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SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

SPECIALISTS IN PERIODONTICS, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:SPECIALISTS IN PERIODONTICS, L.L.P.
Employer identification number (EIN):650263661
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01GEORGE KAZAKOS2022-08-24 GEORGE KAZAKOS2022-08-24
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GEORGE KAZAKOS GEORGE KAZAKOS2018-05-02
0012016-01-01GEORGE KAZAKOS GEORGE KAZAKOS2017-05-04
0012015-01-01GEORGE KAZAKOS GEORGE KAZAKOS2016-06-10
0012014-01-01ANGEL SANTIAGO ANGEL SANTIAGO2015-09-25
0012013-01-01GEORGE KAZAKOS GEORGE KAZAKOS2014-07-09
0012012-01-01GEORGE KAZAKOS GEORGE KAZAKOS2013-07-17
0012011-01-01GEORGE KAZAKOS GEORGE KAZAKOS2012-05-18
0012009-01-01GEORGE KAZAKOS GEORGE KAZAKOS2010-10-14

Plan Statistics for SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-014
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-014
Total of all active and inactive participants2016-01-0118
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-012
Total of all active and inactive participants2014-01-0115
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2021 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$795,763
Expenses. Total of all expenses incurred2021-12-31$5,497
Benefits paid (including direct rollovers)2021-12-31$5,422
Total plan assets at end of year2021-12-31$5,303,414
Total plan assets at beginning of year2021-12-31$4,513,148
Total contributions received or receivable from participants2021-12-31$107,410
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$25,099
Other income received2021-12-31$539,361
Net income (gross income less expenses)2021-12-31$790,266
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,303,414
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,513,148
Assets. Value of participant loans2021-12-31$38,576
Total contributions received or receivable from employer(s)2021-12-31$123,893
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$75
2020 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$663,308
Expenses. Total of all expenses incurred2020-12-31$1,019,174
Benefits paid (including direct rollovers)2020-12-31$1,016,374
Total plan assets at end of year2020-12-31$4,513,148
Total plan assets at beginning of year2020-12-31$4,869,014
Total contributions received or receivable from participants2020-12-31$107,730
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$450,412
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-355,866
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,513,148
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,869,014
Assets. Value of participant loans2020-12-31$44,248
Total contributions received or receivable from employer(s)2020-12-31$105,166
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$922,310
Expenses. Total of all expenses incurred2019-12-31$26,276
Benefits paid (including direct rollovers)2019-12-31$23,176
Total plan assets at end of year2019-12-31$4,869,014
Total plan assets at beginning of year2019-12-31$3,972,980
Total contributions received or receivable from participants2019-12-31$118,761
Assets. Value of loans (other than to participants)2019-12-31$48,112
Other income received2019-12-31$690,958
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$896,034
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,869,014
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,972,980
Total contributions received or receivable from employer(s)2019-12-31$112,591
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$16,509
Expenses. Total of all expenses incurred2018-12-31$37,500
Benefits paid (including direct rollovers)2018-12-31$36,700
Total plan assets at end of year2018-12-31$3,972,980
Total plan assets at beginning of year2018-12-31$3,993,971
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$114,201
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-211,862
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-20,991
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,972,980
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,993,971
Assets. Value of participant loans2018-12-31$63,563
Total contributions received or receivable from employer(s)2018-12-31$114,170
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$716,533
Expenses. Total of all expenses incurred2017-12-31$54,645
Benefits paid (including direct rollovers)2017-12-31$52,845
Total plan assets at end of year2017-12-31$3,993,971
Total plan assets at beginning of year2017-12-31$3,332,083
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$137,733
Other income received2017-12-31$459,717
Net income (gross income less expenses)2017-12-31$661,888
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,993,971
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,332,083
Assets. Value of participant loans2017-12-31$48,387
Total contributions received or receivable from employer(s)2017-12-31$119,083
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$411,002
Expenses. Total of all expenses incurred2016-12-31$47,982
Benefits paid (including direct rollovers)2016-12-31$44,000
Total plan assets at end of year2016-12-31$3,332,083
Total plan assets at beginning of year2016-12-31$2,969,063
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$126,056
Other income received2016-12-31$160,976
Net income (gross income less expenses)2016-12-31$363,020
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,332,083
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,969,063
Assets. Value of participant loans2016-12-31$52,714
