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PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 401k Plan overview

Plan NamePEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST
Plan identification number 001

PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEDIATRIC DENTAL GROUP OF HATTIESBURG, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC DENTAL GROUP OF HATTIESBURG, PLLC
Employer identification number (EIN):453987427
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREW MIDDLETON, D.M.D.2023-10-03
0012021-01-01ANDREW MIDDLETON, D.M.D.2022-06-20
0012020-01-01ANDREW MIDDLETON, D.M.D.2021-10-01
0012020-01-01ANDREW MIDDLETON, D.M.D.2021-12-07
0012019-01-01ANDREW MIDDLETON, D.M.D.2020-10-12
0012018-01-01ANDREW MIDDLETON, D.M.D.2019-09-11
0012017-01-01ANDREW MIDDLETON, D.M.D.
0012016-01-01ANDREW MIDDLETON, D.M.D.
0012015-01-01ANDREW MIDDLETON, D.M.D.
0012014-01-01ANDREW MIDDLETON, D.M.D.
0012013-01-01ANDREW MIDDLETON, D.M.D.
0012012-01-01ANDREW MIDDLETON, D.M.D.

Plan Statistics for PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST

Measure Date Value
2017: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Number of participants with account balances2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0120
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 participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0113
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 participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST

Measure Date Value
2017 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,390
Total income from all sources2017-12-31$512,909
Expenses. Total of all expenses incurred2017-12-31$72,310
Benefits paid (including direct rollovers)2017-12-31$58,015
Total plan assets at end of year2017-12-31$2,479,759
Total plan assets at beginning of year2017-12-31$2,037,770
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$129,763
Other income received2017-12-31$238,760
Net income (gross income less expenses)2017-12-31$440,599
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,478,369
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,037,770
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$144,386
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$432,411
Expenses. Total of all expenses incurred2016-12-31$15,194
Total plan assets at end of year2016-12-31$2,037,770
Total plan assets at beginning of year2016-12-31$1,620,553
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$125,438
Other income received2016-12-31$167,812
Net income (gross income less expenses)2016-12-31$417,217
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,037,770
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,620,553
Assets. Value of assets in partnership/joint-venture interests2016-12-31$265
Total contributions received or receivable from employer(s)2016-12-31$139,161
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$200,080
Expenses. Total of all expenses incurred2015-12-31$15,662
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,620,553
Total plan assets at beginning of year2015-12-31$1,436,135
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$123,193
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-58,275
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$184,418
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,620,553
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,436,135
Assets. Value of assets in partnership/joint-venture interests2015-12-31$6,027
Total contributions received or receivable from employer(s)2015-12-31$135,162
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$295,311
Expenses. Total of all expenses incurred2014-12-31$12,279
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,436,135
Total plan assets at beginning of year2014-12-31$1,153,103
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$118,018
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$44,934
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$283,032
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,436,135
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,153,103
Assets. Value of assets in partnership/joint-venture interests2014-12-31$21,587
Total contributions received or receivable from employer(s)2014-12-31$132,359
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,279
2013 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$367,298
Expenses. Total of all expenses incurred2013-12-31$14,816
Benefits paid (including direct rollovers)2013-12-31$6,164
Total plan assets at end of year2013-12-31$1,153,103
Total plan assets at beginning of year2013-12-31$800,621
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$115,862
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$124,445
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$352,482
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,153,103
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,621
Assets. Value of assets in partnership/joint-venture interests2013-12-31$26,251
Total contributions received or receivable from employer(s)2013-12-31$126,991
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$215,291
Expenses. Total of all expenses incurred2012-12-31$10,793
Benefits paid (including direct rollovers)2012-12-31$4,559
Total plan assets at end of year2012-12-31$800,621
Total plan assets at beginning of year2012-12-31$596,123
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$51,788
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$70,319
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$204,498
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$596,123
Assets. Value of assets in partnership/joint-venture interests2012-12-31$26,988
Total contributions received or receivable from employer(s)2012-12-31$93,184
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST

2017: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTAL GROUP OF HATTIESBURG RETIREMENT PLAN & TRUST 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

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