401k Plan data: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN plan

BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 401k Plan overview

Plan Name	BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN
Plan identification number	001

BLACK HILLS ORTHODONTICS PROF LLC 401K 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLACK HILLS ORTHODONTICS PROF LLC has sponsored the creation of one or more 401k plans.

Company Name: BLACK HILLS ORTHODONTICS PROF LLC

Employer identification number (EIN): 262032970

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JESSE DANA 2023-11-30
001 2022-01-01 JESSE DANA 2023-05-22
001 2021-01-01 JESSE DANA 2022-08-10
001 2020-01-01 JESSE DANA 2021-09-01
001 2019-01-01
001 2018-01-01 DR. JESSE M. DANA
001 2017-01-01 DR. JESSE M. DANA
001 2016-01-01 DR. JESSE M. DANA
001 2015-01-01 DR. JESSE M. DANA
001 2014-01-01 DR. JESSE M. DANA
001 2013-01-01 JESSE M. DANA 2014-09-15 JESSE M. DANA 2014-09-15
001 2012-01-01 JESSE M. DANA 2013-09-20 JESSE M. DANA 2013-09-20
001 2011-01-01 JESSE M. DANA 2012-10-01 JESSE M. DANA 2012-10-01
001 2010-01-01 JESSE M. DANA 2011-07-11 JESSE M. DANA 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JESSE DANA	2023-11-30
001	2022-01-01	JESSE DANA	2023-05-22
001	2021-01-01	JESSE DANA	2022-08-10
001	2020-01-01	JESSE DANA	2021-09-01
001	2019-01-01
001	2018-01-01	DR. JESSE M. DANA
001	2017-01-01	DR. JESSE M. DANA
001	2016-01-01	DR. JESSE M. DANA
001	2015-01-01	DR. JESSE M. DANA
001	2014-01-01	DR. JESSE M. DANA
001	2013-01-01	JESSE M. DANA	2014-09-15	JESSE M. DANA	2014-09-15
001	2012-01-01	JESSE M. DANA	2013-09-20	JESSE M. DANA	2013-09-20
001	2011-01-01	JESSE M. DANA	2012-10-01	JESSE M. DANA	2012-10-01
001	2010-01-01	JESSE M. DANA	2011-07-11	JESSE M. DANA	2011-07-11

Plan Statistics for BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN

401k plan membership statisitcs for BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN

Measure Date Value
2019: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
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 13
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Number of participants with account balances 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 55
Number of participants with account balances 2018-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
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 16
Total of all active and inactive participants 2017-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 50
Number of participants with account balances 2017-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
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 18
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
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 12
Total of all active and inactive participants 2015-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 47
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
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 16
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2019: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
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	13
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Number of participants with account balances	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	55
Number of participants with account balances	2018-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
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	16
Total of all active and inactive participants	2017-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	50
Number of participants with account balances	2017-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
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	18
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
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	12
Total of all active and inactive participants	2015-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	47
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
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	16
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN

Measure	Date	Value
2019 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$941,606
Expenses. Total of all expenses incurred	2019-12-31	$110,340
Benefits paid (including direct rollovers)	2019-12-31	$95,293
Total plan assets at end of year	2019-12-31	$4,162,601
Total plan assets at beginning of year	2019-12-31	$3,331,335
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$152,054
Contributions received from other sources (not participants or employers)	2019-12-31	$4,503
Other income received	2019-12-31	$565,496
Net income (gross income less expenses)	2019-12-31	$831,266
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,162,601
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,331,335
Assets. Value of participant loans	2019-12-31	$35,190
Total contributions received or receivable from employer(s)	2019-12-31	$219,553
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-61,559
Expenses. Total of all expenses incurred	2018-12-31	$75,830
Benefits paid (including direct rollovers)	2018-12-31	$61,338
Total plan assets at end of year	2018-12-31	$3,331,335
Total plan assets at beginning of year	2018-12-31	$3,468,724
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$147,955
Other income received	2018-12-31	$-423,757
Net income (gross income less expenses)	2018-12-31	$-137,389
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,331,335
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,468,724
Assets. Value of participant loans	2018-12-31	$42,461
Total contributions received or receivable from employer(s)	2018-12-31	$214,243
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$794,844
Expenses. Total of all expenses incurred	2017-12-31	$84,230
Benefits paid (including direct rollovers)	2017-12-31	$71,293
Total plan assets at end of year	2017-12-31	$3,468,724
Total plan assets at beginning of year	2017-12-31	$2,758,110
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$142,267
Contributions received from other sources (not participants or employers)	2017-12-31	$22,556
Other income received	2017-12-31	$437,413
Net income (gross income less expenses)	2017-12-31	$710,614
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,468,724
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,758,110
Assets. Value of participant loans	2017-12-31	$62,970
Total contributions received or receivable from employer(s)	2017-12-31	$192,608
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$618,795
Expenses. Total of all expenses incurred	2016-12-31	$31,315
Benefits paid (including direct rollovers)	2016-12-31	$21,575
Total plan assets at end of year	2016-12-31	$2,758,110
Total plan assets at beginning of year	2016-12-31	$2,170,630
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$139,660
Other income received	2016-12-31	$280,271
Net income (gross income less expenses)	2016-12-31	$587,480
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,758,110
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,170,630
Assets. Value of participant loans	2016-12-31	$11,152
Total contributions received or receivable from employer(s)	2016-12-31	$198,864
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$277,059
Expenses. Total of all expenses incurred	2015-12-31	$42,911
Benefits paid (including direct rollovers)	2015-12-31	$33,900
Total plan assets at end of year	2015-12-31	$2,170,630
Total plan assets at beginning of year	2015-12-31	$1,936,482
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$136,988
Other income received	2015-12-31	$-56,980
Net income (gross income less expenses)	2015-12-31	$234,148
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,170,630
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,936,482
Assets. Value of participant loans	2015-12-31	$6,569
Total contributions received or receivable from employer(s)	2015-12-31	$197,051
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,011
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$276,598
Expenses. Total of all expenses incurred	2014-12-31	$28,440
Benefits paid (including direct rollovers)	2014-12-31	$13,049
Total plan assets at end of year	2014-12-31	$1,936,482
Total plan assets at beginning of year	2014-12-31	$1,688,324
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$126,959
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,389
Other income received	2014-12-31	$-17,191
Net income (gross income less expenses)	2014-12-31	$248,158
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,936,482
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,688,324
Total contributions received or receivable from employer(s)	2014-12-31	$166,830
Value of corrective distributions	2014-12-31	$7,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN

2019: BLACK HILLS ORTHODONTICS PROF LLC 401K 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
2018: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLACK HILLS ORTHODONTICS PROF LLC 401K 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: BLACK HILLS ORTHODONTICS PROF LLC 401K 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: BLACK HILLS ORTHODONTICS PROF LLC 401K 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BLACK HILLS ORTHODONTICS PROF LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLACK HILLS ORTHODONTICS PROF LLC
Employer identification number (EIN):	262032970
NAIC Classification:	621210
NAIC Description:	Offices of Dentists