401k Plan data: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN plan

STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

STEPHEN M. CASAGRANDE, D.D.S., INC. 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEPHEN M. CASAGRANDE, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN M. CASAGRANDE, D.D.S., INC.

Employer identification number (EIN): 942448985

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEPHEN CASAGRANDE
003 2016-01-01 STEPHEN CASAGRANDE
003 2015-01-01 STEPHEN CASAGRANDE
003 2014-01-01 STEPHEN CASAGRANDE
003 2013-01-01 STEPHEN CASAGRANDE
003 2012-01-01 STEPHEN CASAGRANDE
003 2011-01-01 STEPHEN CASAGRANDE

Plan Statistics for STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 14
Number of participants with account balances 2023-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 11
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 2
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 3
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	14
Number of participants with account balances	2023-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	11
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	2
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	3
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$127,645
Expenses. Total of all expenses incurred	2023-12-31	$74,146
Benefits paid (including direct rollovers)	2023-12-31	$73,817
Total plan assets at end of year	2023-12-31	$3,207,132
Total plan assets at beginning of year	2023-12-31	$3,153,633
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$18,791
Assets. Value of loans (other than to participants)	2023-12-31	$190,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$108,854
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$53,499
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,207,132
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,153,633
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$329
2022 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$142,805
Expenses. Total of all expenses incurred	2022-12-31	$73,207
Benefits paid (including direct rollovers)	2022-12-31	$73,052
Total plan assets at end of year	2022-12-31	$3,153,633
Total plan assets at beginning of year	2022-12-31	$3,084,035
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$38,336
Assets. Value of loans (other than to participants)	2022-12-31	$221,999
Expenses. Other expenses not covered elsewhere	2022-12-31	$155
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$31,907
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$69,598
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,153,633
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,084,035
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$6,973
Total contributions received or receivable from employer(s)	2022-12-31	$72,562
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$131,997
Expenses. Total of all expenses incurred	2021-12-31	$331,512
Benefits paid (including direct rollovers)	2021-12-31	$330,922
Total plan assets at end of year	2021-12-31	$3,084,035
Total plan assets at beginning of year	2021-12-31	$3,283,550
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$43,920
Assets. Value of loans (other than to participants)	2021-12-31	$120,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$30,410
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-199,515
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,084,035
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,283,550
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$14,479
Total contributions received or receivable from employer(s)	2021-12-31	$57,667
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$174,414
Expenses. Total of all expenses incurred	2020-12-31	$60,750
Benefits paid (including direct rollovers)	2020-12-31	$60,715
Total plan assets at end of year	2020-12-31	$3,283,550
Total plan assets at beginning of year	2020-12-31	$3,169,886
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$50,901
Assets. Value of loans (other than to participants)	2020-12-31	$377,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$63,230
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$113,664
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,283,550
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,169,886
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$7,505
Total contributions received or receivable from employer(s)	2020-12-31	$60,283
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$186,597
Expenses. Total of all expenses incurred	2019-12-31	$26,773
Benefits paid (including direct rollovers)	2019-12-31	$26,748
Total plan assets at end of year	2019-12-31	$3,169,886
Total plan assets at beginning of year	2019-12-31	$3,010,062
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$46,760
Assets. Value of loans (other than to participants)	2019-12-31	$275,000
Other income received	2019-12-31	$75,599
Net income (gross income less expenses)	2019-12-31	$159,824
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,169,886
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,010,062
Total contributions received or receivable from employer(s)	2019-12-31	$64,238
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
2018 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$157,476
Expenses. Total of all expenses incurred	2018-12-31	$117,043
Benefits paid (including direct rollovers)	2018-12-31	$116,643
Total plan assets at end of year	2018-12-31	$3,010,062
Total plan assets at beginning of year	2018-12-31	$2,969,629
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$42,294
Assets. Value of loans (other than to participants)	2018-12-31	$262,069
Other income received	2018-12-31	$33,687
Net income (gross income less expenses)	2018-12-31	$40,433
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,010,062
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,969,629
Total contributions received or receivable from employer(s)	2018-12-31	$81,495
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$400
2017 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$200
Total income from all sources	2017-12-31	$137,090
Expenses. Total of all expenses incurred	2017-12-31	$45
Benefits paid (including direct rollovers)	2017-12-31	$45
Total plan assets at end of year	2017-12-31	$2,969,629
