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CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHILDREN'S DENTISTRY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S DENTISTRY, LLC
Employer identification number (EIN):202123186
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHILDREN'S DENTISTRY, LLC

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2005-03-30
Company Identification Number: 000490377
Legal Registered Office Address: 6900 Yellowtail Road, Suite 100

Cheyenne
United States of America (USA)
82009

More information about CHILDREN'S DENTISTRY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01PATRICIA GENHO2022-10-11
0012020-01-01PATRICIA GENHO2021-10-14
0012019-01-01JAY COLE2020-10-15
0012018-01-01JAY Q. COLE2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY STACEY AS PRACTITIONER2013-02-25
0012011-01-01JEFFREY STACEY AS PRACTITIONER2012-03-03
0012010-01-01JEFFREY STACEY2011-02-18

Plan Statistics for CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0155
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0149
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0148
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0148
Total number of active participants reported on line 7a of the Form 55002019-01-0135
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0146
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0148
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$794,434
Expenses. Total of all expenses incurred2021-12-31$1,891,947
Benefits paid (including direct rollovers)2021-12-31$1,847,622
Total plan assets at end of year2021-12-31$2,448,232
Total plan assets at beginning of year2021-12-31$3,545,745
Value of fidelity bond covering the plan2021-12-31$440,000
Total contributions received or receivable from participants2021-12-31$148,250
Contributions received from other sources (not participants or employers)2021-12-31$1,145
Other income received2021-12-31$594,321
Net income (gross income less expenses)2021-12-31$-1,097,513
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,448,232
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,545,745
Assets. Value of participant loans2021-12-31$50,305
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$50,718
Value of certain deemed distributions of participant loans2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$44,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$779,293
Expenses. Total of all expenses incurred2020-12-31$237,935
Benefits paid (including direct rollovers)2020-12-31$199,387
Total plan assets at end of year2020-12-31$3,545,745
Total plan assets at beginning of year2020-12-31$3,004,387
Value of fidelity bond covering the plan2020-12-31$685,000
Total contributions received or receivable from participants2020-12-31$160,445
Contributions received from other sources (not participants or employers)2020-12-31$220,951
Other income received2020-12-31$325,442
Net income (gross income less expenses)2020-12-31$541,358
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,545,745
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,004,387
Assets. Value of participant loans2020-12-31$64,246
Assets. Value of assets in partnership/joint-venture interests2020-12-31$439,856
Total contributions received or receivable from employer(s)2020-12-31$72,455
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$38,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$835,559
Expenses. Total of all expenses incurred2019-12-31$1,070,742
Benefits paid (including direct rollovers)2019-12-31$1,025,945
Total plan assets at end of year2019-12-31$3,004,387
Total plan assets at beginning of year2019-12-31$3,239,570
Value of fidelity bond covering the plan2019-12-31$709,000
Total contributions received or receivable from participants2019-12-31$121,215
Expenses. Other expenses not covered elsewhere2019-12-31$35,069
Contributions received from other sources (not participants or employers)2019-12-31$23,123
Other income received2019-12-31$634,941
Net income (gross income less expenses)2019-12-31$-235,183
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,004,387
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,239,570
Assets. Value of participant loans2019-12-31$55,350
Assets. Value of assets in partnership/joint-venture interests2019-12-31$426,381
Total contributions received or receivable from employer(s)2019-12-31$56,280
Value of certain deemed distributions of participant loans2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$135,308
Expenses. Total of all expenses incurred2018-12-31$61,602
Benefits paid (including direct rollovers)2018-12-31$29,290
Total plan assets at end of year2018-12-31$3,239,570
Total plan assets at beginning of year2018-12-31$3,165,864
Value of fidelity bond covering the plan2018-12-31$320,000
Total contributions received or receivable from participants2018-12-31$141,111
Other income received2018-12-31$-107,584
Net income (gross income less expenses)2018-12-31$73,706
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,239,570
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,165,864
Assets. Value of participant loans2018-12-31$2,077
