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| Plan Name | ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ASSOCIATES IN PERIODONTICS, PLC |
| Employer identification number (EIN): | 030363026 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about ASSOCIATES IN PERIODONTICS, PLC
| Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
| Incorporation Date: | 1999-10-21 |
| Company Identification Number: | 8132 |
| Legal Registered Office Address: |
1775 Williston Road Suite 250 South Burlington United States of America (USA) 05403 |
More information about ASSOCIATES IN PERIODONTICS, PLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | ||||
| 002 | 2013-01-01 | ||||
| 002 | 2012-01-01 | DR. BRIAN SHUMAN | 2013-10-14 | DR. BRIAN SHUMAN | 2013-10-14 |
| 002 | 2011-01-01 | DR. BRIAN SHUMAN | 2012-05-22 | DR. BRIAN SHUMAN | 2012-05-22 |
| 002 | 2010-01-01 | DR. BRIAN SHUMAN | 2011-04-25 | DR. BRIAN SHUMAN | 2011-04-25 |
| Measure | Date | Value |
|---|---|---|
| 2025: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-28 | 25 |
| Total number of particpants at end of year | 2025-05-28 | 24 |
| Number of Participants With Account Balances | 2025-05-28 | 23 |
| 2024: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-19 | 27 |
| Total number of particpants at end of year | 2024-09-19 | 25 |
| Number of Participants With Account Balances | 2024-09-19 | 25 |
| 2022: ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-09-15 | 25 |
| Total number of particpants at end of year | 2022-09-15 | 22 |
| Number of Participants With Account Balances | 2022-09-15 | 22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-28 | 121 |
| Total expenses incurred by plan in this plan year | 2025-05-28 | 960946 |
| Net assets as of the end of the plan year | 2025-05-28 | 5733227 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 4567468 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 39532 |
| Value of participant loans at end of plan year | 2025-05-28 | 65004 |
| Other contributions to plan in this plan year | 2025-05-28 | 1418736 |
| Other income to plan in this plan year | 2025-05-28 | 651141 |
| Plan net income in this plan year | 2025-05-28 | 1165880 |
| Net assets as of the end of the plan year | 2025-05-28 | 5733227 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 4567347 |
| Employer contributions to plan in this plan year | 2025-05-28 | 17417 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 44164 |
| 2024 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-19 | 121 |
| Total liabilities as of the beginning of the plan year | 2024-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-19 | 543466 |
| Net assets as of the end of the plan year | 2024-09-19 | 4567468 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 3873731 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-19 | 37045 |
| Value of participant loans at end of plan year | 2024-09-19 | 84304 |
| Other expenses paid from plan in this plan year | 2024-09-19 | 0 |
| Other contributions to plan in this plan year | 2024-09-19 | 502742 |
| Other income to plan in this plan year | 2024-09-19 | 679150 |
| Plan net income in this plan year | 2024-09-19 | 693616 |
| Net assets as of the end of the plan year | 2024-09-19 | 4567347 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 3873731 |
| Employer contributions to plan in this plan year | 2024-09-19 | 18145 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 36822 |
| 2022 : ASSOCIATES IN PERIODONTICS 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-09-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-15 | 885321 |
| Net assets as of the end of the plan year | 2022-09-15 | 4250183 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 4277733 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-15 | 71489 |
| Value of participant loans at end of plan year | 2022-09-15 | 2428 |
| Other contributions to plan in this plan year | 2022-09-15 | 166200 |
| Other income to plan in this plan year | 2022-09-15 | 534379 |
| Plan net income in this plan year | 2022-09-15 | -27550 |
| Net assets as of the end of the plan year | 2022-09-15 | 4250183 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 4277733 |
| Employer contributions to plan in this plan year | 2022-09-15 | 85703 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-15 | 32952 |