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FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameFOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST
Plan identification number 002

FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

FOREST HILLS FAMILY DENTISTRY, A PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:FOREST HILLS FAMILY DENTISTRY, A PARTNERSHIP
Employer identification number (EIN):203929658
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01FRANKLIN D. WRIGHT, D.M.D.
0022015-01-01FRANKLIN D. WRIGHT, D.M.D.
0022014-01-01FRANKLIN D. WRIGHT, D.M.D.
0022013-01-01FRANKLIN D. WRIGHT, D.M.D.
0022012-01-01FRANKLIN D. WRIGHT, D.M.D.
0022012-01-01FRANKLIN D. WRIGHT, D.M.D.
0022011-01-01FRANKLIN D. WRIGHT, D.M.D.
0022009-01-01FRANKLIN D. WRIGHT
0022009-01-01FRANKLIN D. WRIGHT, D.M.D.

Financial Data on FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST

Measure Date Value
2024 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-01-150
Total liabilities as of the beginning of the plan year2024-01-150
Total expenses incurred by plan in this plan year2024-01-154529229
Net assets as of the end of the plan year2024-01-150
Total assets as of the beginning of the plan year2024-01-154115663
Value of plan covered by a fidelity bond2024-01-1510000000
Participant contributions to plan in this plan year2024-01-15107016
Other expenses paid from plan in this plan year2024-01-150
Other contributions to plan in this plan year2024-01-150
Other income to plan in this plan year2024-01-15271830
Plan net income in this plan year2024-01-15-4115663
Net assets as of the end of the plan year2024-01-150
Net assets as of the beginning of the plan year2024-01-154115663
Employer contributions to plan in this plan year2024-01-1534720
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-1542441
2017 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$497,428
Expenses. Total of all expenses incurred2017-12-31$31,306
Benefits paid (including direct rollovers)2017-12-31$13,094
Total plan assets at end of year2017-12-31$3,086,235
Total plan assets at beginning of year2017-12-31$2,620,113
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$116,915
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$282,536
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$466,122
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,086,235
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,620,113
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$97,977
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,212
2016 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$399,808
Expenses. Total of all expenses incurred2016-12-31$159,194
Benefits paid (including direct rollovers)2016-12-31$137,540
Total plan assets at end of year2016-12-31$2,620,113
Total plan assets at beginning of year2016-12-31$2,379,499
Value of fidelity bond covering the plan2016-12-31$2,500,000
Total contributions received or receivable from participants2016-12-31$114,235
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$192,275
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$240,614
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,620,113
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,379,499
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,058
Total contributions received or receivable from employer(s)2016-12-31$93,298
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$21,654
2015 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$95,454
Expenses. Total of all expenses incurred2015-12-31$94,351
Benefits paid (including direct rollovers)2015-12-31$70,179
Total plan assets at end of year2015-12-31$2,379,499
Total plan assets at beginning of year2015-12-31$2,378,396
Value of fidelity bond covering the plan2015-12-31$2,500,000
Total contributions received or receivable from participants2015-12-31$121,387
Other income received2015-12-31$-117,453
Net income (gross income less expenses)2015-12-31$1,103
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,379,499
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,378,396
Assets. Value of assets in partnership/joint-venture interests2015-12-31$24,031
Total contributions received or receivable from employer(s)2015-12-31$91,520
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$259,055
Expenses. Total of all expenses incurred2014-12-31$78,618
Benefits paid (including direct rollovers)2014-12-31$56,655
Total plan assets at end of year2014-12-31$2,378,396
Total plan assets at beginning of year2014-12-31$2,197,959
Value of fidelity bond covering the plan2014-12-31$2,500,000
Total contributions received or receivable from participants2014-12-31$93,184
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$68,463
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$180,437
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,378,396
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,197,959
Assets. Value of assets in partnership/joint-venture interests2014-12-31$86,065
Total contributions received or receivable from employer(s)2014-12-31$97,408
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,963
2013 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$420,759
Expenses. Total of all expenses incurred2013-12-31$218,101
Benefits paid (including direct rollovers)2013-12-31$198,534
Total plan assets at end of year2013-12-31$2,197,959
Total plan assets at beginning of year2013-12-31$1,995,301
Value of fidelity bond covering the plan2013-12-31$2,500,000
Total contributions received or receivable from participants2013-12-31$91,582
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$231,385
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$202,658
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,197,959
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,995,301
Assets. Value of assets in partnership/joint-venture interests2013-12-31$104,662
Total contributions received or receivable from employer(s)2013-12-31$97,792
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,567
2012 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$371,579
Expenses. Total of all expenses incurred2012-12-31$16,151
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,995,301
Total plan assets at beginning of year2012-12-31$1,639,873
Value of fidelity bond covering the plan2012-12-31$2,500,000
Total contributions received or receivable from participants2012-12-31$105,588
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$175,419
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$355,428
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,995,301
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,639,873
Assets. Value of assets in partnership/joint-venture interests2012-12-31$107,599
Total contributions received or receivable from employer(s)2012-12-31$90,572
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,151
2011 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$208,597
Expenses. Total of all expenses incurred2011-12-31$30,448
Benefits paid (including direct rollovers)2011-12-31$16,792
Total plan assets at end of year2011-12-31$1,639,873
Total plan assets at beginning of year2011-12-31$1,461,724
Value of fidelity bond covering the plan2011-12-31$2,500,000
Total contributions received or receivable from participants2011-12-31$105,139
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$9,197
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$178,149
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,639,873
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,461,724
Assets. Value of assets in partnership/joint-venture interests2011-12-31$106,184
Total contributions received or receivable from employer(s)2011-12-31$94,261
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,656
2010 : FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$1,876
Total income from all sources2010-12-31$427,499
Expenses. Total of all expenses incurred2010-12-31$34,938
Benefits paid (including direct rollovers)2010-12-31$24,458
Total plan assets at end of year2010-12-31$1,461,724
Total plan assets at beginning of year2010-12-31$1,071,039
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$101,601
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$119,480
Other income received2010-12-31$109,878
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$392,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,461,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,069,163
Assets. Value of assets in partnership/joint-venture interests2010-12-31$104,484
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$4,914
Total contributions received or receivable from employer(s)2010-12-31$96,540
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,480

Form 5500 Responses for FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST

2017: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 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
2012: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FOREST HILLS FAMILY DENTISTRY RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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