Total contributions received or receivable from employer(s)2016-12-31$123,970
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$276,266
Expenses. Total of all expenses incurred2015-12-31$20,365
Benefits paid (including direct rollovers)2015-12-31$16,500
Total plan assets at end of year2015-12-31$2,969,063
Total plan assets at beginning of year2015-12-31$2,713,162
Total contributions received or receivable from participants2015-12-31$130,524
Contributions received from other sources (not participants or employers)2015-12-31$11,229
Other income received2015-12-31$19,322
Net income (gross income less expenses)2015-12-31$255,901
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,969,063
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,713,162
Assets. Value of participant loans2015-12-31$27,269
Total contributions received or receivable from employer(s)2015-12-31$115,191
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$377,871
Expenses. Total of all expenses incurred2014-12-31$12,223
Benefits paid (including direct rollovers)2014-12-31$8,341
Total plan assets at end of year2014-12-31$2,713,162
Total plan assets at beginning of year2014-12-31$2,347,514
Total contributions received or receivable from participants2014-12-31$121,567
Contributions received from other sources (not participants or employers)2014-12-31$41,242
Other income received2014-12-31$101,706
Net income (gross income less expenses)2014-12-31$365,648
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,713,162
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,347,514
Assets. Value of participant loans2014-12-31$19,243
Total contributions received or receivable from employer(s)2014-12-31$113,356
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$222,779
Expenses. Total of all expenses incurred2013-12-31$8,233
Benefits paid (including direct rollovers)2013-12-31$6,000
Total plan assets at end of year2013-12-31$2,347,514
Total plan assets at beginning of year2013-12-31$2,132,968
Total contributions received or receivable from participants2013-12-31$125,865
Other income received2013-12-31$-15,654
Net income (gross income less expenses)2013-12-31$214,546
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,347,514
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,132,968
Assets. Value of participant loans2013-12-31$24,302
Total contributions received or receivable from employer(s)2013-12-31$112,568
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$406,900
Expenses. Total of all expenses incurred2012-12-31$42,142
Benefits paid (including direct rollovers)2012-12-31$40,600
Total plan assets at end of year2012-12-31$2,132,968
Total plan assets at beginning of year2012-12-31$1,768,210
Total contributions received or receivable from participants2012-12-31$92,594
Other income received2012-12-31$208,126
Net income (gross income less expenses)2012-12-31$364,758
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,132,968
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,768,210
Assets. Value of participant loans2012-12-31$29,150
Total contributions received or receivable from employer(s)2012-12-31$106,180
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$270,730
Expenses. Total of all expenses incurred2011-12-31$16,135
Benefits paid (including direct rollovers)2011-12-31$14,425
Total plan assets at end of year2011-12-31$1,768,210
Total plan assets at beginning of year2011-12-31$1,513,615
Total contributions received or receivable from participants2011-12-31$72,730
Other income received2011-12-31$94,870
Net income (gross income less expenses)2011-12-31$254,595
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,768,210
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,513,615
Assets. Value of participant loans2011-12-31$33,814
Total contributions received or receivable from employer(s)2011-12-31$103,130
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$343,990
Expenses. Total of all expenses incurred2010-12-31$209,985
Benefits paid (including direct rollovers)2010-12-31$208,293
Total plan assets at end of year2010-12-31$1,513,615
Total plan assets at beginning of year2010-12-31$1,379,610
Total contributions received or receivable from participants2010-12-31$63,170
Other income received2010-12-31$181,314
Net income (gross income less expenses)2010-12-31$134,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,513,615
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,379,610
Assets. Value of participant loans2010-12-31$38,035
Total contributions received or receivable from employer(s)2010-12-31$99,506
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST

2021: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPECIALISTS IN PERIODONTICS, L.L.P., 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered18
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered17
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered17
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $957
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $957
Insurance broker organization code?5
Insurance broker namePENSION CONSULTANTS & ADMINISTRATOR
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,369
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,369
Insurance broker organization code?5
Insurance broker namePENSION CONSULTANTS & ADMINISTRATOR
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered19
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9845
Policy instance 1
Insurance contract or identification numberPH9845
Number of Individuals Covered16
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

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