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VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VALLEY OAKS DENTAL, PLLC has sponsored the creation of one or more 401k plans.

Company Name:VALLEY OAKS DENTAL, PLLC
Employer identification number (EIN):410957679
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JEFFREY WICHMANN2019-10-14 JEFFREY WICHMANN2019-10-14
0012017-01-01
0012016-01-01JEFFREY WICHMANN
0012015-01-01JEFFREY WICHMANN
0012014-01-01JEFFREY WICHMANN
0012013-01-01JEFFREY WICHMANN
0012012-01-01KEVIN VENTRUCCI KEVIN VENTRUCCI2013-08-15
0012011-01-01KEVIN VENTRUCCI
0012009-01-01KEVIN VENTRUCCI KEVIN VENTRUCCI2010-09-29

Plan Statistics for VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$248,597
Expenses. Total of all expenses incurred2017-12-31$788,271
Benefits paid (including direct rollovers)2017-12-31$784,973
Total plan assets at end of year2017-12-31$985,821
Total plan assets at beginning of year2017-12-31$1,525,495
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$46,428
Other income received2017-12-31$184,216
Net income (gross income less expenses)2017-12-31$-539,674
Net plan assets at end of year (total assets less liabilities)2017-12-31$985,821
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,525,495
Assets. Value of participant loans2017-12-31$987
Total contributions received or receivable from employer(s)2017-12-31$17,953
Value of corrective distributions2017-12-31$764
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$142,964
Expenses. Total of all expenses incurred2016-12-31$4,720
Benefits paid (including direct rollovers)2016-12-31$1,137
Total plan assets at end of year2016-12-31$1,525,495
Total plan assets at beginning of year2016-12-31$1,387,251
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$37,458
Other income received2016-12-31$88,697
Net income (gross income less expenses)2016-12-31$138,244
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,525,495
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,387,251
Assets. Value of participant loans2016-12-31$8,710
Total contributions received or receivable from employer(s)2016-12-31$16,809
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$47,671
Expenses. Total of all expenses incurred2015-12-31$3,070
Benefits paid (including direct rollovers)2015-12-31$2,995
Total plan assets at end of year2015-12-31$1,387,251
Total plan assets at beginning of year2015-12-31$1,342,650
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$41,382
Other income received2015-12-31$-10,020
Net income (gross income less expenses)2015-12-31$44,601
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,387,251
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,342,650
Assets. Value of participant loans2015-12-31$16,114
Total contributions received or receivable from employer(s)2015-12-31$16,309
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$122,701
Expenses. Total of all expenses incurred2014-12-31$1,870
Benefits paid (including direct rollovers)2014-12-31$1,770
Total plan assets at end of year2014-12-31$1,342,650
Total plan assets at beginning of year2014-12-31$1,221,819
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$39,656
Other income received2014-12-31$65,839
Net income (gross income less expenses)2014-12-31$120,831
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,342,650
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,221,819
Assets. Value of participant loans2014-12-31$23,212
Total contributions received or receivable from employer(s)2014-12-31$17,206
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$287,475
Expenses. Total of all expenses incurred2013-12-31$1,054
Benefits paid (including direct rollovers)2013-12-31$919
Total plan assets at end of year2013-12-31$1,221,819
Total plan assets at beginning of year2013-12-31$935,398
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$49,106
Other income received2013-12-31$172,397
Net income (gross income less expenses)2013-12-31$286,421
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,221,819
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$935,398
Assets. Value of participant loans2013-12-31$51,484
Total contributions received or receivable from employer(s)2013-12-31$65,972
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$181,904
Expenses. Total of all expenses incurred2012-12-31$882
Benefits paid (including direct rollovers)2012-12-31$832
Total plan assets at end of year2012-12-31$935,398
Total plan assets at beginning of year2012-12-31$754,376
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$53,928
Other income received2012-12-31$87,554
Net income (gross income less expenses)2012-12-31$181,022
Net plan assets at end of year (total assets less liabilities)2012-12-31$935,398
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$754,376
Assets. Value of participant loans2012-12-31$31,633
Total contributions received or receivable from employer(s)2012-12-31$40,422
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$75,404
Expenses. Total of all expenses incurred2011-12-31$38,876
Benefits paid (including direct rollovers)2011-12-31$38,791
Total plan assets at end of year2011-12-31$754,376
Total plan assets at beginning of year2011-12-31$717,848
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$51,953
Other income received2011-12-31$-19,549
Net income (gross income less expenses)2011-12-31$36,528
Net plan assets at end of year (total assets less liabilities)2011-12-31$754,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$717,848
Assets. Value of participant loans2011-12-31$41,739
Total contributions received or receivable from employer(s)2011-12-31$43,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$164,653
Expenses. Total of all expenses incurred2010-12-31$515
Benefits paid (including direct rollovers)2010-12-31$515
Total plan assets at end of year2010-12-31$717,848
Total plan assets at beginning of year2010-12-31$553,710
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$52,964
Other income received2010-12-31$56,146
Net income (gross income less expenses)2010-12-31$164,138
Net plan assets at end of year (total assets less liabilities)2010-12-31$717,848
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$553,710
Total contributions received or receivable from employer(s)2010-12-31$55,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN

2017: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VALLEY OAKS DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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