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ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 401k Plan overview

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

ADVANCED DENTAL SERVICES 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).
  • Money purchase (other than target benefit)
  • 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

CHAD L. KLEVEN, D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name:CHAD L. KLEVEN, D.D.S., P.S.
Employer identification number (EIN):201852312
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHAD L. KLEVEN, D.D.S., P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2004-09-07
Company Identification Number: 602426941
Legal Registered Office Address: 870 11TH AVE

LONGVIEW
United States of America (USA)
986320000

More information about CHAD L. KLEVEN, D.D.S., P.S.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01CHAD KLEVEN2022-09-04
0022020-01-01CHAD KLEVEN2021-05-04
0022019-01-01CHAD KLEVEN2020-09-17
0022018-01-01CHAD KLEVEN2019-10-13
0022017-01-01CHAD KLEVEN
0022016-01-01CHAD KLEVEN
0022015-01-01CHAD KLEVEN
0022014-01-01CHAD KLEVEN
0022013-01-01CHAD KLEVEN

Plan Statistics for ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST

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

Measure Date Value
2017: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST

Measure Date Value
2017 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,248
Total income from all sources2017-12-31$191,136
Expenses. Total of all expenses incurred2017-12-31$9,723
Benefits paid (including direct rollovers)2017-12-31$847
Total plan assets at end of year2017-12-31$1,615,405
Total plan assets at beginning of year2017-12-31$1,432,744
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$52,101
Other income received2017-12-31$117,038
Net income (gross income less expenses)2017-12-31$181,413
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,614,157
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,432,744
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$21,997
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,876
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$123,896
Expenses. Total of all expenses incurred2016-12-31$11,536
Total plan assets at end of year2016-12-31$1,432,744
Total plan assets at beginning of year2016-12-31$1,320,384
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$51,690
Other income received2016-12-31$52,198
Net income (gross income less expenses)2016-12-31$112,360
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,432,744
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,320,384
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,330
Total contributions received or receivable from employer(s)2016-12-31$20,008
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,536
2015 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-22,739
Expenses. Total of all expenses incurred2015-12-31$1,269,690
Benefits paid (including direct rollovers)2015-12-31$1,255,329
Total plan assets at end of year2015-12-31$1,320,384
Total plan assets at beginning of year2015-12-31$2,612,813
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$55,946
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-98,685
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,292,429
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,320,384
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,612,813
Assets. Value of participant loans2015-12-31$5,490
Assets. Value of assets in partnership/joint-venture interests2015-12-31$30,213
Total contributions received or receivable from employer(s)2015-12-31$20,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$143,659
Expenses. Total of all expenses incurred2014-12-31$48,169
Benefits paid (including direct rollovers)2014-12-31$29,269
Total plan assets at end of year2014-12-31$2,612,813
Total plan assets at beginning of year2014-12-31$2,517,323
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$53,457
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$70,202
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$95,490
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,612,813
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,517,323
Assets. Value of participant loans2014-12-31$16,128
Assets. Value of assets in partnership/joint-venture interests2014-12-31$108,204
Total contributions received or receivable from employer(s)2014-12-31$20,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$18,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$212,801
Expenses. Total of all expenses incurred2013-12-31$65,326
Benefits paid (including direct rollovers)2013-12-31$46,949
Total plan assets at end of year2013-12-31$2,517,323
Total plan assets at beginning of year2013-12-31$2,369,848
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$53,603
Other income received2013-12-31$110,135
Net income (gross income less expenses)2013-12-31$147,475
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,517,323
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,369,848
Assets. Value of participant loans2013-12-31$26,324
Assets. Value of assets in partnership/joint-venture interests2013-12-31$131,585
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$37,253
Total contributions received or receivable from employer(s)2013-12-31$49,063
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST

2017: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 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: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANCED DENTAL SERVICES 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

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