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PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST
Plan identification number 001

PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 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
  • 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.
  • 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 DENTISTRY OF LOS ALTOS has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC DENTISTRY OF LOS ALTOS
Employer identification number (EIN):941721658
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KARINDEEP CHIMA KARINDEEP CHIMA2018-09-06
0012016-07-01KARINDEEP CHIMA KARINDEEP CHIMA2017-08-14
0012015-07-01KARINDEEP CHIMA KARINDEEP CHIMA2016-09-27
0012014-07-01KARINDEEP CHIMA KARINDEEP CHIMA2015-09-10
0012013-07-01KARINDEEP CHIMA KARINDEEP CHIMA2014-09-29
0012012-07-01KARIN CHIMA KARIN CHIMA2013-09-24
0012011-07-01JAMES S KELLY JAMES S KELLY2012-09-26
0012009-07-01JAMES KELLY JAMES KELLY2010-10-01

Plan Statistics for PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-0120
Total number of active participants reported on line 7a of the Form 55002022-07-0118
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-012
Total of all active and inactive participants2022-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0120
Number of participants with account balances2022-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-012
2021: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-0120
Total number of active participants reported on line 7a of the Form 55002021-07-0118
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-012
Total of all active and inactive participants2021-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0120
Number of participants with account balances2021-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-0118
Total number of active participants reported on line 7a of the Form 55002020-07-0118
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-012
Total of all active and inactive participants2020-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0120
Number of participants with account balances2020-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-0116
Total number of active participants reported on line 7a of the Form 55002019-07-0116
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-012
Total of all active and inactive participants2019-07-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0118
Number of participants with account balances2019-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-0121
Total number of active participants reported on line 7a of the Form 55002018-07-0115
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0116
Number of participants with account balances2018-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-0122
Total number of active participants reported on line 7a of the Form 55002017-07-0120
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0121
Number of participants with account balances2017-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-0123
Total number of active participants reported on line 7a of the Form 55002016-07-0121
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0122
Number of participants with account balances2016-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-0119
Total number of active participants reported on line 7a of the Form 55002015-07-0122
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0123
Number of participants with account balances2015-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-0122
Total number of active participants reported on line 7a of the Form 55002014-07-0118
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0119
Number of participants with account balances2014-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0121
Total number of active participants reported on line 7a of the Form 55002013-07-0121
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0122
Number of participants with account balances2013-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0121
Total number of active participants reported on line 7a of the Form 55002012-07-0120
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0121
Number of participants with account balances2012-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0121
Total number of active participants reported on line 7a of the Form 55002011-07-0121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0121
Number of participants with account balances2011-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0117
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0120
Number of participants with account balances2009-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$498,738
Expenses. Total of all expenses incurred2023-06-30$29,633
Benefits paid (including direct rollovers)2023-06-30$4,765
Total plan assets at end of year2023-06-30$4,309,138
Total plan assets at beginning of year2023-06-30$3,840,033
Value of fidelity bond covering the plan2023-06-30$300,000
Total contributions received or receivable from participants2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$24,868
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$364,014
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$469,105
Net plan assets at end of year (total assets less liabilities)2023-06-30$4,309,138
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$3,840,033
Total contributions received or receivable from employer(s)2023-06-30$134,724
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-509,925
Expenses. Total of all expenses incurred2022-06-30$90,754
Benefits paid (including direct rollovers)2022-06-30$75,150
Total plan assets at end of year2022-06-30$3,840,033
Total plan assets at beginning of year2022-06-30$4,440,712
Value of fidelity bond covering the plan2022-06-30$300,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$15,604
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-648,565
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-600,679
Net plan assets at end of year (total assets less liabilities)2022-06-30$3,840,033
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$4,440,712
Assets. Value of participant loans2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$138,640
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
2021 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$1,877,320
Expenses. Total of all expenses incurred2021-06-30$399,903
Benefits paid (including direct rollovers)2021-06-30$351,791
Total plan assets at end of year2021-06-30$4,440,712
Total plan assets at beginning of year2021-06-30$2,963,295
Value of fidelity bond covering the plan2021-06-30$300,000
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$48,112
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$1,646,453
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$1,477,417
Net plan assets at end of year (total assets less liabilities)2021-06-30$4,440,712
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$2,963,295
Assets. Value of participant loans2021-06-30$1,236
Total contributions received or receivable from employer(s)2021-06-30$230,867
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$-403,309
Expenses. Total of all expenses incurred2020-06-30$270,694
Benefits paid (including direct rollovers)2020-06-30$205,157
Total plan assets at end of year2020-06-30$2,963,295
Total plan assets at beginning of year2020-06-30$3,637,298
Value of fidelity bond covering the plan2020-06-30$300,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$65,537
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-542,740
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-674,003
Net plan assets at end of year (total assets less liabilities)2020-06-30$2,963,295
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$3,637,298
Assets. Value of participant loans2020-06-30$8,685
