EL-HILLAL AND SAAVEDRA ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan E & S ORTHODONTICS 401(K) PLAN
Measure | Date | Value |
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2020: E & S ORTHODONTICS 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
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 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 22 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: E & S ORTHODONTICS 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 24 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: E & S ORTHODONTICS 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
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 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 28 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: E & S ORTHODONTICS 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
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 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 22 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: E & S ORTHODONTICS 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 13 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: E & S ORTHODONTICS 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 15 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2020 : E & S ORTHODONTICS 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $48,190 |
Expenses. Total of all expenses incurred | 2020-12-31 | $114,936 |
Benefits paid (including direct rollovers) | 2020-12-31 | $113,696 |
Total plan assets at end of year | 2020-12-31 | $111,327 |
Total plan assets at beginning of year | 2020-12-31 | $178,073 |
Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
Total contributions received or receivable from participants | 2020-12-31 | $23,193 |
Other income received | 2020-12-31 | $16,225 |
Net income (gross income less expenses) | 2020-12-31 | $-66,746 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $111,327 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $178,073 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $8,772 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,240 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : E & S ORTHODONTICS 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $162,959 |
Expenses. Total of all expenses incurred | 2019-12-31 | $122,835 |
Benefits paid (including direct rollovers) | 2019-12-31 | $119,898 |
Total plan assets at end of year | 2019-12-31 | $178,073 |
Total plan assets at beginning of year | 2019-12-31 | $137,949 |
Value of fidelity bond covering the plan | 2019-12-31 | $40,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,377 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,937 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $96,058 |
Other income received | 2019-12-31 | $31,220 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $40,124 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $178,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $137,949 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $10,304 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : E & S ORTHODONTICS 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $9,036 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,789 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $137,949 |
Total plan assets at beginning of year | 2018-12-31 | $130,702 |
Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
Total contributions received or receivable from participants | 2018-12-31 | $14,580 |
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 | $-11,626 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $7,247 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $137,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $130,702 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $6,082 |
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 | $1,789 |
2017 : E & S ORTHODONTICS 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $23,390 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,557 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $130,702 |
Total plan assets at beginning of year | 2017-12-31 | $108,869 |
Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
Total contributions received or receivable from participants | 2017-12-31 | $4,191 |
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 | $17,346 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $21,833 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $130,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $108,869 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,853 |
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 | $1,557 |
2016 : E & S ORTHODONTICS 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $12,975 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,097 |
Total plan assets at end of year | 2016-12-31 | $108,869 |
Total plan assets at beginning of year | 2016-12-31 | $96,991 |
Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
Total contributions received or receivable from participants | 2016-12-31 | $3,857 |
Other income received | 2016-12-31 | $7,404 |
Net income (gross income less expenses) | 2016-12-31 | $11,878 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $108,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $96,991 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,714 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,097 |
2015 : E & S ORTHODONTICS 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-2,370 |
Expenses. Total of all expenses incurred | 2015-12-31 | $228,010 |
Benefits paid (including direct rollovers) | 2015-12-31 | $227,580 |
Total plan assets at end of year | 2015-12-31 | $96,991 |
Total plan assets at beginning of year | 2015-12-31 | $327,371 |
Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
Total contributions received or receivable from participants | 2015-12-31 | $671 |
Other income received | 2015-12-31 | $-3,339 |
Net income (gross income less expenses) | 2015-12-31 | $-230,380 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $96,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $327,371 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $298 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $430 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2020: E & S ORTHODONTICS 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: E & S ORTHODONTICS 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: E & S ORTHODONTICS 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: E & S ORTHODONTICS 401(K) PLAN 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: E & S ORTHODONTICS 401(K) PLAN 2016 form 5500 responses |
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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 – 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: E & S ORTHODONTICS 401(K) PLAN 2015 form 5500 responses |
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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 – 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 |
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 613953 |
Policy instance | 1 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 30 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 613953 |
Policy instance | 1 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 40 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 613953 |
Policy instance | 1 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 33 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 613953 |
Policy instance | 1 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 29 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 613953 |
Policy instance | 1 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 15 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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