401k Plan data: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN plan

LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN
Plan identification number	001

LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
Plan covering Self-Employed individuals.

401k Sponsoring company profile

LAKE RIDGE ENDODONTICS PC has sponsored the creation of one or more 401k plans.

Company Name: LAKE RIDGE ENDODONTICS PC

Employer identification number (EIN): 202522228

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TODD E. WYNKOOP
001 2016-01-01 TODD E. WYNKOOP
001 2015-01-01 TODD E. WYNKOOP
001 2014-01-01 TODD E. WYNKOOP
001 2013-01-01 TODD E. WYNKOOP
001 2012-01-01 TODD E. WYNKOOP
001 2011-01-01 TODD E. WYNKOOP
001 2009-01-01 TODD E. WYNKOOP

Plan Statistics for LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN

Measure Date Value
2023: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$6,358
Total income from all sources	2023-12-31	$127,953
Expenses. Total of all expenses incurred	2023-12-31	$2,141,281
Benefits paid (including direct rollovers)	2023-12-31	$2,126,876
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$2,019,686
Other income received	2023-12-31	$127,953
Net income (gross income less expenses)	2023-12-31	$-2,013,328
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,013,328
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$14,405
2022 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$6,358
Total income from all sources	2022-12-31	$-132,071
Expenses. Total of all expenses incurred	2022-12-31	$18,562
Total plan assets at end of year	2022-12-31	$2,019,686
Total plan assets at beginning of year	2022-12-31	$2,163,961
Value of fidelity bond covering the plan	2022-12-31	$220,000
Other income received	2022-12-31	$-154,020
Net income (gross income less expenses)	2022-12-31	$-150,633
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,013,328
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,163,961
Total contributions received or receivable from employer(s)	2022-12-31	$21,949
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,562
2021 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$405,313
Expenses. Total of all expenses incurred	2021-12-31	$228,849
Benefits paid (including direct rollovers)	2021-12-31	$209,128
Total plan assets at end of year	2021-12-31	$2,163,961
Total plan assets at beginning of year	2021-12-31	$1,987,497
Value of fidelity bond covering the plan	2021-12-31	$220,000
Other income received	2021-12-31	$379,928
Net income (gross income less expenses)	2021-12-31	$176,464
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,163,961
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,987,497
Total contributions received or receivable from employer(s)	2021-12-31	$25,385
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19,721
2020 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$183,907
Expenses. Total of all expenses incurred	2020-12-31	$17,241
Benefits paid (including direct rollovers)	2020-12-31	$1,871
Total plan assets at end of year	2020-12-31	$1,987,497
Total plan assets at beginning of year	2020-12-31	$1,820,831
Value of fidelity bond covering the plan	2020-12-31	$200,000
Other income received	2020-12-31	$161,126
Net income (gross income less expenses)	2020-12-31	$166,666
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,987,497
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,820,831
Total contributions received or receivable from employer(s)	2020-12-31	$22,781
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,370
2019 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$30,451
Total income from all sources	2019-12-31	$323,682
Expenses. Total of all expenses incurred	2019-12-31	$15,462
Total plan assets at end of year	2019-12-31	$1,820,831
Total plan assets at beginning of year	2019-12-31	$1,543,062
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$294,989
Net income (gross income less expenses)	2019-12-31	$308,220
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,820,831
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,512,611
Total contributions received or receivable from employer(s)	2019-12-31	$28,693
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,462
2018 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$30,451
Total income from all sources	2018-12-31	$-71,616
Expenses. Total of all expenses incurred	2018-12-31	$15,219
Total plan assets at end of year	2018-12-31	$1,543,062
Total plan assets at beginning of year	2018-12-31	$1,599,446
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-95,165
Net income (gross income less expenses)	2018-12-31	$-86,835
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,512,611
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,599,446
Total contributions received or receivable from employer(s)	2018-12-31	$23,549
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,219
2017 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$272,131
Expenses. Total of all expenses incurred	2017-12-31	$13,071
Total plan assets at end of year	2017-12-31	$1,599,446
Total plan assets at beginning of year	2017-12-31	$1,340,386
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$197,927
