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BENEFIT PARTNERS, LLC 401K PLAN 401k Plan overview

Plan NameBENEFIT PARTNERS, LLC 401K PLAN
Plan identification number 001

BENEFIT PARTNERS, LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

POLO DENTAL CREATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:POLO DENTAL CREATIONS, INC.
Employer identification number (EIN):631215931
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about POLO DENTAL CREATIONS, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1999-03-10
Company Identification Number: 201-410
Legal Registered Office Address: 3459 HWY 31 SOUTH PELHAM,


United States of America (USA)
35124

More information about POLO DENTAL CREATIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT PARTNERS, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CJ GUERCIO
0012015-01-01CJ GUERCIO
0012014-01-01JAKE GUERCIO
0012013-01-01JAKE GUERCIO
0012012-01-01JAKE GUERCIO
0012011-01-01JAKE GUERCIO
0012010-01-01JAKE GUERCIO
0012009-01-01JAKE GUERCIO

Plan Statistics for BENEFIT PARTNERS, LLC 401K PLAN

401k plan membership statisitcs for BENEFIT PARTNERS, LLC 401K PLAN

Measure Date Value
2016: BENEFIT PARTNERS, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENEFIT PARTNERS, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENEFIT PARTNERS, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: BENEFIT PARTNERS, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: BENEFIT PARTNERS, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENEFIT PARTNERS, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BENEFIT PARTNERS, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BENEFIT PARTNERS, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BENEFIT PARTNERS, LLC 401K PLAN

Measure Date Value
2016 : BENEFIT PARTNERS, LLC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$7,106
Total plan assets at end of year2016-12-31$120,299
Total plan assets at beginning of year2016-12-31$113,193
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$150
Other income received2016-12-31$6,936
Net income (gross income less expenses)2016-12-31$7,106
Net plan assets at end of year (total assets less liabilities)2016-12-31$120,299
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$113,193
Total contributions received or receivable from employer(s)2016-12-31$20
2015 : BENEFIT PARTNERS, LLC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$-1,814
Total plan assets at end of year2015-12-31$113,193
Total plan assets at beginning of year2015-12-31$115,007
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$600
Other income received2015-12-31$-2,494
Net income (gross income less expenses)2015-12-31$-1,814
Net plan assets at end of year (total assets less liabilities)2015-12-31$113,193
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$115,007
Total contributions received or receivable from employer(s)2015-12-31$80
2014 : BENEFIT PARTNERS, LLC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,422
Total plan assets at end of year2014-12-31$115,007
Total plan assets at beginning of year2014-12-31$106,585
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$4,052
Other income received2014-12-31$3,920
Net income (gross income less expenses)2014-12-31$8,422
Net plan assets at end of year (total assets less liabilities)2014-12-31$115,007
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$106,585
Total contributions received or receivable from employer(s)2014-12-31$450
2013 : BENEFIT PARTNERS, LLC 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$170
Total income from all sources2013-12-31$27,246
Total plan assets at end of year2013-12-31$106,585
Total plan assets at beginning of year2013-12-31$79,509
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$6,900
Other income received2013-12-31$19,426
Net income (gross income less expenses)2013-12-31$27,246
Net plan assets at end of year (total assets less liabilities)2013-12-31$106,585
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$79,339
Total contributions received or receivable from employer(s)2013-12-31$920
2012 : BENEFIT PARTNERS, LLC 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$170
Total income from all sources2012-12-31$14,958
Total plan assets at end of year2012-12-31$79,509
Total plan assets at beginning of year2012-12-31$64,381
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$4,650
Other income received2012-12-31$9,688
Net income (gross income less expenses)2012-12-31$14,958
Net plan assets at end of year (total assets less liabilities)2012-12-31$79,339
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$64,381
Total contributions received or receivable from employer(s)2012-12-31$620
2011 : BENEFIT PARTNERS, LLC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,974
Total plan assets at end of year2011-12-31$64,381
Total plan assets at beginning of year2011-12-31$62,407
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$6,000
Other income received2011-12-31$-4,826
Net income (gross income less expenses)2011-12-31$1,974
Net plan assets at end of year (total assets less liabilities)2011-12-31$64,381
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$62,407
Total contributions received or receivable from employer(s)2011-12-31$800
2010 : BENEFIT PARTNERS, LLC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$14,893
Expenses. Total of all expenses incurred2010-12-31$1,241
Benefits paid (including direct rollovers)2010-12-31$1,241
Total plan assets at end of year2010-12-31$62,407
Total plan assets at beginning of year2010-12-31$48,755
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$6,621
Other income received2010-12-31$7,371
Net income (gross income less expenses)2010-12-31$13,652
Net plan assets at end of year (total assets less liabilities)2010-12-31$62,407
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$48,755
Total contributions received or receivable from employer(s)2010-12-31$901

Form 5500 Responses for BENEFIT PARTNERS, LLC 401K PLAN

2016: BENEFIT PARTNERS, LLC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT PARTNERS, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFIT PARTNERS, LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFIT PARTNERS, LLC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENEFIT PARTNERS, LLC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENEFIT PARTNERS, LLC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BENEFIT PARTNERS, LLC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BENEFIT PARTNERS, LLC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
Insurance contract or identification number15770
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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