401k Plan data: DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN plan

DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

DEREK B. TOM, LLC 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

DEREK B. TOM, LLC has sponsored the creation of one or more 401k plans.

Company Name: DEREK B. TOM, LLC

Employer identification number (EIN): 912196932

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEREK B. TOM, LLC 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 DEREK B. TOM 2024-09-10
001 2022-01-01 DEREK B. TOM 2023-07-05
001 2021-01-01 DEREK B. TOM 2022-06-21
001 2020-01-01 DEREK B. TOM 2021-03-19
001 2019-01-01 DEREK B. TOM 2020-04-21
001 2018-01-01 DEREK B. TOM 2019-08-13
001 2017-01-01 DEREK B. TOM 2018-07-10
001 2016-01-01 DEREK B. TOM 2017-08-25 DEREK B. TOM 2017-08-25
001 2015-01-01 DEREK B. TOM 2016-10-03 DEREK B. TOM 2016-10-03
001 2014-01-01 DEREK B. TOM 2015-08-04 DEREK B. TOM 2015-08-04
001 2013-01-01 DEREK B. TOM 2014-09-22 DEREK B. TOM 2014-09-22
001 2012-01-01 DEREK B. TOM 2013-08-14 DEREK B. TOM 2013-08-14
001 2011-01-01 DEREK B. TOM 2012-08-02 DEREK B. TOM 2012-08-02
001 2010-01-01 DEREK B. TOM 2011-10-03
001 2009-01-01 DEREK B. TOM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEREK B. TOM	2024-09-10
001	2022-01-01	DEREK B. TOM	2023-07-05
001	2021-01-01	DEREK B. TOM	2022-06-21
001	2020-01-01	DEREK B. TOM	2021-03-19
001	2019-01-01	DEREK B. TOM	2020-04-21
001	2018-01-01	DEREK B. TOM	2019-08-13
001	2017-01-01	DEREK B. TOM	2018-07-10
001	2016-01-01	DEREK B. TOM	2017-08-25	DEREK B. TOM	2017-08-25
001	2015-01-01	DEREK B. TOM	2016-10-03	DEREK B. TOM	2016-10-03
001	2014-01-01	DEREK B. TOM	2015-08-04	DEREK B. TOM	2015-08-04
001	2013-01-01	DEREK B. TOM	2014-09-22	DEREK B. TOM	2014-09-22
001	2012-01-01	DEREK B. TOM	2013-08-14	DEREK B. TOM	2013-08-14
001	2011-01-01	DEREK B. TOM	2012-08-02	DEREK B. TOM	2012-08-02
001	2010-01-01	DEREK B. TOM	2011-10-03
001	2009-01-01	DEREK B. TOM

Plan Statistics for DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 2
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	2
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2009 : DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN

2009: DEREK B. TOM, LLC 401(K) PROFIT SHARING PLAN 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

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:	DEREK B. TOM, LLC
Employer identification number (EIN):	912196932
NAIC Classification:	621210
NAIC Description:	Offices of Dentists