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VALLEY OAK DENTAL GROUP 401(K) PLAN 401k Plan overview

Plan NameVALLEY OAK DENTAL GROUP 401(K) PLAN
Plan identification number 001

VALLEY OAK DENTAL GROUP 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

VALLEY OAK DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:VALLEY OAK DENTAL GROUP
Employer identification number (EIN):680318196
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY OAK DENTAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAYA REFT
0012016-01-01MAYA REFT
0012015-01-01MAYA REFT
0012014-01-01MAYA REFT
0012013-01-01BONNIE MOREHEAD
0012012-01-01BONNIE MOREHEAD
0012011-01-01BONNIE MOREHEAD
0012010-01-01BONNIE MOREHEAD
0012009-01-01 BONNIE MOREHEAD2010-08-19
0012009-01-01BONNIE MOREHEAD

Plan Statistics for VALLEY OAK DENTAL GROUP 401(K) PLAN

401k plan membership statisitcs for VALLEY OAK DENTAL GROUP 401(K) PLAN

Measure Date Value
2023: VALLEY OAK DENTAL GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0169
Total number of active participants reported on line 7a of the Form 55002023-01-0141
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0124
Total of all active and inactive participants2023-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0165
Number of participants with account balances2023-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: VALLEY OAK DENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0165
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0169
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VALLEY OAK DENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0161
Total number of active participants reported on line 7a of the Form 55002021-01-0145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0165
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VALLEY OAK DENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0172
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0161
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VALLEY OAK DENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0167
Total number of active participants reported on line 7a of the Form 55002019-01-0158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0172
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: VALLEY OAK DENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0167
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0167
Number of participants with account balances2018-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VALLEY OAK DENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0167
Number of participants with account balances2017-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: VALLEY OAK DENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0167
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0165
Number of participants with account balances2016-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: VALLEY OAK DENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0170
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0167
Number of participants with account balances2015-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VALLEY OAK DENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0166
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0170
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: VALLEY OAK DENTAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0166
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: VALLEY OAK DENTAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0169
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: VALLEY OAK DENTAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0166
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0163
Number of participants with account balances2011-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: VALLEY OAK DENTAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0164
Total number of active participants reported on line 7a of the Form 55002010-01-0158
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0166
Number of participants with account balances2010-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: VALLEY OAK DENTAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0166
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0164
Number of participants with account balances2009-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VALLEY OAK DENTAL GROUP 401(K) PLAN

