DR. JEFFREY A. SALADIN, DENTAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR JEFFREY A SALADIN DENTAL CORP 401K PROFIT SHARING PLAN
401k plan membership statisitcs for DR JEFFREY A SALADIN DENTAL CORP 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2021 : DR JEFFREY A SALADIN DENTAL CORP 401K PROFIT SHARING PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $33,410 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $21,321 |
Total income from all sources (including contributions) | 2021-12-31 | $2,041,776 |
Total of all expenses incurred | 2021-12-31 | $624,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $603,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,534,188 |
Value of total assets at end of year | 2021-12-31 | $5,809,226 |
Value of total assets at beginning of year | 2021-12-31 | $4,379,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,731 |
Total interest from all sources | 2021-12-31 | $3,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $14,871 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $671,849 |
Participant contributions at end of year | 2021-12-31 | $76,606 |
Participant contributions at beginning of year | 2021-12-31 | $23,083 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $560,820 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $6,183 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $27,227 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $15,138 |
Total non interest bearing cash at end of year | 2021-12-31 | $51,607 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $22,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,417,455 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,775,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,358,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,678,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,049,255 |
Interest on participant loans | 2021-12-31 | $3,906 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $503,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $301,519 |
Employer contributions (assets) at end of year | 2021-12-31 | $295 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $285,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $603,590 |
Contract administrator fees | 2021-12-31 | $5,860 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2021-12-31 | 814637885 |
2020 : DR JEFFREY A SALADIN DENTAL CORP 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $21,321 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,706 |
Total income from all sources (including contributions) | 2020-12-31 | $1,514,317 |
Total of all expenses incurred | 2020-12-31 | $451,003 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $430,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $905,222 |
Value of total assets at end of year | 2020-12-31 | $4,379,682 |
Value of total assets at beginning of year | 2020-12-31 | $3,302,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,170 |
Total interest from all sources | 2020-12-31 | $1,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $16,394 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $480,007 |
Participant contributions at end of year | 2020-12-31 | $23,083 |
Participant contributions at beginning of year | 2020-12-31 | $33,240 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $140,136 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $6,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $6,183 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $15,138 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,523 |
Total non interest bearing cash at end of year | 2020-12-31 | $22,265 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $15,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,063,314 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,358,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,295,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,049,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,052,239 |
Interest on participant loans | 2020-12-31 | $1,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $607,202 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $285,079 |
Employer contributions (assets) at end of year | 2020-12-31 | $285,079 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $201,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $430,833 |
Contract administrator fees | 2020-12-31 | $3,776 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2020-12-31 | 814637885 |
2019 : DR JEFFREY A SALADIN DENTAL CORP 401K PROFIT SHARING PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,706 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,706 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,768 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,768 |
Total income from all sources (including contributions) | 2019-12-31 | $1,130,333 |
Total income from all sources (including contributions) | 2019-12-31 | $1,130,333 |
Total of all expenses incurred | 2019-12-31 | $202,028 |
Total of all expenses incurred | 2019-12-31 | $202,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $197,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $197,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $664,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $664,538 |
Value of total assets at end of year | 2019-12-31 | $3,302,753 |
Value of total assets at end of year | 2019-12-31 | $3,302,753 |
Value of total assets at beginning of year | 2019-12-31 | $2,371,510 |
Value of total assets at beginning of year | 2019-12-31 | $2,371,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,822 |
Total interest from all sources | 2019-12-31 | $3,119 |
Total interest from all sources | 2019-12-31 | $3,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,641 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,641 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $340,000 |
Value of fidelity bond cover | 2019-12-31 | $340,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $352,491 |
Contributions received from participants | 2019-12-31 | $352,491 |
Participant contributions at end of year | 2019-12-31 | $33,240 |
Participant contributions at end of year | 2019-12-31 | $33,240 |
Participant contributions at beginning of year | 2019-12-31 | $53,228 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $110,339 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $110,339 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $6,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $6,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,523 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,523 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $4,768 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $4,768 |
Total non interest bearing cash at end of year | 2019-12-31 | $15,567 |
Total non interest bearing cash at end of year | 2019-12-31 | $15,567 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $928,305 |
Value of net income/loss | 2019-12-31 | $928,305 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,295,047 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,295,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,366,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,366,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,052,239 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,052,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,202,873 |
Interest on participant loans | 2019-12-31 | $3,119 |
Interest on participant loans | 2019-12-31 | $3,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $462,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $462,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $201,708 |
Contributions received in cash from employer | 2019-12-31 | $201,708 |
Employer contributions (assets) at end of year | 2019-12-31 | $201,707 |
Employer contributions (assets) at end of year | 2019-12-31 | $201,707 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $112,288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $197,206 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $197,206 |
Contract administrator fees | 2019-12-31 | $3,181 |
Contract administrator fees | 2019-12-31 | $3,181 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LEE CPA AUDIT GROUP |
Accountancy firm name | 2019-12-31 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2019-12-31 | 814637885 |
Accountancy firm EIN | 2019-12-31 | 814637885 |