401k Plan data: DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST plan

DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

DAVIS & ENGERT, P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVIS & ENGERT, P.C.

Employer identification number (EIN): 363554839

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ARLENE ENGERT 2024-07-30
002 2022-01-01 ARLENE ENGERT 2023-07-17
002 2021-01-01 ARLENE ENGERT 2022-07-21
002 2020-01-01 ARLENE ENGERT 2021-07-01
002 2019-01-01 ARLENE ENGERT 2020-06-15
002 2018-01-01 ARLENE ENGERT 2019-06-05
002 2017-01-01 ARLENE ENGERT 2018-06-11
002 2016-01-01 ARLENE ENGERT 2017-07-17
002 2015-01-01 ARLENE ENGERT 2016-09-14 ARLENE ENGERT 2016-09-14
002 2014-01-01 JAMES DAVIS 2015-10-15 JAMES DAVIS 2015-10-15
002 2013-01-01 JAMES DAVIS 2014-10-15 JAMES DAVIS 2014-10-15
002 2012-01-01 JAMES DAVIS 2013-10-07 JAMES DAVIS 2013-10-07
002 2011-01-01 JAMES DAVIS 2012-09-17 JAMES DAVIS 2012-09-17
002 2010-01-01 JAMES DAVIS 2011-09-15 JAMES DAVIS 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ARLENE ENGERT	2024-07-30
002	2022-01-01	ARLENE ENGERT	2023-07-17
002	2021-01-01	ARLENE ENGERT	2022-07-21
002	2020-01-01	ARLENE ENGERT	2021-07-01
002	2019-01-01	ARLENE ENGERT	2020-06-15
002	2018-01-01	ARLENE ENGERT	2019-06-05
002	2017-01-01	ARLENE ENGERT	2018-06-11
002	2016-01-01	ARLENE ENGERT	2017-07-17
002	2015-01-01	ARLENE ENGERT	2016-09-14	ARLENE ENGERT	2016-09-14
002	2014-01-01	JAMES DAVIS	2015-10-15	JAMES DAVIS	2015-10-15
002	2013-01-01	JAMES DAVIS	2014-10-15	JAMES DAVIS	2014-10-15
002	2012-01-01	JAMES DAVIS	2013-10-07	JAMES DAVIS	2013-10-07
002	2011-01-01	JAMES DAVIS	2012-09-17	JAMES DAVIS	2012-09-17
002	2010-01-01	JAMES DAVIS	2011-09-15	JAMES DAVIS	2011-09-15

Potentially related plans

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

Company Name:	DAVIS & ENGERT, P.C.
Employer identification number (EIN):	363554839
NAIC Classification:	621210
NAIC Description:	Offices of Dentists