401k Plan data: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN plan

BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN
Plan identification number	002

BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BLANK & LEVY DDS has sponsored the creation of one or more 401k plans.

Company Name: BLANK & LEVY DDS

Employer identification number (EIN): 310950892

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BARRY BLANK
002 2016-01-01 BARRY BLANK
002 2015-01-01 BARRY BLANK
002 2014-01-01 BARRY BLANK
002 2013-01-01 BARRY BLANK
002 2012-01-01 BARRY BLANK
002 2011-01-01 BARRY BLANK
002 2009-01-01 BARRY BLANK

Plan Statistics for BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2020: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 8
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
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 0
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
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 0
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
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 8
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 8
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 5
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 5
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 16

Measure	Date	Value
2020: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	8
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
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	0
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
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	0
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
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	8
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	8
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	5
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	5
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	16

Financial Data on BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2020 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-2,674,018
Total income from all sources	2020-12-31	$246,204
Expenses. Total of all expenses incurred	2020-12-31	$3,623,107
Benefits paid (including direct rollovers)	2020-12-31	$3,610,381
Total plan assets at end of year	2020-12-31	$291,009
Total plan assets at beginning of year	2020-12-31	$6,341,930
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$28,579
Expenses. Other expenses not covered elsewhere	2020-12-31	$2,037
Other income received	2020-12-31	$201,317
Net income (gross income less expenses)	2020-12-31	$-3,376,903
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$291,009
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,341,930
Total contributions received or receivable from employer(s)	2020-12-31	$16,308
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$10,689
2019 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$779,906
Expenses. Total of all expenses incurred	2019-12-31	$129,829
Benefits paid (including direct rollovers)	2019-12-31	$104,738
Total plan assets at end of year	2019-12-31	$6,341,930
Total plan assets at beginning of year	2019-12-31	$5,691,853
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$43,497
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,019
Other income received	2019-12-31	$711,353
Net income (gross income less expenses)	2019-12-31	$650,077
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,341,930
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,691,853
Total contributions received or receivable from employer(s)	2019-12-31	$25,056
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,072
2018 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-107,605
Expenses. Total of all expenses incurred	2018-12-31	$171,853
Total plan assets at end of year	2018-12-31	$5,691,853
Total plan assets at beginning of year	2018-12-31	$5,971,311
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$69,140
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,036
Other income received	2018-12-31	$-203,687
Net income (gross income less expenses)	2018-12-31	$-279,458
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,691,853
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,971,311
Total contributions received or receivable from employer(s)	2018-12-31	$26,942
Value of certain deemed distributions of participant loans	2018-12-31	$145,910
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,907
2017 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$664,486
Expenses. Total of all expenses incurred	2017-12-31	$158,340
Total plan assets at end of year	2017-12-31	$5,971,311
Total plan assets at beginning of year	2017-12-31	$5,465,165
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$67,778
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,036
Other income received	2017-12-31	$566,149
Net income (gross income less expenses)	2017-12-31	$506,146
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,971,311
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,465,165
Total contributions received or receivable from employer(s)	2017-12-31	$30,559
Value of certain deemed distributions of participant loans	2017-12-31	$93,337
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$62,967
2016 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$435,274
Expenses. Total of all expenses incurred	2016-12-31	$67,867
Total plan assets at end of year	2016-12-31	$5,465,165
Total plan assets at beginning of year	2016-12-31	$5,097,758
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$67,386
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,036
Other income received	2016-12-31	$337,586
Net income (gross income less expenses)	2016-12-31	$367,407
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,465,165
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,097,758
Total contributions received or receivable from employer(s)	2016-12-31	$30,302
Value of certain deemed distributions of participant loans	2016-12-31	$42,516
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,315
2015 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$89,966
Expenses. Total of all expenses incurred	2015-12-31	$75,369
Total plan assets at end of year	2015-12-31	$5,097,758
Total plan assets at beginning of year	2015-12-31	$5,083,161
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$54,078
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,036
Other income received	2015-12-31	$6,091
Net income (gross income less expenses)	2015-12-31	$14,597
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,097,758
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,083,161
Total contributions received or receivable from employer(s)	2015-12-31	$29,797
Value of certain deemed distributions of participant loans	2015-12-31	$41,042
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$32,291
2014 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$296,747
Expenses. Total of all expenses incurred	2014-12-31	$61,346
Total plan assets at end of year	2014-12-31	$5,083,161
Total plan assets at beginning of year	2014-12-31	$4,847,760
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$63,306
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,036
Other income received	2014-12-31	$203,819
Net income (gross income less expenses)	2014-12-31	$235,401
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,083,161
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,847,760
Total contributions received or receivable from employer(s)	2014-12-31	$29,622
Value of certain deemed distributions of participant loans	2014-12-31	$38,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,810
2013 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$733,336
Expenses. Total of all expenses incurred	2013-12-31	$18,696
Total plan assets at end of year	2013-12-31	$4,847,760
Total plan assets at beginning of year	2013-12-31	$4,133,120
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$63,375
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,036
Other income received	2013-12-31	$640,862
Net income (gross income less expenses)	2013-12-31	$714,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,847,760
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,133,120
Total contributions received or receivable from employer(s)	2013-12-31	$29,099
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,660
2012 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$478,592
Expenses. Total of all expenses incurred	2012-12-31	$38,168
Total plan assets at end of year	2012-12-31	$4,133,120
Total plan assets at beginning of year	2012-12-31	$3,692,696
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$27,063
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,036
Other income received	2012-12-31	$390,694
Net income (gross income less expenses)	2012-12-31	$440,424
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,133,120
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,692,696
Total contributions received or receivable from employer(s)	2012-12-31	$60,835
Value of certain deemed distributions of participant loans	2012-12-31	$20,351
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,781
2011 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$76,003
Expenses. Total of all expenses incurred	2011-12-31	$16,286
Total plan assets at end of year	2011-12-31	$3,692,696
Total plan assets at beginning of year	2011-12-31	$3,632,979
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$61,694
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,036
Other income received	2011-12-31	$-13,534
Net income (gross income less expenses)	2011-12-31	$59,717
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,692,696
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,632,979
Total contributions received or receivable from employer(s)	2011-12-31	$27,843
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,250
2010 : BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$448,496
Expenses. Total of all expenses incurred	2010-12-31	$23,229
Benefits paid (including direct rollovers)	2010-12-31	$6,891
Total plan assets at end of year	2010-12-31	$3,632,979
Total plan assets at beginning of year	2010-12-31	$3,207,712
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$67,294
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,036
Other income received	2010-12-31	$353,302
Net income (gross income less expenses)	2010-12-31	$425,267
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,632,979
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,207,712
Total contributions received or receivable from employer(s)	2010-12-31	$27,900
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,302

Form 5500 Responses for BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN

2020: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BLANK & LEVY DDS, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

103738653

Policy instance

Insurance contract or identification number	103738653
Number of Individuals Covered	16
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $202
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $202
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

103738653

Policy instance

Insurance contract or identification number	103738653
Number of Individuals Covered	16
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $373
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $339
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

103738653

Policy instance

Insurance contract or identification number	103738653
Number of Individuals Covered	16
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

103738653

Policy instance

Insurance contract or identification number	103738653
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $390
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $356
Insurance broker organization code?	3
Insurance broker name	KOLLER, DEAN

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Company Name:	BLANK & LEVY DDS
Employer identification number (EIN):	310950892
NAIC Classification:	621210
NAIC Description:	Offices of Dentists