401k Plan data: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST plan

DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST
Plan identification number	001

DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

DAVID C. SHONBERG, D.D.S., F.A.C.P., LTD. has sponsored the creation of one or more 401k plans.

Company Name: DAVID C. SHONBERG, D.D.S., F.A.C.P., LTD.

Employer identification number (EIN): 391735663

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID C. SHONBERG, D.D.S., F.A.C.P. 2023-07-11
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DAVID SHONBERG, D.D.S.
001 2017-01-01 DAVID SHONBERG, D.D.S.
001 2016-01-01 DAVID SHONBERG, D.D.S.
001 2015-01-01 DAVID SHONBERG, D.D.S.
001 2014-01-01 DAVID SHONBERG, D.D.S.
001 2013-01-01 DAVID SHONBERG, D.D.S.
001 2012-01-01 DAVID SHONBERG, D.D.S.
001 2011-01-01 DAVID SHONBERG DDS
001 2009-01-01 DAVID SHONBERG DDS

Plan Statistics for DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST

401k plan membership statisitcs for DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST

Measure Date Value
2021: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
2020: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Total of all active and inactive participants 2018-01-01 7
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
2017: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
2020: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Total of all active and inactive participants	2018-01-01	7
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
2017: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST

Measure	Date	Value
2021 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$224,480
Expenses. Total of all expenses incurred	2021-12-31	$405,765
Benefits paid (including direct rollovers)	2021-12-31	$382,905
Total plan assets at end of year	2021-12-31	$2,286,903
Total plan assets at beginning of year	2021-12-31	$2,468,188
Value of fidelity bond covering the plan	2021-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$22,860
Other income received	2021-12-31	$224,480
Net income (gross income less expenses)	2021-12-31	$-181,285
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,286,903
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,468,188
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$484,306
Expenses. Total of all expenses incurred	2020-12-31	$25,200
Benefits paid (including direct rollovers)	2020-12-31	$25,000
Total plan assets at end of year	2020-12-31	$2,468,188
Total plan assets at beginning of year	2020-12-31	$2,009,082
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$3,959
Expenses. Other expenses not covered elsewhere	2020-12-31	$200
Contributions received from other sources (not participants or employers)	2020-12-31	$215,576
Other income received	2020-12-31	$264,771
Net income (gross income less expenses)	2020-12-31	$459,106
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,468,188
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,009,082
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$275,469
Expenses. Total of all expenses incurred	2019-12-31	$20,200
Benefits paid (including direct rollovers)	2019-12-31	$20,000
Total plan assets at end of year	2019-12-31	$2,009,082
Total plan assets at beginning of year	2019-12-31	$1,753,813
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$5,582
Expenses. Other expenses not covered elsewhere	2019-12-31	$200
Other income received	2019-12-31	$250,262
Net income (gross income less expenses)	2019-12-31	$255,269
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,009,082
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,753,813
Total contributions received or receivable from employer(s)	2019-12-31	$19,625
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$39,159
Expenses. Total of all expenses incurred	2018-12-31	$25,200
Benefits paid (including direct rollovers)	2018-12-31	$25,000
Total plan assets at end of year	2018-12-31	$1,753,813
Total plan assets at beginning of year	2018-12-31	$1,739,854
Value of fidelity bond covering the plan	2018-12-31	$195,000
Total contributions received or receivable from participants	2018-12-31	$43,676
Other income received	2018-12-31	$-38,517
Net income (gross income less expenses)	2018-12-31	$13,959
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,753,813
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,739,854
Total contributions received or receivable from employer(s)	2018-12-31	$34,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$200
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$268,530
Expenses. Total of all expenses incurred	2017-12-31	$25,100
Benefits paid (including direct rollovers)	2017-12-31	$25,000
Total plan assets at end of year	2017-12-31	$1,739,854
Total plan assets at beginning of year	2017-12-31	$1,496,424
Value of fidelity bond covering the plan	2017-12-31	$170,000
Total contributions received or receivable from participants	2017-12-31	$47,321
Other income received	2017-12-31	$175,468
Net income (gross income less expenses)	2017-12-31	$243,430
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,739,854
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,496,424
Total contributions received or receivable from employer(s)	2017-12-31	$45,741
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$100
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$183,877
Expenses. Total of all expenses incurred	2016-12-31	$25,100
Benefits paid (including direct rollovers)	2016-12-31	$25,000
Total plan assets at end of year	2016-12-31	$1,496,424
