401k Plan data: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN plan

AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN
Plan identification number	001

AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.

401k Sponsoring company profile

AREA DENTAL ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: AREA DENTAL ASSOCIATES, LLC

Employer identification number (EIN): 810947233

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JARROD B THOMAS 2023-10-11 JARROD THOMAS 2023-10-11
001 2021-01-01 JARROD B THOMAS 2022-10-12 JARROD THOMAS 2022-10-12
001 2020-01-01 JARROD B THOMAS 2021-10-13 JARROD THOMAS 2021-10-13
001 2019-01-01 JARROD B THOMAS 2020-10-09 JARROD THOMAS 2020-10-09
001 2018-01-01 JARROD THOMAS 2019-07-26 JARROD THOMAS 2019-07-26
001 2017-01-01 JARROD B THOMAS 2018-10-12 JARROD THOMAS 2018-10-12
001 2016-01-01 JARROD THOMAS
001 2015-01-01 JARROD THOMAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JARROD B THOMAS	2023-10-11	JARROD THOMAS	2023-10-11
001	2021-01-01	JARROD B THOMAS	2022-10-12	JARROD THOMAS	2022-10-12
001	2020-01-01	JARROD B THOMAS	2021-10-13	JARROD THOMAS	2021-10-13
001	2019-01-01	JARROD B THOMAS	2020-10-09	JARROD THOMAS	2020-10-09
001	2018-01-01	JARROD THOMAS	2019-07-26	JARROD THOMAS	2019-07-26
001	2017-01-01	JARROD B THOMAS	2018-10-12	JARROD THOMAS	2018-10-12
001	2016-01-01	JARROD THOMAS
001	2015-01-01	JARROD THOMAS

Plan Statistics for AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN

Measure Date Value
2016: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2016 : AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$156,884
Expenses. Total of all expenses incurred	2016-12-31	$5,695
Total plan assets at end of year	2016-12-31	$717,713
Total plan assets at beginning of year	2016-12-31	$566,524
Value of fidelity bond covering the plan	2016-12-31	$57,000
Total contributions received or receivable from participants	2016-12-31	$69,172
Other income received	2016-12-31	$44,584
Net income (gross income less expenses)	2016-12-31	$151,189
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$717,713
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$566,524
Total contributions received or receivable from employer(s)	2016-12-31	$43,128
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$133,145
Expenses. Total of all expenses incurred	2015-12-31	$32,878
Benefits paid (including direct rollovers)	2015-12-31	$27,767
Total plan assets at end of year	2015-12-31	$566,524
Total plan assets at beginning of year	2015-12-31	$466,257
Value of fidelity bond covering the plan	2015-12-31	$47,000
Total contributions received or receivable from participants	2015-12-31	$101,914
Other income received	2015-12-31	$-14,361
Net income (gross income less expenses)	2015-12-31	$100,267
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$566,524
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$466,257
Total contributions received or receivable from employer(s)	2015-12-31	$45,592
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN

2016: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802919-000

Policy instance

Insurance contract or identification number	802919-000
Number of Individuals Covered	15
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,600
Total amount of fees paid to insurance company	USD $251
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 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?	Yes
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 $2,600
Insurance broker organization code?	3
Amount paid for insurance broker fees	251
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	PPG RETIREMENT PLAN SERVICES, LTD.

Potentially related plans

AREA DENTAL CLINIC RETIREMENT SAVINGS PLAN [EIN = 391407552]

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Company Name:	AREA DENTAL ASSOCIATES, LLC
Employer identification number (EIN):	810947233
NAIC Classification:	621210
NAIC Description:	Offices of Dentists