401k Plan data: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN plan

KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN
Plan identification number	004

KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING 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
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

KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION

Employer identification number (EIN): 941751482

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01
004 2016-07-01
004 2015-07-01
004 2014-07-01
004 2013-07-01
004 2012-07-01 ROBERT KUBO ROBERT KUBO 2013-09-30
004 2011-07-01 ROBERT KUBO ROBERT KUBO 2013-01-02
004 2010-07-01 ROBERT KUBO ROBERT KUBO 2011-09-27
004 2009-07-01 ROBERT KUBO ROBERT KUBO 2011-01-25

Plan Statistics for KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2013: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 14
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 19
Number of participants with account balances 2013-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 15
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 19
Number of participants with account balances 2012-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 15
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 4
Total of all active and inactive participants 2011-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 19
Number of participants with account balances 2011-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 13
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 3
Total of all active and inactive participants 2010-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 16
Number of participants with account balances 2010-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 14
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 5
Total of all active and inactive participants 2009-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 19
Number of participants with account balances 2009-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2013: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	14
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	19
Number of participants with account balances	2013-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	15
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	19
Number of participants with account balances	2012-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	15
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	4
Total of all active and inactive participants	2011-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	19
Number of participants with account balances	2011-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	13
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	3
Total of all active and inactive participants	2010-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	16
Number of participants with account balances	2010-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	14
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	5
Total of all active and inactive participants	2009-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	19
Number of participants with account balances	2009-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2014 : KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$569,783
Expenses. Total of all expenses incurred	2014-06-30	$193,170
Benefits paid (including direct rollovers)	2014-06-30	$193,170
Total plan assets at end of year	2014-06-30	$5,134,857
Total plan assets at beginning of year	2014-06-30	$4,758,244
Value of fidelity bond covering the plan	2014-06-30	$500,000
Assets. Value of loans (other than to participants)	2014-06-30	$104,605
Other income received	2014-06-30	$569,783
Net income (gross income less expenses)	2014-06-30	$376,613
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,134,857
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,758,244
Assets. Value of participant loans	2014-06-30	$104,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$568,754
Expenses. Total of all expenses incurred	2013-06-30	$163,000
Benefits paid (including direct rollovers)	2013-06-30	$163,000
Total plan assets at end of year	2013-06-30	$4,758,244
Total plan assets at beginning of year	2013-06-30	$4,352,490
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$0
Assets. Value of loans (other than to participants)	2013-06-30	$106,605
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$568,754
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$405,754
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,758,244
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,352,490
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$113,236
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-259,305
Expenses. Total of all expenses incurred	2012-06-30	$105,000
Benefits paid (including direct rollovers)	2012-06-30	$105,000
Total plan assets at end of year	2012-06-30	$4,352,490
Total plan assets at beginning of year	2012-06-30	$4,716,795
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-259,305
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-364,305
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,352,490
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,716,795
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$101,981
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$1,535,419
Expenses. Total of all expenses incurred	2011-06-30	$101,796
Benefits paid (including direct rollovers)	2011-06-30	$101,796
Total plan assets at end of year	2011-06-30	$4,716,795
Total plan assets at beginning of year	2011-06-30	$3,283,172
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$1,535,419
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$1,433,623
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$4,716,795
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,283,172
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$101,662
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN

2013: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION
Employer identification number (EIN):	941751482
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2022-07-01
004	2021-07-01
004	2020-07-01
004	2019-07-01
004	2018-07-01
004	2017-07-01
004	2016-07-01
004	2015-07-01
004	2014-07-01
004	2013-07-01
004	2012-07-01	ROBERT KUBO	ROBERT KUBO	2013-09-30
004	2011-07-01	ROBERT KUBO	ROBERT KUBO	2013-01-02
004	2010-07-01	ROBERT KUBO	ROBERT KUBO	2011-09-27
004	2009-07-01	ROBERT KUBO	ROBERT KUBO	2011-01-25