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MIDWEST ENDODONTICS, LLC 401(K) PLAN 401k Plan overview

Plan NameMIDWEST ENDODONTICS, LLC 401(K) PLAN
Plan identification number 001

MIDWEST ENDODONTICS, LLC 401(K) PLAN 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDWEST ENDODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST ENDODONTICS, LLC
Employer identification number (EIN):371450128
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ENDODONTICS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BRENT R GRAFE2022-05-19
0012020-01-01BRENT R GRAFE2021-08-04
0012019-01-01ALAN HERITIER2020-07-27
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRENT R. GRAFE2013-06-20
0012011-01-01BRENT R. GRAFE
0012010-01-01BRENT R. GRAFE
0012009-01-01BRENT R. GRAFE

Plan Statistics for MIDWEST ENDODONTICS, LLC 401(K) PLAN

401k plan membership statisitcs for MIDWEST ENDODONTICS, LLC 401(K) PLAN

Measure Date Value
2011: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
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 participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDWEST ENDODONTICS, LLC 401(K) PLAN

Measure Date Value
2011 : MIDWEST ENDODONTICS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$400,182
Expenses. Total of all expenses incurred2011-12-31$1,464
Benefits paid (including direct rollovers)2011-12-31$1,264
Total plan assets at end of year2011-12-31$1,993,041
Total plan assets at beginning of year2011-12-31$1,594,323
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$52,150
Contributions received from other sources (not participants or employers)2011-12-31$130,310
Other income received2011-12-31$122,405
Net income (gross income less expenses)2011-12-31$398,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,993,041
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,594,323
Assets. Value of participant loans2011-12-31$7,713
Total contributions received or receivable from employer(s)2011-12-31$95,317
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
2010 : MIDWEST ENDODONTICS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$844,665
Expenses. Total of all expenses incurred2010-12-31$50,943
Benefits paid (including direct rollovers)2010-12-31$50,143
Total plan assets at end of year2010-12-31$1,594,323
Total plan assets at beginning of year2010-12-31$800,601
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$57,767
Contributions received from other sources (not participants or employers)2010-12-31$521,829
Other income received2010-12-31$160,209
Net income (gross income less expenses)2010-12-31$793,722
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,594,323
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$800,601
Assets. Value of participant loans2010-12-31$9,443
Total contributions received or receivable from employer(s)2010-12-31$104,860
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$800

Form 5500 Responses for MIDWEST ENDODONTICS, LLC 401(K) PLAN

2011: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH5311
Policy instance 1
Insurance contract or identification numberGH5311
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH5311
Policy instance 1
Insurance contract or identification numberGH5311
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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