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ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 401k Plan overview

Plan NameASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST
Plan identification number 002

ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ASSOCIATES FOR GENERAL DENTISTRY, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES FOR GENERAL DENTISTRY, LTD.
Employer identification number (EIN):362991226
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022018-11-01
0022017-11-01
0022016-11-01H. EDWARD VALLELY
0022015-11-01H. EDWARD VALLELY
0022014-11-01H. EDWARD VALLELY
0022013-11-01H. EDWARD VALLELY
0022012-11-01H. EDWARD VALLELY
0022011-11-01H. EDWARD VALLELY
0022010-11-01H. EDWARD VALLELY
0022009-11-01H. EDWARD VALLELY
0022008-11-01

Plan Statistics for ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST

401k plan membership statisitcs for ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST

Measure Date Value
2021: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-11-012
Total number of active participants reported on line 7a of the Form 55002021-11-010
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-010
2020: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-11-013
Total number of active participants reported on line 7a of the Form 55002020-11-011
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-011
Total of all active and inactive participants2020-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-012
Market value of plan assets2020-10-31295,977
Acturial value of plan assets2020-10-31295,977
Funding target for retired participants and beneficiaries receiving payment2020-10-310
Number of terminated vested participants2020-10-312
Fundng target for terminated vested participants2020-10-3129,778
Active participant vested funding target2020-10-31348,793
Number of active participants2020-10-311
Total funding liabilities for active participants2020-10-31348,793
Total participant count2020-10-313
Total funding target for all participants2020-10-31378,571
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-310
Prefunding balanced used to offset prior years funding requirement2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-310
Present value of excess contributions2020-10-31277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-31292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-10-310
Reductions in caryover balances due to elections or deemed elections2020-10-310
Reductions in prefunding balances due to elections or deemed elections2020-10-310
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-310
Total employer contributions2020-10-318,700
Total employee contributions2020-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-310
Contributions made to avoid restrictions adjusted to valuation date2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-317,814
Liquidity shortfalls end of Q12020-10-310
Liquidity shortfalls end of Q22020-10-310
Liquidity shortfalls end of Q32020-10-310
Liquidity shortfalls end of Q42020-10-310
Unpaid minimum required contributions for all prior years2020-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-310
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-310
Net shortfall amortization installment of oustanding balance2020-10-3182,594
Total funding amount beforereflecting carryover/prefunding balances2020-10-317,636
Carryover balance elected to use to offset funding requirement2020-10-310
Prefunding balance elected to use to offset funding requirement2020-10-310
Additional cash requirement2020-10-317,636
Contributions allocatedtoward minimum required contributions for current year2020-10-317,814
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-11-013
Total number of active participants reported on line 7a of the Form 55002019-11-011
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-012
Total of all active and inactive participants2019-11-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
Market value of plan assets2019-10-31283,110
Acturial value of plan assets2019-10-31283,110
Funding target for retired participants and beneficiaries receiving payment2019-10-310
Number of terminated vested participants2019-10-312
Fundng target for terminated vested participants2019-10-3129,080
Active participant vested funding target2019-10-31321,817
Number of active participants2019-10-311
Total funding liabilities for active participants2019-10-31321,817
Total participant count2019-10-313
Total funding target for all participants2019-10-31350,897
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-310
Prefunding balanced used to offset prior years funding requirement2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-310
Present value of excess contributions2019-10-3134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-3136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-310
Reductions in caryover balances due to elections or deemed elections2019-10-310
Reductions in prefunding balances due to elections or deemed elections2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-310
Total employer contributions2019-10-310
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-310
Liquidity shortfalls end of Q12019-10-310
Liquidity shortfalls end of Q22019-10-310
Liquidity shortfalls end of Q32019-10-310
Liquidity shortfalls end of Q42019-10-310
Unpaid minimum required contributions for all prior years2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-310
Net shortfall amortization installment of oustanding balance2019-10-3167,787
Waiver amortization installment2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-3110,462
Additional cash requirement2019-10-3110,462
Contributions allocatedtoward minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for current year2019-10-3110,462
Unpaid minimum required contributions for all years2019-10-3110,462
2018: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-11-013
Total number of active participants reported on line 7a of the Form 55002018-11-011
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-012
Total of all active and inactive participants2018-11-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
