401k Plan data: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST plan

LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST
Plan identification number	001

LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 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
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.
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.
Life insurance

401k Sponsoring company profile

LOWER VALLEY DENTAL ASSOCIATES PA has sponsored the creation of one or more 401k plans.

Company Name: LOWER VALLEY DENTAL ASSOCIATES PA

Employer identification number (EIN): 205055191

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CLAUDIA E RODRIGUEZ PIRTLE 2023-06-12
001 2021-01-01 CLAUDIA E RODRIGUEZ PIRTLE 2022-03-30
001 2020-01-01 CLAUDIA E RODRIGUEZ PIRTLE 2021-06-22
001 2019-01-01 CLAUDIA E RODRIGUEZ PIRTLE 2020-05-12
001 2018-01-01 CLAUDIA E RODRIGUEZ PIRTLE 2019-07-25
001 2017-01-01 JORDAN PIRTLE 2018-07-25
001 2016-01-01 JORDAN PIRTLE 2017-08-24
001 2015-01-01 JORDAN PIRTLE 2016-06-07
001 2014-01-01 JORDAN PIRTLE 2015-07-01
001 2013-01-01 JORDAN PIRTLE 2014-09-23
001 2012-01-01 JORDAN PIRTLE 2013-06-27
001 2011-01-01 JORDAN PIRTLE 2012-08-14
001 2010-01-01 DR JOHN PIRTLE
001 2009-01-01 CLAUDIA RODRIGUEZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CLAUDIA E RODRIGUEZ PIRTLE	2023-06-12
001	2021-01-01	CLAUDIA E RODRIGUEZ PIRTLE	2022-03-30
001	2020-01-01	CLAUDIA E RODRIGUEZ PIRTLE	2021-06-22
001	2019-01-01	CLAUDIA E RODRIGUEZ PIRTLE	2020-05-12
001	2018-01-01	CLAUDIA E RODRIGUEZ PIRTLE	2019-07-25
001	2017-01-01	JORDAN PIRTLE	2018-07-25
001	2016-01-01	JORDAN PIRTLE	2017-08-24
001	2015-01-01	JORDAN PIRTLE	2016-06-07
001	2014-01-01	JORDAN PIRTLE	2015-07-01
001	2013-01-01	JORDAN PIRTLE	2014-09-23
001	2012-01-01	JORDAN PIRTLE	2013-06-27
001	2011-01-01	JORDAN PIRTLE	2012-08-14
001	2010-01-01	DR JOHN PIRTLE
001	2009-01-01	CLAUDIA RODRIGUEZ

Plan Statistics for LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST

401k plan membership statisitcs for LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST

Measure Date Value
2010: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2010: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST

Measure	Date	Value
2010 : LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$134,401
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$353,769
Total plan assets at beginning of year	2010-12-31	$219,368
Value of fidelity bond covering the plan	2010-12-31	$50,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$40,802
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$10,211
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$134,401
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$353,769
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$219,368
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$83,388
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST

2010: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOWER VALLEY DENTAL ASSOCIATES PA 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0349830

Policy instance

Insurance contract or identification number	0349830
Number of Individuals Covered	8
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $965
Total amount of fees paid to insurance company	USD $201
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $965
Amount paid for insurance broker fees	201
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	3
Insurance broker name	LELAND A LANDES

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Company Name:	LOWER VALLEY DENTAL ASSOCIATES PA
Employer identification number (EIN):	205055191
NAIC Classification:	621210
NAIC Description:	Offices of Dentists