401k Plan data: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN plan

ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ENDODONTIC ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ENDODONTIC ASSOCIATES, P.A.

Employer identification number (EIN): 620842560

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ENDODONTIC ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1994-01-10

Company Identification Number: P94000004488

Legal Registered Office Address: 3165 MCMULLEN BOOTH RD.

CLEARWATER

33761

More information about ENDODONTIC ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHRISTOPHER CAIN 2023-10-05
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRISTOPHER CAIN 2018-07-09
001 2016-01-01 CHRISTOPHER CAIN 2017-10-16 CHRISTOPHER CAIN 2017-10-16
001 2015-01-01 MICHAEL J MURRAY 2016-10-11 MICHAEL J MURRAY 2016-10-11
001 2014-01-01 CLAY SPARROW CLAY SPARROW 2015-10-05
001 2013-01-01 LYNDA DAVENPORT LYNDA DAVENPORT 2014-09-25
001 2012-01-01 LYNDA DAVENPORT LYNDA DAVENPORT 2013-07-15
001 2011-01-01 LYNDA DAVENPORT LYNDA DAVENPORT 2012-07-16
001 2010-01-01 LYNDA DAVENPORT LYNDA DAVENPORT 2011-07-28
001 2009-01-01 LAWRENCE W. SPELLER LAWRENCE W. SPELLER 2010-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHRISTOPHER CAIN	2023-10-05
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHRISTOPHER CAIN	2018-07-09
001	2016-01-01	CHRISTOPHER CAIN	2017-10-16	CHRISTOPHER CAIN	2017-10-16
001	2015-01-01	MICHAEL J MURRAY	2016-10-11	MICHAEL J MURRAY	2016-10-11
001	2014-01-01	CLAY SPARROW		CLAY SPARROW	2015-10-05
001	2013-01-01	LYNDA DAVENPORT		LYNDA DAVENPORT	2014-09-25
001	2012-01-01	LYNDA DAVENPORT		LYNDA DAVENPORT	2013-07-15
001	2011-01-01	LYNDA DAVENPORT		LYNDA DAVENPORT	2012-07-16
001	2010-01-01	LYNDA DAVENPORT		LYNDA DAVENPORT	2011-07-28
001	2009-01-01	LAWRENCE W. SPELLER		LAWRENCE W. SPELLER	2010-06-27

Plan Statistics for ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 55
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 55
Number of participants with account balances 2020-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 30
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 47
Number of participants with account balances 2018-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2014: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
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 17
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 15
Total of all active and inactive participants 2013-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 19
Total of all active and inactive participants 2012-01-01 38
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 37
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 39

Measure	Date	Value
2021: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	55
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	55
Number of participants with account balances	2020-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	30
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	47
Number of participants with account balances	2018-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2014: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
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	17
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	15
Total of all active and inactive participants	2013-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	19
Total of all active and inactive participants	2012-01-01	38
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	37
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	39

