401k Plan data: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN plan

EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN
Plan identification number	001

EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING 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.
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

EDWARD K. LORENTS, DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name: EDWARD K. LORENTS, DDS PLLC

Employer identification number (EIN): 455499256

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 EDWARD K. LORENTS, D.D.S.
001 2014-01-01 EDWARD L. LORENTS, D.D.S.
001 2013-01-01

Plan Statistics for EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2017: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$48,601
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$116,094
Total plan assets at beginning of year	2017-12-31	$67,493
Value of fidelity bond covering the plan	2017-12-31	$10,000
Other income received	2017-12-31	$14,046
Net income (gross income less expenses)	2017-12-31	$48,601
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$116,094
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$67,493
Total contributions received or receivable from employer(s)	2017-12-31	$34,555
2016 : EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$25,658
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$67,493
Total plan assets at beginning of year	2016-12-31	$41,835
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$20,939
Other income received	2016-12-31	$4,719
Net income (gross income less expenses)	2016-12-31	$25,658
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$67,493
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$41,835
Total contributions received or receivable from employer(s)	2016-12-31	$0
2015 : EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,945
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$41,835
Total plan assets at beginning of year	2015-12-31	$31,890
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$10,251
Other income received	2015-12-31	$-306
Net income (gross income less expenses)	2015-12-31	$9,945
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$41,835
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$31,890
2014 : EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$8,458
Expenses. Total of all expenses incurred	2014-12-31	$31,490
Benefits paid (including direct rollovers)	2014-12-31	$31,490
Total plan assets at end of year	2014-12-31	$31,890
Total plan assets at beginning of year	2014-12-31	$54,922
Value of fidelity bond covering the plan	2014-12-31	$1,000
Total contributions received or receivable from participants	2014-12-31	$6,300
Other income received	2014-12-31	$2,158
Net income (gross income less expenses)	2014-12-31	$-23,032
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$31,890
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$54,922
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$55,667
Expenses. Total of all expenses incurred	2013-12-31	$745
Benefits paid (including direct rollovers)	2013-12-31	$745
Total plan assets at end of year	2013-12-31	$54,922
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$5,294
Contributions received from other sources (not participants or employers)	2013-12-31	$43,456
Other income received	2013-12-31	$6,917
Net income (gross income less expenses)	2013-12-31	$54,922
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$54,922
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0

Form 5500 Responses for EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN

2017: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 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: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 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: EDWARD K. LORENTS, DDS, PLLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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 - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA 832934

Policy instance

Insurance contract or identification number	GA 832934
Number of Individuals Covered	10
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $88
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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	EDWARD D. JONES & CO. LP

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Company Name:	EDWARD K. LORENTS, DDS PLLC
Employer identification number (EIN):	455499256
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	EDWARD K. LORENTS, D.D.S.
001	2014-01-01	EDWARD L. LORENTS, D.D.S.
001	2013-01-01