401k Plan data: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST plan

LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 401k Plan overview

Plan Name	LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST
Plan identification number	001

LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC has sponsored the creation of one or more 401k plans.

Company Name: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC

Employer identification number (EIN): 811681209

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ALAN A HARVEY DMD
001 2017-01-01 ALAN A HARVEY DMD

Plan Statistics for LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST

401k plan membership statisitcs for LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST

Measure Date Value
2022: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 10
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
2021: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 9
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
2019: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5

Measure	Date	Value
2022: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	10
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
2021: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	9
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
2019: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5

Financial Data on LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST

Measure	Date	Value
2022 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-247,546
Expenses. Total of all expenses incurred	2022-12-31	$13,059
Benefits paid (including direct rollovers)	2022-12-31	$2,560
Total plan assets at end of year	2022-12-31	$242,336
Total plan assets at beginning of year	2022-12-31	$502,941
Value of fidelity bond covering the plan	2022-12-31	$75,000
Total contributions received or receivable from participants	2022-12-31	$43,524
Expenses. Other expenses not covered elsewhere	2022-12-31	$10,499
Other income received	2022-12-31	$-358,225
Net income (gross income less expenses)	2022-12-31	$-260,605
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$242,336
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$502,941
Total contributions received or receivable from employer(s)	2022-12-31	$67,155
2021 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$94,867
Expenses. Total of all expenses incurred	2021-12-31	$6,891
Total plan assets at end of year	2021-12-31	$502,941
Total plan assets at beginning of year	2021-12-31	$414,965
Value of fidelity bond covering the plan	2021-12-31	$75,000
Total contributions received or receivable from participants	2021-12-31	$40,300
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,891
Other income received	2021-12-31	$-4,095
Net income (gross income less expenses)	2021-12-31	$87,976
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$502,941
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$414,965
Total contributions received or receivable from employer(s)	2021-12-31	$58,662
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$192,850
Expenses. Total of all expenses incurred	2020-12-31	$5,799
Total plan assets at end of year	2020-12-31	$414,965
Total plan assets at beginning of year	2020-12-31	$227,914
Value of fidelity bond covering the plan	2020-12-31	$65,000
Total contributions received or receivable from participants	2020-12-31	$40,300
Expenses. Other expenses not covered elsewhere	2020-12-31	$5,799
Other income received	2020-12-31	$94,124
Net income (gross income less expenses)	2020-12-31	$187,051
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$414,965
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$227,914
Total contributions received or receivable from employer(s)	2020-12-31	$58,426
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$115,635
Expenses. Total of all expenses incurred	2019-12-31	$9,053
Benefits paid (including direct rollovers)	2019-12-31	$6,797
Total plan assets at end of year	2019-12-31	$227,914
Total plan assets at beginning of year	2019-12-31	$121,332
Value of fidelity bond covering the plan	2019-12-31	$40,000
Total contributions received or receivable from participants	2019-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,256
Other income received	2019-12-31	$28,445
Net income (gross income less expenses)	2019-12-31	$106,582
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$227,914
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$121,332
Total contributions received or receivable from employer(s)	2019-12-31	$48,690
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$67,452
Expenses. Total of all expenses incurred	2018-12-31	$710
Total plan assets at end of year	2018-12-31	$121,332
Total plan assets at beginning of year	2018-12-31	$54,590
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$37,200
Expenses. Other expenses not covered elsewhere	2018-12-31	$710
Other income received	2018-12-31	$2,643
Net income (gross income less expenses)	2018-12-31	$66,742
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$121,332
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$54,590
Total contributions received or receivable from employer(s)	2018-12-31	$27,609
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$54,713
Expenses. Total of all expenses incurred	2017-12-31	$123
Total plan assets at end of year	2017-12-31	$54,590
Value of fidelity bond covering the plan	2017-12-31	$15,000
Total contributions received or receivable from participants	2017-12-31	$38,300
Expenses. Other expenses not covered elsewhere	2017-12-31	$123
Other income received	2017-12-31	$3,491
Net income (gross income less expenses)	2017-12-31	$54,590
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$54,590
Total contributions received or receivable from employer(s)	2017-12-31	$12,922
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0

Form 5500 Responses for LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST

2022: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC 401K PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKESIDE ORAL & FACIAL SURGERY INSTITUTE LLC
Employer identification number (EIN):	811681209
NAIC Classification:	621210
NAIC Description:	Offices of Dentists