401k Plan data: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN plan

VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN
Plan identification number	002

VALLEY ENDODONTICS, LTD. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VALLEY ENDODONTICS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: VALLEY ENDODONTICS, LTD.

Employer identification number (EIN): 391315629

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PATRICK WHITE
002 2016-01-01 PATRICK WHITE
002 2015-01-01 THOMAS LANGKAMMER
002 2014-01-01 THOMAS LANGKAMMER
002 2013-01-01 THOMAS G. LANGKAMMER
002 2012-01-01 THOMAS G. LANGKAMMER
002 2011-01-01 THOMAS G. LANGKAMMER

Plan Statistics for VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN

Measure Date Value
2023: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 34
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 47
Number of participants with account balances 2023-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 36
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 33
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 40
Number of participants with account balances 2021-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 39
Number of participants with account balances 2020-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 36
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 33
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
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 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
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 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
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 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
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 1
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	34
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	47
Number of participants with account balances	2023-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	36
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	33
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	40
Number of participants with account balances	2021-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	39
Number of participants with account balances	2020-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	36
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	33
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
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	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
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	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
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	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
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	1
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2023 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,515,526
Expenses. Total of all expenses incurred	2023-12-31	$292,868
Benefits paid (including direct rollovers)	2023-12-31	$292,200
Total plan assets at end of year	2023-12-31	$13,270,671
Total plan assets at beginning of year	2023-12-31	$11,048,013
Value of fidelity bond covering the plan	2023-12-31	$1,104,801
Total contributions received or receivable from participants	2023-12-31	$214,856
Other income received	2023-12-31	$1,944,559
Net income (gross income less expenses)	2023-12-31	$2,222,658
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$13,270,671
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,048,013
Assets. Value of participant loans	2023-12-31	$1,268
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$115,750
Total contributions received or receivable from employer(s)	2023-12-31	$356,111
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$668
2022 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,759,145
Expenses. Total of all expenses incurred	2022-12-31	$452,242
Benefits paid (including direct rollovers)	2022-12-31	$452,104
Total plan assets at end of year	2022-12-31	$11,048,013
Total plan assets at beginning of year	2022-12-31	$13,259,400
Value of fidelity bond covering the plan	2022-12-31	$1,325,940
Total contributions received or receivable from participants	2022-12-31	$202,538
Other income received	2022-12-31	$-2,290,525
Net income (gross income less expenses)	2022-12-31	$-2,211,387
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,048,013
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,259,400
Assets. Value of participant loans	2022-12-31	$7,777
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$150,330
Total contributions received or receivable from employer(s)	2022-12-31	$328,842
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$138
2021 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,565,674
Expenses. Total of all expenses incurred	2021-12-31	$468,330
Benefits paid (including direct rollovers)	2021-12-31	$468,287
Total plan assets at end of year	2021-12-31	$13,259,400
Total plan assets at beginning of year	2021-12-31	$11,162,056
Value of fidelity bond covering the plan	2021-12-31	$1,116,205
Total contributions received or receivable from participants	2021-12-31	$208,219
Expenses. Other expenses not covered elsewhere	2021-12-31	$43
Other income received	2021-12-31	$2,050,805
Net income (gross income less expenses)	2021-12-31	$2,097,344
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,259,400
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,162,056
Assets. Value of participant loans	2021-12-31	$26,154
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$138,039
Total contributions received or receivable from employer(s)	2021-12-31	$306,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,837,478
Expenses. Total of all expenses incurred	2020-12-31	$44,789
Benefits paid (including direct rollovers)	2020-12-31	$44,789
Total plan assets at end of year	2020-12-31	$11,162,056
Total plan assets at beginning of year	2020-12-31	$9,369,367
Value of fidelity bond covering the plan	2020-12-31	$936,937
Total contributions received or receivable from participants	2020-12-31	$175,752
Contributions received from other sources (not participants or employers)	2020-12-31	$24,746
Other income received	2020-12-31	$1,354,966
Net income (gross income less expenses)	2020-12-31	$1,792,689
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,162,056
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,369,367
Assets. Value of participant loans	2020-12-31	$38,683
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$127,283
Total contributions received or receivable from employer(s)	2020-12-31	$282,014
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,165,760
Expenses. Total of all expenses incurred	2019-12-31	$4,242
Benefits paid (including direct rollovers)	2019-12-31	$4,142
Total plan assets at end of year	2019-12-31	$9,369,367
Total plan assets at beginning of year	2019-12-31	$7,207,849
Value of fidelity bond covering the plan	2019-12-31	$720,785
Total contributions received or receivable from participants	2019-12-31	$173,096
Other income received	2019-12-31	$1,711,693
Net income (gross income less expenses)	2019-12-31	$2,161,518
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,369,367
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,207,849
Assets. Value of participant loans	2019-12-31	$47,651
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$172,926
Total contributions received or receivable from employer(s)	2019-12-31	$280,971
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$141,938
Expenses. Total of all expenses incurred	2018-12-31	$377,276
Benefits paid (including direct rollovers)	2018-12-31	$377,226
