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CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN
Plan identification number 001

CECILIA SANTOS-BERKOWITZ 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.
  • 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

CECILIA SANTOS-BERKOWITZ has sponsored the creation of one or more 401k plans.

Company Name:CECILIA SANTOS-BERKOWITZ
Employer identification number (EIN):830403006
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CECILIA SANTOS BERKOWITZ2013-10-12 CECILIA SANTOS BERKOWITZ2013-10-12
0012011-01-01CECILIA SANTOS-BERKOWITZ2013-10-12 CECILIA SANTOS-BERKOWITZ2013-10-12
0012010-01-01CECILIA SANTOS BERKOWITZ2011-10-15 CECILIA SANTOS BERKOWITZ2011-10-15
0012009-01-01CECILIA SANTOS BERKOWITZ CECILIA SANTOS BERKOWITZ2010-10-15

Plan Statistics for CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-102
Total number of particpants at end of year2025-10-102
Number of Participants With Account Balances2025-10-102
2024: CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-132
Total number of particpants at end of year2024-10-132
Number of Participants With Account Balances2024-10-132
2022: CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-272
Total number of particpants at end of year2022-09-272
Number of Participants With Account Balances2022-09-272
2009: CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-101251030
Total assets as of the beginning of the plan year2025-10-101039612
Value of plan covered by a fidelity bond2025-10-10385000
Participant contributions to plan in this plan year2025-10-1030500
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10131850
Plan net income in this plan year2025-10-10211418
Net assets as of the end of the plan year2025-10-101251030
Net assets as of the beginning of the plan year2025-10-101039612
Employer contributions to plan in this plan year2025-10-1049068
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2024 : CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-130
Total liabilities as of the end of the plan year2024-10-130
Total liabilities as of the beginning of the plan year2024-10-130
Total expenses incurred by plan in this plan year2024-10-130
Net assets as of the end of the plan year2024-10-131039612
Total assets as of the beginning of the plan year2024-10-13864331
Value of plan covered by a fidelity bond2024-10-13385000
Participant contributions to plan in this plan year2024-10-1330000
Other expenses paid from plan in this plan year2024-10-130
Other contributions to plan in this plan year2024-10-130
Other income to plan in this plan year2024-10-1398938
Plan net income in this plan year2024-10-13175281
Net assets as of the end of the plan year2024-10-131039612
Net assets as of the beginning of the plan year2024-10-13864331
Employer contributions to plan in this plan year2024-10-1346343
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-130
2022 : CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-270
Net assets as of the end of the plan year2022-09-27905975
Total assets as of the beginning of the plan year2022-09-27753203
Value of plan covered by a fidelity bond2022-09-27385000
Participant contributions to plan in this plan year2022-09-2726000
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-2785852
Plan net income in this plan year2022-09-27152772
Net assets as of the end of the plan year2022-09-27905975
Net assets as of the beginning of the plan year2022-09-27753203
Employer contributions to plan in this plan year2022-09-2740920
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-270

Form 5500 Responses for CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

2009: CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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