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ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST
Plan identification number 002

ADVANCED DENTAL GROUP RETIREMENT 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANCED DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED DENTAL GROUP
Employer identification number (EIN):020671891
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01THOMAS F FRASER2024-07-08
0022022-01-01THOMAS F FRASER2023-05-22
0022021-01-01THOMAS F FRASER2022-08-31
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01DAVID H. HUANG, D.D.S.
0022012-01-01DAVID H. HUANG, D.D.S.
0022011-01-01DAVID H. HUANG, D.D.S.
0022009-01-01DAVID H. HUANG, D.D.S.
0022009-01-01DAVID H. HUANG, D.D.S.
0022009-01-01DAVID H. HUANG, D.D.S.

Plan Statistics for ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

Measure Date Value
2016: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0117
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

Measure Date Value
2016 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$276,872
Expenses. Total of all expenses incurred2016-12-31$13,120
Benefits paid (including direct rollovers)2016-12-31$13,120
Total plan assets at end of year2016-12-31$2,431,402
Total plan assets at beginning of year2016-12-31$2,167,650
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$87,266
Other income received2016-12-31$85,414
Net income (gross income less expenses)2016-12-31$263,752
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,431,402
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,167,650
Assets. Value of assets in partnership/joint-venture interests2016-12-31$89,478
Total contributions received or receivable from employer(s)2016-12-31$104,192
2015 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$91,858
Expenses. Total of all expenses incurred2015-12-31$857,534
Benefits paid (including direct rollovers)2015-12-31$857,349
Total plan assets at end of year2015-12-31$2,167,650
Total plan assets at beginning of year2015-12-31$2,933,326
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$105,504
Other income received2015-12-31$-110,838
Net income (gross income less expenses)2015-12-31$-765,676
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,167,650
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,933,326
Assets. Value of assets in partnership/joint-venture interests2015-12-31$26,846
Total contributions received or receivable from employer(s)2015-12-31$97,192
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$185
2014 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$384,964
Expenses. Total of all expenses incurred2014-12-31$25,770
Benefits paid (including direct rollovers)2014-12-31$11,529
Total plan assets at end of year2014-12-31$2,933,326
Total plan assets at beginning of year2014-12-31$2,574,132
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$114,588
Other income received2014-12-31$163,798
Net income (gross income less expenses)2014-12-31$359,194
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,933,326
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,574,132
Assets. Value of assets in partnership/joint-venture interests2014-12-31$96,148
Total contributions received or receivable from employer(s)2014-12-31$106,578
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,241
2013 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$484,794
Expenses. Total of all expenses incurred2013-12-31$27,971
Benefits paid (including direct rollovers)2013-12-31$7,651
Total plan assets at end of year2013-12-31$2,574,132
Total plan assets at beginning of year2013-12-31$2,117,309
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$123,041
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$238,555
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$456,823
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,574,132
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,117,309
Assets. Value of assets in partnership/joint-venture interests2013-12-31$116,924
Total contributions received or receivable from employer(s)2013-12-31$123,198
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20,320
2012 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$428,877
Expenses. Total of all expenses incurred2012-12-31$51,061
Benefits paid (including direct rollovers)2012-12-31$34,744
Total plan assets at end of year2012-12-31$2,117,309
Total plan assets at beginning of year2012-12-31$1,739,493
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$110,992
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$52,815
Other income received2012-12-31$176,796
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$377,816
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,117,309
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,739,493
Assets. Value of assets in partnership/joint-venture interests2012-12-31$120,205
Total contributions received or receivable from employer(s)2012-12-31$88,274
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,317
2011 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$300,454
Expenses. Total of all expenses incurred2011-12-31$43,757
Benefits paid (including direct rollovers)2011-12-31$30,464
Total plan assets at end of year2011-12-31$1,739,493
Total plan assets at beginning of year2011-12-31$1,482,796
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$106,783
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$62,469
Other income received2011-12-31$1,371
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$256,697
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,739,493
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,482,796
Assets. Value of assets in partnership/joint-venture interests2011-12-31$118,625
Total contributions received or receivable from employer(s)2011-12-31$129,831
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,293
2010 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$340,845
Expenses. Total of all expenses incurred2010-12-31$829,402
Benefits paid (including direct rollovers)2010-12-31$817,025
Total plan assets at end of year2010-12-31$1,482,796
Total plan assets at beginning of year2010-12-31$1,971,353
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$101,811
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$116,117
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-488,557
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,482,796
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,971,353
Assets. Value of assets in partnership/joint-venture interests2010-12-31$116,725
Total contributions received or receivable from employer(s)2010-12-31$122,917
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$12,377

Form 5500 Responses for ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

2016: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115210
Policy instance 1
Insurance contract or identification number115210
Number of Individuals Covered16
Total amount of commissions paid to insurance brokerUSD $3,270
Total amount of fees paid to insurance companyUSD $2,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,270
Insurance broker organization code?3
Amount paid for insurance broker fees2424
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115210
Policy instance 1
Insurance contract or identification number115210
Number of Individuals Covered16
Total amount of commissions paid to insurance brokerUSD $25,855
Total amount of fees paid to insurance companyUSD $4,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,855
Insurance broker organization code?3
Amount paid for insurance broker fees4785
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE PENSION STUDIO

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