Measure Date Value
2023 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,604,241
Expenses. Total of all expenses incurred2023-12-31$269,198
Benefits paid (including direct rollovers)2023-12-31$260,514
Total plan assets at end of year2023-12-31$7,571,775
Total plan assets at beginning of year2023-12-31$6,236,732
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$286,780
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$198,718
Other income received2023-12-31$1,083,138
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,335,043
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,571,775
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,236,732
Assets. Value of participant loans2023-12-31$21,728
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$35,605
Value of certain deemed distributions of participant loans2023-12-31$4,675
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,009
2022 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-913,370
Expenses. Total of all expenses incurred2022-12-31$157,996
Benefits paid (including direct rollovers)2022-12-31$151,170
Total plan assets at end of year2022-12-31$6,236,732
Total plan assets at beginning of year2022-12-31$7,308,098
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$238,964
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,176,987
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,071,366
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,236,732
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,308,098
Assets. Value of participant loans2022-12-31$20,333
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$24,653
Value of certain deemed distributions of participant loans2022-12-31$2,776
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,050
2021 : VALLEY OAK DENTAL GROUP 401(K) PLAN 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$1,177,525
Expenses. Total of all expenses incurred2021-12-31$1,594,135
Benefits paid (including direct rollovers)2021-12-31$1,588,630
Total plan assets at end of year2021-12-31$7,308,098
Total plan assets at beginning of year2021-12-31$7,724,708
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$253,125
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$891,624
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-416,610
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,308,098
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,724,708
Assets. Value of participant loans2021-12-31$36,099
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$32,776
Value of certain deemed distributions of participant loans2021-12-31$1,356
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,149
2020 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
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$1,307,134
Expenses. Total of all expenses incurred2020-12-31$179,914
Benefits paid (including direct rollovers)2020-12-31$175,497
Total plan assets at end of year2020-12-31$7,724,708
Total plan assets at beginning of year2020-12-31$6,597,488
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$240,757
Assets. Value of loans (other than to participants)2020-12-31$0
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$1,025,574
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,127,220
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,724,708
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,597,488
Assets. Value of participant loans2020-12-31$72,242
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$40,803
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$4,417
2019 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$1,448,402
Expenses. Total of all expenses incurred2019-12-31$126,839
Benefits paid (including direct rollovers)2019-12-31$122,687
Total plan assets at end of year2019-12-31$6,597,488
Total plan assets at beginning of year2019-12-31$5,275,925
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$238,307
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,200,049
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,321,563
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,597,488
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,275,925
Assets. Value of participant loans2019-12-31$59,643
Total contributions received or receivable from employer(s)2019-12-31$10,046
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,152
2018 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$110,361
Expenses. Total of all expenses incurred2018-12-31$215,315
Benefits paid (including direct rollovers)2018-12-31$210,621
Total plan assets at end of year2018-12-31$5,275,925
Total plan assets at beginning of year2018-12-31$5,380,879
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$229,146
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$156,665
Other income received2018-12-31$-285,479
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-104,954
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,275,925
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,380,879
Assets. Value of participant loans2018-12-31$108,857
Total contributions received or receivable from employer(s)2018-12-31$10,029
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$4,694
2017 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$1,156,507
Expenses. Total of all expenses incurred2017-12-31$158,193
Benefits paid (including direct rollovers)2017-12-31$153,832
Total plan assets at end of year2017-12-31$5,380,879
Total plan assets at beginning of year2017-12-31$4,382,565
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$232,362
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$824,145
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$998,314
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,380,879
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,382,565
Assets. Value of participant loans2017-12-31$96,782
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$100,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,361
2016 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$579,652
Expenses. Total of all expenses incurred2016-12-31$390,226
Benefits paid (including direct rollovers)2016-12-31$384,981
Total plan assets at end of year2016-12-31$4,382,565
Total plan assets at beginning of year2016-12-31$4,193,139
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$205,563
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$299,089
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$189,426
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,382,565
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,193,139
Assets. Value of participant loans2016-12-31$61,636
Total contributions received or receivable from employer(s)2016-12-31$75,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,245
2015 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$276,962
Expenses. Total of all expenses incurred2015-12-31$796,349
Benefits paid (including direct rollovers)2015-12-31$761,364
Total plan assets at end of year2015-12-31$4,193,139
Total plan assets at beginning of year2015-12-31$4,712,526
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$193,092
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$30,729
Other income received2015-12-31$-7,359
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-519,387
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,193,139
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,712,526
Assets. Value of participant loans2015-12-31$87,580
Total contributions received or receivable from employer(s)2015-12-31$60,500
Value of certain deemed distributions of participant loans2015-12-31$103
Value of corrective distributions2015-12-31$30,478
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,404
2014 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$552,872
Expenses. Total of all expenses incurred2014-12-31$185,599
Benefits paid (including direct rollovers)2014-12-31$170,250
Total plan assets at end of year2014-12-31$4,712,526
Total plan assets at beginning of year2014-12-31$4,345,253
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$194,538
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$262,320
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$367,273
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,712,526
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,345,253
Assets. Value of participant loans2014-12-31$66,004
Total contributions received or receivable from employer(s)2014-12-31$96,014
Value of certain deemed distributions of participant loans2014-12-31$10,502
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,847
2013 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,021,044
Expenses. Total of all expenses incurred2013-12-31$41,022
Benefits paid (including direct rollovers)2013-12-31$34,893
Total plan assets at end of year2013-12-31$4,345,253
Total plan assets at beginning of year2013-12-31$3,365,231
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$205,746
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$40,110
Other income received2013-12-31$655,188
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$980,022
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,345,253
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,365,231
Assets. Value of participant loans2013-12-31$100,847
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$120,000
Value of certain deemed distributions of participant loans2013-12-31$-1,111
Value of corrective distributions2013-12-31$2,278
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,962
2012 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$511,679
Expenses. Total of all expenses incurred2012-12-31$44,921
Benefits paid (including direct rollovers)2012-12-31$37,767
Total plan assets at end of year2012-12-31$3,365,231
Total plan assets at beginning of year2012-12-31$2,898,473
Value of fidelity bond covering the plan2012-12-31$240,000
Total contributions received or receivable from participants2012-12-31$179,696
Other income received2012-12-31$331,983
Net income (gross income less expenses)2012-12-31$466,758
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,365,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,898,473
Assets. Value of participant loans2012-12-31$108,234
Value of certain deemed distributions of participant loans2012-12-31$2,457
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$257,726
Expenses. Total of all expenses incurred2011-12-31$26,121
Benefits paid (including direct rollovers)2011-12-31$17,354
Total plan assets at end of year2011-12-31$2,898,473
Total plan assets at beginning of year2011-12-31$2,666,868
Value of fidelity bond covering the plan2011-12-31$240,000
Total contributions received or receivable from participants2011-12-31$138,676
Other income received2011-12-31$-44,650
Net income (gross income less expenses)2011-12-31$231,605
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,898,473
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,666,868
Assets. Value of participant loans2011-12-31$99,289
Total contributions received or receivable from employer(s)2011-12-31$163,700
Value of corrective distributions2011-12-31$4,295
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : VALLEY OAK DENTAL GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$455,192
Expenses. Total of all expenses incurred2010-12-31$434,714
Benefits paid (including direct rollovers)2010-12-31$428,677
Total plan assets at end of year2010-12-31$2,666,868
Total plan assets at beginning of year2010-12-31$2,646,390
Value of fidelity bond covering the plan2010-12-31$240,000
Total contributions received or receivable from participants2010-12-31$138,124
Other income received2010-12-31$317,065
Net income (gross income less expenses)2010-12-31$20,478
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,666,868
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,646,390
Assets. Value of participant loans2010-12-31$85,989
Total contributions received or receivable from employer(s)2010-12-31$3
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : VALLEY OAK DENTAL GROUP 401(K) PLAN 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 VALLEY OAK DENTAL GROUP 401(K) PLAN

2023: VALLEY OAK DENTAL GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VALLEY OAK DENTAL GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VALLEY OAK DENTAL GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VALLEY OAK DENTAL GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VALLEY OAK DENTAL GROUP 401(K) PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VALLEY OAK DENTAL GROUP 401(K) PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VALLEY OAK DENTAL GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VALLEY OAK DENTAL GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VALLEY OAK DENTAL GROUP 401(K) PLAN 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515665
Policy instance 1
Insurance contract or identification number515665
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $61
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?Yes
Commission paid to Insurance BrokerUSD $61
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameANGELO MICHAEL GIANNOSA

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