Financial Data on ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,810,433
Expenses. Total of all expenses incurred	2021-12-31	$106,731
Benefits paid (including direct rollovers)	2021-12-31	$58,332
Total plan assets at end of year	2021-12-31	$13,372,708
Total plan assets at beginning of year	2021-12-31	$11,669,006
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$177,904
Other income received	2021-12-31	$1,314,234
Net income (gross income less expenses)	2021-12-31	$1,703,702
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,372,708
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,669,006
Assets. Value of participant loans	2021-12-31	$103,225
Assets. Value of real-estate (other than employer real property)	2021-12-31	$245,985
Total contributions received or receivable from employer(s)	2021-12-31	$318,295
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$48,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,004,926
Expenses. Total of all expenses incurred	2020-12-31	$2,884,091
Benefits paid (including direct rollovers)	2020-12-31	$2,837,321
Total plan assets at end of year	2020-12-31	$11,669,006
Total plan assets at beginning of year	2020-12-31	$12,548,171
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$172,662
Contributions received from other sources (not participants or employers)	2020-12-31	$2,529
Other income received	2020-12-31	$1,736,597
Net income (gross income less expenses)	2020-12-31	$-879,165
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,669,006
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$12,548,171
Assets. Value of participant loans	2020-12-31	$130,409
Assets. Value of real-estate (other than employer real property)	2020-12-31	$237,270
Total contributions received or receivable from employer(s)	2020-12-31	$93,138
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$46,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,599,092
Expenses. Total of all expenses incurred	2019-12-31	$51,701
Benefits paid (including direct rollovers)	2019-12-31	$14,107
Total plan assets at end of year	2019-12-31	$12,548,171
Total plan assets at beginning of year	2019-12-31	$8,000,780
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$182,102
Contributions received from other sources (not participants or employers)	2019-12-31	$2,511,476
Other income received	2019-12-31	$1,593,348
Net income (gross income less expenses)	2019-12-31	$4,547,391
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$12,548,171
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,000,780
Assets. Value of participant loans	2019-12-31	$33,531
Assets. Value of real-estate (other than employer real property)	2019-12-31	$369,137
Total contributions received or receivable from employer(s)	2019-12-31	$312,166
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$29,128
Expenses. Total of all expenses incurred	2018-12-31	$41,991
Benefits paid (including direct rollovers)	2018-12-31	$28,954
Total plan assets at end of year	2018-12-31	$8,000,780
Total plan assets at beginning of year	2018-12-31	$8,013,643
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$177,109
Expenses. Other expenses not covered elsewhere	2018-12-31	$13,037
Other income received	2018-12-31	$-509,157
Net income (gross income less expenses)	2018-12-31	$-12,863
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,000,780
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,013,643
Assets. Value of participant loans	2018-12-31	$30,338
Assets. Value of real-estate (other than employer real property)	2018-12-31	$581,735
Total contributions received or receivable from employer(s)	2018-12-31	$361,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2014 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,452
Total plan liabilities at beginning of year	2014-12-31	$23
Total income from all sources	2014-12-31	$667,384
Expenses. Total of all expenses incurred	2014-12-31	$241,944
Benefits paid (including direct rollovers)	2014-12-31	$196,540
Total plan assets at end of year	2014-12-31	$6,538,653
Total plan assets at beginning of year	2014-12-31	$6,111,784
Value of fidelity bond covering the plan	2014-12-31	$1,400,000
Total contributions received or receivable from participants	2014-12-31	$118,569
Assets. Value of loans (other than to participants)	2014-12-31	$873,595
Contributions received from other sources (not participants or employers)	2014-12-31	$22,225
Other income received	2014-12-31	$318,526
Net income (gross income less expenses)	2014-12-31	$425,440
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,537,201
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,111,761
Assets. Value of participant loans	2014-12-31	$26,230
Total contributions received or receivable from employer(s)	2014-12-31	$208,064
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$45,404
2013 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$23
Total income from all sources	2013-12-31	$918,124
Expenses. Total of all expenses incurred	2013-12-31	$176,720
Benefits paid (including direct rollovers)	2013-12-31	$102,207
Total plan assets at end of year	2013-12-31	$6,111,784
Total plan assets at beginning of year	2013-12-31	$5,370,357
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$142,506
Assets. Value of loans (other than to participants)	2013-12-31	$1,003,163
Other income received	2013-12-31	$632,533
Net income (gross income less expenses)	2013-12-31	$741,404
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,111,761
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,370,357
Assets. Value of participant loans	2013-12-31	$24,152
Total contributions received or receivable from employer(s)	2013-12-31	$143,085
Value of certain deemed distributions of participant loans	2013-12-31	$30,684
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$43,829
2012 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$809,782
Expenses. Total of all expenses incurred	2012-12-31	$106,208
Benefits paid (including direct rollovers)	2012-12-31	$57,696
Total plan assets at end of year	2012-12-31	$5,370,357
Total plan assets at beginning of year	2012-12-31	$4,666,783
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$140,652
Assets. Value of loans (other than to participants)	2012-12-31	$1,274,196
Other income received	2012-12-31	$577,094
Net income (gross income less expenses)	2012-12-31	$703,574
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,370,357
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,666,783
Assets. Value of participant loans	2012-12-31	$59,139
Total contributions received or receivable from employer(s)	2012-12-31	$92,036
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$48,512
2011 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$7,536
Total income from all sources	2011-12-31	$274,843
Expenses. Total of all expenses incurred	2011-12-31	$820,224
Benefits paid (including direct rollovers)	2011-12-31	$754,299
Total plan assets at end of year	2011-12-31	$4,666,783
Total plan assets at beginning of year	2011-12-31	$5,219,700
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$137,259
Assets. Value of loans (other than to participants)	2011-12-31	$1,244,475
Expenses. Other expenses not covered elsewhere	2011-12-31	$20,471
Other income received	2011-12-31	$72,548
Net income (gross income less expenses)	2011-12-31	$-545,381
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,666,783
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,212,164
Assets. Value of participant loans	2011-12-31	$32,483
Total contributions received or receivable from employer(s)	2011-12-31	$65,036
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$45,454
2010 : ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$7,536
Total income from all sources	2010-12-31	$440,753
Expenses. Total of all expenses incurred	2010-12-31	$2,507,019
Benefits paid (including direct rollovers)	2010-12-31	$2,476,795
Total plan assets at end of year	2010-12-31	$5,219,700
Total plan assets at beginning of year	2010-12-31	$7,278,430
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$118,133
Assets. Value of loans (other than to participants)	2010-12-31	$1,338,027
Other income received	2010-12-31	$55,226
Net income (gross income less expenses)	2010-12-31	$-2,066,266
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,212,164
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,278,430
Total contributions received or receivable from employer(s)	2010-12-31	$267,394
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,224

Form 5500 Responses for ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

2021: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2014: ENDODONTIC ASSOCIATES, P.A. 401(K) 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: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 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
2012: ENDODONTIC ASSOCIATES, P.A. 401(K) 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
2011: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ENDODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817181

Policy instance

Insurance contract or identification number	817181
Number of Individuals Covered	50
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
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
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817181

Policy instance

Insurance contract or identification number	817181
Number of Individuals Covered	13
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,665
Total amount of fees paid to insurance company	USD $171
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 $2,665
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817181

Policy instance

Insurance contract or identification number	817181
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,686
Total amount of fees paid to insurance company	USD $190
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 $2,686
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	ENDODONTIC ASSOCIATES, P.A.
Employer identification number (EIN):	620842560
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1994-01-10
Company Identification Number:	P94000004488
Legal Registered Office Address:	3165 MCMULLEN BOOTH RD. CLEARWATER 33761