Logo

CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameCENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN
Plan identification number 001

CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

CENTRAL COAST PEDIATRIC DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL COAST PEDIATRIC DENTAL GROUP
Employer identification number (EIN):770204484
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 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
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN DIAZ
0012016-01-01KATHLEEN DIAZ
0012015-01-01KATHLEEN DIAZ
0012014-01-01KATHLEEN DIAZ
0012013-01-01KATHLEEN DIAZ
0012012-01-01KATHLEEN DIAZ
0012011-01-01KATHLEEN DIAZ
0012010-01-01KATHLEEN DIAZ
0012009-01-01KATHLEEN DIAZ

Plan Statistics for CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01162
Total number of active participants reported on line 7a of the Form 55002023-01-0181
Number of retired or separated participants receiving benefits2023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-0174
Total of all active and inactive participants2023-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01163
Number of participants with account balances2023-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-0176
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01160
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01169
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01173
Number of participants with account balances2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01154
Total participants2020-01-01154
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01150
Total participants2019-01-01150
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01143
Total participants2018-01-01143
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01127
Total participants2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01163
2013: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01157
Number of participants with account balances2013-01-01157
2012: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01121
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01154
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01136
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01141
Number of participants with account balances2010-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,461,342
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$210,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$119,953
Expenses. Certain deemed distributions of participant loans2023-12-31$7,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$818,961
Value of total assets at end of year2023-12-31$14,639,258
Value of total assets at beginning of year2023-12-31$12,388,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,400
Total interest from all sources2023-12-31$6,747
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$348,960
Participant contributions at end of year2023-12-31$127,394
Participant contributions at beginning of year2023-12-31$118,535
Participant contributions at end of year2023-12-31$4,993
Participant contributions at beginning of year2023-12-31$4,658
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$13,141
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,250,722
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,639,258
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,388,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,895,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,625,310
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$6,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$253,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$253,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,127,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,916,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,635,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$470,001
Employer contributions (assets) at end of year2023-12-31$470,000
Employer contributions (assets) at beginning of year2023-12-31$469,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$119,953
Contract administrator fees2023-12-31$83,400
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2023-12-31300840934
2022 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-849,064
Total of all expenses incurred2022-12-31$656,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$565,477
Expenses. Certain deemed distributions of participant loans2022-12-31$19,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$801,574
Value of total assets at end of year2022-12-31$12,388,536
Value of total assets at beginning of year2022-12-31$13,893,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,697
Total interest from all sources2022-12-31$-1,650,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$331,781
Participant contributions at end of year2022-12-31$118,535
Participant contributions at beginning of year2022-12-31$197,932
Participant contributions at end of year2022-12-31$4,658
Participant contributions at beginning of year2022-12-31$4,658
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,996,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,505,425
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,388,536
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,893,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$71,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,625,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,125,497
Interest on participant loans2022-12-31$10,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$253,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$427,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$427,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-1,661,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,916,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,789,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$469,793
Employer contributions (assets) at end of year2022-12-31$469,793
Employer contributions (assets) at beginning of year2022-12-31$352,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$565,477
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,989,266
Total of all expenses incurred2021-12-31$432,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$318,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$675,223
Value of total assets at end of year2021-12-31$13,893,961
Value of total assets at beginning of year2021-12-31$12,336,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,161
Total interest from all sources2021-12-31$31,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$114,161
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$323,128
Participant contributions at end of year2021-12-31$197,932
Participant contributions at beginning of year2021-12-31$183,443
Participant contributions at end of year2021-12-31$4,658
Participant contributions at beginning of year2021-12-31$4,433
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,996,770
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,375,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,557,065
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,893,961
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,336,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,125,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,621,369
Interest on participant loans2021-12-31$11,950
Interest earned on other investments2021-12-31$19,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$427,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$198,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$198,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,789,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,629,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,282,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$352,095
Employer contributions (assets) at end of year2021-12-31$352,095
Employer contributions (assets) at beginning of year2021-12-31$324,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$318,040
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,196,727
Total of all expenses incurred2020-12-31$354,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$265,301
Expenses. Certain deemed distributions of participant loans2020-12-31$8,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$613,634
Value of total assets at end of year2020-12-31$12,336,896
Value of total assets at beginning of year2020-12-31$10,494,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,386
