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PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAHLS DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PAHLS DENTISTRY, P.C.
Employer identification number (EIN):270363974
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about PAHLS DENTISTRY, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2009-05-28
Company Identification Number: 60566495
Legal Registered Office Address: 2270 NW AVIATION DR

ROSEBURG
United States of America (USA)
97470

More information about PAHLS DENTISTRY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEIDI PAHLS2024-10-03
0012022-01-01HEIDI PAHLS2023-03-23
0012021-01-01HEIDI PAHLS2022-08-09
0012020-01-01HEIDI PAHLS2021-04-01
0012019-01-01HEIDI PAHLS2020-08-06
0012018-01-01

Plan Statistics for PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0117
Total number of active participants reported on line 7a of the Form 55002023-01-0113
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0120
Number of participants with account balances2023-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0117
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011

Financial Data on PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,050
Total plan liabilities at beginning of year2023-12-31$1,050
Total income from all sources2023-12-31$673,728
Expenses. Total of all expenses incurred2023-12-31$15,308
Total plan assets at end of year2023-12-31$4,001,484
Total plan assets at beginning of year2023-12-31$3,343,064
Value of fidelity bond covering the plan2023-12-31$346,450
Total contributions received or receivable from participants2023-12-31$85,148
Contributions received from other sources (not participants or employers)2023-12-31$1,544
Other income received2023-12-31$454,742
Net income (gross income less expenses)2023-12-31$658,420
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,000,434
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,342,014
Assets. Value of real-estate (other than employer real property)2023-12-31$492,930
Total contributions received or receivable from employer(s)2023-12-31$132,294
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$15,308
2022 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,050
Total plan liabilities at beginning of year2022-12-31$1,620
Total income from all sources2022-12-31$-215,114
Expenses. Total of all expenses incurred2022-12-31$37,753
Benefits paid (including direct rollovers)2022-12-31$21,635
Total plan assets at end of year2022-12-31$3,343,064
Total plan assets at beginning of year2022-12-31$3,596,501
Value of fidelity bond covering the plan2022-12-31$346,450
Total contributions received or receivable from participants2022-12-31$82,974
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-421,465
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-252,867
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,342,014
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,594,881
Assets. Value of real-estate (other than employer real property)2022-12-31$433,060
Total contributions received or receivable from employer(s)2022-12-31$123,377
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$16,118
2021 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,620
Total plan liabilities at beginning of year2021-12-31$1,184
Total income from all sources2021-12-31$601,114
Expenses. Total of all expenses incurred2021-12-31$17,557
Benefits paid (including direct rollovers)2021-12-31$2,421
Total plan assets at end of year2021-12-31$3,596,501
Total plan assets at beginning of year2021-12-31$3,012,508
Value of fidelity bond covering the plan2021-12-31$346,450
Total contributions received or receivable from participants2021-12-31$76,233
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$409,855
Net income (gross income less expenses)2021-12-31$583,557
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,594,881
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,011,324
Assets. Value of real-estate (other than employer real property)2021-12-31$346,450
Total contributions received or receivable from employer(s)2021-12-31$115,026
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,184
Total plan liabilities at beginning of year2020-12-31$1,182
Total income from all sources2020-12-31$491,044
Expenses. Total of all expenses incurred2020-12-31$11,526
Total plan assets at end of year2020-12-31$3,012,508
Total plan assets at beginning of year2020-12-31$2,532,988
Value of fidelity bond covering the plan2020-12-31$343,020
Total contributions received or receivable from participants2020-12-31$77,285
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$315,408
Net income (gross income less expenses)2020-12-31$479,518
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,011,324
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,531,806
Assets. Value of real-estate (other than employer real property)2020-12-31$343,020
Total contributions received or receivable from employer(s)2020-12-31$98,351
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,526
2019 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,182
Total plan liabilities at beginning of year2019-12-31$1,050
Total income from all sources2019-12-31$606,549
Expenses. Total of all expenses incurred2019-12-31$22,088
Benefits paid (including direct rollovers)2019-12-31$11,880
Total plan assets at end of year2019-12-31$2,532,988
Total plan assets at beginning of year2019-12-31$1,948,395
Value of fidelity bond covering the plan2019-12-31$320,580
Total contributions received or receivable from participants2019-12-31$75,314
Other income received2019-12-31$431,638
Net income (gross income less expenses)2019-12-31$584,461
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,531,806
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,947,345
Assets. Value of real-estate (other than employer real property)2019-12-31$320,580
Total contributions received or receivable from employer(s)2019-12-31$99,597
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,050
Total plan liabilities at beginning of year2018-12-31$1,050
Total income from all sources2018-12-31$36,973
Expenses. Total of all expenses incurred2018-12-31$5,658
Total plan assets at end of year2018-12-31$1,948,395
Total plan assets at beginning of year2018-12-31$1,917,080
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$47,634
Other income received2018-12-31$-109,496
Net income (gross income less expenses)2018-12-31$31,315
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,947,345
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,916,030
Assets. Value of real-estate (other than employer real property)2018-12-31$230,630
Total contributions received or receivable from employer(s)2018-12-31$98,835
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,658

Form 5500 Responses for PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

2023: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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