401k Plan data: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST plan

WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST
Plan identification number	001

WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

WEST LAKE DENTAL CENTER, PA has sponsored the creation of one or more 401k plans.

Company Name: WEST LAKE DENTAL CENTER, PA

Employer identification number (EIN): 411313125

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RONALD ERICKSON
001 2016-01-01 RONALD ERICKSON
001 2015-01-01 RONALD ERICKSON
001 2014-01-01 RONALD ERICKSON
001 2013-01-01 DR. RONALD ERICKSON
001 2012-01-01 DONALD MCPARTLAN
001 2011-01-01 DONALD MCPARTLAN
001 2009-01-01 DONALD MCPARTLAN

Plan Statistics for WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST

401k plan membership statisitcs for WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST

Measure Date Value
2020: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 6
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
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 2
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 3
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 3
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 4
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 2
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2020: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	6
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
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	2
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	3
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	3
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	4
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	2
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	11

Financial Data on WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST

Measure	Date	Value
2020 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$375,486
Expenses. Total of all expenses incurred	2020-12-31	$386,195
Benefits paid (including direct rollovers)	2020-12-31	$381,890
Total plan assets at end of year	2020-12-31	$3,358,369
Total plan assets at beginning of year	2020-12-31	$3,369,078
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$24,809
Other income received	2020-12-31	$341,663
Net income (gross income less expenses)	2020-12-31	$-10,709
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,358,369
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,369,078
Total contributions received or receivable from employer(s)	2020-12-31	$9,014
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$757,787
Expenses. Total of all expenses incurred	2019-12-31	$24,222
Benefits paid (including direct rollovers)	2019-12-31	$19,952
Total plan assets at end of year	2019-12-31	$3,369,078
Total plan assets at beginning of year	2019-12-31	$2,635,513
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$53,658
Other income received	2019-12-31	$655,160
Net income (gross income less expenses)	2019-12-31	$733,565
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,369,078
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,635,513
Total contributions received or receivable from employer(s)	2019-12-31	$48,969
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-109,008
Expenses. Total of all expenses incurred	2018-12-31	$135,324
Benefits paid (including direct rollovers)	2018-12-31	$130,984
Total plan assets at end of year	2018-12-31	$2,635,513
Total plan assets at beginning of year	2018-12-31	$2,879,845
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$65,251
Other income received	2018-12-31	$-228,686
Net income (gross income less expenses)	2018-12-31	$-244,332
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,635,513
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,879,845
Total contributions received or receivable from employer(s)	2018-12-31	$54,427
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$572,674
Expenses. Total of all expenses incurred	2017-12-31	$4,000
Total plan assets at end of year	2017-12-31	$2,879,845
Total plan assets at beginning of year	2017-12-31	$2,311,171
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$49,933
Other income received	2017-12-31	$464,096
Net income (gross income less expenses)	2017-12-31	$568,674
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,879,845
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,311,171
Total contributions received or receivable from employer(s)	2017-12-31	$58,645
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,000
2016 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$295,644
Expenses. Total of all expenses incurred	2016-12-31	$3,001
Total plan assets at end of year	2016-12-31	$2,311,171
Total plan assets at beginning of year	2016-12-31	$2,018,528
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$53,460
Other income received	2016-12-31	$184,539
Net income (gross income less expenses)	2016-12-31	$292,643
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,311,171
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,018,528
Total contributions received or receivable from employer(s)	2016-12-31	$57,645
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,001
2015 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$79,473
Expenses. Total of all expenses incurred	2015-12-31	$5,922
Benefits paid (including direct rollovers)	2015-12-31	$1,817
Total plan assets at end of year	2015-12-31	$2,018,528
Total plan assets at beginning of year	2015-12-31	$1,944,977
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$69,269
Other income received	2015-12-31	$-56,500
Net income (gross income less expenses)	2015-12-31	$73,551
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,018,528
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,944,977
Total contributions received or receivable from employer(s)	2015-12-31	$66,704
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$155,798
Expenses. Total of all expenses incurred	2014-12-31	$1,002,086
Benefits paid (including direct rollovers)	2014-12-31	$997,655
Total plan assets at end of year	2014-12-31	$1,944,977
Total plan assets at beginning of year	2014-12-31	$2,791,265
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$40,435
Other income received	2014-12-31	$96,606
Net income (gross income less expenses)	2014-12-31	$-846,288
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,944,977
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,791,265
Total contributions received or receivable from employer(s)	2014-12-31	$18,757
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$555,409
Expenses. Total of all expenses incurred	2013-12-31	$86,249
Benefits paid (including direct rollovers)	2013-12-31	$82,114
Total plan assets at end of year	2013-12-31	$2,791,265
Total plan assets at beginning of year	2013-12-31	$2,322,105
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$60,648
Other income received	2013-12-31	$421,134
Net income (gross income less expenses)	2013-12-31	$469,160
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,791,265
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,322,105
Total contributions received or receivable from employer(s)	2013-12-31	$73,627
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$416,602
Expenses. Total of all expenses incurred	2012-12-31	$1,387
Benefits paid (including direct rollovers)	2012-12-31	$1,191
Total plan assets at end of year	2012-12-31	$2,322,105
Total plan assets at beginning of year	2012-12-31	$1,906,890
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$58,760
Other income received	2012-12-31	$283,862
Net income (gross income less expenses)	2012-12-31	$415,215
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,322,105
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,906,890
Total contributions received or receivable from employer(s)	2012-12-31	$73,980
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$53,992
Expenses. Total of all expenses incurred	2011-12-31	$4,473
Total plan assets at end of year	2011-12-31	$1,906,890
Total plan assets at beginning of year	2011-12-31	$1,857,371
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$47,267
Other income received	2011-12-31	$-65,180
Net income (gross income less expenses)	2011-12-31	$49,519
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,906,890
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,857,371
Total contributions received or receivable from employer(s)	2011-12-31	$71,905
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,473
2010 : WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$347,562
Expenses. Total of all expenses incurred	2010-12-31	$1,829
Total plan assets at end of year	2010-12-31	$1,857,371
Total plan assets at beginning of year	2010-12-31	$1,511,638
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$43,302
Other income received	2010-12-31	$235,847
Net income (gross income less expenses)	2010-12-31	$345,733
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,857,371
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,511,638
Total contributions received or receivable from employer(s)	2010-12-31	$68,413
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,829

Form 5500 Responses for WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST

2020: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WEST LAKE DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEST LAKE DENTAL CENTER, PA
Employer identification number (EIN):	411313125
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RONALD ERICKSON
001	2016-01-01	RONALD ERICKSON
001	2015-01-01	RONALD ERICKSON
001	2014-01-01	RONALD ERICKSON
001	2013-01-01	DR. RONALD ERICKSON
001	2012-01-01	DONALD MCPARTLAN
001	2011-01-01	DONALD MCPARTLAN
001	2009-01-01	DONALD MCPARTLAN