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NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH VALLEY ENDODONTICS P.A. has sponsored the creation of one or more 401k plans.

Company Name:NORTH VALLEY ENDODONTICS P.A.
Employer identification number (EIN):860799974
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING 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
0012012-01-01X2013-03-29
0012011-01-01STEVEN HYMOVITCH, D.D.S.2012-02-16
0012010-01-01STEVEN HYMOVITCH, D.D.S.2011-02-23

Plan Statistics for NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01142
Total number of active participants reported on line 7a of the Form 55002023-01-0191
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01139
Number of participants with account balances2023-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01161
Total number of active participants reported on line 7a of the Form 55002022-01-0177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01113
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012

Financial Data on NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$1,188,408
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$450,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$401,199
Expenses. Certain deemed distributions of participant loans2023-12-31$4,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$558,148
Value of total assets at end of year2023-12-31$3,944,124
Value of total assets at beginning of year2023-12-31$3,206,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$45,155
Total interest from all sources2023-12-31$7,127
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$93,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$93,796
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$321,000
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$544,274
Participant contributions at end of year2023-12-31$94,230
Participant contributions at beginning of year2023-12-31$57,324
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$13,874
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$737,733
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,944,124
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,206,391
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
Investment advisory and management fees2023-12-31$22,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,848,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,142,746
Interest on participant loans2023-12-31$7,127
Value of interest in common/collective trusts at end of year2023-12-31$1,093
Value of interest in common/collective trusts at beginning of year2023-12-31$6,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$529,227
Net investment gain or loss from common/collective trusts2023-12-31$110
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$401,199
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 name2023-12-31WALLACE, PLESE + DREHER, L.L.P.
Accountancy firm EIN2023-12-31860841383
2022 : NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-178,308
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$360,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$324,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$489,206
Value of total assets at end of year2022-12-31$3,206,391
Value of total assets at beginning of year2022-12-31$3,745,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,184
Total interest from all sources2022-12-31$201
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$140,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$140,417
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$375,000
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$489,206
Participant contributions at end of year2022-12-31$57,324
Participant contributions at beginning of year2022-12-31$3,658
Other income not declared elsewhere2022-12-31$452
Administrative expenses (other) incurred2022-12-31$36,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-538,616
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,206,391
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,745,007
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,142,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,740,426
Interest on participant loans2022-12-31$201
Value of interest in common/collective trusts at end of year2022-12-31$6,321
Value of interest in common/collective trusts at beginning of year2022-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-808,633
Net investment gain or loss from common/collective trusts2022-12-31$49
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$324,124
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 name2022-12-31WALLACE, PLESE DREHER, LLP
Accountancy firm EIN2022-12-31860841383
2021 : NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$982,413
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$551,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$511,853
Value of total corrective distributions2021-12-31$466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$456,062
Value of total assets at end of year2021-12-31$3,745,007
Value of total assets at beginning of year2021-12-31$3,313,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,703
Total interest from all sources2021-12-31$238
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$174,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$174,910
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$451,873
Participant contributions at end of year2021-12-31$3,658
Participant contributions at beginning of year2021-12-31$11,484
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,189
Other income not declared elsewhere2021-12-31$673
Administrative expenses (other) incurred2021-12-31$38,703
Total non interest bearing cash at beginning of year2021-12-31$8,551
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$431,391
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,745,007
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,313,616
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$3,740,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,293,581
Interest on participant loans2021-12-31$238
Value of interest in common/collective trusts at end of year2021-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$350,528
Net investment gain or loss from common/collective trusts2021-12-31$2
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$511,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31WALLACE, PLESE + DREHER, LLP
Accountancy firm EIN2021-12-31860841383

Form 5500 Responses for NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN

2023: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132531
Policy instance 1
Insurance contract or identification number132531
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-10-01
Total amount of commissions paid to insurance brokerUSD $1,332
Total amount of fees paid to insurance companyUSD $4,782
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?No
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
Commission paid to Insurance BrokerUSD $1,332
Amount paid for insurance broker fees4782
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker organization code?5

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