401k Plan data: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN plan

PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN
Plan identification number	004

PEDIATRIC DENTAL ASSOCIATES, LTD. 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
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PEDIATRIC DENTAL ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC DENTAL ASSOCIATES, LTD.

Employer identification number (EIN): 231995431

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01 BRIDGET JACKSON 2021-10-14
004 2019-01-01
004 2017-01-01 JOYCE ZUCCARINI
004 2016-01-01 JOYCE ZUCCARINI
004 2015-01-01 JOYCE ZUCCARINI
004 2014-01-01 MARK GOLDSTEIN
004 2013-01-01 MARK GOLDSTEIN
004 2012-01-01 MARK GOLDSTEIN
004 2011-01-01 MARK GOLDSTEIN
004 2009-01-01 IAN HARING IAN HARING 2010-10-14
004 2009-01-01 IAN HARING IAN HARING 2010-10-08
004 2009-01-01 IAN HARING IAN HARING 2010-10-15
004 2009-01-01 IAN HARING IAN HARING 2010-10-15
004 2009-01-01 IAN HARING IAN HARING 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2020-01-01	BRIDGET JACKSON	2021-10-14
004	2019-01-01
004	2017-01-01	JOYCE ZUCCARINI
004	2016-01-01	JOYCE ZUCCARINI
004	2015-01-01	JOYCE ZUCCARINI
004	2014-01-01	MARK GOLDSTEIN
004	2013-01-01	MARK GOLDSTEIN
004	2012-01-01	MARK GOLDSTEIN
004	2011-01-01	MARK GOLDSTEIN
004	2009-01-01	IAN HARING		IAN HARING	2010-10-14
004	2009-01-01	IAN HARING		IAN HARING	2010-10-08
004	2009-01-01	IAN HARING		IAN HARING	2010-10-15
004	2009-01-01	IAN HARING		IAN HARING	2010-10-15
004	2009-01-01	IAN HARING		IAN HARING	2010-10-14

Plan Statistics for PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2019: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 65
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 65
Number of participants with account balances 2019-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
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 46
Total of all active and inactive participants 2017-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 165
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
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 41
Total of all active and inactive participants 2016-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 160
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 104
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 70
Total of all active and inactive participants 2015-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 174
Number of participants with account balances 2015-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 124
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 94
Total of all active and inactive participants 2014-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 218
Number of participants with account balances 2014-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 149
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 62
Total of all active and inactive participants 2013-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 211
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 153
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 67
Total of all active and inactive participants 2012-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 220
Number of participants with account balances 2012-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 23
2011: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 159
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 40
Total of all active and inactive participants 2011-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 199
Number of participants with account balances 2011-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 139
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 146
Total of all active and inactive participants 2009-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 285
Number of participants with account balances 2009-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 22

Measure	Date	Value
2019: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	65
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	65
Number of participants with account balances	2019-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
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	46
Total of all active and inactive participants	2017-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	165
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
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	41
Total of all active and inactive participants	2016-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	160
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	104
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	70
Total of all active and inactive participants	2015-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	174
Number of participants with account balances	2015-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	124
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	94
Total of all active and inactive participants	2014-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	218
Number of participants with account balances	2014-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	149
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	62
Total of all active and inactive participants	2013-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	211
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	153
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	67
Total of all active and inactive participants	2012-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	220
Number of participants with account balances	2012-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	23
2011: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	159
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	40
Total of all active and inactive participants	2011-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	199
Number of participants with account balances	2011-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	139
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	146
Total of all active and inactive participants	2009-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	285
Number of participants with account balances	2009-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	22

