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CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 401k Plan overview

Plan NameCHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF
Plan identification number 001

CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESHEIM DENTAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:CHESHEIM DENTAL ASSOCIATES
Employer identification number (EIN):201254551
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHESHEIM DENTAL ASSOCIATES

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 64156

More information about CHESHEIM DENTAL ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANGELA STOUT ANGELA STOUT2019-05-07
0012017-01-01ANGELA STOUT
0012016-01-01ANGELA STOUT
0012015-01-01VICTORIA CASTAGNO
0012014-01-01ANGELA M STOUT
0012013-01-01RICHARD A. ROTHWELL, D.D.S.
0012012-01-01RICHARD A. ROTHWELL, D.D.S.
0012011-01-01RICHARD A. ROTHWELL, D.D.S.
0012010-01-01RICHARD A. ROTHWELL, D.D.S.
0012009-01-01RICHARD A. ROTHWELL
0012009-01-01RICHARD A. ROTHWELL, D.D.S.
0012009-01-01RICHARD A. ROTHWELL

Plan Statistics for CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF

401k plan membership statisitcs for CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF

Measure Date Value
2021: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2021 401k membership
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2019 401k membership
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Number of participants with account balances2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2018 401k membership
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0124
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0124
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0122
Number of participants with account balances2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF

