401k Plan data: ADVANCED ENDODONTICS 401(K) PLAN plan

ADVANCED ENDODONTICS 401(K) PLAN 401k Plan overview

Plan Name	ADVANCED ENDODONTICS 401(K) PLAN
Plan identification number	001

ADVANCED ENDODONTICS 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANCED ENDODONTICS OF ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED ENDODONTICS OF ILLINOIS

Employer identification number (EIN): 364163809

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ENDODONTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOSEPH MAGGIO 2016-07-15 JOSEPH MAGGIO 2016-07-15
001 2015-01-01 JOSEPH MAGGIO 2016-07-15 JOSEPH MAGGIO 2016-07-15
001 2014-01-01 JOSEPH MAGGIO
001 2013-01-01 JOSEPH MAGGIO
001 2012-01-01 JOSEPH MAGGIO
001 2011-01-01 JOSEPH MAGGIO
001 2010-01-01 JOSEPH MAGGIO 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOSEPH MAGGIO	2016-07-15	JOSEPH MAGGIO	2016-07-15
001	2015-01-01	JOSEPH MAGGIO	2016-07-15	JOSEPH MAGGIO	2016-07-15
001	2014-01-01	JOSEPH MAGGIO
001	2013-01-01	JOSEPH MAGGIO
001	2012-01-01	JOSEPH MAGGIO
001	2011-01-01	JOSEPH MAGGIO
001	2010-01-01	JOSEPH MAGGIO	2011-09-29

Plan Statistics for ADVANCED ENDODONTICS 401(K) PLAN

401k plan membership statisitcs for ADVANCED ENDODONTICS 401(K) PLAN

Measure Date Value
2014: ADVANCED ENDODONTICS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
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: ADVANCED ENDODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADVANCED ENDODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVANCED ENDODONTICS 401(K) 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: ADVANCED ENDODONTICS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
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: ADVANCED ENDODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADVANCED ENDODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVANCED ENDODONTICS 401(K) 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ADVANCED ENDODONTICS 401(K) PLAN

Measure	Date	Value
2014 : ADVANCED ENDODONTICS 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$153,111
Expenses. Total of all expenses incurred	2014-12-31	$74,968
Benefits paid (including direct rollovers)	2014-12-31	$65,646
Total plan assets at end of year	2014-12-31	$1,975,924
Total plan assets at beginning of year	2014-12-31	$1,897,781
Value of fidelity bond covering the plan	2014-12-31	$190,000
Total contributions received or receivable from participants	2014-12-31	$29,250
Contributions received from other sources (not participants or employers)	2014-12-31	$292
Other income received	2014-12-31	$120,268
Net income (gross income less expenses)	2014-12-31	$78,143
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,975,924
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,897,781
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$3,301
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ADVANCED ENDODONTICS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$260,406
Expenses. Total of all expenses incurred	2013-12-31	$10,511
Benefits paid (including direct rollovers)	2013-12-31	$2,684
Total plan assets at end of year	2013-12-31	$1,897,781
Total plan assets at beginning of year	2013-12-31	$1,647,886
Value of fidelity bond covering the plan	2013-12-31	$190,000
Total contributions received or receivable from participants	2013-12-31	$11,500
Other income received	2013-12-31	$243,692
Net income (gross income less expenses)	2013-12-31	$249,895
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,897,781
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,647,886
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$21,330
Total contributions received or receivable from employer(s)	2013-12-31	$5,214
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,827
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ADVANCED ENDODONTICS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$184,491
Expenses. Total of all expenses incurred	2012-12-31	$7,423
Total plan assets at end of year	2012-12-31	$1,647,886
Total plan assets at beginning of year	2012-12-31	$1,470,818
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$51,500
Other income received	2012-12-31	$126,851
Net income (gross income less expenses)	2012-12-31	$177,068
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,647,886
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,470,818
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$20,200
Total contributions received or receivable from employer(s)	2012-12-31	$6,140
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ADVANCED ENDODONTICS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$241,324
Expenses. Total of all expenses incurred	2011-12-31	$3,708,945
Benefits paid (including direct rollovers)	2011-12-31	$3,702,093
Total plan assets at end of year	2011-12-31	$1,470,818
Total plan assets at beginning of year	2011-12-31	$4,938,439
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$27,100
Other income received	2011-12-31	$206,009
Net income (gross income less expenses)	2011-12-31	$-3,467,621
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,470,818
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,938,439
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$20,200
Total contributions received or receivable from employer(s)	2011-12-31	$8,215
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ADVANCED ENDODONTICS 401(K) PLAN

2014: ADVANCED ENDODONTICS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADVANCED ENDODONTICS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADVANCED ENDODONTICS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADVANCED ENDODONTICS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ADVANCED ENDODONTICS OF ILLINOIS
Employer identification number (EIN):	364163809
NAIC Classification:	621210
NAIC Description:	Offices of Dentists