Total plan assets at beginning of year	2016-12-31	$1,337,647
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$47,256
Other income received	2016-12-31	$83,519
Net income (gross income less expenses)	2016-12-31	$158,777
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,496,424
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,337,647
Total contributions received or receivable from employer(s)	2016-12-31	$53,102
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$100
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$97,198
Expenses. Total of all expenses incurred	2015-12-31	$79,154
Benefits paid (including direct rollovers)	2015-12-31	$79,054
Total plan assets at end of year	2015-12-31	$1,337,647
Total plan assets at beginning of year	2015-12-31	$1,319,603
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$45,421
Expenses. Other expenses not covered elsewhere	2015-12-31	$100
Other income received	2015-12-31	$-213
Net income (gross income less expenses)	2015-12-31	$18,044
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,337,647
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,319,603
Total contributions received or receivable from employer(s)	2015-12-31	$51,990
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$157,491
Expenses. Total of all expenses incurred	2014-12-31	$100
Total plan assets at end of year	2014-12-31	$1,319,603
Total plan assets at beginning of year	2014-12-31	$1,162,212
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$44,828
Expenses. Other expenses not covered elsewhere	2014-12-31	$100
Other income received	2014-12-31	$62,169
Net income (gross income less expenses)	2014-12-31	$157,391
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,319,603
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,162,212
Total contributions received or receivable from employer(s)	2014-12-31	$50,494
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$232,152
Expenses. Total of all expenses incurred	2013-12-31	$50,100
Benefits paid (including direct rollovers)	2013-12-31	$50,000
Total plan assets at end of year	2013-12-31	$1,162,212
Total plan assets at beginning of year	2013-12-31	$980,160
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$45,654
Expenses. Other expenses not covered elsewhere	2013-12-31	$100
Other income received	2013-12-31	$134,371
Net income (gross income less expenses)	2013-12-31	$182,052
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,162,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$980,160
Total contributions received or receivable from employer(s)	2013-12-31	$52,127
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$178,130
Expenses. Total of all expenses incurred	2012-12-31	$15,100
Benefits paid (including direct rollovers)	2012-12-31	$15,000
Total plan assets at end of year	2012-12-31	$980,160
Total plan assets at beginning of year	2012-12-31	$817,130
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$55,047
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Other income received	2012-12-31	$70,964
Net income (gross income less expenses)	2012-12-31	$163,030
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$980,160
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$817,130
Total contributions received or receivable from employer(s)	2012-12-31	$52,119
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$90,438
Expenses. Total of all expenses incurred	2011-12-31	$10,600
Benefits paid (including direct rollovers)	2011-12-31	$10,500
Total plan assets at end of year	2011-12-31	$817,130
Total plan assets at beginning of year	2011-12-31	$737,292
Value of fidelity bond covering the plan	2011-12-31	$85,000
Total contributions received or receivable from participants	2011-12-31	$41,247
Expenses. Other expenses not covered elsewhere	2011-12-31	$100
Other income received	2011-12-31	$527
Net income (gross income less expenses)	2011-12-31	$79,838
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$817,130
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$737,292
Total contributions received or receivable from employer(s)	2011-12-31	$48,664
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$118,947
Expenses. Total of all expenses incurred	2010-12-31	$10,914
Benefits paid (including direct rollovers)	2010-12-31	$10,814
Total plan assets at end of year	2010-12-31	$737,292
Total plan assets at beginning of year	2010-12-31	$629,259
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$30,436
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Contributions received from other sources (not participants or employers)	2010-12-31	$45,957
Net income (gross income less expenses)	2010-12-31	$108,033
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$737,292
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$629,259
Total contributions received or receivable from employer(s)	2010-12-31	$42,554
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST

2021: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID SHONBERG, DDS, LTD. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID C. SHONBERG, D.D.S., F.A.C.P., LTD.
Employer identification number (EIN):	391735663
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DAVID C. SHONBERG, D.D.S., F.A.C.P.	2023-07-11
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DAVID SHONBERG, D.D.S.
001	2017-01-01	DAVID SHONBERG, D.D.S.
001	2016-01-01	DAVID SHONBERG, D.D.S.
001	2015-01-01	DAVID SHONBERG, D.D.S.
001	2014-01-01	DAVID SHONBERG, D.D.S.
001	2013-01-01	DAVID SHONBERG, D.D.S.
001	2012-01-01	DAVID SHONBERG, D.D.S.
001	2011-01-01	DAVID SHONBERG DDS
001	2009-01-01	DAVID SHONBERG DDS