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PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN
Plan identification number 004

PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

PINNACLE PEAK DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PINNACLE PEAK DENTISTRY, P.C.
Employer identification number (EIN):860567824
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01MARSHALL CLAYTON2019-10-14
0042018-01-01MARSHALL CLAYTON2019-09-23
0042017-01-01MARSHALL CLAYTON2018-10-03
0042016-01-01MARSHALL CLAYTON2017-10-09
0042015-01-01DR. MARSHALL CLAYTON
0042014-01-01DR. MARSHALL CLAYTON
0042013-01-01DR. MARSHALL CLAYTON
0042012-01-01DR. MARSHALL CLAYTON
0042011-01-01DR. MARSHALL CLAYTON
0042010-01-01DR. MARSHALL CLAYTON
0042009-01-01DR. MARSHALL CLAYTON

Plan Statistics for PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2021: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-314,509,694
Acturial value of plan assets2021-12-314,509,694
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-313,385
Active participant vested funding target2021-12-313,594,832
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-313,594,832
Total participant count2021-12-317
Total funding target for all participants2021-12-313,598,217
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31239,998
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31239,998
Present value of excess contributions2021-12-31229,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31229,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31250,798
Total employer contributions2021-12-31360,480
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31355,648
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31284,149
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31355,648
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-313,931,055
Acturial value of plan assets2020-12-313,931,055
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-313,069
Active participant vested funding target2020-12-313,283,598
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-313,283,598
Total participant count2020-12-316
Total funding target for all participants2020-12-313,286,667
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31212,632
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31212,632
Present value of excess contributions2020-12-31191,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31191,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31239,998
Total employer contributions2020-12-31230,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31229,567
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31382,989
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31229,567
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-313,570,040
Acturial value of plan assets2019-12-313,570,040
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,901,045
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-312,901,045
Total participant count2019-12-316
Total funding target for all participants2019-12-312,901,045
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31228,883
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31228,883
Present value of excess contributions2019-12-313,725
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,725
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31212,632
Total employer contributions2019-12-31194,756
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31191,288
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31433,655
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31191,288
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-312,908,295
Acturial value of plan assets2018-12-312,908,295
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,561,623
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-312,561,623
Total participant count2018-12-316
Total funding target for all participants2018-12-312,561,623
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31210,081
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31210,081
Present value of excess contributions2018-12-31198,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31198,132
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31228,883
Total employer contributions2018-12-31263,523
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31258,240
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31359,761
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31254,515
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31254,515
Contributions allocatedtoward minimum required contributions for current year2018-12-31258,240
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,903,988
Acturial value of plan assets2017-12-312,903,988
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,302,660
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-312,302,660
Total participant count2017-12-316
Total funding target for all participants2017-12-312,302,660
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31200,268
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31200,268
Present value of excess contributions2017-12-31178,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31178,224
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31210,081
Total employer contributions2017-12-31202,468
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31198,132
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3184,176
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31198,132
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,490,011
Acturial value of plan assets2016-12-312,490,011
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,110,930
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-312,110,930
Total participant count2016-12-316
Total funding target for all participants2016-12-312,110,930
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31200,068
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31200,068
Present value of excess contributions2016-12-31164,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31164,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31200,268
Total employer contributions2016-12-31180,943
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31178,224
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3183,415
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31178,224
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
2013: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
2011: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
2010: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
2009: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2015 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT 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$211,362
Expenses. Total of all expenses incurred2015-12-31$9,156
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,376,102
Total plan assets at beginning of year2015-12-31$2,173,896
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
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$11,362
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$202,206
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,376,102
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,173,896
Total contributions received or receivable from employer(s)2015-12-31$200,000
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$9,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT 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$319,848
Expenses. Total of all expenses incurred2014-12-31$7,639
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,173,896
Total plan assets at beginning of year2014-12-31$1,861,687
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$94,848
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$312,209
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,173,896
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,861,687
Total contributions received or receivable from employer(s)2014-12-31$225,000
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$7,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$278,292
Expenses. Total of all expenses incurred2013-12-31$7,979
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,861,687
Total plan assets at beginning of year2013-12-31$1,591,374
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$158,292
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$270,313
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,861,687
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,591,374
Total contributions received or receivable from employer(s)2013-12-31$120,000
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$7,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$220,673
Expenses. Total of all expenses incurred2012-12-31$4,732
Benefits paid (including direct rollovers)2012-12-31$299
Total plan assets at end of year2012-12-31$1,591,374
Total plan assets at beginning of year2012-12-31$1,375,433
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$110,673
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$215,941
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,591,374
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,375,433
Total contributions received or receivable from employer(s)2012-12-31$110,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$103,036
Expenses. Total of all expenses incurred2011-12-31$155
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,375,433
Total plan assets at beginning of year2011-12-31$1,272,552
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$13,069
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$102,881
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,375,433
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,272,552
Total contributions received or receivable from employer(s)2011-12-31$89,967
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$213,106
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,272,552
Total plan assets at beginning of year2010-12-31$1,059,446
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$71,016
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$213,106
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,272,552
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,059,446
Total contributions received or receivable from employer(s)2010-12-31$142,090
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN

2015: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PINNACLE PEAK DENTISTRY, P.C. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number140790LK8
Policy instance 1
Insurance contract or identification number140790LK8
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011220629
Policy instance 2
Insurance contract or identification number1011220629
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPR0001949
Policy instance 3
Insurance contract or identification numberPR0001949
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number140790LK8
Policy instance 1
Insurance contract or identification number140790LK8
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPR0001949
Policy instance 3
Insurance contract or identification numberPR0001949
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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