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ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN
Plan identification number 001

ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ENDODONTIC ASSOCIATES OF NWO LLC has sponsored the creation of one or more 401k plans.

Company Name:ENDODONTIC ASSOCIATES OF NWO LLC
Employer identification number (EIN):522408172
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01PHILIP MIKESELL PHILIP MIKESELL2018-10-15
0012016-01-01PHILIP MIKESELL PHILIP MIKESELL2017-10-16
0012015-01-01PHILIP MIKESELL PHILIP MIKESELL2016-10-15
0012014-01-01PHILIP MIKESELL PHILIP MIKESELL2015-10-15
0012013-01-01PHILIP MIKESELL PHILIP MIKESELL2014-10-09
0012012-01-01ALAN B MIKESELL ALAN B MIKESELL2013-09-18
0012011-01-01ALAN B MIKESELL ALAN B MIKESELL2012-08-06
0012010-01-01ALAN B MIKESELL ALAN B MIKESELL2011-10-14
0012009-01-01ALAN B MIKESELL ALAN B MIKESELL2010-10-07

Plan Statistics for ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN

401k plan membership statisitcs for ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN

Measure Date Value
2021: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Total of all active and inactive participants2021-01-0113
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
2020: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Total of all active and inactive participants2020-01-0113
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
2019: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-019
Total of all active and inactive participants2019-01-019
Total participants2019-01-019
Number of participants with account balances2019-01-019
2017: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Total of all active and inactive participants2017-01-0110
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-019
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-019
2012: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2010: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN

Measure Date Value
2021 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$486,940
Expenses. Total of all expenses incurred2021-12-31$3,290
Benefits paid (including direct rollovers)2021-12-31$3,290
Total plan assets at end of year2021-12-31$2,400,341
Total plan assets at beginning of year2021-12-31$1,916,691
Value of fidelity bond covering the plan2021-12-31$120,000
Other income received2021-12-31$301,630
Net income (gross income less expenses)2021-12-31$483,650
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,400,341
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,916,691
Total contributions received or receivable from employer(s)2021-12-31$185,310
2020 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$401,795
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,916,691
Total plan assets at beginning of year2020-12-31$1,514,896
Value of fidelity bond covering the plan2020-12-31$120,000
Other income received2020-12-31$220,149
Net income (gross income less expenses)2020-12-31$401,795
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,916,691
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,514,896
Total contributions received or receivable from employer(s)2020-12-31$181,646
2019 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$372,497
Expenses. Total of all expenses incurred2019-12-31$21,216
Benefits paid (including direct rollovers)2019-12-31$21,216
Total plan assets at end of year2019-12-31$1,514,896
Total plan assets at beginning of year2019-12-31$1,163,615
Value of fidelity bond covering the plan2019-12-31$120,000
Other income received2019-12-31$265,283
Net income (gross income less expenses)2019-12-31$351,281
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,514,896
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,163,615
Total contributions received or receivable from employer(s)2019-12-31$107,214
2017 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$261,302
Expenses. Total of all expenses incurred2017-12-31$200,000
Benefits paid (including direct rollovers)2017-12-31$200,000
Total plan assets at end of year2017-12-31$1,198,349
Total plan assets at beginning of year2017-12-31$1,137,047
Value of fidelity bond covering the plan2017-12-31$120,000
Other income received2017-12-31$155,816
Net income (gross income less expenses)2017-12-31$61,302
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,198,349
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,137,047
Total contributions received or receivable from employer(s)2017-12-31$105,486
2016 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$169,606
Expenses. Total of all expenses incurred2016-12-31$140,000
Benefits paid (including direct rollovers)2016-12-31$140,000
Total plan assets at end of year2016-12-31$1,137,047
Total plan assets at beginning of year2016-12-31$1,107,441
Value of fidelity bond covering the plan2016-12-31$120,000
Other income received2016-12-31$66,589
Net income (gross income less expenses)2016-12-31$29,606
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,137,047
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,107,441
Total contributions received or receivable from employer(s)2016-12-31$103,017
2015 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$42,943
Total plan assets at end of year2015-12-31$1,107,441
Total plan assets at beginning of year2015-12-31$1,064,498
Value of fidelity bond covering the plan2015-12-31$120,000
Other income received2015-12-31$-45,705
Net income (gross income less expenses)2015-12-31$42,943
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,107,441
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,064,498
Total contributions received or receivable from employer(s)2015-12-31$88,648
2014 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$131,976
Expenses. Total of all expenses incurred2014-12-31$314,802
Benefits paid (including direct rollovers)2014-12-31$314,802
Total plan assets at end of year2014-12-31$1,064,498
Total plan assets at beginning of year2014-12-31$1,247,324
Value of fidelity bond covering the plan2014-12-31$120,000
Other income received2014-12-31$41,813
Net income (gross income less expenses)2014-12-31$-182,826
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,064,498
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,247,324
Total contributions received or receivable from employer(s)2014-12-31$90,163
2013 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$201,643
Expenses. Total of all expenses incurred2013-12-31$1,000,000
Benefits paid (including direct rollovers)2013-12-31$1,000,000
Total plan assets at end of year2013-12-31$1,247,324
Total plan assets at beginning of year2013-12-31$2,045,681
Value of fidelity bond covering the plan2013-12-31$120,000
Other income received2013-12-31$128,842
Net income (gross income less expenses)2013-12-31$-798,357
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,247,324
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,045,681
Total contributions received or receivable from employer(s)2013-12-31$72,801
2012 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$237,947
Total plan assets at end of year2012-12-31$2,045,681
Total plan assets at beginning of year2012-12-31$1,807,734
Value of fidelity bond covering the plan2012-12-31$120,000
Other income received2012-12-31$158,476
Net income (gross income less expenses)2012-12-31$237,947
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,045,681
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,807,734
Total contributions received or receivable from employer(s)2012-12-31$79,471
2011 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$36,382
Total plan assets at end of year2011-12-31$1,807,734
Total plan assets at beginning of year2011-12-31$1,771,352
Value of fidelity bond covering the plan2011-12-31$120,000
Other income received2011-12-31$-46,695
Net income (gross income less expenses)2011-12-31$36,382
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,807,734
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,771,352
Total contributions received or receivable from employer(s)2011-12-31$83,077
2010 : ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$200,773
Expenses. Total of all expenses incurred2010-12-31$214,750
Benefits paid (including direct rollovers)2010-12-31$214,750
Total plan assets at end of year2010-12-31$1,771,352
Total plan assets at beginning of year2010-12-31$1,785,329
Value of fidelity bond covering the plan2010-12-31$120,000
Other income received2010-12-31$126,625
Net income (gross income less expenses)2010-12-31$-13,977
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,771,352
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,785,329
Total contributions received or receivable from employer(s)2010-12-31$74,148

Form 5500 Responses for ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN

2021: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENDODONTIC ASSOCIATES OF NWO LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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