Market value of plan assets2018-10-31313,633
Acturial value of plan assets2018-10-31313,633
Funding target for retired participants and beneficiaries receiving payment2018-10-310
Number of terminated vested participants2018-10-314
Fundng target for terminated vested participants2018-10-3154,341
Active participant vested funding target2018-10-31284,096
Number of active participants2018-10-311
Total funding liabilities for active participants2018-10-31284,096
Total participant count2018-10-315
Total funding target for all participants2018-10-31338,437
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-310
Prefunding balanced used to offset prior years funding requirement2018-10-310
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-31501
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-31531
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-10-310
Reductions in caryover balances due to elections or deemed elections2018-10-310
Reductions in prefunding balances due to elections or deemed elections2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-310
Total employer contributions2018-10-3112,000
Total employee contributions2018-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-310
Contributions made to avoid restrictions adjusted to valuation date2018-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-3110,515
Unpaid minimum required contributions for all prior years2018-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-312,300
Net shortfall amortization installment of oustanding balance2018-10-3124,804
Waiver amortization installment2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-3110,481
Carryover balance elected to use to offset funding requirement2018-10-310
Prefunding balance elected to use to offset funding requirement2018-10-310
Additional cash requirement2018-10-3110,481
Contributions allocatedtoward minimum required contributions for current year2018-10-3110,515
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-11-015
Total number of active participants reported on line 7a of the Form 55002017-11-011
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-012
Total of all active and inactive participants2017-11-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
Market value of plan assets2017-10-31287,026
Acturial value of plan assets2017-10-31287,026
Funding target for retired participants and beneficiaries receiving payment2017-10-310
Number of terminated vested participants2017-10-312
Fundng target for terminated vested participants2017-10-3123,901
Active participant vested funding target2017-10-31285,638
Number of active participants2017-10-313
Total funding liabilities for active participants2017-10-31285,638
Total participant count2017-10-315
Total funding target for all participants2017-10-31309,539
Balance at beginning of prior year after applicable adjustments2017-10-310
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-310
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-310
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-3186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-3191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-10-310
Reductions in caryover balances due to elections or deemed elections2017-10-310
Reductions in prefunding balances due to elections or deemed elections2017-10-310
Balance of carryovers at beginning of current year2017-10-310
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-3111,000
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-319,617
Unpaid minimum required contributions for all prior years2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-312,300
Net shortfall amortization installment of oustanding balance2017-10-3122,513
Waiver amortization installment2017-10-310
Total funding amount beforereflecting carryover/prefunding balances2017-10-319,116
Carryover balance elected to use to offset funding requirement2017-10-310
Prefunding balance elected to use to offset funding requirement2017-10-310
Additional cash requirement2017-10-319,116
Contributions allocatedtoward minimum required contributions for current year2017-10-319,617
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-11-015
Total number of active participants reported on line 7a of the Form 55002016-11-013
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-012
Total of all active and inactive participants2016-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-015
Total number of active participants reported on line 7a of the Form 55002015-11-013
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-012
Total of all active and inactive participants2015-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-015
Total number of active participants reported on line 7a of the Form 55002014-11-013
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-012
Total of all active and inactive participants2014-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-015
Total number of active participants reported on line 7a of the Form 55002013-11-013
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-012
Total of all active and inactive participants2013-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-015
Total number of active participants reported on line 7a of the Form 55002012-11-013
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-012
Total of all active and inactive participants2012-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-015
Total number of active participants reported on line 7a of the Form 55002011-11-013
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-012
Total of all active and inactive participants2011-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-015
Total number of active participants reported on line 7a of the Form 55002010-11-013
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-012
Total of all active and inactive participants2010-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-015
Total number of active participants reported on line 7a of the Form 55002009-11-013
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-012
Total of all active and inactive participants2009-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST

