401k Plan data: DR. CHARLES J. PUGLISI, DMD, PC 401(K) PROFIT SHARING PLAN plan

DR. CHARLES J. PUGLISI, DMD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DR. CHARLES J. PUGLISI, DMD, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

DR. CHARLES J. PUGLISI, DMD, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

DR. CHARLES J. PUGLISI, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: DR. CHARLES J. PUGLISI, DMD, PC

Employer identification number (EIN): 261846976

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CHARLES J. PUGLISI, DMD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 CHARLES J. PUGLISI, DMD 2022-09-27 CHARLES J. PUGLISI, DMD 2022-09-27
001 2020-01-01 CHARLES J. PUGLISI, DMD 2021-09-25 CHARLES J. PUGLISI, DMD 2021-09-25
001 2019-01-01 CHARLES J. PUGLISI, DMD 2020-10-10 CHARLES J. PUGLISI, DMD 2020-10-10
001 2018-01-01 DR. CHARLES J. PUGLISI 2019-06-01
001 2017-01-01 DR. CHARLES J. PUGLISI 2018-07-17
001 2016-01-01 DR. CHARLES J. PUGLISI 2017-05-29
001 2015-01-01 DR. CHARLES J. PUGLISI 2016-07-14
001 2014-01-01 CHARLES J PUGLISI 2015-05-11
001 2013-01-01 CHARLES J PUGLISI 2014-07-31
001 2012-01-01 CHARLES J PUGLISI 2013-05-22
001 2011-01-01 CHARLES J PUGLISI 2012-05-21
001 2010-01-01 CHARLES J PUGLISI 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	CHARLES J. PUGLISI, DMD	2022-09-27	CHARLES J. PUGLISI, DMD	2022-09-27
001	2020-01-01	CHARLES J. PUGLISI, DMD	2021-09-25	CHARLES J. PUGLISI, DMD	2021-09-25
001	2019-01-01	CHARLES J. PUGLISI, DMD	2020-10-10	CHARLES J. PUGLISI, DMD	2020-10-10
001	2018-01-01	DR. CHARLES J. PUGLISI	2019-06-01
001	2017-01-01	DR. CHARLES J. PUGLISI	2018-07-17
001	2016-01-01	DR. CHARLES J. PUGLISI	2017-05-29
001	2015-01-01	DR. CHARLES J. PUGLISI	2016-07-14
001	2014-01-01	CHARLES J PUGLISI	2015-05-11
001	2013-01-01	CHARLES J PUGLISI	2014-07-31
001	2012-01-01	CHARLES J PUGLISI	2013-05-22
001	2011-01-01	CHARLES J PUGLISI	2012-05-21
001	2010-01-01	CHARLES J PUGLISI	2011-07-29

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Company Name:	DR. CHARLES J. PUGLISI, DMD, PC
Employer identification number (EIN):	261846976
NAIC Classification:	621210
NAIC Description:	Offices of Dentists