401k Plan data: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN plan

DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN
Plan identification number	002

DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.

401k Sponsoring company profile

DEWITT FAMILY DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: DEWITT FAMILY DENTISTRY, P.C.

Employer identification number (EIN): 421208827

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SARAH MATKOVICH 2024-06-27 SARAH MATKOVICH 2024-06-27
002 2022-01-01 SARAH MATKOVICH 2023-08-29 SARAH MATKOVICH 2023-08-29
002 2021-01-01 SARAH MATKOVICH 2022-09-23 SARAH MATKOVICH 2022-09-23
002 2020-01-01 SARAH MATKOVICH 2021-08-24 SARAH MATKOVICH 2021-08-24
002 2019-01-01 SARAH MATKOVICH 2020-08-27 SARAH MATKOVICH 2020-08-27
002 2018-01-01 SARAH MATKOVICH 2019-07-09
002 2017-01-01 SARAH MATKOVICH 2018-10-10
002 2016-01-01 SARAH MATKOVICH 2017-06-29
002 2015-01-01 SARAH MATKOVICH 2016-10-14 SARAH MATKOVICH 2016-10-14
002 2014-01-01 SARAH MATKOVICH 2015-10-15
002 2013-01-01 SARAH MATKOVICH 2014-10-02 SARAH MATKOVICH 2014-10-02
002 2012-01-01 SARAH MATKOVICH SARAH MATKOVICH 2013-09-20
002 2011-01-01 SARAH MATKOVICH SARAH MATKOVICH 2012-06-05
002 2009-01-01 RANDALL HUNT RANDALL HUNT 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SARAH MATKOVICH	2024-06-27	SARAH MATKOVICH	2024-06-27
002	2022-01-01	SARAH MATKOVICH	2023-08-29	SARAH MATKOVICH	2023-08-29
002	2021-01-01	SARAH MATKOVICH	2022-09-23	SARAH MATKOVICH	2022-09-23
002	2020-01-01	SARAH MATKOVICH	2021-08-24	SARAH MATKOVICH	2021-08-24
002	2019-01-01	SARAH MATKOVICH	2020-08-27	SARAH MATKOVICH	2020-08-27
002	2018-01-01	SARAH MATKOVICH	2019-07-09
002	2017-01-01	SARAH MATKOVICH	2018-10-10
002	2016-01-01	SARAH MATKOVICH	2017-06-29
002	2015-01-01	SARAH MATKOVICH	2016-10-14	SARAH MATKOVICH	2016-10-14
002	2014-01-01	SARAH MATKOVICH	2015-10-15
002	2013-01-01	SARAH MATKOVICH	2014-10-02	SARAH MATKOVICH	2014-10-02
002	2012-01-01	SARAH MATKOVICH		SARAH MATKOVICH	2013-09-20
002	2011-01-01	SARAH MATKOVICH		SARAH MATKOVICH	2012-06-05
002	2009-01-01	RANDALL HUNT		RANDALL HUNT	2010-07-30

Plan Statistics for DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2012: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 5
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
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 6
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 3
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19

Measure	Date	Value
2012: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	5
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
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	6
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	3
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19

Financial Data on DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2012 : DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$469,725
Expenses. Total of all expenses incurred	2012-12-31	$198,090
Benefits paid (including direct rollovers)	2012-12-31	$198,090
Total plan assets at end of year	2012-12-31	$2,218,624
Total plan assets at beginning of year	2012-12-31	$1,946,989
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$72,905
Other income received	2012-12-31	$332,565
Net income (gross income less expenses)	2012-12-31	$271,635
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,218,624
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,946,989
Total contributions received or receivable from employer(s)	2012-12-31	$64,255
2011 : DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-37,173
Expenses. Total of all expenses incurred	2011-12-31	$102,450
Benefits paid (including direct rollovers)	2011-12-31	$102,450
Total plan assets at end of year	2011-12-31	$1,946,989
Total plan assets at beginning of year	2011-12-31	$2,086,612
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$72,402
Other income received	2011-12-31	$-161,398
Net income (gross income less expenses)	2011-12-31	$-139,623
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,946,989
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,086,612
Total contributions received or receivable from employer(s)	2011-12-31	$51,823
2010 : DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$451,930
Expenses. Total of all expenses incurred	2010-12-31	$37,070
Benefits paid (including direct rollovers)	2010-12-31	$37,070
Total plan assets at end of year	2010-12-31	$2,086,612
Total plan assets at beginning of year	2010-12-31	$1,671,752
Value of fidelity bond covering the plan	2010-12-31	$172,141
Total contributions received or receivable from participants	2010-12-31	$81,397
Other income received	2010-12-31	$316,345
Net income (gross income less expenses)	2010-12-31	$414,860
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,086,612
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,671,752
Total contributions received or receivable from employer(s)	2010-12-31	$54,188

Form 5500 Responses for DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN

2012: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
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: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
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: DEWITT FAMILY DENTISTRY, P.C. EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

04597

Policy instance

Insurance contract or identification number	04597
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $88
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $88
Insurance broker organization code?	3
Insurance broker name	GARY FROESCHLE

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

04597

Policy instance

Insurance contract or identification number	04597
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $44
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

04597

Policy instance

Insurance contract or identification number	04597
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $44
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44
Insurance broker organization code?	3
Insurance broker name	GARY FROESCHLE

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Company Name:	DEWITT FAMILY DENTISTRY, P.C.
Employer identification number (EIN):	421208827
NAIC Classification:	621210
NAIC Description:	Offices of Dentists