401k Plan data: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP plan

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 401k Plan overview

Plan Name	401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP
Plan identification number	001

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP Benefits

401k Plan Type

Defined 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 DENTISTRY OF CENTRAL FLORIDA LLP has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

Employer identification number (EIN): 550808808

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

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 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 CARLOS A. BERTOT, D.M.D.
001 2015-01-01 CARLOS A. BERTOT, D.M.D.
001 2014-01-01 CARLOS A. BERTOT, D.M.D.
001 2013-01-01 CARLOS A. BERTOT, D.M.D.
001 2012-01-01 CARLOS BERTOT 2013-06-13 CARLOS BERTOT 2013-06-13
001 2011-01-01 CARLOS BERTOT 2012-10-12 CARLOS BERTOT 2012-10-12
001 2010-01-01 CARLOS BERTOT 2011-04-29 CARLOS BERTOT 2011-04-29

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	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	CARLOS A. BERTOT, D.M.D.
001	2015-01-01	CARLOS A. BERTOT, D.M.D.
001	2014-01-01	CARLOS A. BERTOT, D.M.D.
001	2013-01-01	CARLOS A. BERTOT, D.M.D.
001	2012-01-01	CARLOS BERTOT	2013-06-13	CARLOS BERTOT	2013-06-13
001	2011-01-01	CARLOS BERTOT	2012-10-12	CARLOS BERTOT	2012-10-12
001	2010-01-01	CARLOS BERTOT	2011-04-29	CARLOS BERTOT	2011-04-29

Plan Statistics for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

401k plan membership statisitcs for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

Measure Date Value
2017: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 2
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 3
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 8
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
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 5
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
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: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	2
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	3
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	8
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
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	5
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

Measure	Date	Value
2017 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2017 401k financial data
Total income from all sources	2017-12-31	$461,731
Expenses. Total of all expenses incurred	2017-12-31	$9,054
Benefits paid (including direct rollovers)	2017-12-31	$8,854
Total plan assets at end of year	2017-12-31	$2,668,276
Total plan assets at beginning of year	2017-12-31	$2,215,599
Value of fidelity bond covering the plan	2017-12-31	$650,000
Total contributions received or receivable from participants	2017-12-31	$102,017
Other income received	2017-12-31	$250,245
Net income (gross income less expenses)	2017-12-31	$452,677
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,668,276
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,215,599
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$2,245
Total contributions received or receivable from employer(s)	2017-12-31	$109,469
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$426
Total income from all sources	2016-12-31	$305,425
Expenses. Total of all expenses incurred	2016-12-31	$47,491
Benefits paid (including direct rollovers)	2016-12-31	$47,396
Total plan assets at end of year	2016-12-31	$2,215,599
Total plan assets at beginning of year	2016-12-31	$1,958,091
Value of fidelity bond covering the plan	2016-12-31	$650,000
Total contributions received or receivable from participants	2016-12-31	$84,403
Other income received	2016-12-31	$121,138
Net income (gross income less expenses)	2016-12-31	$257,934
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,215,599
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,957,665
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$9,082
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$3,745
Total contributions received or receivable from employer(s)	2016-12-31	$99,884
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$426
Total income from all sources	2015-12-31	$-41,204
Expenses. Total of all expenses incurred	2015-12-31	$150,260
Benefits paid (including direct rollovers)	2015-12-31	$150,110
Total plan assets at end of year	2015-12-31	$1,958,091
Total plan assets at beginning of year	2015-12-31	$2,149,129
Value of fidelity bond covering the plan	2015-12-31	$650,000
Total contributions received or receivable from participants	2015-12-31	$72,649
Other income received	2015-12-31	$-205,458
Net income (gross income less expenses)	2015-12-31	$-191,464
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,957,665
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,149,129
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$63,732
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$7,122
Total contributions received or receivable from employer(s)	2015-12-31	$91,605
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$244,465
Expenses. Total of all expenses incurred	2014-12-31	$18,835
Benefits paid (including direct rollovers)	2014-12-31	$13,345
Total plan assets at end of year	2014-12-31	$2,149,129
Total plan assets at beginning of year	2014-12-31	$1,923,499
Value of fidelity bond covering the plan	2014-12-31	$650,000
Total contributions received or receivable from participants	2014-12-31	$67,638
Contributions received from other sources (not participants or employers)	2014-12-31	$61,622
Other income received	2014-12-31	$19,778
Net income (gross income less expenses)	2014-12-31	$225,630
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,149,129
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,923,499
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$228,250
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$6,495
Total contributions received or receivable from employer(s)	2014-12-31	$95,427
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$646,726
Expenses. Total of all expenses incurred	2013-12-31	$2,368,094
Benefits paid (including direct rollovers)	2013-12-31	$2,332,655
Total plan assets at end of year	2013-12-31	$1,923,499
Total plan assets at beginning of year	2013-12-31	$3,644,867
Value of fidelity bond covering the plan	2013-12-31	$650,000
Total contributions received or receivable from participants	2013-12-31	$71,025
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$80,492
Other income received	2013-12-31	$406,708
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,721,368
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,923,499
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,644,867
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$277,570
Total contributions received or receivable from employer(s)	2013-12-31	$88,501
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$35,439

Form 5500 Responses for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP

2017: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 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: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 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: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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

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Company Name:	PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP
Employer identification number (EIN):	550808808
NAIC Classification:	621210
NAIC Description:	Offices of Dentists