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EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameEADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EADDY COSMETIC AND IMPLANT DEN has sponsored the creation of one or more 401k plans.

Company Name:EADDY COSMETIC AND IMPLANT DEN
Employer identification number (EIN):814744388
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST

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
0012018-01-01ASHLYN EADDY

Plan Statistics for EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0116
Total number of active participants reported on line 7a of the Form 55002023-01-0110
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0115
Number of participants with account balances2023-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0119
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0117
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$172,495
Expenses. Total of all expenses incurred2023-12-31$6,934
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$687,291
Total plan assets at beginning of year2023-12-31$521,730
Value of fidelity bond covering the plan2023-12-31$0
Total contributions received or receivable from participants2023-12-31$64,284
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$98,644
Net income (gross income less expenses)2023-12-31$165,561
Net plan assets at end of year (total assets less liabilities)2023-12-31$687,291
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$521,730
Total contributions received or receivable from employer(s)2023-12-31$9,567
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,934
2022 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,173
Expenses. Total of all expenses incurred2022-12-31$5,630
Benefits paid (including direct rollovers)2022-12-31$47
Total plan assets at end of year2022-12-31$521,730
Total plan assets at beginning of year2022-12-31$529,533
Value of fidelity bond covering the plan2022-12-31$0
Total contributions received or receivable from participants2022-12-31$64,376
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$17,580
Other income received2022-12-31$-94,031
Net income (gross income less expenses)2022-12-31$-7,803
Net plan assets at end of year (total assets less liabilities)2022-12-31$521,730
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$529,533
Total contributions received or receivable from employer(s)2022-12-31$9,902
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,583
2021 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$140,906
Expenses. Total of all expenses incurred2021-12-31$127,204
Benefits paid (including direct rollovers)2021-12-31$122,508
Total plan assets at end of year2021-12-31$529,533
Total plan assets at beginning of year2021-12-31$515,831
Value of fidelity bond covering the plan2021-12-31$60,000
Total contributions received or receivable from participants2021-12-31$64,025
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$67,430
Net income (gross income less expenses)2021-12-31$13,702
Net plan assets at end of year (total assets less liabilities)2021-12-31$529,533
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$515,831
Total contributions received or receivable from employer(s)2021-12-31$9,451
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$158,903
Expenses. Total of all expenses incurred2020-12-31$45,180
Benefits paid (including direct rollovers)2020-12-31$41,310
Total plan assets at end of year2020-12-31$515,831
Total plan assets at beginning of year2020-12-31$402,108
Value of fidelity bond covering the plan2020-12-31$60,000
Total contributions received or receivable from participants2020-12-31$57,369
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$92,142
Net income (gross income less expenses)2020-12-31$113,723
Net plan assets at end of year (total assets less liabilities)2020-12-31$515,831
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$402,108
Total contributions received or receivable from employer(s)2020-12-31$9,392
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$227,531
Expenses. Total of all expenses incurred2019-12-31$647,513
Benefits paid (including direct rollovers)2019-12-31$646,139
Total plan assets at end of year2019-12-31$402,108
Total plan assets at beginning of year2019-12-31$822,090
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$76,114
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$142,514
Net income (gross income less expenses)2019-12-31$-419,982
Net plan assets at end of year (total assets less liabilities)2019-12-31$402,108
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$822,090
Total contributions received or receivable from employer(s)2019-12-31$8,903
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$94,669
Expenses. Total of all expenses incurred2018-12-31$11,385
Benefits paid (including direct rollovers)2018-12-31$10,277
Total plan assets at end of year2018-12-31$822,090
Total plan assets at beginning of year2018-12-31$738,806
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$107,479
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,810
Net income (gross income less expenses)2018-12-31$83,284
Net plan assets at end of year (total assets less liabilities)2018-12-31$822,090
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$738,806
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0

Form 5500 Responses for EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST

2023: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EADDY COSMETIC AND IMPLANT DEN 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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