401k Plan data: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN plan

BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 401k Plan overview

Plan Name	BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN
Plan identification number	001

BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 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.
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

BELLEVUE FAMILY ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name: BELLEVUE FAMILY ORTHODONTICS

Employer identification number (EIN): 912111249

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JACQUELINE BUNCE 2020-04-24 JACQUELINE BUNCE 2020-04-24
001 2018-01-01 JACQUELINE BUNCE 2019-05-07 JACQUELINE BUNCE 2019-05-07
001 2017-01-01 JACQUELINE BUNCE 2018-06-04 JACQUELINE BUNCE 2018-06-04
001 2016-01-01 JACQUELINE BUNCE 2017-06-23 JACQUELINE BUNCE 2017-06-23
001 2015-01-01 JACQUELINE BUNCE 2016-05-02 JACQUELINE BUNCE 2016-05-02
001 2014-01-01 JACQUELINE BUNCE 2015-05-27 JACQUELINE BUNCE 2015-05-27
001 2013-01-01 JACQUELINE BUNCE
001 2012-01-01 JACQUELINE BUNCE
001 2011-01-01 JACQUELINE BUNCE
001 2009-01-01 JACQUELINE BUNCE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JACQUELINE BUNCE	2020-04-24	JACQUELINE BUNCE	2020-04-24
001	2018-01-01	JACQUELINE BUNCE	2019-05-07	JACQUELINE BUNCE	2019-05-07
001	2017-01-01	JACQUELINE BUNCE	2018-06-04	JACQUELINE BUNCE	2018-06-04
001	2016-01-01	JACQUELINE BUNCE	2017-06-23	JACQUELINE BUNCE	2017-06-23
001	2015-01-01	JACQUELINE BUNCE	2016-05-02	JACQUELINE BUNCE	2016-05-02
001	2014-01-01	JACQUELINE BUNCE	2015-05-27	JACQUELINE BUNCE	2015-05-27
001	2013-01-01	JACQUELINE BUNCE
001	2012-01-01	JACQUELINE BUNCE
001	2011-01-01	JACQUELINE BUNCE
001	2009-01-01	JACQUELINE BUNCE

Plan Statistics for BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN

401k plan membership statisitcs for BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN

Measure Date Value
2013: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 2
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	2
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN

Measure	Date	Value
2013 : BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$190,605
Expenses. Total of all expenses incurred	2013-12-31	$28,928
Benefits paid (including direct rollovers)	2013-12-31	$28,753
Total plan assets at end of year	2013-12-31	$882,472
Total plan assets at beginning of year	2013-12-31	$720,795
Value of fidelity bond covering the plan	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$40,500
Expenses. Other expenses not covered elsewhere	2013-12-31	$175
Other income received	2013-12-31	$119,293
Net income (gross income less expenses)	2013-12-31	$161,677
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$882,472
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$720,795
Total contributions received or receivable from employer(s)	2013-12-31	$30,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$162,767
Expenses. Total of all expenses incurred	2012-12-31	$12,517
Benefits paid (including direct rollovers)	2012-12-31	$12,517
Total plan assets at end of year	2012-12-31	$720,795
Total plan assets at beginning of year	2012-12-31	$570,545
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$39,500
Contributions received from other sources (not participants or employers)	2012-12-31	$16,770
Other income received	2012-12-31	$64,164
Net income (gross income less expenses)	2012-12-31	$150,250
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$720,795
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$570,545
Total contributions received or receivable from employer(s)	2012-12-31	$42,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$78,035
Expenses. Total of all expenses incurred	2011-12-31	$16,770
Benefits paid (including direct rollovers)	2011-12-31	$16,770
Total plan assets at end of year	2011-12-31	$570,545
Total plan assets at beginning of year	2011-12-31	$509,280
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$42,900
Other income received	2011-12-31	$-19,006
Net income (gross income less expenses)	2011-12-31	$61,265
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$570,545
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$509,280
Total contributions received or receivable from employer(s)	2011-12-31	$54,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$151,046
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$509,280
Total plan assets at beginning of year	2010-12-31	$358,234
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$46,600
Other income received	2010-12-31	$49,050
Net income (gross income less expenses)	2010-12-31	$151,046
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$509,280
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$358,234
Total contributions received or receivable from employer(s)	2010-12-31	$55,396
2009 : BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN

2013: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 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: BELLEVUE FAMILY ORTHODONTICS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

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Company Name:	BELLEVUE FAMILY ORTHODONTICS
Employer identification number (EIN):	912111249
NAIC Classification:	621210
NAIC Description:	Offices of Dentists