Logo

JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY RAY MATTILA, D.D.S., P.C. 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.
  • 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

JEFFREY RAY MATTILA, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY RAY MATTILA, D.D.S., P.C.
Employer identification number (EIN):850407726
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY MATTILA2024-07-23
0012022-01-01JEFFREY MATTILA2023-06-20
0012021-01-01JEFFREY MATTILA2022-08-03
0012020-01-01JEFFREY MATTILA2021-06-01
0012019-01-01JEFFREY MATTILA2020-06-18
0012018-01-01JEFFREY MATTILA2019-07-17
0012017-01-01JEFFREY MATTILA2018-07-31
0012016-01-01JEFFREY MATTILA2017-07-18
0012015-01-01JEFFREY MATTILA2016-07-26
0012014-01-01JEFFREY MATTILA2015-07-20
0012014-01-01JEFFREY MATTILA2014-06-24
0012013-01-01JEFFREY MATTILA2014-06-24
0012012-01-01JEFFREY MATTILA2013-07-09
0012011-01-01JEFFREY MATTILA2012-07-05
0012009-01-01CARLA M. MATTILA CARLA M. MATTILA2010-07-15
0012008-01-01CARLA M. MATTILA CARLA M. MATTILA2010-07-15
0012007-01-01CARLA M. MATTILA CARLA M. MATTILA2010-07-15

Financial Data on JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-02445385
Net assets as of the end of the plan year2025-04-023762217
Total assets as of the beginning of the plan year2025-04-023595328
Value of plan covered by a fidelity bond2025-04-02352523
Participant contributions to plan in this plan year2025-04-0294715
Other income to plan in this plan year2025-04-02436728
Plan net income in this plan year2025-04-02166889
Net assets as of the end of the plan year2025-04-023762217
Net assets as of the beginning of the plan year2025-04-023595328
Employer contributions to plan in this plan year2025-04-0280831
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0240379
2024 : JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2333274
Net assets as of the end of the plan year2024-07-233595328
Total assets as of the beginning of the plan year2024-07-233001667
Value of plan covered by a fidelity bond2024-07-23352523
Participant contributions to plan in this plan year2024-07-2353433
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23497647
Plan net income in this plan year2024-07-23593661
Net assets as of the end of the plan year2024-07-233595328
Net assets as of the beginning of the plan year2024-07-233001667
Employer contributions to plan in this plan year2024-07-2375855
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2333274
2022 : JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-030
Total liabilities as of the end of the plan year2022-08-030
Total liabilities as of the beginning of the plan year2022-08-030
Total expenses incurred by plan in this plan year2022-08-034680
Net assets as of the end of the plan year2022-08-033517419
Total assets as of the beginning of the plan year2022-08-033028642
Value of plan covered by a fidelity bond2022-08-03302864
Participant contributions to plan in this plan year2022-08-0376236
Other expenses paid from plan in this plan year2022-08-030
Other contributions to plan in this plan year2022-08-030
Other income to plan in this plan year2022-08-03339222
Plan net income in this plan year2022-08-03488777
Net assets as of the end of the plan year2022-08-033517419
Net assets as of the beginning of the plan year2022-08-033028642
Employer contributions to plan in this plan year2022-08-0377999
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-03110
2010 : JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$128,641
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$456,473
Total plan assets at beginning of year2010-12-31$327,832
Total contributions received or receivable from participants2010-12-31$6,860
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$70,551
Net income (gross income less expenses)2010-12-31$128,641
Net plan assets at end of year (total assets less liabilities)2010-12-31$456,473
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$327,832
Total contributions received or receivable from employer(s)2010-12-31$51,230
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

2009: JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: JEFFREY RAY MATTILA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942051
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1