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PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 401k Plan overview

Plan NamePEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN
Plan identification number 001

PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEDIATRIC DENTAL ASSOCIATES OF COLO has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC DENTAL ASSOCIATES OF COLO
Employer identification number (EIN):841494628
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA CARLSON-MARKS, D.D.S.2023-06-22
0012022-01-01LISA CARLSON-MARKS, D.D.S.2023-04-18
0012021-01-01LISA CARLSON-MARKS, D.D.S.2022-05-02
0012020-01-01LISA CARLSON-MARKS, D.D.S.2021-06-03 LISA CARLSON-MARKS DDS2021-06-03
0012020-01-01LISA CARLSON-MARKS, D.D.S.2021-05-27 LISA CARLSON-MARKS DDS2021-05-27
0012020-01-01LISA CARLSON-MARKS, D.D.S.2021-06-03 LISA CARLSON-MARKS DDS2021-06-03
0012019-01-01LISA CARLSON-MARKS, D.D.S.2020-05-27 LISA CARLSON-MARKS2020-05-27
0012018-01-01LISA CARLSON-MARKS, D.D.S.2019-04-25
0012017-01-01LISA CARLSON-MARKS, D.D.S.2018-05-10
0012016-01-01LISA CARLSON-MARKS, D.D.S.2017-04-22
0012015-01-01LISA CARLSON-MARKS, D.D.S.2016-05-12
0012014-01-01LISA CARLSON-MARKS, D.D.S.2015-10-20
0012014-01-01LISA CARLSON-MARKS, D.D.S.2015-04-06
0012013-01-01LISA CARLSON-MARKS
0012012-01-01LISA CARLSON-MARKS
0012011-01-01LISA CARLSON-MARKS
0012010-01-01LISA CARLSON-MARKS
0012009-01-01LISA CARLSON-MARKS LISA CARLSON-MARKS2010-04-15

Plan Statistics for PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN

401k plan membership statisitcs for PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN

Measure Date Value
2013: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN

Measure Date Value
2013 : PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$155,413
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$729,673
Total plan assets at beginning of year2013-12-31$574,260
Value of fidelity bond covering the plan2013-12-31$35,000
Total contributions received or receivable from participants2013-12-31$44,540
Other income received2013-12-31$85,311
Net income (gross income less expenses)2013-12-31$155,413
Net plan assets at end of year (total assets less liabilities)2013-12-31$729,673
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$574,260
Assets. Value of participant loans2013-12-31$10,655
Total contributions received or receivable from employer(s)2013-12-31$25,562
2012 : PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$97,737
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$574,260
Total plan assets at beginning of year2012-12-31$476,523
Value of fidelity bond covering the plan2012-12-31$35,000
Total contributions received or receivable from participants2012-12-31$42,880
Other income received2012-12-31$31,012
Net income (gross income less expenses)2012-12-31$97,737
Net plan assets at end of year (total assets less liabilities)2012-12-31$574,260
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$476,523
Assets. Value of participant loans2012-12-31$15,657
Total contributions received or receivable from employer(s)2012-12-31$23,845
2011 : PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$59,470
Expenses. Total of all expenses incurred2011-12-31$3,623
Benefits paid (including direct rollovers)2011-12-31$3,623
Total plan assets at end of year2011-12-31$476,523
Total plan assets at beginning of year2011-12-31$420,676
Value of fidelity bond covering the plan2011-12-31$35,000
Total contributions received or receivable from participants2011-12-31$43,930
Other income received2011-12-31$-6,830
Net income (gross income less expenses)2011-12-31$55,847
Net plan assets at end of year (total assets less liabilities)2011-12-31$476,523
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$420,676
Assets. Value of participant loans2011-12-31$7,377
Total contributions received or receivable from employer(s)2011-12-31$22,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$93,187
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$420,676
Total plan assets at beginning of year2010-12-31$327,489
Value of fidelity bond covering the plan2010-12-31$35,000
Total contributions received or receivable from participants2010-12-31$40,260
Other income received2010-12-31$28,973
Net income (gross income less expenses)2010-12-31$93,187
Net plan assets at end of year (total assets less liabilities)2010-12-31$420,676
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$327,489
Assets. Value of participant loans2010-12-31$4,781
Total contributions received or receivable from employer(s)2010-12-31$23,954
2009 : PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K 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 PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN

2013: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K 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: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K 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: PEDIATRIC DENTAL ASSOCIATES OF COLORADO 401K 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

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