Total plan assets at end of year	2018-12-31	$7,207,849
Total plan assets at beginning of year	2018-12-31	$7,443,187
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$183,627
Contributions received from other sources (not participants or employers)	2018-12-31	$1,429
Other income received	2018-12-31	$-309,918
Net income (gross income less expenses)	2018-12-31	$-235,338
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,207,849
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,443,187
Assets. Value of participant loans	2018-12-31	$16,334
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$170,227
Total contributions received or receivable from employer(s)	2018-12-31	$266,800
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,972,730
Expenses. Total of all expenses incurred	2017-12-31	$3,296,677
Benefits paid (including direct rollovers)	2017-12-31	$3,296,627
Total plan assets at end of year	2017-12-31	$7,443,187
Total plan assets at beginning of year	2017-12-31	$8,767,134
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$143,792
Other income received	2017-12-31	$1,581,270
Net income (gross income less expenses)	2017-12-31	$-1,323,947
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,443,187
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,767,134
Assets. Value of participant loans	2017-12-31	$9,374
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$200,791
Total contributions received or receivable from employer(s)	2017-12-31	$247,668
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,123,922
Expenses. Total of all expenses incurred	2016-12-31	$118,625
Benefits paid (including direct rollovers)	2016-12-31	$117,025
Total plan assets at end of year	2016-12-31	$8,767,134
Total plan assets at beginning of year	2016-12-31	$7,761,837
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$145,324
Other income received	2016-12-31	$751,987
Net income (gross income less expenses)	2016-12-31	$1,005,297
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,767,134
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,761,837
Assets. Value of participant loans	2016-12-31	$5,042
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$134,796
Total contributions received or receivable from employer(s)	2016-12-31	$226,611
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$126,584
Expenses. Total of all expenses incurred	2015-12-31	$35,765
Benefits paid (including direct rollovers)	2015-12-31	$35,715
Total plan assets at end of year	2015-12-31	$7,761,837
Total plan assets at beginning of year	2015-12-31	$7,671,018
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$150,743
Other income received	2015-12-31	$-249,257
Net income (gross income less expenses)	2015-12-31	$90,819
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,761,837
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,671,018
Assets. Value of participant loans	2015-12-31	$9,100
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$125,763
Total contributions received or receivable from employer(s)	2015-12-31	$225,098
Value of certain deemed distributions of participant loans	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$909,448
Expenses. Total of all expenses incurred	2014-12-31	$275,248
Benefits paid (including direct rollovers)	2014-12-31	$273,548
Total plan assets at end of year	2014-12-31	$7,671,018
Total plan assets at beginning of year	2014-12-31	$7,036,818
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$129,528
Other income received	2014-12-31	$538,749
Net income (gross income less expenses)	2014-12-31	$634,200
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,671,018
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,036,818
Assets. Value of participant loans	2014-12-31	$3,466
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$188,911
Total contributions received or receivable from employer(s)	2014-12-31	$241,171
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,627,169
Expenses. Total of all expenses incurred	2013-12-31	$1,950
Total plan assets at end of year	2013-12-31	$7,036,818
Total plan assets at beginning of year	2013-12-31	$5,411,599
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$128,417
Other income received	2013-12-31	$1,263,031
Net income (gross income less expenses)	2013-12-31	$1,625,219
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,036,818
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,411,599
Assets. Value of participant loans	2013-12-31	$37,919
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$157,887
Total contributions received or receivable from employer(s)	2013-12-31	$235,721
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,950
2012 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,066,778
Expenses. Total of all expenses incurred	2012-12-31	$62,267
Benefits paid (including direct rollovers)	2012-12-31	$62,267
Total plan assets at end of year	2012-12-31	$5,411,599
Total plan assets at beginning of year	2012-12-31	$4,407,088
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$113,375
Other income received	2012-12-31	$720,615
Net income (gross income less expenses)	2012-12-31	$1,004,511
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,411,599
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,407,088
Assets. Value of participant loans	2012-12-31	$50,213
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$133,021
Total contributions received or receivable from employer(s)	2012-12-31	$232,788
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$248,096
Expenses. Total of all expenses incurred	2011-12-31	$239,455
Benefits paid (including direct rollovers)	2011-12-31	$239,405
Total plan assets at end of year	2011-12-31	$4,407,088
Total plan assets at beginning of year	2011-12-31	$4,398,447
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$145,683
Other income received	2011-12-31	$-126,375
Net income (gross income less expenses)	2011-12-31	$8,641
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,407,088
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,398,447
Assets. Value of participant loans	2011-12-31	$67,404
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$108,895
Total contributions received or receivable from employer(s)	2011-12-31	$228,788
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,000,260
Expenses. Total of all expenses incurred	2010-12-31	$75,112
Benefits paid (including direct rollovers)	2010-12-31	$67,873
Total plan assets at end of year	2010-12-31	$4,398,447
Total plan assets at beginning of year	2010-12-31	$3,473,299
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$144,678
Other income received	2010-12-31	$628,789
Net income (gross income less expenses)	2010-12-31	$925,148
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,398,447
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,473,299
Assets. Value of participant loans	2010-12-31	$39,285
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$64,125
Total contributions received or receivable from employer(s)	2010-12-31	$226,793
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN

2023: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VALLEY ENDODONTICS, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VALLEY ENDODONTICS, LTD. PROFIT SHARING 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: VALLEY ENDODONTICS, LTD. PROFIT SHARING 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: VALLEY ENDODONTICS, LTD. PROFIT SHARING 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: VALLEY ENDODONTICS, LTD. PROFIT SHARING 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:	VALLEY ENDODONTICS, LTD.
Employer identification number (EIN):	391315629
NAIC Classification:	621610
NAIC Description:	Home Health Care Services