401k Plan data: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST plan

RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST
Plan identification number	002

RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 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
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

RICHARD N. GERSHENZON DDS & ASSOC., LTD. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD N. GERSHENZON DDS & ASSOC., LTD.

Employer identification number (EIN): 362757472

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVID GERSHENZON 2024-09-23 DAVID GERSHENZON 2024-09-23
002 2022-01-01 MARGARET REILLY 2023-10-13
002 2021-01-01 DAVID GERSHENZON 2022-10-21
002 2020-01-01 DAVID GERSHENZON 2021-07-20
002 2019-01-01 DAVID GERSHENZON 2020-09-21 DAVID GERSHENZON 2020-09-21
002 2018-01-01 DAVID GERSHENZON 2019-09-24 DAVID GERSHENZON 2019-09-24
002 2017-01-01 DAVID GERSHENZON 2018-07-26 DAVID GERSHENZON 2018-07-26
002 2016-01-01 RICHARD GERSHENZON 2017-05-15
002 2015-01-01 RICHARD GERSHENZON 2016-04-18
002 2014-01-01 RICHARD GERSHENZON 2015-04-17
002 2013-01-01 RICHARD GERSHENZON 2014-07-08
002 2012-01-01 RICHARD GERSHENZON 2013-07-29 RICHARD GERSHENZON 2013-07-29
002 2011-01-01 RICHARD GERSHENZON 2012-05-31 RICHARD GERSHENZON 2012-05-31
002 2010-01-01 RICHARD GERSHENZON 2011-10-10
002 2009-01-01 RICHARD GERSHENZON
002 2009-01-01 RICHARD GERSHENZON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DAVID GERSHENZON	2024-09-23	DAVID GERSHENZON	2024-09-23
002	2022-01-01	MARGARET REILLY	2023-10-13
002	2021-01-01	DAVID GERSHENZON	2022-10-21
002	2020-01-01	DAVID GERSHENZON	2021-07-20
002	2019-01-01	DAVID GERSHENZON	2020-09-21	DAVID GERSHENZON	2020-09-21
002	2018-01-01	DAVID GERSHENZON	2019-09-24	DAVID GERSHENZON	2019-09-24
002	2017-01-01	DAVID GERSHENZON	2018-07-26	DAVID GERSHENZON	2018-07-26
002	2016-01-01	RICHARD GERSHENZON	2017-05-15
002	2015-01-01	RICHARD GERSHENZON	2016-04-18
002	2014-01-01	RICHARD GERSHENZON	2015-04-17
002	2013-01-01	RICHARD GERSHENZON	2014-07-08
002	2012-01-01	RICHARD GERSHENZON	2013-07-29	RICHARD GERSHENZON	2013-07-29
002	2011-01-01	RICHARD GERSHENZON	2012-05-31	RICHARD GERSHENZON	2012-05-31
002	2010-01-01	RICHARD GERSHENZON	2011-10-10
002	2009-01-01	RICHARD GERSHENZON
002	2009-01-01	RICHARD GERSHENZON

Plan Statistics for RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2009: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2009: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$209,637
Expenses. Total of all expenses incurred	2023-12-31	$5,375
Total plan assets at end of year	2023-12-31	$859,141
Total plan assets at beginning of year	2023-12-31	$654,879
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$44,600
Other income received	2023-12-31	$110,037
Net income (gross income less expenses)	2023-12-31	$204,262
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$859,141
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$654,879
Total contributions received or receivable from employer(s)	2023-12-31	$55,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,375
2022 : RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$6,139
Expenses. Total of all expenses incurred	2022-12-31	$4,474
Total plan assets at end of year	2022-12-31	$654,879
Total plan assets at beginning of year	2022-12-31	$653,214
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$38,261
Other income received	2022-12-31	$-86,257
Net income (gross income less expenses)	2022-12-31	$1,665
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$654,879
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$653,214
Total contributions received or receivable from employer(s)	2022-12-31	$54,135
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,474

Form 5500 Responses for RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST

2023: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD N. GERSHENZON DDS & ASSOC., LTD. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD N. GERSHENZON DDS & ASSOC., LTD.
Employer identification number (EIN):	362757472
NAIC Classification:	621210
NAIC Description:	Offices of Dentists