Howard E. Shayne, DDS and Mary Lynn Shayne, DDS retirement plan: assets, participants and fees
What Howard E. Shayne, DDS and Mary Lynn Shayne, DDS' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock | Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Plan history
Plan assets went from $2.5M at the end of plan year 2021 to $593K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11 | $593K | $5,093 | $566 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 12 | $778K | $5,940 | $594 | 1.13% | Not published | Form 5500 ↗ |
| 2022 | 12 | $2.2M | $6,871 | $687 | 0.84% | Not published | Form 5500 ↗ |
| 2021 | 10 | $2.5M | $7,345 | $735 | — | Not published | Form 5500 ↗ |
Common questions
Does Howard E. Shayne, DDS and Mary Lynn Shayne, DDS match 401(k) contributions?
The match terms for the Fox Grape Family Dentistry 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5,093 in employer contributions, about $566 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k) match vested?
The vesting schedule for the Fox Grape Family Dentistry 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Howard E. Shayne, Dds and Mary Lynn Shayne, Dds, PC.
I left Howard E. Shayne, DDS and Mary Lynn Shayne, DDS. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Howard E. Shayne, Dds and Mary Lynn Shayne, Dds, PC, (417) 882-3335) or the recordkeeper, John Hancock. The Howard E. Shayne, DDS and Mary Lynn Shayne, DDS old 401(k) page lists the contacts from every plan filing. Find an old Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k)
Data from the public Form 5500 annual reports Howard E. Shayne, DDS and Mary Lynn Shayne, DDS filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Howard E. Shayne, DDS and Mary Lynn Shayne, DDS. Not financial advice. Report a correction · Methodology