401k Plan data: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST plan

PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST
Plan identification number	001

PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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 CENTER OF AVON, LLC has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC DENTAL CENTER OF AVON, LLC

Employer identification number (EIN): 263482267

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about PEDIATRIC DENTAL CENTER OF AVON, LLC

Jurisdiction of Incorporation: Connecticut Secretary of State

Incorporation Date:

Company Identification Number: 0949158

More information about PEDIATRIC DENTAL CENTER OF AVON, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRIS COSGROVE 2024-07-10
001 2022-01-01 CHRIS COSGROVE 2023-07-05
001 2021-01-01 CHRIS COSGROVE 2022-06-27
001 2020-01-01 CHRIS COSGROVE 2021-06-30
001 2019-01-01 CHRIS COSGROVE 2020-07-10
001 2018-01-01 CHRIS COSGROVE 2019-07-19
001 2017-01-01 JEANMARIE COSGROVE 2018-02-21
001 2016-01-01 JEANMARIE COSGROVE 2017-04-20
001 2015-01-01 JEANMARIE COSGROVE 2016-07-18
001 2014-01-01 JEANMARIE COSGROVE
001 2013-01-01 JEANMARIE COSGROVE
001 2012-01-01 JEANMARIE COSGROVE
001 2011-01-01 JEANMARIE COSGROVE
001 2010-10-01 JEANMARIE COSGROVE JEANMARIE COSGROVE 2011-07-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRIS COSGROVE	2024-07-10
001	2022-01-01	CHRIS COSGROVE	2023-07-05
001	2021-01-01	CHRIS COSGROVE	2022-06-27
001	2020-01-01	CHRIS COSGROVE	2021-06-30
001	2019-01-01	CHRIS COSGROVE	2020-07-10
001	2018-01-01	CHRIS COSGROVE	2019-07-19
001	2017-01-01	JEANMARIE COSGROVE	2018-02-21
001	2016-01-01	JEANMARIE COSGROVE	2017-04-20
001	2015-01-01	JEANMARIE COSGROVE	2016-07-18
001	2014-01-01	JEANMARIE COSGROVE
001	2013-01-01	JEANMARIE COSGROVE
001	2012-01-01	JEANMARIE COSGROVE
001	2011-01-01	JEANMARIE COSGROVE
001	2010-10-01	JEANMARIE COSGROVE		JEANMARIE COSGROVE	2011-07-04

Plan Statistics for PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST

Measure Date Value
2014: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 2
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 2
Number of participants with account balances 2010-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0

Measure	Date	Value
2014: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	2
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	2
Number of participants with account balances	2010-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0

Financial Data on PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2014 : PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$19,706
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$47,149
Total plan assets at beginning of year	2014-12-31	$27,443
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$8,015
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,161
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$19,706
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$47,149
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$27,443
Total contributions received or receivable from employer(s)	2014-12-31	$10,530
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$14,301
Expenses. Total of all expenses incurred	2013-12-31	$275
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$27,443
Total plan assets at beginning of year	2013-12-31	$13,417
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$5,196
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,869
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$14,026
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$27,443
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,417
Total contributions received or receivable from employer(s)	2013-12-31	$7,236
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$275
2012 : PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$7,650
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$13,417
Total plan assets at beginning of year	2012-12-31	$5,767
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$2,535
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$187
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$7,650
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,417
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,767
Total contributions received or receivable from employer(s)	2012-12-31	$4,928
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$5,052
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$5,767
Total plan assets at beginning of year	2011-12-31	$715
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$1,380
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-65
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$5,052
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,767
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$715
Total contributions received or receivable from employer(s)	2011-12-31	$3,737
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$715
Total plan assets at end of year	2010-12-31	$715
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$710
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$5
Net income (gross income less expenses)	2010-12-31	$715
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$715
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST

2014: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PEDIATRIC DENTAL CENTER OF AVON, LLC RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	First time form 5500 has been submitted	Yes
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457605

Policy instance

Insurance contract or identification number	457605
Number of Individuals Covered	5
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $136
Total amount of fees paid to insurance company	USD $27
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $136
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	27
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457605

Policy instance

Insurance contract or identification number	457605
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $71
Total amount of fees paid to insurance company	USD $14
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39
Insurance broker organization code?	3
Amount paid for insurance broker fees	14
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457605

Policy instance

Insurance contract or identification number	457605
Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $24
Total amount of fees paid to insurance company	USD $1,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24
Insurance broker organization code?	3
Amount paid for insurance broker fees	1004
Insurance broker name	WELLS THOMAS, LLC

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Company Name:	PEDIATRIC DENTAL CENTER OF AVON, LLC
Employer identification number (EIN):	263482267
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Connecticut Secretary of State
Incorporation Date:
Company Identification Number:	0949158