Total contributions received or receivable from employer(s)2020-06-30$139,431
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
2019 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$-105,360
Expenses. Total of all expenses incurred2019-06-30$190,349
Benefits paid (including direct rollovers)2019-06-30$119,021
Total plan assets at end of year2019-06-30$3,637,298
Total plan assets at beginning of year2019-06-30$3,933,007
Value of fidelity bond covering the plan2019-06-30$300,000
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$71,328
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$-247,155
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-295,709
Net plan assets at end of year (total assets less liabilities)2019-06-30$3,637,298
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$3,933,007
Assets. Value of participant loans2019-06-30$16,524
Total contributions received or receivable from employer(s)2019-06-30$141,795
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$1,789
Total income from all sources2018-06-30$575,102
Expenses. Total of all expenses incurred2018-06-30$109,441
Benefits paid (including direct rollovers)2018-06-30$39,655
Total plan assets at end of year2018-06-30$3,933,007
Total plan assets at beginning of year2018-06-30$3,469,135
Value of fidelity bond covering the plan2018-06-30$300,000
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$69,786
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$338,642
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$465,661
Net plan assets at end of year (total assets less liabilities)2018-06-30$3,933,007
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,467,346
Assets. Value of participant loans2018-06-30$26,524
Total contributions received or receivable from employer(s)2018-06-30$236,460
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$1,789
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$964,673
Expenses. Total of all expenses incurred2017-06-30$55,496
Benefits paid (including direct rollovers)2017-06-30$8,947
Total plan assets at end of year2017-06-30$3,469,135
Total plan assets at beginning of year2017-06-30$2,558,169
Value of fidelity bond covering the plan2017-06-30$300,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$46,549
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$698,140
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$909,177
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,467,346
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,558,169
Assets. Value of participant loans2017-06-30$41,604
Total contributions received or receivable from employer(s)2017-06-30$266,533
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$1,508
Total income from all sources2016-06-30$90,180
Expenses. Total of all expenses incurred2016-06-30$46,318
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$2,558,169
Total plan assets at beginning of year2016-06-30$2,515,815
Value of fidelity bond covering the plan2016-06-30$300,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$46,318
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-122,927
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$43,862
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,558,169
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,514,307
Assets. Value of participant loans2016-06-30$41,079
Total contributions received or receivable from employer(s)2016-06-30$213,107
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$1,508
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$-248,354
Expenses. Total of all expenses incurred2015-06-30$1,423,656
Benefits paid (including direct rollovers)2015-06-30$1,360,035
Total plan assets at end of year2015-06-30$2,515,815
Total plan assets at beginning of year2015-06-30$4,186,317
Value of fidelity bond covering the plan2015-06-30$300,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$63,621
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-452,767
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-1,672,010
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,514,307
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$4,186,317
Assets. Value of participant loans2015-06-30$12,229
Total contributions received or receivable from employer(s)2015-06-30$204,413
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$944,652
Expenses. Total of all expenses incurred2014-06-30$133,378
Benefits paid (including direct rollovers)2014-06-30$58,167
Total plan assets at end of year2014-06-30$4,186,317
Total plan assets at beginning of year2014-06-30$3,375,043
Value of fidelity bond covering the plan2014-06-30$300,000
Total contributions received or receivable from participants2014-06-30$5,500
Expenses. Other expenses not covered elsewhere2014-06-30$75,211
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$705,575
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$811,274
Net plan assets at end of year (total assets less liabilities)2014-06-30$4,186,317
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,375,043
Assets. Value of participant loans2014-06-30$22,085
Total contributions received or receivable from employer(s)2014-06-30$233,577
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$38,599
Total income from all sources2013-06-30$834,820
Expenses. Total of all expenses incurred2013-06-30$191,672
Benefits paid (including direct rollovers)2013-06-30$132,935
Total plan assets at end of year2013-06-30$3,375,043
Total plan assets at beginning of year2013-06-30$2,770,494
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$16,500
Expenses. Other expenses not covered elsewhere2013-06-30$58,737
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$580,451
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$643,148
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,375,043
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,731,895
Assets. Value of participant loans2013-06-30$49,547
Total contributions received or receivable from employer(s)2013-06-30$237,869
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$38,599
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$198,355
Expenses. Total of all expenses incurred2012-06-30$116,467
Benefits paid (including direct rollovers)2012-06-30$68,972
Total plan assets at end of year2012-06-30$2,770,494
Total plan assets at beginning of year2012-06-30$2,650,007
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$22,000
Expenses. Other expenses not covered elsewhere2012-06-30$47,495
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-48,036
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$81,888
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,731,895
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,650,007
Assets. Value of participant loans2012-06-30$33,250
Total contributions received or receivable from employer(s)2012-06-30$224,391
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$816,613
Expenses. Total of all expenses incurred2011-06-30$42,060
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$2,650,007
Total plan assets at beginning of year2011-06-30$1,875,454
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$27,500
Expenses. Other expenses not covered elsewhere2011-06-30$42,060
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$553,245
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$774,553
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,650,007
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,875,454
Total contributions received or receivable from employer(s)2011-06-30$235,868
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
2010 : PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST

2022: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PEDIATRIC DENTISTRY OF LOS ALTOS PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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