Financial Data on PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2019 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$688,835
Total income from all sources (including contributions)	2019-12-31	$688,835
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,271,539
Total of all expenses incurred	2019-12-31	$10,271,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,247,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,247,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$110
Value of total assets at end of year	2019-12-31	$493,164
Value of total assets at end of year	2019-12-31	$493,164
Value of total assets at beginning of year	2019-12-31	$10,075,868
Value of total assets at beginning of year	2019-12-31	$10,075,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,996
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$21,330
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$21,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$21,330
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$21,330
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$23,996
Administrative expenses (other) incurred	2019-12-31	$23,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-9,582,704
Value of net income/loss	2019-12-31	$-9,582,704
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$493,164
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$493,164
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,075,868
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,075,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$478,056
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$478,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,964,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,964,616
Value of interest in common/collective trusts at end of year	2019-12-31	$15,108
Value of interest in common/collective trusts at end of year	2019-12-31	$15,108
Value of interest in common/collective trusts at beginning of year	2019-12-31	$111,252
Value of interest in common/collective trusts at beginning of year	2019-12-31	$111,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$666,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$666,848
Net investment gain or loss from common/collective trusts	2019-12-31	$547
Net investment gain or loss from common/collective trusts	2019-12-31	$547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$110
Contributions received in cash from employer	2019-12-31	$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,247,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,247,543
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm name	2019-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm EIN	2019-12-31	232000627
2018 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$319
Total income from all sources (including contributions)	2018-12-31	$-55,470
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$590,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$545,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$594,863
Value of total assets at end of year	2018-12-31	$10,075,868
Value of total assets at beginning of year	2018-12-31	$10,721,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$44,572
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$309,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$309,086
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$160,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$319
Other income not declared elsewhere	2018-12-31	$326
Administrative expenses (other) incurred	2018-12-31	$44,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-645,536
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,075,868
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,721,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,964,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,134,468
Value of interest in common/collective trusts at end of year	2018-12-31	$111,252
Value of interest in common/collective trusts at beginning of year	2018-12-31	$123,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-962,719
Net investment gain or loss from common/collective trusts	2018-12-31	$2,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$434,412
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$463,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$545,494
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm EIN	2018-12-31	232000627
2017 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,817
Total income from all sources (including contributions)	2017-12-31	$2,083,058
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$235,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$195,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$650,228
Value of total assets at end of year	2017-12-31	$10,691,478
Value of total assets at beginning of year	2017-12-31	$8,852,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$39,500
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$258,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$258,673
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$207,535
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8,817
Other income not declared elsewhere	2017-12-31	$8,498
Administrative expenses (other) incurred	2017-12-31	$39,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,847,782
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,691,159
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,843,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,134,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,128,607
Value of interest in common/collective trusts at end of year	2017-12-31	$123,783
Value of interest in common/collective trusts at beginning of year	2017-12-31	$298,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,171,295
Net investment gain or loss from common/collective trusts	2017-12-31	$2,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$433,227
Employer contributions (assets) at end of year	2017-12-31	$433,227
Employer contributions (assets) at beginning of year	2017-12-31	$425,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$195,776
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm EIN	2017-12-31	232000627
2016 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,611
Total income from all sources (including contributions)	2016-12-31	$1,196,025
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$478,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$438,561
Value of total corrective distributions	2016-12-31	$392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$601,443
Value of total assets at end of year	2016-12-31	$8,852,194
Value of total assets at beginning of year	2016-12-31	$8,136,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$39,085
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$202,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$202,805
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$175,881
Participant contributions at beginning of year	2016-12-31	$6,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$10,611
Other income not declared elsewhere	2016-12-31	$1,794
Administrative expenses (other) incurred	2016-12-31	$39,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$717,987
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,843,377
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,125,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,128,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,635,857
Value of interest in common/collective trusts at end of year	2016-12-31	$298,025
Value of interest in common/collective trusts at beginning of year	2016-12-31	$63,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$386,093
Net investment gain or loss from common/collective trusts	2016-12-31	$3,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$425,562
Employer contributions (assets) at end of year	2016-12-31	$425,562
Employer contributions (assets) at beginning of year	2016-12-31	$429,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$438,561
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm EIN	2016-12-31	232000627
2015 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$650,306
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,403,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,397,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$626,647
Value of total assets at end of year	2015-12-31	$8,136,001
Value of total assets at beginning of year	2015-12-31	$9,878,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,486
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$319,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$319,537
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$197,019
Participant contributions at end of year	2015-12-31	$6,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$10,611
Administrative expenses (other) incurred	2015-12-31	$5,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,752,882
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,125,390
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,878,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,635,857
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,273,231
Value of interest in common/collective trusts at end of year	2015-12-31	$63,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$9,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$9,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-296,922
Net investment gain or loss from common/collective trusts	2015-12-31	$1,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$429,628
Employer contributions (assets) at end of year	2015-12-31	$429,628
Employer contributions (assets) at beginning of year	2015-12-31	$595,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,397,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERKOWITZ & BERKOWITZ CPAS
Accountancy firm EIN	2015-12-31	232000627
2014 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,165,450
