401k Plan data: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN plan

SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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.
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

SO OHIO PERIDONTAL ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: SO OHIO PERIDONTAL ASSOCIATES INC

Employer identification number (EIN): 311398288

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING 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
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 IRA S. LEVENSON
001 2015-01-01 IRA S. LEVENSON
001 2014-01-01 IRA S. LEVENSON
001 2013-01-01 IRA S. LEVENSON
001 2012-01-01 IRA S. LEVENSON
001 2011-01-01 IRA S. LEVENSON
001 2009-01-01 IRA S. LEVENSON

Plan Statistics for SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN

Measure Date Value
2016: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
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
2014: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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 4
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
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 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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 4
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 1
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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
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 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2016: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
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
2014: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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	4
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
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	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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	4
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	1
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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
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	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN

Measure	Date	Value
2016 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,098
Total plan assets at end of year	2016-12-31	$444,360
Total plan assets at beginning of year	2016-12-31	$372,262
Value of fidelity bond covering the plan	2016-12-31	$45,000
Total contributions received or receivable from participants	2016-12-31	$12,000
Other income received	2016-12-31	$49,956
Net income (gross income less expenses)	2016-12-31	$72,098
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$444,360
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$372,262
Total contributions received or receivable from employer(s)	2016-12-31	$10,142
2015 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$10,458
Total plan assets at end of year	2015-12-31	$372,262
Total plan assets at beginning of year	2015-12-31	$361,804
Value of fidelity bond covering the plan	2015-12-31	$37,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-23,534
Net income (gross income less expenses)	2015-12-31	$10,458
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$372,262
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$361,804
Total contributions received or receivable from employer(s)	2015-12-31	$9,992
2014 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17,197
Expenses. Total of all expenses incurred	2014-12-31	$6,734
Benefits paid (including direct rollovers)	2014-12-31	$6,734
Total plan assets at end of year	2014-12-31	$361,804
Total plan assets at beginning of year	2014-12-31	$351,341
Value of fidelity bond covering the plan	2014-12-31	$36,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$-15,570
Net income (gross income less expenses)	2014-12-31	$10,463
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$361,804
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$351,341
Total contributions received or receivable from employer(s)	2014-12-31	$9,767
2013 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$62,065
Total plan assets at end of year	2013-12-31	$351,341
Total plan assets at beginning of year	2013-12-31	$289,276
Value of fidelity bond covering the plan	2013-12-31	$29,000
Total contributions received or receivable from participants	2013-12-31	$10,000
Other income received	2013-12-31	$43,891
Net income (gross income less expenses)	2013-12-31	$62,065
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$351,341
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$289,276
Total contributions received or receivable from employer(s)	2013-12-31	$8,174
2012 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$81,490
Expenses. Total of all expenses incurred	2012-12-31	$8,007
Benefits paid (including direct rollovers)	2012-12-31	$8,007
Total plan assets at end of year	2012-12-31	$289,276
Total plan assets at beginning of year	2012-12-31	$215,793
Value of fidelity bond covering the plan	2012-12-31	$22,000
Total contributions received or receivable from participants	2012-12-31	$45,000
Other income received	2012-12-31	$26,638
Net income (gross income less expenses)	2012-12-31	$73,483
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$289,276
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$215,793
Total contributions received or receivable from employer(s)	2012-12-31	$9,852
2011 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,239
Total plan assets at end of year	2011-12-31	$215,793
Total plan assets at beginning of year	2011-12-31	$190,554
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$-4,751
Net income (gross income less expenses)	2011-12-31	$25,239
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$215,793
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$190,554
Total contributions received or receivable from employer(s)	2011-12-31	$7,990
2010 : SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$49,239
Total plan assets at end of year	2010-12-31	$190,554
Total plan assets at beginning of year	2010-12-31	$141,315
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$32,000
Other income received	2010-12-31	$12,551
Net income (gross income less expenses)	2010-12-31	$49,239
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$190,554
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$141,315
Total contributions received or receivable from employer(s)	2010-12-31	$4,688

Form 5500 Responses for SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN

2016: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 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
2009: SOUTHERN OHIO PERIODONTAL ASSOCIATES INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SO OHIO PERIDONTAL ASSOCIATES INC
Employer identification number (EIN):	311398288
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	IRA S. LEVENSON
001	2015-01-01	IRA S. LEVENSON
001	2014-01-01	IRA S. LEVENSON
001	2013-01-01	IRA S. LEVENSON
001	2012-01-01	IRA S. LEVENSON
001	2011-01-01	IRA S. LEVENSON
001	2009-01-01	IRA S. LEVENSON