401k Plan data: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN plan

CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 401k Plan overview

Plan Name	CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN
Plan identification number	002

CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 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.
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.
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.

401k Sponsoring company profile

CHESTNUT RIDGE DENTAL ASSOC., PA has sponsored the creation of one or more 401k plans.

Company Name: CHESTNUT RIDGE DENTAL ASSOC., PA

Employer identification number (EIN): 222007090

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2018-01-01 CHRISTOPHER LOTA 2019-07-31
002 2017-01-01 CHRISTOPHER LOTA 2018-05-01
002 2016-01-01 CHRISTOPHER LOTA 2017-07-07
002 2015-01-01 CHRISTOPHER LOTA 2016-07-28
002 2014-01-01 CHRISTOPHER LOTA 2015-06-16
002 2013-01-01 CHRISTOPHER LOTA 2014-07-01
002 2012-01-01 CHRISTOPHER LOTA 2013-07-29
002 2011-01-01 CHRISTOPHER LOTA 2012-09-28
002 2010-01-01 CHRISTOPHER LOTA 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2018-01-01	CHRISTOPHER LOTA	2019-07-31
002	2017-01-01	CHRISTOPHER LOTA	2018-05-01
002	2016-01-01	CHRISTOPHER LOTA	2017-07-07
002	2015-01-01	CHRISTOPHER LOTA	2016-07-28
002	2014-01-01	CHRISTOPHER LOTA	2015-06-16
002	2013-01-01	CHRISTOPHER LOTA	2014-07-01
002	2012-01-01	CHRISTOPHER LOTA	2013-07-29
002	2011-01-01	CHRISTOPHER LOTA	2012-09-28
002	2010-01-01	CHRISTOPHER LOTA	2011-10-11

Plan Statistics for CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN

401k plan membership statisitcs for CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN

Measure Date Value
2022: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 5
Total of all active and inactive participants 2020-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	5
Total of all active and inactive participants	2020-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN

Measure	Date	Value
2022 : CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-950,133
Expenses. Total of all expenses incurred	2022-12-31	$72,737
Benefits paid (including direct rollovers)	2022-12-31	$41,136
Total plan assets at end of year	2022-12-31	$5,261,685
Total plan assets at beginning of year	2022-12-31	$6,284,555
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$92,228
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,107,742
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,022,870
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,261,685
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,284,555
Assets. Value of participant loans	2022-12-31	$61,443
Total contributions received or receivable from employer(s)	2022-12-31	$65,381
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,601
2021 : CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$939,149
Expenses. Total of all expenses incurred	2021-12-31	$134,053
Benefits paid (including direct rollovers)	2021-12-31	$102,999
Total plan assets at end of year	2021-12-31	$6,284,555
Total plan assets at beginning of year	2021-12-31	$5,479,459
Value of fidelity bond covering the plan	2021-12-31	$300,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$95,263
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$689,932
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$805,096
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,284,555
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,479,459
Assets. Value of participant loans	2021-12-31	$74,603
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$153,954
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$31,054
2020 : CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$904,917
Expenses. Total of all expenses incurred	2020-12-31	$19,274
Benefits paid (including direct rollovers)	2020-12-31	$18,667
Total plan assets at end of year	2020-12-31	$5,479,459
Total plan assets at beginning of year	2020-12-31	$4,593,816
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$95,483
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$716,152
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$885,643
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,479,459
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,593,816
Assets. Value of participant loans	2020-12-31	$73,704
Total contributions received or receivable from employer(s)	2020-12-31	$93,282
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$607

Form 5500 Responses for CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN

2022: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHESTNUT RIDGE DENTAL ASSOC. PA PROFT SHARING 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103849

Policy instance

Insurance contract or identification number	103849
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-10-14
Total amount of commissions paid to insurance broker	USD $11,012
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	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
Commission paid to Insurance Broker	USD $11,012

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Company Name:	CHESTNUT RIDGE DENTAL ASSOC., PA
Employer identification number (EIN):	222007090
NAIC Classification:	621210
NAIC Description:	Offices of Dentists