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 |
|---|
| 2022 : E & S ORTHODONTICS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-20 | 2649 |
| Net assets as of the end of the plan year | 2022-09-20 | 159783 |
| Total assets as of the beginning of the plan year | 2022-09-20 | 111327 |
| Value of plan covered by a fidelity bond | 2022-09-20 | 25000 |
| Participant contributions to plan in this plan year | 2022-09-20 | 26375 |
| Other income to plan in this plan year | 2022-09-20 | 15875 |
| Plan net income in this plan year | 2022-09-20 | 48456 |
| Net assets as of the end of the plan year | 2022-09-20 | 159783 |
| Net assets as of the beginning of the plan year | 2022-09-20 | 111327 |
| Employer contributions to plan in this plan year | 2022-09-20 | 8855 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-20 | 2649 |
| 2020 : E & S ORTHODONTICS 401(K) PLAN 2020 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
