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ROBERT NORRIS, DDS, PA 401(K) PLAN 401k Plan overview

Plan NameROBERT NORRIS, DDS, PA 401(K) PLAN
Plan identification number 001

ROBERT NORRIS, DDS, PA 401(K) 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ROBERT NORRIS, DDS, PA DBA STONE OAK ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT NORRIS, DDS, PA DBA STONE OAK ORTHODONTICS
Employer identification number (EIN):742938692
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT NORRIS, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANA MAMORI2024-06-13
0012022-01-01DIANA MAMORI2023-05-31
0012021-01-01DIANA MAMORI2022-07-26
0012020-01-01ROBERT NORRIS2021-10-11
0012019-01-01
0012018-01-01ROBERT NORRIS2019-09-26 ROBERT NORRIS2019-09-26
0012017-01-01ROBERT A. NORRIS DDS2018-09-19 ROBERT A. NORRIS DDS2018-09-19
0012016-01-01ROBERT NORRIS2017-05-03 ROBERT NORRIS2017-05-03
0012015-01-01ROBERT NORRIS2016-09-26 ROBERT NORRIS2016-09-26
0012014-01-01ROBERT NORRIS2015-10-14 ROBERT NORRIS2015-10-14
0012013-01-01ROBERT NORRIS2014-10-01 ROBERT NORRIS2014-10-01
0012012-01-01ROBERT NORRIS2013-10-01 ROBERT NORRIS2013-10-01
0012011-01-01ROBERT NORRIS2012-10-09 ROBERT NORRIS2012-10-09
0012010-01-01ROBERT NORRIS2011-09-21 ROBERT NORRIS2011-09-21

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