Logo

AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameAFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN
Plan identification number 001

AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

AFFILIATED PEDIATRIC DENTISTS, P.A. D/B/A DENTISTR has sponsored the creation of one or more 401k plans.

Company Name:AFFILIATED PEDIATRIC DENTISTS, P.A. D/B/A DENTISTR
Employer identification number (EIN):410963215
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SALLY SCHUETTE
0012017-01-01MARK E GREENWOOD
0012016-01-01MARK GREENWOOD
0012015-01-01MARK E GREENWOOD
0012014-01-01MARK GREENWOOD
0012013-01-01LISA GROMACKI
0012012-01-01KURT KING
0012011-01-01KURT KING
0012010-01-01KURT KING2011-03-17 DAVID ELGETHUN2011-03-17

Plan Statistics for AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN

Measure Date Value
2022: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0151
Total number of active participants reported on line 7a of the Form 55002022-01-0139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0150
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0151
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0151
Number of participants with account balances2021-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0151
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0150
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0150
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0150
Total number of active participants reported on line 7a of the Form 55002018-01-0144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0150
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0153
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0150
Number of participants with account balances2017-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0154
Total number of active participants reported on line 7a of the Form 55002016-01-0146
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0153
Number of participants with account balances2016-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0154
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0154
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0154
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0154
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0160
Total number of active participants reported on line 7a of the Form 55002013-01-0151
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 participants2013-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0154
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0160
Number of participants with account balances2012-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0162
Total number of active participants reported on line 7a of the Form 55002011-01-0155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,665,558
Expenses. Total of all expenses incurred2022-12-31$592,224
Benefits paid (including direct rollovers)2022-12-31$592,707
Total plan assets at end of year2022-12-31$10,235,167
Total plan assets at beginning of year2022-12-31$12,492,949
Value of fidelity bond covering the plan2022-12-31$5,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$262,273
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$5,805
Other income received2022-12-31$-2,106,842
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,257,782
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,235,167
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,492,949
Assets. Value of participant loans2022-12-31$77,431
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$173,206
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-483
2021 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,943,332
Expenses. Total of all expenses incurred2021-12-31$354,475
Benefits paid (including direct rollovers)2021-12-31$354,262
Total plan assets at end of year2021-12-31$12,492,949
Total plan assets at beginning of year2021-12-31$10,904,092
Value of fidelity bond covering the plan2021-12-31$5,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$244,251
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$5,838
Other income received2021-12-31$1,529,190
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,588,857
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,492,949
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,904,092
Assets. Value of participant loans2021-12-31$38,162
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$164,053
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$213
2020 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,945,422
Expenses. Total of all expenses incurred2020-12-31$68,579
Benefits paid (including direct rollovers)2020-12-31$68,304
Total plan assets at end of year2020-12-31$10,904,092
Total plan assets at beginning of year2020-12-31$9,027,249
Value of fidelity bond covering the plan2020-12-31$5,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$245,023
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,537,000
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,876,843
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,904,092
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,027,249
Assets. Value of participant loans2020-12-31$28,083
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$163,399
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$275
2019 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,005,326
Expenses. Total of all expenses incurred2019-12-31$187,419
Benefits paid (including direct rollovers)2019-12-31$187,250
Total plan assets at end of year2019-12-31$9,027,249
Total plan assets at beginning of year2019-12-31$7,209,342
Value of fidelity bond covering the plan2019-12-31$5,000,000
Total contributions received or receivable from participants2019-12-31$259,107
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,572,928
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,817,907
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,027,249
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,209,342
Assets. Value of participant loans2019-12-31$31,492
Total contributions received or receivable from employer(s)2019-12-31$173,291
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$169
2018 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-5,845
Expenses. Total of all expenses incurred2018-12-31$996,891
Benefits paid (including direct rollovers)2018-12-31$996,529
Total plan assets at end of year2018-12-31$7,209,342
Total plan assets at beginning of year2018-12-31$8,212,078
Value of fidelity bond covering the plan2018-12-31$5,000,000
Total contributions received or receivable from participants2018-12-31$261,696
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$1,263
Other income received2018-12-31$-435,607
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,002,736
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,209,342
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,212,078
Assets. Value of participant loans2018-12-31$50,591
Total contributions received or receivable from employer(s)2018-12-31$166,803
Value of certain deemed distributions of participant loans2018-12-31$-63
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$425
2017 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,619,376
