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CAREFREE RESTORATIVE DENTAL 401K PLAN 401k Plan overview

Plan NameCAREFREE RESTORATIVE DENTAL 401K PLAN
Plan identification number 001

CAREFREE RESTORATIVE DENTAL 401K 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

CAREFREE RESTORATIVE DENTAL ARTS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CAREFREE RESTORATIVE DENTAL ARTS, PLLC
Employer identification number (EIN):854023463
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREFREE RESTORATIVE DENTAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BLAKE OLSON2024-07-31 BLAKE OLSON2024-07-31
0012022-01-01BLAKE OLSON2023-04-21 BLAKE OLSON2023-04-21
0012021-01-01BLAKE OLSON2022-04-19 BLAKE OLSON2022-04-19

Financial Data on CAREFREE RESTORATIVE DENTAL 401K PLAN

Measure Date Value
2025 : CAREFREE RESTORATIVE DENTAL 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-1164469
Net assets as of the end of the plan year2025-04-111964027
Total assets as of the beginning of the plan year2025-04-111697441
Value of plan covered by a fidelity bond2025-04-11200000
Participant contributions to plan in this plan year2025-04-1182784
Other expenses paid from plan in this plan year2025-04-118745
Other income to plan in this plan year2025-04-11218364
Plan net income in this plan year2025-04-11266586
Net assets as of the end of the plan year2025-04-111964027
Net assets as of the beginning of the plan year2025-04-111697441
Employer contributions to plan in this plan year2025-04-1129907
2024 : CAREFREE RESTORATIVE DENTAL 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-317207
Net assets as of the end of the plan year2024-07-311697441
Total assets as of the beginning of the plan year2024-07-311359281
Value of plan covered by a fidelity bond2024-07-31200000
Participant contributions to plan in this plan year2024-07-3180927
Value of participant loans at end of plan year2024-07-314849
Other expenses paid from plan in this plan year2024-07-317207
Other income to plan in this plan year2024-07-31230395
Plan net income in this plan year2024-07-31338160
Net assets as of the end of the plan year2024-07-311697441
Net assets as of the beginning of the plan year2024-07-311359281
Employer contributions to plan in this plan year2024-07-3134045
2022 : CAREFREE RESTORATIVE DENTAL 401K PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-190
Total liabilities as of the beginning of the plan year2022-04-190
Total expenses incurred by plan in this plan year2022-04-1950025
Net assets as of the end of the plan year2022-04-191452000
Total assets as of the beginning of the plan year2022-04-190
Value of plan covered by a fidelity bond2022-04-19200000
Participant contributions to plan in this plan year2022-04-1959957
Value of participant loans at end of plan year2022-04-1919334
Other expenses paid from plan in this plan year2022-04-19100
Other contributions to plan in this plan year2022-04-191361251
Other income to plan in this plan year2022-04-1973768
Plan net income in this plan year2022-04-191452000
Net assets as of the end of the plan year2022-04-191452000
Net assets as of the beginning of the plan year2022-04-190
Employer contributions to plan in this plan year2022-04-197049

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