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DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING 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.
  • 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

DANIEL C. GARCIA, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DANIEL C. GARCIA, DDS, LLC
Employer identification number (EIN):200910065
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01DANIEL GARCIA
0012014-01-01DANIEL GARCIA
0012013-01-01DANIEL GARCIA
0012012-01-01DANIEL GARCIA
0012011-01-01DANIEL GARCIA
0012010-01-01DANIEL GARCIA
0012009-01-01DANIEL GARCIA
0012009-01-01DANIEL GARCIA
0012009-01-01DANIEL GARCIA

Financial Data on DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1016656
Net assets as of the end of the plan year2025-09-10935757
Total assets as of the beginning of the plan year2025-09-10846637
Value of plan covered by a fidelity bond2025-09-1070000
Participant contributions to plan in this plan year2025-09-1031548
Other income to plan in this plan year2025-09-1067444
Plan net income in this plan year2025-09-1089120
Net assets as of the end of the plan year2025-09-10935757
Net assets as of the beginning of the plan year2025-09-10846637
Employer contributions to plan in this plan year2025-09-106784
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1015382
2024 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2013708
Net assets as of the end of the plan year2024-06-20846637
Total assets as of the beginning of the plan year2024-06-20722405
Value of plan covered by a fidelity bond2024-06-2078000
Participant contributions to plan in this plan year2024-06-2031535
Other income to plan in this plan year2024-06-2099363
Plan net income in this plan year2024-06-20124232
Net assets as of the end of the plan year2024-06-20846637
Net assets as of the beginning of the plan year2024-06-20722405
Employer contributions to plan in this plan year2024-06-207042
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2013486
2022 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2913210
Net assets as of the end of the plan year2022-06-29779298
Total assets as of the beginning of the plan year2022-06-29630154
Value of plan covered by a fidelity bond2022-06-2970000
Participant contributions to plan in this plan year2022-06-2927922
Other income to plan in this plan year2022-06-29100911
Plan net income in this plan year2022-06-29149144
Net assets as of the end of the plan year2022-06-29779298
Net assets as of the beginning of the plan year2022-06-29630154
Employer contributions to plan in this plan year2022-06-2933521
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2913210
2016 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$58,720
Expenses. Total of all expenses incurred2016-12-31$4,266
Benefits paid (including direct rollovers)2016-12-31$500
Total plan assets at end of year2016-12-31$357,726
Total plan assets at beginning of year2016-12-31$303,272
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$28,878
Other income received2016-12-31$22,062
Net income (gross income less expenses)2016-12-31$54,454
Net plan assets at end of year (total assets less liabilities)2016-12-31$357,726
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$303,272
Total contributions received or receivable from employer(s)2016-12-31$7,780
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$30,513
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$303,272
Total plan assets at beginning of year2015-12-31$272,759
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$27,952
Other income received2015-12-31$-4,641
Net income (gross income less expenses)2015-12-31$30,513
Net plan assets at end of year (total assets less liabilities)2015-12-31$303,272
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$272,759
Total contributions received or receivable from employer(s)2015-12-31$7,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$46,827
Expenses. Total of all expenses incurred2014-12-31$20,879
Benefits paid (including direct rollovers)2014-12-31$20,879
Total plan assets at end of year2014-12-31$272,759
Total plan assets at beginning of year2014-12-31$246,811
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$27,701
Other income received2014-12-31$12,204
Net income (gross income less expenses)2014-12-31$25,948
Net plan assets at end of year (total assets less liabilities)2014-12-31$272,759
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$246,811
Total contributions received or receivable from employer(s)2014-12-31$6,922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,103
Expenses. Total of all expenses incurred2013-12-31$348
Benefits paid (including direct rollovers)2013-12-31$348
Total plan assets at end of year2013-12-31$246,811
Total plan assets at beginning of year2013-12-31$173,056
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$27,781
Other income received2013-12-31$39,027
Net income (gross income less expenses)2013-12-31$73,755
Net plan assets at end of year (total assets less liabilities)2013-12-31$246,811
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$173,056
Total contributions received or receivable from employer(s)2013-12-31$7,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$50,141
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$173,056
Total plan assets at beginning of year2012-12-31$122,915
Total contributions received or receivable from participants2012-12-31$24,370
Other income received2012-12-31$18,176
Net income (gross income less expenses)2012-12-31$50,141
Net plan assets at end of year (total assets less liabilities)2012-12-31$173,056
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$122,915
Total contributions received or receivable from employer(s)2012-12-31$7,595
2011 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$25,278
Expenses. Total of all expenses incurred2011-12-31$1,472
Benefits paid (including direct rollovers)2011-12-31$1,472
Total plan assets at end of year2011-12-31$122,915
Total plan assets at beginning of year2011-12-31$99,109
Total contributions received or receivable from participants2011-12-31$22,743
Other income received2011-12-31$-4,490
Net income (gross income less expenses)2011-12-31$23,806
Net plan assets at end of year (total assets less liabilities)2011-12-31$122,915
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$99,109
Total contributions received or receivable from employer(s)2011-12-31$7,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$42,765
Expenses. Total of all expenses incurred2010-12-31$2,748
Benefits paid (including direct rollovers)2010-12-31$1,303
Total plan assets at end of year2010-12-31$99,109
Total plan assets at beginning of year2010-12-31$59,092
Total contributions received or receivable from participants2010-12-31$23,572
Other income received2010-12-31$11,870
Net income (gross income less expenses)2010-12-31$40,017
Net plan assets at end of year (total assets less liabilities)2010-12-31$99,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$59,092
Total contributions received or receivable from employer(s)2010-12-31$7,323
Value of corrective distributions2010-12-31$1,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN

2016: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL C. GARCIA, DDS, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615184
Policy instance 1

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