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AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

AMERICAN BOARD OF ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN BOARD OF ORTHODONTICS
Employer identification number (EIN):916029544
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROLE NEWPORT2024-06-17
0012022-01-01CAROLE NEWPORT2023-06-19
0012021-01-01CAROLE NEWPORT2022-07-05
0012020-01-01CAROLE NEWPORT2021-05-18
0012019-01-01CAROLE NEWPORT2020-05-06
0012018-01-01CAROLE NEWPORT2019-06-14
0012017-01-01CAROLE NEWPORT2018-06-19
0012016-01-01CAROLE NEWPORT2017-09-06
0012015-01-01CAROLE NEWPORT
0012014-01-01CAROLE NEWPORT
0012013-01-01CAROLE NEWPORT
0012012-01-01AMERICAN BOARD OF ORTHODONTICS2013-06-17
0012011-01-01AMERICAN BOARD OF ORTHODONTICS2012-05-23
0012010-01-01AMERICAN BOARD OF ORTHODONTICS2012-09-05
0012009-01-01AMERICAN BOARD OF ORTHODONTICS

Plan Statistics for AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
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 participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2009: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 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$91,845
Expenses. Total of all expenses incurred2015-12-31$2,256
Benefits paid (including direct rollovers)2015-12-31$404
Total plan assets at end of year2015-12-31$577,504
Total plan assets at beginning of year2015-12-31$487,915
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$51,997
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$10,000
Other income received2015-12-31$-4,963
Net income (gross income less expenses)2015-12-31$89,589
Net plan assets at end of year (total assets less liabilities)2015-12-31$577,504
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$487,915
Assets. Value of participant loans2015-12-31$4,526
Total contributions received or receivable from employer(s)2015-12-31$34,811
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$1,852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 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$139,686
Expenses. Total of all expenses incurred2014-12-31$329,131
Benefits paid (including direct rollovers)2014-12-31$327,037
Total plan assets at end of year2014-12-31$487,915
Total plan assets at beginning of year2014-12-31$677,360
Value of fidelity bond covering the plan2014-12-31$67,736
Total contributions received or receivable from participants2014-12-31$67,225
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$39,279
Net income (gross income less expenses)2014-12-31$-189,445
Net plan assets at end of year (total assets less liabilities)2014-12-31$487,915
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$677,360
Total contributions received or receivable from employer(s)2014-12-31$33,182
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$2,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 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$190,286
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$677,360
Total plan assets at beginning of year2013-12-31$487,074
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$59,399
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$103,977
Net income (gross income less expenses)2013-12-31$190,286
Net plan assets at end of year (total assets less liabilities)2013-12-31$677,360
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$487,074
Total contributions received or receivable from employer(s)2013-12-31$26,910
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$0

Form 5500 Responses for AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

2015: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN BOARD OF ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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