401k Plan data: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN plan

DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	002

DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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

DAVID B. SANDQUIST, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name: DAVID B. SANDQUIST, D.D.S., LTD.

Employer identification number (EIN): 880171892

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DOUGLAS SANDQUIST 2024-07-22
002 2022-01-01 DOUGLAS SANDQUIST 2023-08-14
002 2021-01-01 DOUGLAS D. SANDQUIST 2022-05-12
002 2021-01-01 DOUGLAS SANDQUIST 2023-08-11
002 2020-01-01 DOUGLAS D. SANDQUIST 2021-02-24
002 2019-01-01 DAVID B. SANDQUIST, DDS 2020-04-09
002 2018-01-01 DAVID B. SANDQUIST, DDS 2019-03-18
002 2017-01-01 DAVID B. SANDQUIST, DDS 2018-06-07
002 2016-01-01 DAVID B. SANDQUIST, DDS 2017-01-17
002 2015-01-01 DAVID B. SANDQUIST, DDS 2016-04-04
002 2014-01-01 DAVID B. SANDQUIST, DDS 2015-07-17
002 2013-01-01 DAVID B. SANDQUIST, DDS
002 2012-01-01 DAVID B. SANDQUIST, DDS
002 2011-01-01 DAVID B. SANDQUIST, DDS
002 2009-01-01 DAVID B. SANDQUIST, D.D.S. DAVID B. SANDQUIST, D.D.S. 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DOUGLAS SANDQUIST	2024-07-22
002	2022-01-01	DOUGLAS SANDQUIST	2023-08-14
002	2021-01-01	DOUGLAS D. SANDQUIST	2022-05-12
002	2021-01-01	DOUGLAS SANDQUIST	2023-08-11
002	2020-01-01	DOUGLAS D. SANDQUIST	2021-02-24
002	2019-01-01	DAVID B. SANDQUIST, DDS	2020-04-09
002	2018-01-01	DAVID B. SANDQUIST, DDS	2019-03-18
002	2017-01-01	DAVID B. SANDQUIST, DDS	2018-06-07
002	2016-01-01	DAVID B. SANDQUIST, DDS	2017-01-17
002	2015-01-01	DAVID B. SANDQUIST, DDS	2016-04-04
002	2014-01-01	DAVID B. SANDQUIST, DDS	2015-07-17
002	2013-01-01	DAVID B. SANDQUIST, DDS
002	2012-01-01	DAVID B. SANDQUIST, DDS
002	2011-01-01	DAVID B. SANDQUIST, DDS
002	2009-01-01	DAVID B. SANDQUIST, D.D.S.		DAVID B. SANDQUIST, D.D.S.	2010-07-15

Plan Statistics for DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$405,736
Expenses. Total of all expenses incurred	2013-12-31	$94,202
Benefits paid (including direct rollovers)	2013-12-31	$78,513
Total plan assets at end of year	2013-12-31	$2,304,764
Total plan assets at beginning of year	2013-12-31	$1,993,230
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$52,720
Other income received	2013-12-31	$344,358
Net income (gross income less expenses)	2013-12-31	$311,534
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,304,764
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,993,230
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$7,257
Total contributions received or receivable from employer(s)	2013-12-31	$8,658
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$252,482
Expenses. Total of all expenses incurred	2012-12-31	$15,293
Total plan assets at end of year	2012-12-31	$1,993,230
Total plan assets at beginning of year	2012-12-31	$1,756,041
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$53,800
Other income received	2012-12-31	$189,848
Net income (gross income less expenses)	2012-12-31	$237,189
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,993,230
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,756,041
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$7,257
Total contributions received or receivable from employer(s)	2012-12-31	$8,834
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,293
2011 : DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-18,814
Expenses. Total of all expenses incurred	2011-12-31	$15,004
Total plan assets at end of year	2011-12-31	$1,756,041
Total plan assets at beginning of year	2011-12-31	$1,789,859
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$49,550
Other income received	2011-12-31	$-77,276
Net income (gross income less expenses)	2011-12-31	$-33,818
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,756,041
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,789,859
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$7,257
Total contributions received or receivable from employer(s)	2011-12-31	$8,912
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,004
2010 : DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$151
Total income from all sources	2010-12-31	$226,024
Expenses. Total of all expenses incurred	2010-12-31	$102,986
Benefits paid (including direct rollovers)	2010-12-31	$89,058
Total plan assets at end of year	2010-12-31	$1,789,859
Total plan assets at beginning of year	2010-12-31	$1,666,972
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$48,700
Other income received	2010-12-31	$168,909
Net income (gross income less expenses)	2010-12-31	$123,038
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,789,859
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,666,821
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$7,257
Total contributions received or receivable from employer(s)	2010-12-31	$8,415
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

2013: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID B. SANDQUIST, D.D.S., LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID B. SANDQUIST, D.D.S., LTD.
Employer identification number (EIN):	880171892
NAIC Classification:	621210
NAIC Description:	Offices of Dentists