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MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 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.

401k Sponsoring company profile

MATTHEW A. BUNCHMAN, D.M.D., PROFESSIONAL LLC has sponsored the creation of one or more 401k plans.

Company Name:MATTHEW A. BUNCHMAN, D.M.D., PROFESSIONAL LLC
Employer identification number (EIN):320220714
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about MATTHEW A. BUNCHMAN, D.M.D., PROFESSIONAL LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2007-10-03
Company Identification Number: 20071456524
Legal Registered Office Address: 29723 Troutdale Scenic Dr

Evergreen
United States of America (USA)
80439

More information about MATTHEW A. BUNCHMAN, D.M.D., PROFESSIONAL LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-20
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01MATTHEW BUNCHMAN2017-08-14
0012015-01-01MATTHEW BUNCHMAN
0012014-01-01MATTHEW BUNCHMAN
0012013-01-01MATTHEW BUNCHMAN
0012012-01-01MATTHEW BUNCHMAN
0012011-01-01MATTHEW BUNCHMAN2012-10-02
0012010-01-01MATTHEW A BUNCHMAN DMD LLC2011-05-11 MATTHEW A BUNCHMAN DMD LLC2011-05-11

Plan Statistics for MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1,668
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$36,557
Expenses. Total of all expenses incurred2015-12-31$1,635
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$358,561
Total plan assets at beginning of year2015-12-31$321,971
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$36,225
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,309
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$34,922
Net plan assets at end of year (total assets less liabilities)2015-12-31$356,893
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$321,971
Total contributions received or receivable from employer(s)2015-12-31$5,641
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,635
2014 : MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$2,097
Total income from all sources2014-12-31$54,353
Expenses. Total of all expenses incurred2014-12-31$3,104
Total plan assets at end of year2014-12-31$321,971
Total plan assets at beginning of year2014-12-31$272,819
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$35,000
Other income received2014-12-31$13,404
Net income (gross income less expenses)2014-12-31$51,249
Net plan assets at end of year (total assets less liabilities)2014-12-31$321,971
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$270,722
Total contributions received or receivable from employer(s)2014-12-31$5,949
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,104
2013 : MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,097
Total income from all sources2013-12-31$79,801
Expenses. Total of all expenses incurred2013-12-31$36,038
Benefits paid (including direct rollovers)2013-12-31$33,075
Total plan assets at end of year2013-12-31$272,819
Total plan assets at beginning of year2013-12-31$226,959
Total contributions received or receivable from participants2013-12-31$35,076
Other income received2013-12-31$38,486
Net income (gross income less expenses)2013-12-31$43,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$270,722
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$226,959
Total contributions received or receivable from employer(s)2013-12-31$6,239
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$63,645
Expenses. Total of all expenses incurred2012-12-31$1,129
Benefits paid (including direct rollovers)2012-12-31$79
Total plan assets at end of year2012-12-31$226,959
Total plan assets at beginning of year2012-12-31$164,443
Total contributions received or receivable from participants2012-12-31$34,483
Other income received2012-12-31$22,564
Net income (gross income less expenses)2012-12-31$62,516
Net plan assets at end of year (total assets less liabilities)2012-12-31$226,959
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$164,443
Total contributions received or receivable from employer(s)2012-12-31$6,598
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

2015: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MATTHEW A. BUNCHMAN, D.M.D. PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103170
Policy instance 1
Insurance contract or identification number103170
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,156
Commission paid to Insurance BrokerUSD $2,156
Insurance broker organization code?3
Insurance broker name1ST GLOBAL CAPITAL CORP.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103170
Policy instance 1
Insurance contract or identification number103170
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,769
Total amount of fees paid to insurance companyUSD $201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,769
Insurance broker organization code?3
Amount paid for insurance broker fees201
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103170
Policy instance 1
Insurance contract or identification number103170
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,444
Total amount of fees paid to insurance companyUSD $250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,444
Insurance broker organization code?3
Amount paid for insurance broker fees250
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103170
Policy instance 1
Insurance contract or identification number103170
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,658
Total amount of fees paid to insurance companyUSD $125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,658
Insurance broker organization code?3
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES

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