Total interest from all sources2020-12-31$10,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$289,617
Participant contributions at end of year2020-12-31$183,443
Participant contributions at beginning of year2020-12-31$173,804
Participant contributions at end of year2020-12-31$4,433
Participant contributions at beginning of year2020-12-31$8,730
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,375,241
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,619,746
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,842,690
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,336,896
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,494,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$80,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,621,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,512,731
Interest on participant loans2020-12-31$10,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$198,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$161,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$161,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,629,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,667,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$935,044
Net investment gain/loss from pooled separate accounts2020-12-31$637,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$324,017
Employer contributions (assets) at end of year2020-12-31$324,017
Employer contributions (assets) at beginning of year2020-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$265,301
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2020-12-31223008776
2019 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,102,002
Total of all expenses incurred2019-12-31$330,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$259,221
Expenses. Certain deemed distributions of participant loans2019-12-31$13,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$606,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$606,951
Value of total assets at end of year2019-12-31$10,494,206
Value of total assets at end of year2019-12-31$10,494,206
Value of total assets at beginning of year2019-12-31$8,722,285
Value of total assets at beginning of year2019-12-31$8,722,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,381
Total interest from all sources2019-12-31$11,454
Total interest from all sources2019-12-31$11,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$256,951
Contributions received from participants2019-12-31$256,951
Participant contributions at end of year2019-12-31$173,804
Participant contributions at end of year2019-12-31$173,804
Participant contributions at beginning of year2019-12-31$166,960
Participant contributions at beginning of year2019-12-31$166,960
Participant contributions at end of year2019-12-31$8,730
Participant contributions at end of year2019-12-31$8,730
Participant contributions at beginning of year2019-12-31$4,900
Participant contributions at beginning of year2019-12-31$4,900
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,619,746
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,619,746
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,729,902
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,729,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,771,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,494,206
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,494,206
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,722,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,722,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,785
Investment advisory and management fees2019-12-31$31,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,512,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,512,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,851,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,851,420
Interest on participant loans2019-12-31$11,454
Interest on participant loans2019-12-31$11,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$161,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$161,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$132,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$132,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$132,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$132,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,667,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,667,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,523,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,523,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$678,244
Net investment gain/loss from pooled separate accounts2019-12-31$805,353
Net investment gain/loss from pooled separate accounts2019-12-31$805,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$350,000
Contributions received in cash from employer2019-12-31$350,000
Employer contributions (assets) at end of year2019-12-31$350,000
Employer contributions (assets) at end of year2019-12-31$350,000
Employer contributions (assets) at beginning of year2019-12-31$312,339
Employer contributions (assets) at beginning of year2019-12-31$312,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$259,221
Contract administrator fees2019-12-31$25,596
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2019-12-31223008776
2018 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$67,178
Total of all expenses incurred2018-12-31$699,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$629,734
Expenses. Certain deemed distributions of participant loans2018-12-31$28,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$549,993
Value of total assets at end of year2018-12-31$8,722,285
Value of total assets at beginning of year2018-12-31$9,354,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,303
Total interest from all sources2018-12-31$12,706
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$98,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$98,869
Administrative expenses professional fees incurred2018-12-31$9,908
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$237,654
Participant contributions at end of year2018-12-31$166,960
Participant contributions at beginning of year2018-12-31$228,952
Participant contributions at end of year2018-12-31$4,900
Participant contributions at beginning of year2018-12-31$4,654
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,729,902
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,928,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-631,826
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,722,285
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,354,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,851,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,296,917
Interest on participant loans2018-12-31$12,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$132,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$179,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$179,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,523,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,405,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-594,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$312,339
Employer contributions (assets) at end of year2018-12-31$312,339
Employer contributions (assets) at beginning of year2018-12-31$309,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$629,734
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2018-12-31223008776
2017 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,017
Total income from all sources (including contributions)2017-12-31$1,745,121
Total loss/gain on sale of assets2017-12-31$-12,321
Total of all expenses incurred2017-12-31$400,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$354,500
Expenses. Certain deemed distributions of participant loans2017-12-31$2,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$594,218
Value of total assets at end of year2017-12-31$9,354,111
Value of total assets at beginning of year2017-12-31$8,015,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,268
Total interest from all sources2017-12-31$14,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,285
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$84,285
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$284,574
Participant contributions at end of year2017-12-31$228,952
Participant contributions at beginning of year2017-12-31$300,905
Participant contributions at end of year2017-12-31$4,654
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,928,673
