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401k Sponsoring company profile

GREG ORTMAN, DDS, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:GREG ORTMAN, DDS, INCORPORATED
Employer identification number (EIN):352122570
NAIC Classification:621210
NAIC Description:Offices of Dentists

The following addresses have been detected on the 401k submissions:

USA Mailing Address
1530 KOSSUTH STREET
LAFAYETTE
IN
47905
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Location Address
1530 KOSSUTH STREET
LAFAYETTE
IN
47905
Date first seen: 2007-01-01
Date last seen: 2024-10-14
USA Mailing Address
2113 SOUTH STREET
LAFAYETTE
IN
47904
Date first seen: 2007-01-01
Date last seen: 2024-06-30

GREG ORTMAN, DDS, INCORPORATED 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001GREG ORTMAN, DDS, INC. RETIREMENT PLAN & TRUST2015-01-01 2018-01-01
002GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST2016-01-01 2007-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-09-15Employer Contributions $ 115,000
2023-09-15Employee Contributions $ 115,000
2022-08-30Employer Contributions $ 112,588
2022-08-30Employee Contributions $ 112,588
2020-09-10Employer Contributions $ 124,598
2020-09-10Employee Contributions $ 124,598
2019-09-12Employer Contributions $ 114,874
2019-09-12Employee Contributions $ 114,874
2018-09-15Employer Contributions $ 112,644
2018-09-15Employee Contributions $ 112,644
2017-09-06Employer Contributions $ 105,000 9 $ 11,667
2017-09-06Employee Contributions $ 105,000 9 $ 11,667
2016-09-15Employer Contributions $ 108,944 10 $ 10,894
2016-09-15Employee Contributions $ 108,944 10 $ 10,894
2015-07-03Employer Contributions $ 110,822 9 $ 12,314
2015-07-03Employee Contributions $ 110,822 9 $ 12,314
2014-07-03Employer Contributions $ 118,097 10 $ 11,810
2014-07-03Employee Contributions $ 118,097 10 $ 11,810
2013-07-24Employer Contributions $ 119,373 8 $ 14,922
2013-07-24Employee Contributions $ 119,373 8 $ 14,922
2012-09-13Employer Contributions $ 68,794 8 $ 8,599
2012-09-13Employee Contributions $ 68,794 8 $ 8,599
2011-09-15Employer Contributions $ 54,649 7 $ 7,807
2011-09-15Employee Contributions $ 54,649 7 $ 7,807

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