Total plan assets at beginning of year	2017-12-31	$2,832,784
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$23,890
Assets. Value of loans (other than to participants)	2017-12-31	$69,828
Noncash contributions received	2017-12-31	$17,700
Net income (gross income less expenses)	2017-12-31	$137,045
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,969,629
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,832,584
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$8,960
Total contributions received or receivable from employer(s)	2017-12-31	$95,500
2016 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$200
Total income from all sources	2016-12-31	$135,189
Expenses. Total of all expenses incurred	2016-12-31	$35,712
Benefits paid (including direct rollovers)	2016-12-31	$35,712
Total plan assets at end of year	2016-12-31	$2,832,784
Total plan assets at beginning of year	2016-12-31	$2,733,107
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$42,560
Assets. Value of loans (other than to participants)	2016-12-31	$125,000
Other income received	2016-12-31	$32,056
Net income (gross income less expenses)	2016-12-31	$99,477
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,832,584
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,733,107
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$8,960
Total contributions received or receivable from employer(s)	2016-12-31	$60,573
2015 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$148,761
Expenses. Total of all expenses incurred	2015-12-31	$9,551
Benefits paid (including direct rollovers)	2015-12-31	$9,276
Total plan assets at end of year	2015-12-31	$2,733,107
Total plan assets at beginning of year	2015-12-31	$2,593,897
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$46,168
Assets. Value of loans (other than to participants)	2015-12-31	$125,000
Other income received	2015-12-31	$16,790
Net income (gross income less expenses)	2015-12-31	$139,210
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,733,107
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,593,897
Total contributions received or receivable from employer(s)	2015-12-31	$85,803
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$275
2014 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$142,210
Expenses. Total of all expenses incurred	2014-12-31	$1,000
Total plan assets at end of year	2014-12-31	$2,593,897
Total plan assets at beginning of year	2014-12-31	$2,452,687
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$44,734
Assets. Value of loans (other than to participants)	2014-12-31	$168,097
Other income received	2014-12-31	$36,976
Net income (gross income less expenses)	2014-12-31	$141,210
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,593,897
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,452,687
Total contributions received or receivable from employer(s)	2014-12-31	$60,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,000
2013 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$142,673
Expenses. Total of all expenses incurred	2013-12-31	$48,038
Benefits paid (including direct rollovers)	2013-12-31	$47,833
Total plan assets at end of year	2013-12-31	$2,452,687
Total plan assets at beginning of year	2013-12-31	$2,358,052
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$40,854
Assets. Value of loans (other than to participants)	2013-12-31	$190,000
Other income received	2013-12-31	$33,819
Net income (gross income less expenses)	2013-12-31	$94,635
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,452,687
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,358,052
Total contributions received or receivable from employer(s)	2013-12-31	$68,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$205
2012 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$144,898
Expenses. Total of all expenses incurred	2012-12-31	$7,800
Benefits paid (including direct rollovers)	2012-12-31	$7,595
Total plan assets at end of year	2012-12-31	$2,358,052
Total plan assets at beginning of year	2012-12-31	$2,220,954
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$33,111
Assets. Value of loans (other than to participants)	2012-12-31	$190,000
Other income received	2012-12-31	$36,787
Net income (gross income less expenses)	2012-12-31	$137,098
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,358,052
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,220,954
Total contributions received or receivable from employer(s)	2012-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$205
2011 : STEPHEN M. CASAGRANDE, D.D.S., INC. 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	$164,863
Total plan assets at end of year	2011-12-31	$2,220,954
Total plan assets at beginning of year	2011-12-31	$2,056,091
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$35,156
Assets. Value of loans (other than to participants)	2011-12-31	$190,000
Other income received	2011-12-31	$39,614
Net income (gross income less expenses)	2011-12-31	$164,863
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,220,954
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,056,091
Total contributions received or receivable from employer(s)	2011-12-31	$90,093
2010 : STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$194,864
Expenses. Total of all expenses incurred	2010-12-31	$5,019
Benefits paid (including direct rollovers)	2010-12-31	$4,814
Total plan assets at end of year	2010-12-31	$2,056,091
Total plan assets at beginning of year	2010-12-31	$1,866,246
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$34,650
Assets. Value of loans (other than to participants)	2010-12-31	$190,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$45,214
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$189,845
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,056,091
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,866,246
Total contributions received or receivable from employer(s)	2010-12-31	$115,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$205

Form 5500 Responses for STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

2023: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN M. CASAGRANDE, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN M. CASAGRANDE, D.D.S., INC.
Employer identification number (EIN):	942448985
NAIC Classification:	621210
NAIC Description:	Offices of Dentists