Measure Date Value
2021 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-15$0
Total plan liabilities at beginning of year2021-12-15$0
Total income from all sources2021-12-15$-39,785
Expenses. Total of all expenses incurred2021-12-15$689,811
Benefits paid (including direct rollovers)2021-12-15$658,999
Total plan assets at end of year2021-12-15$0
Total plan assets at beginning of year2021-12-15$729,596
Value of fidelity bond covering the plan2021-12-15$350,000
Total contributions received or receivable from participants2021-12-15$0
Expenses. Other expenses not covered elsewhere2021-12-15$0
Contributions received from other sources (not participants or employers)2021-12-15$0
Other income received2021-12-15$-39,785
Noncash contributions received2021-12-15$0
Net income (gross income less expenses)2021-12-15$-729,596
Net plan assets at end of year (total assets less liabilities)2021-12-15$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-15$729,596
Assets. Value of participant loans2021-12-15$0
Assets. Value of real-estate (other than employer real property)2021-12-15$0
Total contributions received or receivable from employer(s)2021-12-15$0
Value of certain deemed distributions of participant loans2021-12-15$30,000
Value of corrective distributions2021-12-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-15$812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-15$0
Total plan liabilities at end of year2021-10-31$0
Total plan liabilities at beginning of year2021-10-31$0
Total income from all sources2021-10-31$108,460
Expenses. Total of all expenses incurred2021-10-31$36,287
Benefits paid (including direct rollovers)2021-10-31$17,574
Total plan assets at end of year2021-10-31$729,596
Total plan assets at beginning of year2021-10-31$657,423
Value of fidelity bond covering the plan2021-10-31$350,000
Total contributions received or receivable from participants2021-10-31$0
Expenses. Other expenses not covered elsewhere2021-10-31$0
Contributions received from other sources (not participants or employers)2021-10-31$0
Other income received2021-10-31$108,460
Noncash contributions received2021-10-31$0
Net income (gross income less expenses)2021-10-31$72,173
Net plan assets at end of year (total assets less liabilities)2021-10-31$729,596
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$657,423
Assets. Value of participant loans2021-10-31$30,000
Assets. Value of real-estate (other than employer real property)2021-10-31$280,000
Total contributions received or receivable from employer(s)2021-10-31$0
Value of certain deemed distributions of participant loans2021-10-31$0
Value of corrective distributions2021-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$18,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
2020 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at beginning of year2020-10-31$0
Total income from all sources2020-10-31$56,349
Expenses. Total of all expenses incurred2020-10-31$10,706
Total plan assets at end of year2020-10-31$657,423
Total plan assets at beginning of year2020-10-31$611,780
Value of fidelity bond covering the plan2020-10-31$350,000
Expenses. Other expenses not covered elsewhere2020-10-31$6,881
Other income received2020-10-31$47,649
Net income (gross income less expenses)2020-10-31$45,643
Net plan assets at end of year (total assets less liabilities)2020-10-31$657,423
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$611,780
Assets. Value of participant loans2020-10-31$30,000
Assets. Value of real-estate (other than employer real property)2020-10-31$280,000
Total contributions received or receivable from employer(s)2020-10-31$8,700
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$3,825
2019 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$19,264
Expenses. Total of all expenses incurred2019-10-31$18,120
Total plan assets at end of year2019-10-31$599,280
Total plan assets at beginning of year2019-10-31$598,136
Value of fidelity bond covering the plan2019-10-31$350,000
Expenses. Other expenses not covered elsewhere2019-10-31$6,781
Other income received2019-10-31$19,264
Net income (gross income less expenses)2019-10-31$1,144
Net plan assets at end of year (total assets less liabilities)2019-10-31$599,280
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$598,136
Assets. Value of participant loans2019-10-31$30,000
Assets. Value of real-estate (other than employer real property)2019-10-31$280,000
Total contributions received or receivable from employer(s)2019-10-31$12,500
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$11,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$52,678
Expenses. Total of all expenses incurred2017-10-31$9,975
Benefits paid (including direct rollovers)2017-10-31$0
Total plan assets at end of year2017-10-31$626,485
Total plan assets at beginning of year2017-10-31$583,782
Value of fidelity bond covering the plan2017-10-31$350,000
Total contributions received or receivable from participants2017-10-31$0
Expenses. Other expenses not covered elsewhere2017-10-31$5,951
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$41,678
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$42,703
Net plan assets at end of year (total assets less liabilities)2017-10-31$626,485
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$583,782
Assets. Value of participant loans2017-10-31$30,000
Assets. Value of real-estate (other than employer real property)2017-10-31$280,000
Total contributions received or receivable from employer(s)2017-10-31$11,000
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$4,024
2016 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$12,850
Expenses. Total of all expenses incurred2016-10-31$9,106
Benefits paid (including direct rollovers)2016-10-31$0
