ADVANCED DENTAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST
401k plan membership statisitcs for ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-02 | 15 |
| Total number of particpants at end of year | 2025-04-02 | 14 |
| Number of Participants With Account Balances | 2025-04-02 | 13 |
| 2024: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-08 | 15 |
| Total number of particpants at end of year | 2024-07-08 | 15 |
| Number of Participants With Account Balances | 2024-07-08 | 15 |
| 2022: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-31 | 16 |
| Total number of particpants at end of year | 2022-08-31 | 14 |
| Number of Participants With Account Balances | 2022-08-31 | 14 |
| 2016: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| 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 | 2 |
| 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 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| 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 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 17 |
| Total participants | 2015-01-01 | 17 |
| Number of participants with account balances | 2015-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| 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 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 16 |
| Number of participants with account balances | 2013-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| 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 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 18 |
| Number of participants with account balances | 2012-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| 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 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 18 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 22 |
| Number of participants with account balances | 2009-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2025 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-02 | 392632 |
| Net assets as of the end of the plan year | 2025-04-02 | 5085481 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 4762163 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 103478 |
| Other contributions to plan in this plan year | 2025-04-02 | 0 |
| Other income to plan in this plan year | 2025-04-02 | 514075 |
| Plan net income in this plan year | 2025-04-02 | 323318 |
| Net assets as of the end of the plan year | 2025-04-02 | 5085481 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 4762163 |
| Employer contributions to plan in this plan year | 2025-04-02 | 98397 |
| Fees paid to broker by Benefit Provider | 2025-04-02 | 600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 0 |
| 2024 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 0 |
| Net assets as of the end of the plan year | 2024-07-08 | 4762163 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 4013501 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-08 | 117919 |
| Other contributions to plan in this plan year | 2024-07-08 | 0 |
| Other income to plan in this plan year | 2024-07-08 | 525793 |
| Plan net income in this plan year | 2024-07-08 | 748662 |
| Net assets as of the end of the plan year | 2024-07-08 | 4762163 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 4013501 |
| Employer contributions to plan in this plan year | 2024-07-08 | 104950 |
| Fees paid to broker by Benefit Provider | 2024-07-08 | 2142 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 0 |
| 2022 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-31 | 76412 |
| Net assets as of the end of the plan year | 2022-08-31 | 4662030 |
| Total assets as of the beginning of the plan year | 2022-08-31 | 4194882 |
| Value of plan covered by a fidelity bond | 2022-08-31 | 400000 |
| Participant contributions to plan in this plan year | 2022-08-31 | 101099 |
| Other expenses paid from plan in this plan year | 2022-08-31 | 230 |
| Other income to plan in this plan year | 2022-08-31 | 442461 |
| Plan net income in this plan year | 2022-08-31 | 467148 |
| Net assets as of the end of the plan year | 2022-08-31 | 4662030 |
| Net assets as of the beginning of the plan year | 2022-08-31 | 4194882 |
| Fees paid to broker by Benefit Provider | 2022-08-31 | 2205 |
| 2016 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $276,872 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,120 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $13,120 |
| Total plan assets at end of year | 2016-12-31 | $2,431,402 |
| Total plan assets at beginning of year | 2016-12-31 | $2,167,650 |
| Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $87,266 |
| Other income received | 2016-12-31 | $85,414 |
| Net income (gross income less expenses) | 2016-12-31 | $263,752 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,431,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,167,650 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $89,478 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $104,192 |
| 2015 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $91,858 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $857,534 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $857,349 |
| Total plan assets at end of year | 2015-12-31 | $2,167,650 |
| Total plan assets at beginning of year | 2015-12-31 | $2,933,326 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $105,504 |
| Other income received | 2015-12-31 | $-110,838 |
| Net income (gross income less expenses) | 2015-12-31 | $-765,676 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,167,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,933,326 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $26,846 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $97,192 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $185 |
| 2014 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $384,964 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $25,770 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,529 |
| Total plan assets at end of year | 2014-12-31 | $2,933,326 |
| Total plan assets at beginning of year | 2014-12-31 | $2,574,132 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $114,588 |
| Other income received | 2014-12-31 | $163,798 |
| Net income (gross income less expenses) | 2014-12-31 | $359,194 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,933,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,574,132 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $96,148 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $106,578 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $14,241 |
| 2013 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $484,794 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $27,971 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,651 |
| Total plan assets at end of year | 2013-12-31 | $2,574,132 |
| Total plan assets at beginning of year | 2013-12-31 | $2,117,309 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $123,041 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $238,555 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $456,823 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,574,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,117,309 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $116,924 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $123,198 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $20,320 |
| 2012 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $428,877 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $51,061 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,744 |
| Total plan assets at end of year | 2012-12-31 | $2,117,309 |
| Total plan assets at beginning of year | 2012-12-31 | $1,739,493 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $110,992 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $52,815 |
| Other income received | 2012-12-31 | $176,796 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $377,816 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,117,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,739,493 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $120,205 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $88,274 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,317 |
| 2011 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $300,454 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $43,757 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $30,464 |
| Total plan assets at end of year | 2011-12-31 | $1,739,493 |
| Total plan assets at beginning of year | 2011-12-31 | $1,482,796 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $106,783 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $62,469 |
| Other income received | 2011-12-31 | $1,371 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $256,697 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,739,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,482,796 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $118,625 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $129,831 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,293 |
| 2010 : ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $340,845 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $829,402 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $817,025 |
| Total plan assets at end of year | 2010-12-31 | $1,482,796 |
| Total plan assets at beginning of year | 2010-12-31 | $1,971,353 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $101,811 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $116,117 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-488,557 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,482,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,971,353 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $116,725 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $122,917 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,377 |
| 2016: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2014: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 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: ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |