401k Plan data: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST plan

ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST
Plan identification number	001

ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DEBRA GRAY KING, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DEBRA GRAY KING, D.D.S., P.C.

Employer identification number (EIN): 582000327

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DENISE LAMB 2023-07-14
001 2021-01-01 DENISE LAMB 2022-07-21
001 2020-01-01 DENISE LAMB 2021-03-19
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN MCCRARY
001 2016-01-01 DEBRA GRAY KING, D.D.S.
001 2015-01-01 DEBRA GRAY KING, D.D.S.
001 2014-01-01 DEBRA GRAY KING, D.D.S.
001 2013-01-01 DEBRA GRAY KING, D.D.S.
001 2012-01-01 DEBRA GRAY KING, D.D.S.
001 2011-01-01 DEBRA GRAY KING, D.D.S.
001 2009-01-01 DEBRA GRAY KING, D.D.S.
001 2009-01-01 DEBRA GRAY KING, D.D.S.
001 2009-01-01 DEBRA GRAY KING, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DENISE LAMB	2023-07-14
001	2021-01-01	DENISE LAMB	2022-07-21
001	2020-01-01	DENISE LAMB	2021-03-19
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN MCCRARY
001	2016-01-01	DEBRA GRAY KING, D.D.S.
001	2015-01-01	DEBRA GRAY KING, D.D.S.
001	2014-01-01	DEBRA GRAY KING, D.D.S.
001	2013-01-01	DEBRA GRAY KING, D.D.S.
001	2012-01-01	DEBRA GRAY KING, D.D.S.
001	2011-01-01	DEBRA GRAY KING, D.D.S.
001	2009-01-01	DEBRA GRAY KING, D.D.S.
001	2009-01-01	DEBRA GRAY KING, D.D.S.
001	2009-01-01	DEBRA GRAY KING, D.D.S.

Plan Statistics for ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

Measure Date Value
2019: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
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 11
Total of all active and inactive participants 2018-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 31
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
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 8
Total of all active and inactive participants 2017-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 6
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
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 2
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 2
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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 15
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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 3
Total of all active and inactive participants 2012-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 6
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2019: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
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	11
Total of all active and inactive participants	2018-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	31
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
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	8
Total of all active and inactive participants	2017-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	6
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
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	2
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	2
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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	15
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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	3
Total of all active and inactive participants	2012-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	6
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