Total plan assets at end of year2016-10-31$583,782
Total plan assets at beginning of year2016-10-31$580,038
Value of fidelity bond covering the plan2016-10-31$350,000
Total contributions received or receivable from participants2016-10-31$0
Expenses. Other expenses not covered elsewhere2016-10-31$6,174
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$2,349
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$3,744
Net plan assets at end of year (total assets less liabilities)2016-10-31$583,782
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$580,038
Assets. Value of participant loans2016-10-31$30,000
Assets. Value of real-estate (other than employer real property)2016-10-31$280,000
Total contributions received or receivable from employer(s)2016-10-31$10,501
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$2,932
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$32,281
Expenses. Total of all expenses incurred2015-10-31$11,426
Benefits paid (including direct rollovers)2015-10-31$0
Total plan assets at end of year2015-10-31$580,038
Total plan assets at beginning of year2015-10-31$559,183
Value of fidelity bond covering the plan2015-10-31$350,000
Total contributions received or receivable from participants2015-10-31$0
Expenses. Other expenses not covered elsewhere2015-10-31$6,826
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$8,622
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$20,855
Net plan assets at end of year (total assets less liabilities)2015-10-31$580,038
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$559,183
Assets. Value of participant loans2015-10-31$30,000
Assets. Value of real-estate (other than employer real property)2015-10-31$280,000
Total contributions received or receivable from employer(s)2015-10-31$23,659
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$4,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources2014-10-31$39,811
Expenses. Total of all expenses incurred2014-10-31$11,141
Benefits paid (including direct rollovers)2014-10-31$0
Total plan assets at end of year2014-10-31$559,183
Total plan assets at beginning of year2014-10-31$530,513
Value of fidelity bond covering the plan2014-10-31$350,000
Total contributions received or receivable from participants2014-10-31$0
Expenses. Other expenses not covered elsewhere2014-10-31$6,872
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$31,470
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$28,670
Net plan assets at end of year (total assets less liabilities)2014-10-31$559,183
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$530,513
Assets. Value of participant loans2014-10-31$30,000
Assets. Value of real-estate (other than employer real property)2014-10-31$280,000
Total contributions received or receivable from employer(s)2014-10-31$8,341
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$4,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-10-31$15,852
Expenses. Total of all expenses incurred2013-10-31$8,958
Benefits paid (including direct rollovers)2013-10-31$0
Total plan assets at end of year2013-10-31$530,513
Total plan assets at beginning of year2013-10-31$523,619
Value of fidelity bond covering the plan2013-10-31$350,000
Total contributions received or receivable from participants2013-10-31$0
Expenses. Other expenses not covered elsewhere2013-10-31$6,658
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$9,227
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$6,894
Net plan assets at end of year (total assets less liabilities)2013-10-31$530,513
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$523,619
Assets. Value of participant loans2013-10-31$30,000
Assets. Value of real-estate (other than employer real property)2013-10-31$280,000
Total contributions received or receivable from employer(s)2013-10-31$6,625
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$2,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-10-31$17,336
Expenses. Total of all expenses incurred2012-10-31$12,255
Benefits paid (including direct rollovers)2012-10-31$0
Total plan assets at end of year2012-10-31$523,619
Total plan assets at beginning of year2012-10-31$518,538
Value of fidelity bond covering the plan2012-10-31$500,000
Total contributions received or receivable from participants2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$8,431
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$5,081
Net plan assets at end of year (total assets less liabilities)2012-10-31$523,619
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$518,538
Assets. Value of real-estate (other than employer real property)2012-10-31$280,000
Total contributions received or receivable from employer(s)2012-10-31$8,905
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$12,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-10-31$2,952
Expenses. Total of all expenses incurred2011-10-31$11,277
Total plan assets at end of year2011-10-31$518,538
Total plan assets at beginning of year2011-10-31$526,863
Value of fidelity bond covering the plan2011-10-31$500,000
Other income received2011-10-31$2,952
Net income (gross income less expenses)2011-10-31$-8,325
Net plan assets at end of year (total assets less liabilities)2011-10-31$518,538
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$526,863
Assets. Value of real-estate (other than employer real property)2011-10-31$280,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$11,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST

2021: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingYes
2021-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: ASSOCIATES FOR GENERAL DENTISTRY, LTD. PENSION PLAN & TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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