401k Plan data: REFLECTIONS DENTAL CARE 401K plan

REFLECTIONS DENTAL CARE 401K 401k Plan overview

Plan Name	REFLECTIONS DENTAL CARE 401K
Plan identification number	001

REFLECTIONS DENTAL CARE 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LANCE SCHMIDT, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: LANCE SCHMIDT, DDS, PC

Employer identification number (EIN): 270096975

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REFLECTIONS DENTAL CARE 401K

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
001 2020-01-01
001 2019-01-01
001 2018-01-01 LANCE SCHMIDT
001 2017-01-01 LANCE SCHMIDT
001 2016-01-01 LANCE SCHMIDT
001 2015-01-01 LANCE SCHMIDT
001 2014-01-01 LANCE SCHMIDT
001 2013-01-01 LANCE SCHMIDT

Plan Statistics for REFLECTIONS DENTAL CARE 401K

401k plan membership statisitcs for REFLECTIONS DENTAL CARE 401K

Measure Date Value
2023: REFLECTIONS DENTAL CARE 401K 2023 401k membership
Total participants, beginning-of-year 2023-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 12
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 19
Number of participants with account balances 2023-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: REFLECTIONS DENTAL CARE 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: REFLECTIONS DENTAL CARE 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
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 6
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: REFLECTIONS DENTAL CARE 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
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 3
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: REFLECTIONS DENTAL CARE 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
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 1
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: REFLECTIONS DENTAL CARE 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 0
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: REFLECTIONS DENTAL CARE 401K 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: REFLECTIONS DENTAL CARE 401K 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: REFLECTIONS DENTAL CARE 401K 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: REFLECTIONS DENTAL CARE 401K 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: REFLECTIONS DENTAL CARE 401K 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: REFLECTIONS DENTAL CARE 401K 2023 401k membership
Total participants, beginning-of-year	2023-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	12
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	19
Number of participants with account balances	2023-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: REFLECTIONS DENTAL CARE 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: REFLECTIONS DENTAL CARE 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
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	6
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: REFLECTIONS DENTAL CARE 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
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	3
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: REFLECTIONS DENTAL CARE 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
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	1
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: REFLECTIONS DENTAL CARE 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	0
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: REFLECTIONS DENTAL CARE 401K 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: REFLECTIONS DENTAL CARE 401K 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: REFLECTIONS DENTAL CARE 401K 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: REFLECTIONS DENTAL CARE 401K 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: REFLECTIONS DENTAL CARE 401K 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on REFLECTIONS DENTAL CARE 401K

