401k Plan data: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN plan

INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 401k Plan overview

Plan Name	INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN
Plan identification number	001

INFINITY DENTAL SPECIALISTS, LLC 401(K) 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.
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

INFINITY DENTAL SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: INFINITY DENTAL SPECIALISTS, LLC

Employer identification number (EIN): 264792089

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about INFINITY DENTAL SPECIALISTS, LLC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 3937636

More information about INFINITY DENTAL SPECIALISTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 MARIANNA EVANS 2022-05-14 MARIANNA EVANS 2022-05-14
001 2020-01-01 MARIANNA EVANS 2021-05-05 MARIANNA EVANS 2021-05-05
001 2019-01-01 MARIANNA EVANS 2020-03-10 MARIANNA EVANS 2020-03-10
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	MARIANNA EVANS	2022-05-14	MARIANNA EVANS	2022-05-14
001	2020-01-01	MARIANNA EVANS	2021-05-05	MARIANNA EVANS	2021-05-05
001	2019-01-01	MARIANNA EVANS	2020-03-10	MARIANNA EVANS	2020-03-10
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01

Plan Statistics for INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN

401k plan membership statisitcs for INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN

Measure Date Value
2021: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN

Measure	Date	Value
2021 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$263,327
Expenses. Total of all expenses incurred	2021-12-31	$1,796
Total plan assets at end of year	2021-12-31	$1,124,270
Total plan assets at beginning of year	2021-12-31	$862,739
Value of fidelity bond covering the plan	2021-12-31	$115,000
Total contributions received or receivable from participants	2021-12-31	$43,223
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,796
Other income received	2021-12-31	$148,443
Net income (gross income less expenses)	2021-12-31	$261,531
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,124,270
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$862,739
Assets. Value of participant loans	2021-12-31	$12,401
Total contributions received or receivable from employer(s)	2021-12-31	$71,661
2020 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$561,520
Expenses. Total of all expenses incurred	2020-12-31	$2,782
Total plan assets at end of year	2020-12-31	$862,739
Total plan assets at beginning of year	2020-12-31	$304,001
Value of fidelity bond covering the plan	2020-12-31	$90,000
Total contributions received or receivable from participants	2020-12-31	$43,910
Expenses. Other expenses not covered elsewhere	2020-12-31	$2,782
Contributions received from other sources (not participants or employers)	2020-12-31	$390,095
Other income received	2020-12-31	$117,407
Net income (gross income less expenses)	2020-12-31	$558,738
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$862,739
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$304,001
Assets. Value of participant loans	2020-12-31	$23,015
Total contributions received or receivable from employer(s)	2020-12-31	$10,108
2019 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$100,882
Expenses. Total of all expenses incurred	2019-12-31	$52,323
Benefits paid (including direct rollovers)	2019-12-31	$50,505
Total plan assets at end of year	2019-12-31	$304,001
Total plan assets at beginning of year	2019-12-31	$255,442
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$40,596
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,818
Other income received	2019-12-31	$52,199
Net income (gross income less expenses)	2019-12-31	$48,559
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$304,001
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$255,442
Assets. Value of participant loans	2019-12-31	$33,088
Total contributions received or receivable from employer(s)	2019-12-31	$8,087
2018 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$42,446
Expenses. Total of all expenses incurred	2018-12-31	$2,008
Total plan assets at end of year	2018-12-31	$255,442
Total plan assets at beginning of year	2018-12-31	$215,004
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$45,051
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,008
Other income received	2018-12-31	$-15,276
Net income (gross income less expenses)	2018-12-31	$40,438
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$255,442
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$215,004
Assets. Value of participant loans	2018-12-31	$43,003
Total contributions received or receivable from employer(s)	2018-12-31	$12,671
2017 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$85,853
Expenses. Total of all expenses incurred	2017-12-31	$1,491
Total plan assets at end of year	2017-12-31	$215,004
Total plan assets at beginning of year	2017-12-31	$130,642
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$44,235
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,491
Other income received	2017-12-31	$30,173
Net income (gross income less expenses)	2017-12-31	$84,362
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$215,004
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$130,642
Total contributions received or receivable from employer(s)	2017-12-31	$11,445
2016 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$64,178
Expenses. Total of all expenses incurred	2016-12-31	$2,184
Benefits paid (including direct rollovers)	2016-12-31	$433
Total plan assets at end of year	2016-12-31	$130,642
Total plan assets at beginning of year	2016-12-31	$68,648
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$11,668
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,751
Other income received	2016-12-31	$8,509
Net income (gross income less expenses)	2016-12-31	$61,994
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$130,642
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$68,648
Total contributions received or receivable from employer(s)	2016-12-31	$44,001
2015 : INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$69,259
Expenses. Total of all expenses incurred	2015-12-31	$611
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$68,648
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$12,708
Expenses. Other expenses not covered elsewhere	2015-12-31	$611
Other income received	2015-12-31	$-706
Net income (gross income less expenses)	2015-12-31	$68,648
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$68,648
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$57,257

Form 5500 Responses for INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN

2021: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INFINITY DENTAL SPECIALISTS, LLC 401(K) 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: INFINITY DENTAL SPECIALISTS, LLC 401(K) 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: INFINITY DENTAL SPECIALISTS, LLC 401(K) 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: INFINITY DENTAL SPECIALISTS, LLC 401(K) 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: INFINITY DENTAL SPECIALISTS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	INFINITY DENTAL SPECIALISTS, LLC
Employer identification number (EIN):	264792089
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	3937636