Measure Date Value
2021 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2021 401k financial data
Total income from all sources2021-12-31$833,386
Expenses. Total of all expenses incurred2021-12-31$127,593
Benefits paid (including direct rollovers)2021-12-31$119,451
Total plan assets at end of year2021-12-31$3,657,103
Total plan assets at beginning of year2021-12-31$2,951,310
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$148,026
Contributions received from other sources (not participants or employers)2021-12-31$210,494
Other income received2021-12-31$389,592
Net income (gross income less expenses)2021-12-31$705,793
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,657,103
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,951,310
Total contributions received or receivable from employer(s)2021-12-31$85,274
Value of corrective distributions2021-12-31$7,456
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2020 401k financial data
Total income from all sources2020-12-31$561,191
Expenses. Total of all expenses incurred2020-12-31$112,131
Benefits paid (including direct rollovers)2020-12-31$110,601
Total plan assets at end of year2020-12-31$2,951,310
Total plan assets at beginning of year2020-12-31$2,502,250
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$106,141
Other income received2020-12-31$372,497
Net income (gross income less expenses)2020-12-31$449,060
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,951,310
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,502,250
Total contributions received or receivable from employer(s)2020-12-31$82,553
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2019 401k financial data
Total income from all sources2019-12-31$945,230
Expenses. Total of all expenses incurred2019-12-31$2,323,217
Benefits paid (including direct rollovers)2019-12-31$2,322,360
Total plan assets at end of year2019-12-31$2,502,250
Total plan assets at beginning of year2019-12-31$3,880,237
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$145,230
Other income received2019-12-31$680,371
Net income (gross income less expenses)2019-12-31$-1,377,987
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,502,250
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,880,237
Total contributions received or receivable from employer(s)2019-12-31$119,629
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2018 401k financial data
Total income from all sources2018-12-31$21,004
Expenses. Total of all expenses incurred2018-12-31$9,068
Benefits paid (including direct rollovers)2018-12-31$8,953
Total plan assets at end of year2018-12-31$3,880,237
Total plan assets at beginning of year2018-12-31$3,868,301
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$155,481
Other income received2018-12-31$-248,444
Net income (gross income less expenses)2018-12-31$11,936
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,880,237
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,868,301
Total contributions received or receivable from employer(s)2018-12-31$113,967
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$720,684
Expenses. Total of all expenses incurred2017-12-31$338,465
Benefits paid (including direct rollovers)2017-12-31$337,835
Total plan assets at end of year2017-12-31$3,868,301
Total plan assets at beginning of year2017-12-31$3,486,082
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$144,326
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$479,426
Net income (gross income less expenses)2017-12-31$382,219
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,868,301
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,486,082
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,637
Total contributions received or receivable from employer(s)2017-12-31$96,932
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$416,903
Expenses. Total of all expenses incurred2016-12-31$195
Total plan assets at end of year2016-12-31$3,486,082
Total plan assets at beginning of year2016-12-31$3,069,374
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$147,301
Contributions received from other sources (not participants or employers)2016-12-31$10,506
Other income received2016-12-31$225,204
Net income (gross income less expenses)2016-12-31$416,708
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,486,082
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,069,374
Assets. Value of assets in partnership/joint-venture interests2016-12-31$45,343
Total contributions received or receivable from employer(s)2016-12-31$33,892
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$195
2015 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$54,909
Expenses. Total of all expenses incurred2015-12-31$975
Total plan assets at end of year2015-12-31$3,069,374
Total plan assets at beginning of year2015-12-31$3,015,440
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$115,503
Other income received2015-12-31$-156,844
Net income (gross income less expenses)2015-12-31$53,934
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,069,374
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,015,440
Assets. Value of assets in partnership/joint-venture interests2015-12-31$45,738
Total contributions received or receivable from employer(s)2015-12-31$96,250
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$975
2014 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$243,791
Expenses. Total of all expenses incurred2014-12-31$30,681
Benefits paid (including direct rollovers)2014-12-31$30,681
Total plan assets at end of year2014-12-31$3,015,440
Total plan assets at beginning of year2014-12-31$2,802,330
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$110,866
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$36,675
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$213,110
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,015,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,802,330
Assets. Value of assets in partnership/joint-venture interests2014-12-31$212,866
Total contributions received or receivable from employer(s)2014-12-31$96,250
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$486,419
Expenses. Total of all expenses incurred2013-12-31$26,937
Benefits paid (including direct rollovers)2013-12-31$3,667
Total plan assets at end of year2013-12-31$2,802,330
Total plan assets at beginning of year2013-12-31$2,342,848
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$102,856
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$272,478
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$459,482
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,802,330
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,342,848
Assets. Value of assets in partnership/joint-venture interests2013-12-31$197,119
Total contributions received or receivable from employer(s)2013-12-31$111,085
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23,270
2012 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$418,615
Expenses. Total of all expenses incurred2012-12-31$25,683
Benefits paid (including direct rollovers)2012-12-31$6,949
Total plan assets at end of year2012-12-31$2,342,848
Total plan assets at beginning of year2012-12-31$1,949,916
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$102,880
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$205,735
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$392,932
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,342,848
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,949,916
Assets. Value of assets in partnership/joint-venture interests2012-12-31$202,651
Total contributions received or receivable from employer(s)2012-12-31$110,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,734
2011 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$220,317
Expenses. Total of all expenses incurred2011-12-31$80,908
Benefits paid (including direct rollovers)2011-12-31$64,759
Total plan assets at end of year2011-12-31$1,949,916
Total plan assets at beginning of year2011-12-31$1,810,507
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$103,954
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$10,927
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$139,409
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,949,916
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,810,507
Assets. Value of assets in partnership/joint-venture interests2011-12-31$199,986
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$12,572
Total contributions received or receivable from employer(s)2011-12-31$105,436
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,149
2010 : CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$447,175
Expenses. Total of all expenses incurred2010-12-31$834,901
Benefits paid (including direct rollovers)2010-12-31$816,552
Total plan assets at end of year2010-12-31$1,810,507
Total plan assets at beginning of year2010-12-31$2,198,233
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$136,339
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$173,308
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-387,726
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,810,507
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,198,233
Assets. Value of assets in partnership/joint-venture interests2010-12-31$196,783
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$93,563
Total contributions received or receivable from employer(s)2010-12-31$137,528
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,349

Form 5500 Responses for CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF

2021: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHESHEIM DENTAL ASSOCIATES 401(K) SAFE HARBOR PROF 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $118
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $118
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $218
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $206
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $130
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $-27,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $-27,692
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61571 - 1
Policy instance 1
Insurance contract or identification numberMR 61571 - 1
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $28,026
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC

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