Expenses. Total of all expenses incurred2017-12-31$103,495
Benefits paid (including direct rollovers)2017-12-31$103,213
Total plan assets at end of year2017-12-31$8,212,078
Total plan assets at beginning of year2017-12-31$6,696,197
Value of fidelity bond covering the plan2017-12-31$5,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$250,167
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,195,221
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,515,881
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,212,078
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,696,197
Assets. Value of participant loans2017-12-31$33,260
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$173,988
Value of certain deemed distributions of participant loans2017-12-31$63
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$219
2016 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$790,407
Expenses. Total of all expenses incurred2016-12-31$299,672
Benefits paid (including direct rollovers)2016-12-31$299,228
Total plan assets at end of year2016-12-31$6,696,197
Total plan assets at beginning of year2016-12-31$6,205,462
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$253,919
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$356,763
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$490,735
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,696,197
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,205,462
Assets. Value of participant loans2016-12-31$58,443
Total contributions received or receivable from employer(s)2016-12-31$179,725
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$444
2015 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$376,680
Expenses. Total of all expenses incurred2015-12-31$816,763
Benefits paid (including direct rollovers)2015-12-31$816,457
Total plan assets at end of year2015-12-31$6,205,462
Total plan assets at beginning of year2015-12-31$6,645,545
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$270,457
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-79,242
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-440,083
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,205,462
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,645,545
Assets. Value of participant loans2015-12-31$70,764
Total contributions received or receivable from employer(s)2015-12-31$185,465
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$306
2014 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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$801,409
Expenses. Total of all expenses incurred2014-12-31$512,206
Benefits paid (including direct rollovers)2014-12-31$511,900
Total plan assets at end of year2014-12-31$6,645,545
Total plan assets at beginning of year2014-12-31$6,356,342
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$230,836
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$112,016
Other income received2014-12-31$309,705
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$289,203
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,645,545
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,356,342
Assets. Value of participant loans2014-12-31$82,047
Total contributions received or receivable from employer(s)2014-12-31$148,852
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$306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,278,183
Expenses. Total of all expenses incurred2013-12-31$214,733
Benefits paid (including direct rollovers)2013-12-31$214,102
Total plan assets at end of year2013-12-31$6,356,342
Total plan assets at beginning of year2013-12-31$5,292,892
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$251,683
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$34,249
Other income received2013-12-31$853,359
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,063,450
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,356,342
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,292,892
Assets. Value of participant loans2013-12-31$114,580
Total contributions received or receivable from employer(s)2013-12-31$138,892
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$631
2012 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,001,345
Expenses. Total of all expenses incurred2012-12-31$364,217
Benefits paid (including direct rollovers)2012-12-31$363,979
Total plan assets at end of year2012-12-31$5,292,892
Total plan assets at beginning of year2012-12-31$4,655,764
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$272,999
Other income received2012-12-31$548,184
Net income (gross income less expenses)2012-12-31$637,128
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,292,892
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,655,764
Assets. Value of participant loans2012-12-31$83,189
Total contributions received or receivable from employer(s)2012-12-31$180,162
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$335,739
Expenses. Total of all expenses incurred2011-12-31$212,829
Benefits paid (including direct rollovers)2011-12-31$197,344
Total plan assets at end of year2011-12-31$4,655,764
Total plan assets at beginning of year2011-12-31$4,532,854
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$281,372
Contributions received from other sources (not participants or employers)2011-12-31$24,202
Other income received2011-12-31$-148,708
Net income (gross income less expenses)2011-12-31$122,910
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,655,764
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,532,854
Assets. Value of participant loans2011-12-31$74,177
Total contributions received or receivable from employer(s)2011-12-31$178,873
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN

2022: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 - TrustYes
2018: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 - TrustYes
2017: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 - TrustYes
2015: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 - TrustYes
2014: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 - TrustYes
2013: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AFFILIATED PEDIATRIC DENTISTS, P.A. PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number37205839
Policy instance 1
Insurance contract or identification number37205839
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $65
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees65
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameKYLE KIRSCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number37205839
Policy instance 1
Insurance contract or identification number37205839
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $44
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
Insurance broker nameKYLE KIRSCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number37205839
Policy instance 1
Insurance contract or identification number37205839
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $87
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648276
Policy instance 2
Insurance contract or identification number648276
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $6,059
Are there contracts with allocated funds for individual policies?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1