401k Plan data: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST plan

PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST
Plan identification number	002

PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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

BUENO AND SELLICK DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: BUENO AND SELLICK DENTISTRY PARTNERSHIP

Employer identification number (EIN): 202702093

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFFREY J. BUENO, D.D.S. 2023-10-06 JEFFREY BUENO 2023-10-06
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JEFFREY J. BUENO, D.D.S.
002 2015-01-01 JEFFREY J. BUENO, D.D.S.

Plan Statistics for PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST

Measure Date Value
2017: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 2
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 3
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 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2017: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	2
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	3
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	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$88
Total plan liabilities at beginning of year	2017-12-31	$88
Total income from all sources	2017-12-31	$143,286
Expenses. Total of all expenses incurred	2017-12-31	$8,787
Benefits paid (including direct rollovers)	2017-12-31	$1,683
Total plan assets at end of year	2017-12-31	$1,185,262
Total plan assets at beginning of year	2017-12-31	$1,050,763
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$23,691
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	$109,009
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$134,499
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,185,174
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,050,675
Assets. Value of participant loans	2017-12-31	$23,464
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
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	2017-12-31	$16,003
Total contributions received or receivable from employer(s)	2017-12-31	$10,586
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	$7,104
2016 : PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$88
Total plan liabilities at beginning of year	2016-12-31	$88
Total income from all sources	2016-12-31	$107,329
Expenses. Total of all expenses incurred	2016-12-31	$19,152
Benefits paid (including direct rollovers)	2016-12-31	$10,762
Total plan assets at end of year	2016-12-31	$1,050,763
Total plan assets at beginning of year	2016-12-31	$962,586
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$23,446
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$75,189
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$88,177
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,050,675
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$962,498
Assets. Value of participant loans	2016-12-31	$32,916
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$458
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	2016-12-31	$19,281
Total contributions received or receivable from employer(s)	2016-12-31	$8,694
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,390
2015 : PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$88
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-13,524
Expenses. Total of all expenses incurred	2015-12-31	$20,071
Benefits paid (including direct rollovers)	2015-12-31	$10,099
Total plan assets at end of year	2015-12-31	$962,586
Total plan assets at beginning of year	2015-12-31	$996,093
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$21,190
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	$-45,706
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-33,595
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$962,498
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$996,093
Assets. Value of participant loans	2015-12-31	$42,005
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,396
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	2015-12-31	$48,667
Total contributions received or receivable from employer(s)	2015-12-31	$10,992
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	$9,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for PACIFIC DENTAL CARE RETIREMENT PLAN & TRUST

2017: PACIFIC DENTAL CARE 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: PACIFIC DENTAL CARE 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: PACIFIC DENTAL CARE 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

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Company Name:	BUENO AND SELLICK DENTISTRY PARTNERSHIP
Employer identification number (EIN):	202702093
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JEFFREY J. BUENO, D.D.S.	2023-10-06	JEFFREY BUENO	2023-10-06
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	JEFFREY J. BUENO, D.D.S.
002	2015-01-01	JEFFREY J. BUENO, D.D.S.