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Plan Name | ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CHAD L. KLEVEN, D.D.S., P.S. |
Employer identification number (EIN): | 201852312 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about CHAD L. KLEVEN, D.D.S., P.S.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2004-09-07 |
Company Identification Number: | 602426941 |
Legal Registered Office Address: |
870 11TH AVE LONGVIEW United States of America (USA) 986320000 |
More information about CHAD L. KLEVEN, D.D.S., P.S.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | CHAD KLEVEN | 2022-09-04 | ||
002 | 2020-01-01 | CHAD KLEVEN | 2021-05-04 | ||
002 | 2019-01-01 | CHAD KLEVEN | 2020-09-17 | ||
002 | 2018-01-01 | CHAD KLEVEN | 2019-10-13 | ||
002 | 2017-01-01 | CHAD KLEVEN | |||
002 | 2016-01-01 | CHAD KLEVEN | |||
002 | 2015-01-01 | CHAD KLEVEN | |||
002 | 2014-01-01 | CHAD KLEVEN | |||
002 | 2013-01-01 | CHAD KLEVEN |
Measure | Date | Value |
---|---|---|
2017: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
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 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 9 |
Number of participants with account balances | 2015-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2017 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $1,248 |
Total income from all sources | 2017-12-31 | $191,136 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,723 |
Benefits paid (including direct rollovers) | 2017-12-31 | $847 |
Total plan assets at end of year | 2017-12-31 | $1,615,405 |
Total plan assets at beginning of year | 2017-12-31 | $1,432,744 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $52,101 |
Other income received | 2017-12-31 | $117,038 |
Net income (gross income less expenses) | 2017-12-31 | $181,413 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,614,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,432,744 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $21,997 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,876 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2016 401k financial data | ||
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $123,896 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,536 |
Total plan assets at end of year | 2016-12-31 | $1,432,744 |
Total plan assets at beginning of year | 2016-12-31 | $1,320,384 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $51,690 |
Other income received | 2016-12-31 | $52,198 |
Net income (gross income less expenses) | 2016-12-31 | $112,360 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,432,744 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,320,384 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,330 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $20,008 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,536 |
2015 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-22,739 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,269,690 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,255,329 |
Total plan assets at end of year | 2015-12-31 | $1,320,384 |
Total plan assets at beginning of year | 2015-12-31 | $2,612,813 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $55,946 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-98,685 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-1,292,429 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,320,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,612,813 |
Assets. Value of participant loans | 2015-12-31 | $5,490 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $30,213 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,361 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $143,659 |
Expenses. Total of all expenses incurred | 2014-12-31 | $48,169 |
Benefits paid (including direct rollovers) | 2014-12-31 | $29,269 |
Total plan assets at end of year | 2014-12-31 | $2,612,813 |
Total plan assets at beginning of year | 2014-12-31 | $2,517,323 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $53,457 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $70,202 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $95,490 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,612,813 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,517,323 |
Assets. Value of participant loans | 2014-12-31 | $16,128 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $108,204 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,900 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $212,801 |
Expenses. Total of all expenses incurred | 2013-12-31 | $65,326 |
Benefits paid (including direct rollovers) | 2013-12-31 | $46,949 |
Total plan assets at end of year | 2013-12-31 | $2,517,323 |
Total plan assets at beginning of year | 2013-12-31 | $2,369,848 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $53,603 |
Other income received | 2013-12-31 | $110,135 |
Net income (gross income less expenses) | 2013-12-31 | $147,475 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,517,323 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,369,848 |
Assets. Value of participant loans | 2013-12-31 | $26,324 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $131,585 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $37,253 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $49,063 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,377 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2017: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ADVANCED DENTAL SERVICES RETIREMENT PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ADVANCED DENTAL SERVICES 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 |