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,121,204
Other income not declared elsewhere2017-12-31$2,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,344,554
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,354,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,009,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,296,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,675,389
Interest on participant loans2017-12-31$14,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$179,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$257,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$257,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,405,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,326,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,062,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$309,644
Employer contributions (assets) at end of year2017-12-31$309,644
Employer contributions (assets) at beginning of year2017-12-31$333,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$354,500
Contract administrator fees2017-12-31$16,524
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,017
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$-12,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2017-12-31223008776
2016 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$946,198
Total loss/gain on sale of assets2016-12-31$-88,300
Total of all expenses incurred2016-12-31$214,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$162,219
Expenses. Certain deemed distributions of participant loans2016-12-31$844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$641,212
Value of total assets at end of year2016-12-31$8,015,574
Value of total assets at beginning of year2016-12-31$7,277,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,378
Total interest from all sources2016-12-31$17,748
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,734
Administrative expenses professional fees incurred2016-12-31$12,482
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$307,442
Participant contributions at end of year2016-12-31$300,905
Participant contributions at beginning of year2016-12-31$277,863
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,253
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,121,204
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,825,090
Other income not declared elsewhere2016-12-31$10,529
Administrative expenses (other) incurred2016-12-31$10,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$731,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,009,557
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,277,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,675,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,630,434
Interest on participant loans2016-12-31$17,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$257,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$212,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$212,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,326,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$347,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$333,770
Employer contributions (assets) at end of year2016-12-31$333,770
Employer contributions (assets) at beginning of year2016-12-31$324,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$162,219
Contract administrator fees2016-12-31$1,509
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,017
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-88,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2016-12-31223008776
2015 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,065
Total income from all sources (including contributions)2015-12-31$739,618
Total loss/gain on sale of assets2015-12-31$4,762
Total of all expenses incurred2015-12-31$314,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$278,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$650,119
Value of total assets at end of year2015-12-31$7,277,800
Value of total assets at beginning of year2015-12-31$6,854,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,624
Total interest from all sources2015-12-31$37,469
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$57,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$57,136
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$270,737
Participant contributions at end of year2015-12-31$277,863
Participant contributions at beginning of year2015-12-31$323,885
Participant contributions at end of year2015-12-31$7,253
Participant contributions at beginning of year2015-12-31$23,653
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,825,090
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,000,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,949
Other income not declared elsewhere2015-12-31$2,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$424,875
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,277,800
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,852,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$36,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,630,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,174,509
Interest on participant loans2015-12-31$16,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$212,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$324,433
Employer contributions (assets) at end of year2015-12-31$324,433
Employer contributions (assets) at beginning of year2015-12-31$327,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$278,119
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,065
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2015-12-31223008776
2014 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,065
Total income from all sources (including contributions)2014-12-31$659,630
Total loss/gain on sale of assets2014-12-31$-18,014
Total of all expenses incurred2014-12-31$153,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$591,901
Value of total assets at end of year2014-12-31$6,854,990
Value of total assets at beginning of year2014-12-31$6,348,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,084
Total interest from all sources2014-12-31$13,605
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,150
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$270,108
Participant contributions at end of year2014-12-31$323,885
Participant contributions at beginning of year2014-12-31$142,897
Participant contributions at end of year2014-12-31$23,653
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,000,741
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,090,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$506,171
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,852,925
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,346,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$48,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,174,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,958,962
Interest on participant loans2014-12-31$12,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$826,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$826,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$321,793
Employer contributions (assets) at end of year2014-12-31$327,794
Employer contributions (assets) at beginning of year2014-12-31$330,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$105,375
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,065
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,065
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$-18,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2014-12-31223008776
2013 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,615
Total income from all sources (including contributions)2013-12-31$1,271,010
Total loss/gain on sale of assets2013-12-31$108,671
Total of all expenses incurred2013-12-31$123,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$62,939
Value of total corrective distributions2013-12-31$22,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$611,981
Value of total assets at end of year2013-12-31$6,348,819
Value of total assets at beginning of year2013-12-31$5,202,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,658
Total interest from all sources2013-12-31$1,487
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$84,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$84,533
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$110,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$276,661
Participant contributions at end of year2013-12-31$142,897
