C & W DENTISTRY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 16 |
| Number of participants with account balances | 2023-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 16 |
| Number of participants with account balances | 2022-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 14 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $588,480 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $25 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $3,471,381 |
| Total plan assets at beginning of year | 2023-12-31 | $2,882,926 |
| Value of fidelity bond covering the plan | 2023-12-31 | $265,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $24,755 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $534,725 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $588,455 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,471,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,882,926 |
| Assets. Value of participant loans | 2023-12-31 | $39,371 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $29,000 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25 |
| 2022 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-488,857 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $469 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $388 |
| Total plan assets at end of year | 2022-12-31 | $2,882,926 |
| Total plan assets at beginning of year | 2022-12-31 | $3,372,252 |
| Value of fidelity bond covering the plan | 2022-12-31 | $265,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $66,039 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-585,896 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-489,326 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,882,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,372,252 |
| Assets. Value of participant loans | 2022-12-31 | $48,081 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $31,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $81 |
| 2021 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $540,814 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,849 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,849 |
| Total plan assets at end of year | 2021-12-31 | $3,372,252 |
| Total plan assets at beginning of year | 2021-12-31 | $2,835,287 |
| Value of fidelity bond covering the plan | 2021-12-31 | $265,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $63,170 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $446,644 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $536,965 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,372,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,835,287 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $31,000 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $558,915 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $115,541 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $115,073 |
| Total plan assets at end of year | 2020-12-31 | $2,835,287 |
| Total plan assets at beginning of year | 2020-12-31 | $2,391,913 |
| Value of fidelity bond covering the plan | 2020-12-31 | $265,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $80,061 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $446,854 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $443,374 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,835,287 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,391,913 |
| Assets. Value of participant loans | 2020-12-31 | $1,560 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $32,000 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $468 |
| 2019 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $520,675 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $474 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,391,913 |
| Total plan assets at beginning of year | 2019-12-31 | $1,871,712 |
| Value of fidelity bond covering the plan | 2019-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $71,703 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $415,972 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $520,201 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,391,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,871,712 |
| Assets. Value of participant loans | 2019-12-31 | $18,006 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $33,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $474 |
| 2018 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-78,295 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,596 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $18,415 |
| Total plan assets at end of year | 2018-12-31 | $1,871,712 |
| Total plan assets at beginning of year | 2018-12-31 | $1,968,603 |
| Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $19,123 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-131,418 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-96,891 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,871,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,968,603 |
| Assets. Value of participant loans | 2018-12-31 | $24,385 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $34,000 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $181 |
| 2017 : C & W DENTISTRY, LLC EMPLOYEES SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $298,933 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $141,898 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $141,754 |
| Total plan assets at end of year | 2017-12-31 | $1,968,603 |
| Total plan assets at beginning of year | 2017-12-31 | $1,811,568 |
| Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $56,512 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $242,421 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $157,035 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,968,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,811,568 |
| Assets. Value of participant loans | 2017-12-31 | $13,049 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $144 |
