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JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOSE L. GARCIA, D.D.S., M.S., APDC 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
  • 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.
  • 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

JOSE L. GARCIA, D.D.S., M.S., APDC has sponsored the creation of one or more 401k plans.

Company Name:JOSE L. GARCIA, D.D.S., M.S., APDC
Employer identification number (EIN):203050413
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSE GARCIA2024-10-10
0012022-01-01JOSE GARCIA2023-10-13
0012021-01-01JOSE GARCIA2022-10-14
0012020-01-01JOSE GARCIA2021-10-14 JOSE GARCIA2021-10-14
0012019-01-01JOSE GARCIA2020-06-29 JOSE GARCIA2020-06-29
0012018-01-01JOSE GARCIA2019-07-18 JOSE GARCIA2019-07-18
0012017-01-01JOSE GARCIA2018-10-02 JOSE GARCIA2018-10-02
0012016-01-01JOSE GARCIA2017-08-16 JOSE GARCIA2017-08-16
0012015-01-01JOSE GARCIA2016-05-25 JOSE GARCIA2016-05-25
0012014-01-01JOSE GARCIA2015-09-17 JOSE GARCIA2015-09-17
0012013-01-01JOSE GARCIA2014-08-08 JOSE GARCIA2014-08-08
0012012-01-01JOSE GARCIA2013-09-23 JOSE GARCIA2013-09-23
0012011-01-01JOSE GARCIA JOSE GARCIA2012-07-10
0012010-01-01JOSE GARCIA JOSE GARCIA2011-10-03
0012009-01-01JOSE GARCIA JOSE GARCIA2010-05-11

Plan Statistics for JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0114
2009: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$55,420
Expenses. Total of all expenses incurred2011-12-31$3,016
Benefits paid (including direct rollovers)2011-12-31$2,383
Total plan assets at end of year2011-12-31$657,046
Total plan assets at beginning of year2011-12-31$604,642
Total contributions received or receivable from participants2011-12-31$59,796
Other income received2011-12-31$-24,387
Net income (gross income less expenses)2011-12-31$52,404
Net plan assets at end of year (total assets less liabilities)2011-12-31$657,046
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$604,642
Assets. Value of participant loans2011-12-31$11,097
Total contributions received or receivable from employer(s)2011-12-31$20,011
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$633
2010 : JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$149,415
Expenses. Total of all expenses incurred2010-12-31$3,415
Benefits paid (including direct rollovers)2010-12-31$1,664
Total plan assets at end of year2010-12-31$604,642
Total plan assets at beginning of year2010-12-31$458,642
Total contributions received or receivable from participants2010-12-31$55,571
Contributions received from other sources (not participants or employers)2010-12-31$9,897
Other income received2010-12-31$62,525
Net income (gross income less expenses)2010-12-31$146,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$604,642
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$458,642
Assets. Value of participant loans2010-12-31$14,000
Total contributions received or receivable from employer(s)2010-12-31$21,422
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,751

Form 5500 Responses for JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN

2011: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSE L. GARCIA, D.D.S., M.S., APDC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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