Measure	Date	Value
2019 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$642,092
Expenses. Total of all expenses incurred	2019-12-31	$57,531
Benefits paid (including direct rollovers)	2019-12-31	$49,927
Total plan assets at end of year	2019-12-31	$3,142,918
Total plan assets at beginning of year	2019-12-31	$2,558,357
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$96,691
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	$539,659
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$584,561
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,142,918
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,558,357
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$5,742
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$35,514
Expenses. Total of all expenses incurred	2018-12-31	$15,229
Benefits paid (including direct rollovers)	2018-12-31	$14,827
Total plan assets at end of year	2018-12-31	$2,558,357
Total plan assets at beginning of year	2018-12-31	$2,538,072
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$83,220
Contributions received from other sources (not participants or employers)	2018-12-31	$4,409
Other income received	2018-12-31	$-133,255
Net income (gross income less expenses)	2018-12-31	$20,285
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,558,357
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,538,072
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,814
Total contributions received or receivable from employer(s)	2018-12-31	$81,140
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$358,196
Expenses. Total of all expenses incurred	2017-12-31	$7,622
Total plan assets at end of year	2017-12-31	$2,538,072
Total plan assets at beginning of year	2017-12-31	$2,187,498
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$71,374
Other income received	2017-12-31	$204,612
Net income (gross income less expenses)	2017-12-31	$350,574
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,538,072
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,187,498
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,814
Total contributions received or receivable from employer(s)	2017-12-31	$82,210
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$245,940
Expenses. Total of all expenses incurred	2016-12-31	$35,873
Benefits paid (including direct rollovers)	2016-12-31	$12,435
Total plan assets at end of year	2016-12-31	$2,187,498
Total plan assets at beginning of year	2016-12-31	$1,977,431
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$65,424
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	$110,415
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$210,067
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,187,498
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,977,431
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,814
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$2,289
Total contributions received or receivable from employer(s)	2016-12-31	$70,101
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,438
2015 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$30,067
Expenses. Total of all expenses incurred	2015-12-31	$50,142
Benefits paid (including direct rollovers)	2015-12-31	$28,922
Total plan assets at end of year	2015-12-31	$1,977,431
Total plan assets at beginning of year	2015-12-31	$1,997,506
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$77,656
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	$-147,970
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-20,075
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,977,431
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,997,506
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$41,200
Total contributions received or receivable from employer(s)	2015-12-31	$100,381
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$21,220
2014 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$186,768
Expenses. Total of all expenses incurred	2014-12-31	$43,303
Benefits paid (including direct rollovers)	2014-12-31	$19,347
Total plan assets at end of year	2014-12-31	$1,997,506
Total plan assets at beginning of year	2014-12-31	$1,854,041
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$59,950
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$34,753
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$143,465
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,997,506
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,854,041
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$147,554
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$2,259
Total contributions received or receivable from employer(s)	2014-12-31	$92,065
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23,956
2013 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$282,932
Expenses. Total of all expenses incurred	2013-12-31	$63,123
Benefits paid (including direct rollovers)	2013-12-31	$44,139
Total plan assets at end of year	2013-12-31	$1,854,041
Total plan assets at beginning of year	2013-12-31	$1,634,232
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$55,658
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$134,898
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$219,809
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,854,041
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,634,232
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$179,438
Total contributions received or receivable from employer(s)	2013-12-31	$92,376
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,984
2012 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$271,060
Expenses. Total of all expenses incurred	2012-12-31	$51,324
Benefits paid (including direct rollovers)	2012-12-31	$34,447
Total plan assets at end of year	2012-12-31	$1,634,232
Total plan assets at beginning of year	2012-12-31	$1,414,496
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$55,273
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$132,173
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$219,736
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,634,232
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,414,496
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$184,473
Total contributions received or receivable from employer(s)	2012-12-31	$83,614
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,877
2011 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$95
Total income from all sources	2011-12-31	$137,076
Expenses. Total of all expenses incurred	2011-12-31	$28,652
Benefits paid (including direct rollovers)	2011-12-31	$15,589
Total plan assets at end of year	2011-12-31	$1,414,496
Total plan assets at beginning of year	2011-12-31	$1,306,167
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$45,640
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,772
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$108,424
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,414,496
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,306,072
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$182,047
Total contributions received or receivable from employer(s)	2011-12-31	$84,664
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,063
2010 : ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$95
Total plan liabilities at beginning of year	2010-12-31	$105
Total income from all sources	2010-12-31	$213,311
Expenses. Total of all expenses incurred	2010-12-31	$94,275
Benefits paid (including direct rollovers)	2010-12-31	$80,134
Total plan assets at end of year	2010-12-31	$1,306,167
Total plan assets at beginning of year	2010-12-31	$1,187,141
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$42,932
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$88,406
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$119,036
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,306,072
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,187,036
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$179,132
Total contributions received or receivable from employer(s)	2010-12-31	$81,973
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,141

Form 5500 Responses for ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

2019: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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 – 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: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 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: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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
2014: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ATLANTA CENTER FOR COSMETIC DENTISTRY RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

638491

Policy instance

Insurance contract or identification number	638491
Number of Individuals Covered	31
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,946
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,946
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

E63 8491

Policy instance

Insurance contract or identification number	E63 8491
Number of Individuals Covered	31
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,432
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,432
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	4

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

300765

Policy instance

Insurance contract or identification number	300765
Number of Individuals Covered	29
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $27,861
Total amount of fees paid to insurance company	USD $30,579
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	30000
Additional information about fees paid to insurance broker	TPA
Insurance broker organization code?	5
Insurance broker name	SWBC INVESTMENT ADVISORY SVC, LLC

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Company Name:	DEBRA GRAY KING, D.D.S., P.C.
Employer identification number (EIN):	582000327
NAIC Classification:	621210
NAIC Description:	Offices of Dentists