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,090,821
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,717,339
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,320
Other income not declared elsewhere2013-12-31$78,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,147,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,346,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,199,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$38,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,958,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,463,209
Interest on participant loans2013-12-31$223
Interest earned on other investments2013-12-31$661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$826,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$386,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$330,000
Employer contributions (assets) at end of year2013-12-31$330,000
Employer contributions (assets) at beginning of year2013-12-31$21,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,939
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,065
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,615
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$108,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAEFELE, FLANAGAN& CO, PC
Accountancy firm EIN2013-12-31223008776
2012 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,065
Total income from all sources (including contributions)2012-12-31$1,060,047
Total loss/gain on sale of assets2012-12-31$275,452
Total of all expenses incurred2012-12-31$157,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$141,523
Value of total corrective distributions2012-12-31$550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$564,094
Value of total assets at end of year2012-12-31$5,202,226
Value of total assets at beginning of year2012-12-31$4,299,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,387
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,097
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$110,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,466
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,090
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,717,339
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,851,619
Other income not declared elsewhere2012-12-31$140,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$902,587
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,199,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,297,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,463,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,439,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$78,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$330,628
Employer contributions (assets) at end of year2012-12-31$21,678
Employer contributions (assets) at beginning of year2012-12-31$1,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$141,523
Contract administrator fees2012-12-31$6,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,615
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,065
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$275,452
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAEFELE, FLANAGAN & CO, PC
Accountancy firm EIN2012-12-31223008776
2011 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$501,334
Total loss/gain on sale of assets2011-12-31$4,848
Total of all expenses incurred2011-12-31$784,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$743,191
Value of total corrective distributions2011-12-31$38,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$462,743
Value of total assets at end of year2011-12-31$4,299,089
Value of total assets at beginning of year2011-12-31$4,580,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,472
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$17,321
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$550,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$179,868
Participant contributions at end of year2011-12-31$7,090
Participant contributions at beginning of year2011-12-31$7,770
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,851,619
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,357,596
Administrative expenses (other) incurred2011-12-31$2,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-283,243
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,297,024
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,580,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,439,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,195,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$16,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$282,875
Employer contributions (assets) at end of year2011-12-31$1,250
Employer contributions (assets) at beginning of year2011-12-31$19,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$743,191
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,065
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,108,797
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,103,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAEFELE, FLANAGAN & CO. PC
Accountancy firm EIN2011-12-31223008776
2010 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$827,525
Total loss/gain on sale of assets2010-12-31$-2,924
Total of all expenses incurred2010-12-31$462,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$450,630
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$10,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$527,384
Value of total assets at end of year2010-12-31$4,580,267
Value of total assets at beginning of year2010-12-31$4,215,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,174
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,936
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$550,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$208,384
Participant contributions at end of year2010-12-31$7,770
Participant contributions at beginning of year2010-12-31$8,816
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,357,596
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,229,044
Other income not declared elsewhere2010-12-31$147,138
Administrative expenses (other) incurred2010-12-31$1,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$364,879
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,580,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,215,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,195,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,976,628
Interest on participant loans2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$145,991
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$319,000
Employer contributions (assets) at end of year2010-12-31$19,075
Employer contributions (assets) at beginning of year2010-12-31$900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$450,630
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,245,291
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,248,215
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAEFELE, FLANAGAN & CO. PC
Accountancy firm EIN2010-12-31223008776
2009 : CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 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 CENTRAL COAST PEDIATRIC DENTAL GROUP PROFIT SHARING 401(K) PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753842-01
Policy instance 1
Insurance contract or identification number753842-01
Number of Individuals Covered150
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753842-01
Policy instance 1
Insurance contract or identification number753842-01
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered160
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $34,526
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees34526
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,543
Total amount of fees paid to insurance companyUSD $31,785
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31785
Insurance broker organization code?7
Commission paid to Insurance BrokerUSD $7,159
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $1,706
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1706
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?7
Insurance broker namePENSYS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number825526
Policy instance 1
Insurance contract or identification number825526
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,684
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,645
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSYS INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1