401k Plan data: CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN plan

CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN
Plan identification number	001

CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

CHAD J. LANCASTER, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: CHAD J. LANCASTER, DDS, PLLC

Employer identification number (EIN): 550572979

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN

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
001 2016-01-01
001 2015-01-01
001 2014-01-01 KRISTI LANCASTER 2015-07-29
001 2013-01-01 KRISTI LANCASTER 2014-07-31
001 2012-01-01 KRISTI LANCASTER
001 2011-01-01 KRISTI LANCASTER 2012-07-20
001 2010-01-01 KRISTI LANCASTER 2011-10-16 CHAD J. LANCASTER, DDS 2011-10-16

Plan Statistics for CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN

Measure Date Value
2012: CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10

Measure	Date	Value
2012: CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10

Financial Data on CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN

Measure	Date	Value
2012 : CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$116,255
Expenses. Total of all expenses incurred	2012-12-31	$4,785
Benefits paid (including direct rollovers)	2012-12-31	$4,785
Total plan assets at end of year	2012-12-31	$464,575
Total plan assets at beginning of year	2012-12-31	$353,105
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$23,735
Other income received	2012-12-31	$40,321
Net income (gross income less expenses)	2012-12-31	$111,470
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$464,575
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$353,105
Total contributions received or receivable from employer(s)	2012-12-31	$52,199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN

2012: CHAD J. LANCASTER, DDS, 401K PROFIT SHARING PLAN 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 - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103486

Policy instance

Insurance contract or identification number	103486
Number of Individuals Covered	10
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,710
Total amount of fees paid to insurance company	USD $1,707
Are there contracts with allocated funds for individual policies?	No
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 $1,710
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	BENEFIT SOLUTIONS, INC.

Potentially related plans

CHAD J. MILLER, DDS 401(K) PLAN [EIN = 472603280]

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Company Name:	CHAD J. LANCASTER, DDS, PLLC
Employer identification number (EIN):	550572979
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

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
001	2016-01-01
001	2015-01-01
001	2014-01-01	KRISTI LANCASTER	2015-07-29
001	2013-01-01	KRISTI LANCASTER	2014-07-31
001	2012-01-01	KRISTI LANCASTER
001	2011-01-01	KRISTI LANCASTER	2012-07-20
001	2010-01-01	KRISTI LANCASTER	2011-10-16	CHAD J. LANCASTER, DDS	2011-10-16