Measure	Date	Value
2023 : REFLECTIONS DENTAL CARE 401K 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$390,025
Expenses. Total of all expenses incurred	2023-12-31	$20,453
Benefits paid (including direct rollovers)	2023-12-31	$20,078
Total plan assets at end of year	2023-12-31	$1,171,615
Total plan assets at beginning of year	2023-12-31	$802,043
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$73,733
Contributions received from other sources (not participants or employers)	2023-12-31	$131,925
Other income received	2023-12-31	$157,454
Net income (gross income less expenses)	2023-12-31	$369,572
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,171,615
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$802,043
Assets. Value of participant loans	2023-12-31	$5,321
Total contributions received or receivable from employer(s)	2023-12-31	$26,913
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$375
2022 : REFLECTIONS DENTAL CARE 401K 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$48,841
Expenses. Total of all expenses incurred	2022-12-31	$37,721
Benefits paid (including direct rollovers)	2022-12-31	$35,903
Total plan assets at end of year	2022-12-31	$802,043
Total plan assets at beginning of year	2022-12-31	$790,923
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$72,741
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-54,749
Net income (gross income less expenses)	2022-12-31	$11,120
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$802,043
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$790,923
Assets. Value of participant loans	2022-12-31	$4,443
Total contributions received or receivable from employer(s)	2022-12-31	$30,849
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,818
2021 : REFLECTIONS DENTAL CARE 401K 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$195,187
Expenses. Total of all expenses incurred	2021-12-31	$1,213
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$790,923
Total plan assets at beginning of year	2021-12-31	$596,949
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$68,178
Other income received	2021-12-31	$100,167
Net income (gross income less expenses)	2021-12-31	$193,974
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$790,923
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$596,949
Assets. Value of participant loans	2021-12-31	$6,500
Total contributions received or receivable from employer(s)	2021-12-31	$26,842
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,213
2020 : REFLECTIONS DENTAL CARE 401K 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$124,506
Expenses. Total of all expenses incurred	2020-12-31	$776
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$596,949
Total plan assets at beginning of year	2020-12-31	$473,219
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$57,756
Contributions received from other sources (not participants or employers)	2020-12-31	$1,731
Other income received	2020-12-31	$45,470
Net income (gross income less expenses)	2020-12-31	$123,730
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$596,949
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$473,219
Total contributions received or receivable from employer(s)	2020-12-31	$19,549
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$776
2019 : REFLECTIONS DENTAL CARE 401K 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$155,714
Expenses. Total of all expenses incurred	2019-12-31	$727
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$473,219
Total plan assets at beginning of year	2019-12-31	$318,232
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$54,059
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$81,768
Net income (gross income less expenses)	2019-12-31	$154,987
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$473,219
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$318,232
Total contributions received or receivable from employer(s)	2019-12-31	$19,887
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$727
2018 : REFLECTIONS DENTAL CARE 401K 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$59,667
Expenses. Total of all expenses incurred	2018-12-31	$19,670
Benefits paid (including direct rollovers)	2018-12-31	$18,785
Total plan assets at end of year	2018-12-31	$318,232
Total plan assets at beginning of year	2018-12-31	$278,235
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$48,709
Contributions received from other sources (not participants or employers)	2018-12-31	$7,770
Other income received	2018-12-31	$-16,110
Net income (gross income less expenses)	2018-12-31	$39,997
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$318,232
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$278,235
Total contributions received or receivable from employer(s)	2018-12-31	$19,298
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : REFLECTIONS DENTAL CARE 401K 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$86,901
Expenses. Total of all expenses incurred	2017-12-31	$624
Total plan assets at end of year	2017-12-31	$278,235
Total plan assets at beginning of year	2017-12-31	$191,958
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$43,889
Other income received	2017-12-31	$24,136
Net income (gross income less expenses)	2017-12-31	$86,277
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$278,235
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$191,958
Total contributions received or receivable from employer(s)	2017-12-31	$18,876
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$624
2016 : REFLECTIONS DENTAL CARE 401K 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$71,375
Expenses. Total of all expenses incurred	2016-12-31	$324
Total plan assets at end of year	2016-12-31	$191,958
Total plan assets at beginning of year	2016-12-31	$120,907
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$38,168
Other income received	2016-12-31	$16,401
Net income (gross income less expenses)	2016-12-31	$71,051
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$191,958
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$120,907
Total contributions received or receivable from employer(s)	2016-12-31	$16,806
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$324
2015 : REFLECTIONS DENTAL CARE 401K 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$52,855
Expenses. Total of all expenses incurred	2015-12-31	$1,760
Total plan assets at end of year	2015-12-31	$120,907
Total plan assets at beginning of year	2015-12-31	$69,812
Total contributions received or receivable from participants	2015-12-31	$38,197
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2,034
Net income (gross income less expenses)	2015-12-31	$51,095
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$120,907
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$69,812
Total contributions received or receivable from employer(s)	2015-12-31	$16,692
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,760
2014 : REFLECTIONS DENTAL CARE 401K 2014 401k financial data
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	$51,841
Expenses. Total of all expenses incurred	2014-12-31	$367
Total plan assets at end of year	2014-12-31	$69,812
Total plan assets at beginning of year	2014-12-31	$18,338
Total contributions received or receivable from participants	2014-12-31	$35,962
Other income received	2014-12-31	$1,416
Net income (gross income less expenses)	2014-12-31	$51,474
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$69,812
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$18,338
Total contributions received or receivable from employer(s)	2014-12-31	$14,463
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$367
2013 : REFLECTIONS DENTAL CARE 401K 2013 401k financial data
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	$19,583
Expenses. Total of all expenses incurred	2013-12-31	$1,245
Benefits paid (including direct rollovers)	2013-12-31	$1,122
Total plan assets at end of year	2013-12-31	$18,338
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$11,235
Other income received	2013-12-31	$531
Net income (gross income less expenses)	2013-12-31	$18,338
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$18,338
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$7,817
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for REFLECTIONS DENTAL CARE 401K

2023: REFLECTIONS DENTAL CARE 401K 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: REFLECTIONS DENTAL CARE 401K 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: REFLECTIONS DENTAL CARE 401K 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: REFLECTIONS DENTAL CARE 401K 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: REFLECTIONS DENTAL CARE 401K 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: REFLECTIONS DENTAL CARE 401K 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: REFLECTIONS DENTAL CARE 401K 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: REFLECTIONS DENTAL CARE 401K 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: REFLECTIONS DENTAL CARE 401K 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: REFLECTIONS DENTAL CARE 401K 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
2013: REFLECTIONS DENTAL CARE 401K 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LANCE SCHMIDT, DDS, PC
Employer identification number (EIN):	270096975
NAIC Classification:	621210
NAIC Description:	Offices of Dentists