401k Plan data: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN plan

LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN
Plan identification number	001

LAWRENCE E. PORTEOUS, DDS, ADC 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.
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

LAWRENCE E. PORTEOUS, DDS, ADC has sponsored the creation of one or more 401k plans.

Company Name: LAWRENCE E. PORTEOUS, DDS, ADC

Employer identification number (EIN): 942910589

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LAWRENCE PORTEOUS, DDS 2023-09-07
001 2021-01-01 LAWRENCE PORTEOUS, DDS 2022-09-27
001 2020-01-01 LAWRENCE PORTEOUS, DDS 2021-10-04
001 2019-01-01 LAWRENCE PORTEOUS, DDS 2020-10-07
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 LAWRENCE E. PORTEOUS, DDS
001 2012-01-01 LAWRENCE E. PORTEOUS, DDS
001 2011-01-01 DR. LAWRENCE E. PORTEOUS
001 2009-01-01 LAWRENCE E. PORTEOUS, DDS 2010-07-14
001 2009-01-01 LAWRENCE E. PORTEOUS, DDS LAWRENCE E. PORTEOUS, DDS 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LAWRENCE PORTEOUS, DDS	2023-09-07
001	2021-01-01	LAWRENCE PORTEOUS, DDS	2022-09-27
001	2020-01-01	LAWRENCE PORTEOUS, DDS	2021-10-04
001	2019-01-01	LAWRENCE PORTEOUS, DDS	2020-10-07
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	LAWRENCE E. PORTEOUS, DDS
001	2012-01-01	LAWRENCE E. PORTEOUS, DDS
001	2011-01-01	DR. LAWRENCE E. PORTEOUS
001	2009-01-01			LAWRENCE E. PORTEOUS, DDS	2010-07-14
001	2009-01-01	LAWRENCE E. PORTEOUS, DDS		LAWRENCE E. PORTEOUS, DDS	2010-07-14

Plan Statistics for LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN

401k plan membership statisitcs for LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN

Measure Date Value
2022: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 3
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 2
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	3
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	2
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN

Measure	Date	Value
2022 : LAWRENCE E. PORTEOUS, DDS, ADC 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	$164,892
Expenses. Total of all expenses incurred	2022-12-31	$125,863
Benefits paid (including direct rollovers)	2022-12-31	$11,038
Total plan assets at end of year	2022-12-31	$1,827,871
Total plan assets at beginning of year	2022-12-31	$1,788,842
Value of fidelity bond covering the plan	2022-12-31	$950,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$108,982
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$39,029
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,827,871
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,788,842
Assets. Value of participant loans	2022-12-31	$18,912
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,389,966
Total contributions received or receivable from employer(s)	2022-12-31	$55,910
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	$114,825
2021 : LAWRENCE E. PORTEOUS, DDS, ADC 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	$325,440
Expenses. Total of all expenses incurred	2021-12-31	$58,339
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,788,842
Total plan assets at beginning of year	2021-12-31	$1,521,741
Value of fidelity bond covering the plan	2021-12-31	$950,000
Total contributions received or receivable from participants	2021-12-31	$0
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	$267,440
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$267,101
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,788,842
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,521,741
Assets. Value of participant loans	2021-12-31	$31,429
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,389,966
Total contributions received or receivable from employer(s)	2021-12-31	$58,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$58,339
2020 : LAWRENCE E. PORTEOUS, DDS, ADC 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	$217,990
Expenses. Total of all expenses incurred	2020-12-31	$49,296
Benefits paid (including direct rollovers)	2020-12-31	$367
Total plan assets at end of year	2020-12-31	$1,521,741
Total plan assets at beginning of year	2020-12-31	$1,353,047
Value of fidelity bond covering the plan	2020-12-31	$950,000
Total contributions received or receivable from participants	2020-12-31	$0
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	$153,333
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$168,694
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,521,741
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,353,047
Assets. Value of participant loans	2020-12-31	$52,974
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,175,937
Total contributions received or receivable from employer(s)	2020-12-31	$64,657
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	$48,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$292,320
Expenses. Total of all expenses incurred	2019-12-31	$39,296
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,353,047
Total plan assets at beginning of year	2019-12-31	$1,100,023
Value of fidelity bond covering the plan	2019-12-31	$950,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$36,696
Contributions received from other sources (not participants or employers)	2019-12-31	$95,933
Other income received	2019-12-31	$148,387
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$253,024
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,353,047
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,100,023
Assets. Value of participant loans	2019-12-31	$34,793
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,058,224
Total contributions received or receivable from employer(s)	2019-12-31	$48,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,600
2018 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$59,730
Expenses. Total of all expenses incurred	2018-12-31	$61,025
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,100,023
Total plan assets at beginning of year	2018-12-31	$1,101,318
Value of fidelity bond covering the plan	2018-12-31	$950,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$59,537
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$44,730
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,295
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,100,023
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,101,318
Assets. Value of participant loans	2018-12-31	$47,678
Assets. Value of real-estate (other than employer real property)	2018-12-31	$20,000
Total contributions received or receivable from employer(s)	2018-12-31	$15,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,488
2017 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$62,827
Expenses. Total of all expenses incurred	2017-12-31	$27,555
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,101,318
Total plan assets at beginning of year	2017-12-31	$1,066,046
Value of fidelity bond covering the plan	2017-12-31	$950,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$25,712
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$23,327
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$35,272
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,101,318
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,066,046
Assets. Value of participant loans	2017-12-31	$17,341
Assets. Value of real-estate (other than employer real property)	2017-12-31	$681,400
Total contributions received or receivable from employer(s)	2017-12-31	$39,500
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,843
2016 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$62,541
Expenses. Total of all expenses incurred	2016-12-31	$43,966
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,066,046
Total plan assets at beginning of year	2016-12-31	$1,047,471
Value of fidelity bond covering the plan	2016-12-31	$950,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$42,466
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$6,741
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$18,575
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,066,046
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,047,471
Assets. Value of participant loans	2016-12-31	$29,088
Assets. Value of real-estate (other than employer real property)	2016-12-31	$688,924
Total contributions received or receivable from employer(s)	2016-12-31	$55,800
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,500
2015 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$227,937
Expenses. Total of all expenses incurred	2015-12-31	$25,856
Benefits paid (including direct rollovers)	2015-12-31	$9,296
Total plan assets at end of year	2015-12-31	$1,047,471
Total plan assets at beginning of year	2015-12-31	$845,390
Value of fidelity bond covering the plan	2015-12-31	$950,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$15,480
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$188,437
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$202,081
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,047,471
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$845,390
Assets. Value of participant loans	2015-12-31	$10,506
Assets. Value of real-estate (other than employer real property)	2015-12-31	$688,924
Total contributions received or receivable from employer(s)	2015-12-31	$39,500
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,080
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$32,175
Expenses. Total of all expenses incurred	2014-12-31	$17,520
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$845,390
Total plan assets at beginning of year	2014-12-31	$830,735
Value of fidelity bond covering the plan	2014-12-31	$950,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$15,840
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$12,175
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$14,655
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$845,390
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$830,735
Assets. Value of participant loans	2014-12-31	$40,626
Assets. Value of real-estate (other than employer real property)	2014-12-31	$540,000
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,680
2013 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$73,619
Expenses. Total of all expenses incurred	2013-12-31	$77,191
Benefits paid (including direct rollovers)	2013-12-31	$48,456
Total plan assets at end of year	2013-12-31	$830,735
Total plan assets at beginning of year	2013-12-31	$834,307
Value of fidelity bond covering the plan	2013-12-31	$950,000
Assets. Value of tangible personal property	2013-12-31	$68,900
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$24,975
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$63,619
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-3,572
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$830,735
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$834,307
Assets. Value of participant loans	2013-12-31	$51,716
Assets. Value of real-estate (other than employer real property)	2013-12-31	$540,000
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,760
2012 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-148,400
Expenses. Total of all expenses incurred	2012-12-31	$23,405
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$834,307
Total plan assets at beginning of year	2012-12-31	$1,006,112
Value of fidelity bond covering the plan	2012-12-31	$950,000
Assets. Value of tangible personal property	2012-12-31	$60,100
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$20,411
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-148,400
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-171,805
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$834,307
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,006,112
Assets. Value of participant loans	2012-12-31	$62,098
Assets. Value of real-estate (other than employer real property)	2012-12-31	$540,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,994
2011 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$17,295
Expenses. Total of all expenses incurred	2011-12-31	$16,392
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,006,112
Total plan assets at beginning of year	2011-12-31	$1,005,209
Value of fidelity bond covering the plan	2011-12-31	$950,000
Assets. Value of tangible personal property	2011-12-31	$60,100
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$15,412
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,705
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$903
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,006,112
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,005,209
Assets. Value of participant loans	2011-12-31	$31,309
Assets. Value of real-estate (other than employer real property)	2011-12-31	$705,000
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$980
2010 : LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$83,060
Expenses. Total of all expenses incurred	2010-12-31	$23,662
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,005,209
Total plan assets at beginning of year	2010-12-31	$945,811
Value of fidelity bond covering the plan	2010-12-31	$950,000
Assets. Value of tangible personal property	2010-12-31	$60,100
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,587
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$33,060
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$59,398
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,005,209
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$945,811
Assets. Value of participant loans	2010-12-31	$39,932
Assets. Value of real-estate (other than employer real property)	2010-12-31	$705,000
Total contributions received or receivable from employer(s)	2010-12-31	$50,000
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	$2,075

Form 5500 Responses for LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN

2022: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC 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: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAWRENCE E. PORTEOUS, DDS, ADC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAWRENCE E. PORTEOUS, DDS, ADC
Employer identification number (EIN):	942910589
NAIC Classification:	621210
NAIC Description:	Offices of Dentists