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$96,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$93,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$853,031
Value of total assets at end of year	2014-12-31	$9,878,272
Value of total assets at beginning of year	2014-12-31	$8,809,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,631
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$243,038
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,687
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$1,550
Administrative expenses (other) incurred	2014-12-31	$2,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,069,033
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,878,272
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,809,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,273,231
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,099,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$9,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7,532
Net investment gain/loss from pooled separate accounts	2014-12-31	$310,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$595,306
Employer contributions (assets) at end of year	2014-12-31	$595,306
Employer contributions (assets) at beginning of year	2014-12-31	$702,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$93,786
Contract administrator fees	2014-12-31	$525
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERKOWITZ & BERKOWITZ, CPA'S
Accountancy firm EIN	2014-12-31	232000627
2013 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$195
Total income from all sources (including contributions)	2013-12-31	$3,132,797
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$142,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$139,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,115,269
Value of total assets at end of year	2013-12-31	$8,809,239
Value of total assets at beginning of year	2013-12-31	$5,818,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,776
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$237,898
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,175,134
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$195
Administrative expenses (other) incurred	2013-12-31	$1,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$2,990,479
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,809,239
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,818,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,099,664
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,143,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$53,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$53,926
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,017,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$702,237
Employer contributions (assets) at end of year	2013-12-31	$702,043
Employer contributions (assets) at beginning of year	2013-12-31	$621,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$139,542
Contract administrator fees	2013-12-31	$975
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BERKOWITZ & BERKOWITZ, CPA'S
Accountancy firm EIN	2013-12-31	232000627
2012 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,710,286
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$82,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$81,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,190,549
Value of total assets at end of year	2012-12-31	$5,818,955
Value of total assets at beginning of year	2012-12-31	$4,191,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,900
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$208,000
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$361,053
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,627,306
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,818,760
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,191,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,143,380
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,483,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$53,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$58,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$58,209
Net investment gain/loss from pooled separate accounts	2012-12-31	$519,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$621,496
Employer contributions (assets) at end of year	2012-12-31	$621,496
Employer contributions (assets) at beginning of year	2012-12-31	$648,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$81,080
Contract administrator fees	2012-12-31	$1,550
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BERKOWITZ & BERKOWITZ, CPA'S
Accountancy firm EIN	2012-12-31	232000627
2011 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$139
Total income from all sources (including contributions)	2011-12-31	$815,445
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$906,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$899,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$835,372
Value of total assets at end of year	2011-12-31	$4,190,730
Value of total assets at beginning of year	2011-12-31	$4,282,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,205
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$187,297
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$332
Administrative expenses (other) incurred	2011-12-31	$5,925
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-91,518
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,190,730
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,282,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$235
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,483,402
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,659,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$58,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$314,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$314,024
Net investment gain/loss from pooled separate accounts	2011-12-31	$-19,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$648,075
Employer contributions (assets) at end of year	2011-12-31	$648,075
Employer contributions (assets) at beginning of year	2011-12-31	$307,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$899,758
Contract administrator fees	2011-12-31	$1,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BERKOWITZ & BERKOWITZ, CPA'S
Accountancy firm EIN	2011-12-31	232000627
2010 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,309,728
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,899,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,882,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$607,954
Value of total assets at end of year	2010-12-31	$4,282,387
Value of total assets at beginning of year	2010-12-31	$7,871,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,110
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$265,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$332
Administrative expenses (other) incurred	2010-12-31	$479
Liabilities. Value of operating payables at end of year	2010-12-31	$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-3,589,445
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,282,248
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,871,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$16,631
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,148,216
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,659,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$314,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$413,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$413,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$324,412
Net investment gain/loss from pooled separate accounts	2010-12-31	$377,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$607,954
Employer contributions (assets) at end of year	2010-12-31	$307,954
Employer contributions (assets) at beginning of year	2010-12-31	$309,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,882,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BERKOWITZ & BERKOWITZ, CPA'S
Accountancy firm EIN	2010-12-31	232000627
2009 : PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN

2019: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PEDIATRIC DENTAL ASSOCIATES, LTD. PROFIT SHARING PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	230
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $21,344
Total amount of fees paid to insurance company	USD $4,801
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,399
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	234
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,027
Total amount of fees paid to insurance company	USD $3,411
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,027
Insurance broker organization code?	4
Amount paid for insurance broker fees	3411
Additional information about fees paid to insurance broker	TPA
Insurance broker name	STEPHEN H. ROSEN & ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	227
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,373
Total amount of fees paid to insurance company	USD $2,428
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,373
Insurance broker organization code?	4
Amount paid for insurance broker fees	2428
Additional information about fees paid to insurance broker	TPA
Insurance broker name	STEPHEN H. ROSEN & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	191
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,054
Total amount of fees paid to insurance company	USD $8,094
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97590

Policy instance

Insurance contract or identification number	97590
Number of Individuals Covered	251
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $33,072
Total amount of fees paid to insurance company	USD $9,548
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PEDIATRIC DENTAL ASSOCIATES, LTD.
Employer identification number (EIN):	231995431
NAIC Classification:	621210
NAIC Description:	Offices of Dentists