of particpants at end of year2025-09-1712
Number of Participants With Account Balances2025-09-178
2024: ALEX YEN DDS, INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-077
Total number of particpants at end of year2024-10-078
Number of Participants With Account Balances2024-10-071

Financial Data on ALEX YEN DDS, INC. RETIREMENT PLAN

Measure Date Value
2025 : ALEX YEN DDS, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-170
Net assets as of the end of the plan year2025-09-17111366
Total assets as of the beginning of the plan year2025-09-1720584
Value of plan covered by a fidelity bond2025-09-1710000
Participant contributions to plan in this plan year2025-09-1769270
Other expenses paid from plan in this plan year2025-09-170
Other income to plan in this plan year2025-09-17-852
Plan net income in this plan year2025-09-1790782
Net assets as of the end of the plan year2025-09-17111366
Net assets as of the beginning of the plan year2025-09-1720584
Employer contributions to plan in this plan year2025-09-1722364
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-170
2024 : ALEX YEN DDS, INC. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-070
Net assets as of the end of the plan year2024-10-0720584
Total assets as of the beginning of the plan year2024-10-070
Value of plan covered by a fidelity bond2024-10-0725000
Participant contributions to plan in this plan year2024-10-070
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-0720500
Other income to plan in this plan year2024-10-0784
Plan net income in this plan year2024-10-0720584
Net assets as of the end of the plan year2024-10-0720584
Net assets as of the beginning of the plan year2024-10-070
Employer contributions to plan in this plan year2024-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-070

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