Net income (gross income less expenses)	2017-12-31	$259,060
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,599,446
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,340,386
Total contributions received or receivable from employer(s)	2017-12-31	$74,204
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,071
2016 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$216,258
Expenses. Total of all expenses incurred	2016-12-31	$11,014
Total plan assets at end of year	2016-12-31	$1,340,386
Total plan assets at beginning of year	2016-12-31	$1,135,142
Value of fidelity bond covering the plan	2016-12-31	$150,000
Other income received	2016-12-31	$143,102
Net income (gross income less expenses)	2016-12-31	$205,244
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,340,386
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,135,142
Total contributions received or receivable from employer(s)	2016-12-31	$73,156
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,014
2015 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$19,947
Expenses. Total of all expenses incurred	2015-12-31	$81,975
Benefits paid (including direct rollovers)	2015-12-31	$70,644
Total plan assets at end of year	2015-12-31	$1,135,142
Total plan assets at beginning of year	2015-12-31	$1,197,170
Value of fidelity bond covering the plan	2015-12-31	$150,000
Other income received	2015-12-31	$-54,908
Net income (gross income less expenses)	2015-12-31	$-62,028
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,135,142
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,197,170
Total contributions received or receivable from employer(s)	2015-12-31	$74,855
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,331
2014 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$100,494
Expenses. Total of all expenses incurred	2014-12-31	$9,509
Total plan assets at end of year	2014-12-31	$1,197,170
Total plan assets at beginning of year	2014-12-31	$1,106,185
Value of fidelity bond covering the plan	2014-12-31	$150,000
Other income received	2014-12-31	$35,013
Net income (gross income less expenses)	2014-12-31	$90,985
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,197,170
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,106,185
Total contributions received or receivable from employer(s)	2014-12-31	$65,481
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,509
2013 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$232,092
Expenses. Total of all expenses incurred	2013-12-31	$16,859
Total plan assets at end of year	2013-12-31	$1,106,185
Total plan assets at beginning of year	2013-12-31	$890,952
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$165,732
Net income (gross income less expenses)	2013-12-31	$215,233
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,106,185
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$890,952
Total contributions received or receivable from employer(s)	2013-12-31	$66,360
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,859
2012 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$71,758
Expenses. Total of all expenses incurred	2012-12-31	$16,690
Total plan assets at end of year	2012-12-31	$890,952
Total plan assets at beginning of year	2012-12-31	$835,884
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$11,221
Net income (gross income less expenses)	2012-12-31	$55,068
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$890,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$835,884
Total contributions received or receivable from employer(s)	2012-12-31	$60,537
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,690
2011 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,412
Expenses. Total of all expenses incurred	2011-12-31	$15,193
Total plan assets at end of year	2011-12-31	$835,884
Total plan assets at beginning of year	2011-12-31	$766,665
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$28,019
Net income (gross income less expenses)	2011-12-31	$69,219
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$835,884
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$766,665
Total contributions received or receivable from employer(s)	2011-12-31	$56,393
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,193
2010 : LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$127,704
Expenses. Total of all expenses incurred	2010-12-31	$12,710
Total plan assets at end of year	2010-12-31	$766,665
Total plan assets at beginning of year	2010-12-31	$651,671
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$71,141
Net income (gross income less expenses)	2010-12-31	$114,994
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$766,665
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$651,671
Total contributions received or receivable from employer(s)	2010-12-31	$56,563
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,710

Form 5500 Responses for LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN

2023: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAKE RIDGE ENDODONTICS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKE RIDGE ENDODONTICS PC
Employer identification number (EIN):	202522228
NAIC Classification:	621210
NAIC Description:	Offices of Dentists