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| Plan Name | DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID E. STAMOS, DDS, MS, PC |
| Employer identification number (EIN): | 465180771 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DAVID E. STAMOS, DDS | 2023-06-29 | DAVID E. STAMOS, DDS | 2023-06-29 |
| 001 | 2021-01-01 | DAVID E. STAMOS, DDS | 2022-10-16 | ||
| 001 | 2020-01-01 | DAVID E. STAMOS, DDS | 2021-07-19 | DAVID E. STAMOS, DDS | 2021-07-19 |
| 001 | 2019-01-01 | DAVID E. STAMOS, DDS | 2020-07-30 | DAVID E. STAMOS, DDS | 2020-07-30 |
| 001 | 2018-01-01 | DAVID E. STAMOS, DDS | 2019-02-25 | DAVID E. STAMOS, DDS | 2019-02-25 |
| 001 | 2017-01-01 | DAVID E. STAMOS, DDS | 2018-02-02 | DAVID E. STAMOS, DDS | 2018-02-02 |
| 001 | 2016-01-01 | DAVID E. STAMOS, DDS | 2017-02-20 | DAVID E. STAMOS, DDS | 2017-02-20 |
| 001 | 2015-01-01 | DAVID E. STAMOS, DDS | 2016-04-27 | DAVID E. STAMOS, DDS | 2016-04-27 |
| 001 | 2014-01-01 | DAVID E. STAMOS, DDS | DAVID E. STAMOS, DDS | 2015-04-23 |
| Measure | Date | Value |
|---|---|---|
| 2014: DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2014 : DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $91,077 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,742 |
| Total plan assets at end of year | 2014-12-31 | $961,492 |
| Total plan assets at beginning of year | 2014-12-31 | $891,157 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $20,742 |
| Other income received | 2014-12-31 | $24,123 |
| Net income (gross income less expenses) | 2014-12-31 | $70,335 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $961,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $891,157 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $66,954 |
| 2014: DAVID E. STAMOS, DDS, MS, PC EMPLOYEES' PROFIT 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
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