401k Plan data: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN plan

ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN
Plan identification number	001

ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Plan covering Self-Employed individuals.
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

ADDIEGO ORTHODONTICS LLC has sponsored the creation of one or more 401k plans.

Company Name: ADDIEGO ORTHODONTICS LLC

Employer identification number (EIN): 205174466

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ADDIEGO ORTHODONTICS LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0400137260

More information about ADDIEGO ORTHODONTICS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADDIEGO ORTHODONTICS LLC 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 DOMENICO ADDIEGO 2023-08-21 DOMENICO ADDIEGO 2023-08-21
001 2021-01-01 DOMENICO ADDIEGO 2022-09-19 DOMENICO ADDIEGO 2022-09-19
001 2020-01-01 DOMENICO ADDIEGO 2021-08-23 DOMENICO ADDIEGO 2021-08-23
001 2019-01-01 DOMENICO ADDIEGO 2020-10-02 DOMENICO ADDIEGO 2020-10-02
001 2018-01-01 DOMENICO ADDIEGO 2019-10-07 DOMENICO ADDIEGO 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DOMENICO ADDIEGO	2023-08-21	DOMENICO ADDIEGO	2023-08-21
001	2021-01-01	DOMENICO ADDIEGO	2022-09-19	DOMENICO ADDIEGO	2022-09-19
001	2020-01-01	DOMENICO ADDIEGO	2021-08-23	DOMENICO ADDIEGO	2021-08-23
001	2019-01-01	DOMENICO ADDIEGO	2020-10-02	DOMENICO ADDIEGO	2020-10-02
001	2018-01-01	DOMENICO ADDIEGO	2019-10-07	DOMENICO ADDIEGO	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01

Plan Statistics for ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN

401k plan membership statisitcs for ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN

Measure Date Value
2022: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
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 0
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
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 0
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
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: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
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 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
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 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
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: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ADDIEGO ORTHODONTICS LLC 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 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
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	0
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
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	0
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
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: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
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	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
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	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
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: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ADDIEGO ORTHODONTICS LLC 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	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN

Measure	Date	Value
2022 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-15,016
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$474,124
Total plan assets at beginning of year	2022-12-31	$489,140
Value of fidelity bond covering the plan	2022-12-31	$20,000
Total contributions received or receivable from participants	2022-12-31	$27,377
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	$-86,868
Net income (gross income less expenses)	2022-12-31	$-15,016
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$474,124
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$489,140
Total contributions received or receivable from employer(s)	2022-12-31	$44,475
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$135,359
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$489,140
Total plan assets at beginning of year	2021-12-31	$353,781
Value of fidelity bond covering the plan	2021-12-31	$20,000
Total contributions received or receivable from participants	2021-12-31	$26,085
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	$74,546
Net income (gross income less expenses)	2021-12-31	$135,359
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$489,140
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$353,781
Total contributions received or receivable from employer(s)	2021-12-31	$34,728
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$48,920
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$353,781
Total plan assets at beginning of year	2020-12-31	$304,861
Value of fidelity bond covering the plan	2020-12-31	$20,000
Total contributions received or receivable from participants	2020-12-31	$3,630
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	$29,383
Net income (gross income less expenses)	2020-12-31	$48,920
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$353,781
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$304,861
Total contributions received or receivable from employer(s)	2020-12-31	$15,907
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$96,574
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$304,861
Total plan assets at beginning of year	2019-12-31	$208,287
Value of fidelity bond covering the plan	2019-12-31	$20,000
Total contributions received or receivable from participants	2019-12-31	$21,315
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$49,622
Net income (gross income less expenses)	2019-12-31	$96,574
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$304,861
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$208,287
Total contributions received or receivable from employer(s)	2019-12-31	$25,637
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$18,249
Expenses. Total of all expenses incurred	2018-12-31	$5,981
Benefits paid (including direct rollovers)	2018-12-31	$5,981
Total plan assets at end of year	2018-12-31	$208,287
Total plan assets at beginning of year	2018-12-31	$196,019
Value of fidelity bond covering the plan	2018-12-31	$20,000
Total contributions received or receivable from participants	2018-12-31	$18,500
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-21,286
Net income (gross income less expenses)	2018-12-31	$12,268
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$208,287
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$196,019
Total contributions received or receivable from employer(s)	2018-12-31	$21,035
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$77,841
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$196,019
Total plan assets at beginning of year	2017-12-31	$118,178
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$16,981
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$16,719
Net income (gross income less expenses)	2017-12-31	$77,841
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$196,019
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$118,178
Total contributions received or receivable from employer(s)	2017-12-31	$44,141
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$66,216
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$118,178
Total plan assets at beginning of year	2016-12-31	$51,962
Value of fidelity bond covering the plan	2016-12-31	$5,000
Total contributions received or receivable from participants	2016-12-31	$19,300
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$4,891
Net income (gross income less expenses)	2016-12-31	$66,216
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$118,178
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$51,962
Total contributions received or receivable from employer(s)	2016-12-31	$42,025
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$51,962
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$51,962
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$5,000
Total contributions received or receivable from participants	2015-12-31	$18,150
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2
Net income (gross income less expenses)	2015-12-31	$51,962
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$51,962
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$33,814
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0

Form 5500 Responses for ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN

2022: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

148123

Policy instance

Insurance contract or identification number	148123
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,056
Total amount of fees paid to insurance company	USD $549
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY
Commission paid to Insurance Broker	USD $2,056
Insurance broker organization code?	3
Amount paid for insurance broker fees	549
Additional information about fees paid to insurance broker	TPA COMPENSATION

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Company Name:	ADDIEGO ORTHODONTICS LLC
Employer identification number (EIN):	205174466
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0400137260