Assets. Value of assets in partnership/joint-venture interests2018-12-31$427,761
Total contributions received or receivable from employer(s)2018-12-31$101,781
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$32,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$323,422
Expenses. Total of all expenses incurred2017-12-31$57,302
Benefits paid (including direct rollovers)2017-12-31$8,960
Total plan assets at end of year2017-12-31$3,165,864
Total plan assets at beginning of year2017-12-31$2,899,744
Value of fidelity bond covering the plan2017-12-31$460,000
Total contributions received or receivable from participants2017-12-31$128,730
Other income received2017-12-31$43,972
Net income (gross income less expenses)2017-12-31$266,120
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,165,864
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,899,744
Assets. Value of participant loans2017-12-31$560
Assets. Value of assets in partnership/joint-venture interests2017-12-31$229,465
Total contributions received or receivable from employer(s)2017-12-31$150,720
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$48,342
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$539,313
Expenses. Total of all expenses incurred2016-12-31$31,511
Benefits paid (including direct rollovers)2016-12-31$662
Total plan assets at end of year2016-12-31$2,899,744
Total plan assets at beginning of year2016-12-31$2,391,942
Value of fidelity bond covering the plan2016-12-31$460,000
Total contributions received or receivable from participants2016-12-31$134,580
Other income received2016-12-31$247,975
Net income (gross income less expenses)2016-12-31$507,802
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,899,744
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,391,942
Assets. Value of participant loans2016-12-31$2,926
Assets. Value of assets in partnership/joint-venture interests2016-12-31$229,524
Total contributions received or receivable from employer(s)2016-12-31$156,758
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$322,688
Expenses. Total of all expenses incurred2015-12-31$348,889
Benefits paid (including direct rollovers)2015-12-31$320,249
Total plan assets at end of year2015-12-31$2,391,942
Total plan assets at beginning of year2015-12-31$2,418,143
Value of fidelity bond covering the plan2015-12-31$310,000
Total contributions received or receivable from participants2015-12-31$133,123
Other income received2015-12-31$65,347
Net income (gross income less expenses)2015-12-31$-26,201
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,391,942
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,418,143
Assets. Value of participant loans2015-12-31$8,566
Assets. Value of assets in partnership/joint-venture interests2015-12-31$227,093
Total contributions received or receivable from employer(s)2015-12-31$124,218
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$28,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$536,445
Expenses. Total of all expenses incurred2014-12-31$58,044
Benefits paid (including direct rollovers)2014-12-31$22,235
Total plan assets at end of year2014-12-31$2,418,143
Total plan assets at beginning of year2014-12-31$1,939,742
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$156,474
Other income received2014-12-31$262,816
Net income (gross income less expenses)2014-12-31$478,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,418,143
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,939,742
Assets. Value of participant loans2014-12-31$53,098
Assets. Value of assets in partnership/joint-venture interests2014-12-31$215,461
Total contributions received or receivable from employer(s)2014-12-31$117,155
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$35,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$318,929
Expenses. Total of all expenses incurred2013-12-31$4,882
Benefits paid (including direct rollovers)2013-12-31$4,376
Total plan assets at end of year2013-12-31$1,939,742
Total plan assets at beginning of year2013-12-31$1,625,695
Value of fidelity bond covering the plan2013-12-31$165,000
Total contributions received or receivable from participants2013-12-31$140,626
Other income received2013-12-31$34,483
Net income (gross income less expenses)2013-12-31$314,047
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,939,742
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,625,695
Assets. Value of participant loans2013-12-31$65,525
Assets. Value of assets in partnership/joint-venture interests2013-12-31$184,654
Total contributions received or receivable from employer(s)2013-12-31$143,820
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

2021: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered45
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered33
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37333
Policy instance 1
Insurance contract or identification numberG37333
Number of Individuals Covered36
Insurance policy start date2014-02-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,141
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,072
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES, INC.

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