401k Plan data: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN plan

AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN
Plan identification number	002

AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT 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

AMERICAN ASSOCIATION OF ENDODONTISTS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN ASSOCIATION OF ENDODONTISTS

Employer identification number (EIN): 236191090

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 KENNETH WIDELKA 2017-12-04 KENNETH WIDELKA 2017-12-04
002 2015-07-01 KENNETH WIDELKA 2016-11-30 KENNETH WIDELKA 2016-11-30
002 2014-07-01 KEITH KRELL 2015-12-03 KEITH KRELL 2015-12-03
002 2013-07-01 PETER WEBER 2015-01-23 PETER WEBER 2015-01-23
002 2012-07-01 JERROLD MCDONALD 2013-10-29 JERROLD MCDONALD 2013-10-29
002 2011-07-01 JERROLD MCDONALD 2012-10-24 JERROLD MCDONALD 2012-10-24
002 2010-07-01 JERROLD MCDONALD 2011-09-14 JERROLD MCDONALD 2011-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	KENNETH WIDELKA	2017-12-04	KENNETH WIDELKA	2017-12-04
002	2015-07-01	KENNETH WIDELKA	2016-11-30	KENNETH WIDELKA	2016-11-30
002	2014-07-01	KEITH KRELL	2015-12-03	KEITH KRELL	2015-12-03
002	2013-07-01	PETER WEBER	2015-01-23	PETER WEBER	2015-01-23
002	2012-07-01	JERROLD MCDONALD	2013-10-29	JERROLD MCDONALD	2013-10-29
002	2011-07-01	JERROLD MCDONALD	2012-10-24	JERROLD MCDONALD	2012-10-24
002	2010-07-01	JERROLD MCDONALD	2011-09-14	JERROLD MCDONALD	2011-09-14

Plan Statistics for AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN

Measure Date Value
2022: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 36
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 13
Total of all active and inactive participants 2022-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 49
Number of participants with account balances 2022-07-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 32
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 13
Total of all active and inactive participants 2021-07-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 45
Number of participants with account balances 2021-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 34
Number of other retired or separated participants entitled to future benefits 2020-07-01 15
Total of all active and inactive participants 2020-07-01 49
Total participants 2020-07-01 49
Number of participants with account balances 2020-07-01 48
2019: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 34
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 15
Total of all active and inactive participants 2019-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 49
Number of participants with account balances 2019-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 33
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 14
Total of all active and inactive participants 2018-07-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 47
Number of participants with account balances 2018-07-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 31
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 18
Total of all active and inactive participants 2017-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 49
Number of participants with account balances 2017-07-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0

Measure	Date	Value
2022: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	36
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	13
Total of all active and inactive participants	2022-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	49
Number of participants with account balances	2022-07-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	32
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	13
Total of all active and inactive participants	2021-07-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	45
Number of participants with account balances	2021-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	34
Number of other retired or separated participants entitled to future benefits	2020-07-01	15
Total of all active and inactive participants	2020-07-01	49
Total participants	2020-07-01	49
Number of participants with account balances	2020-07-01	48
2019: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	34
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	15
Total of all active and inactive participants	2019-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	49
Number of participants with account balances	2019-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	33
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	14
Total of all active and inactive participants	2018-07-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	47
Number of participants with account balances	2018-07-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	31
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	18
Total of all active and inactive participants	2017-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	49
Number of participants with account balances	2017-07-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0

Financial Data on AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN

Measure	Date	Value
2023 : AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-06-30	$0
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$1,114,823
Expenses. Total of all expenses incurred	2023-06-30	$79,785
Benefits paid (including direct rollovers)	2023-06-30	$67,317
Total plan assets at end of year	2023-06-30	$4,481,900
Total plan assets at beginning of year	2023-06-30	$3,446,862
Value of fidelity bond covering the plan	2023-06-30	$5,000,000
Assets. Value of tangible personal property	2023-06-30	$0
Total contributions received or receivable from participants	2023-06-30	$321,189
Assets. Value of loans (other than to participants)	2023-06-30	$0
Expenses. Other expenses not covered elsewhere	2023-06-30	$0
Contributions received from other sources (not participants or employers)	2023-06-30	$48,411
Other income received	2023-06-30	$535,418
Noncash contributions received	2023-06-30	$0
Net income (gross income less expenses)	2023-06-30	$1,035,038
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$4,481,900
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$3,446,862
Assets. Value of participant loans	2023-06-30	$42,411
Assets. Value of assets in partnership/joint-venture interests	2023-06-30	$0
Assets. Value of real-estate (other than employer real property)	2023-06-30	$0
Assets. Value of employer securities	2023-06-30	$0
Assets. Value of employer real property	2023-06-30	$0
Total contributions received or receivable from employer(s)	2023-06-30	$209,805
Value of certain deemed distributions of participant loans	2023-06-30	$0
Value of corrective distributions	2023-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$12,468
2022 : AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-132,637
Expenses. Total of all expenses incurred	2022-06-30	$251,551
Benefits paid (including direct rollovers)	2022-06-30	$238,211
Total plan assets at end of year	2022-06-30	$3,446,862
Total plan assets at beginning of year	2022-06-30	$3,831,050
Value of fidelity bond covering the plan	2022-06-30	$5,000,000
Assets. Value of tangible personal property	2022-06-30	$0
Total contributions received or receivable from participants	2022-06-30	$276,860
Assets. Value of loans (other than to participants)	2022-06-30	$0
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$8,748
Other income received	2022-06-30	$-659,305
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$-384,188
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$3,446,862
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,831,050
Assets. Value of participant loans	2022-06-30	$33,837
Assets. Value of assets in partnership/joint-venture interests	2022-06-30	$0
Assets. Value of real-estate (other than employer real property)	2022-06-30	$0
Assets. Value of employer securities	2022-06-30	$0
Assets. Value of employer real property	2022-06-30	$0
Total contributions received or receivable from employer(s)	2022-06-30	$241,060
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$13,340
2021 : AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$1,506,389
Expenses. Total of all expenses incurred	2021-06-30	$272,272
Benefits paid (including direct rollovers)	2021-06-30	$261,899
Total plan assets at end of year	2021-06-30	$3,831,050
Total plan assets at beginning of year	2021-06-30	$2,596,933
Value of fidelity bond covering the plan	2021-06-30	$5,000,000
Assets. Value of tangible personal property	2021-06-30	$0
Total contributions received or receivable from participants	2021-06-30	$266,885
Assets. Value of loans (other than to participants)	2021-06-30	$0
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$42,726
Other income received	2021-06-30	$970,685
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$1,234,117
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,831,050
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,596,933
Assets. Value of participant loans	2021-06-30	$28,950
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$0
Assets. Value of real-estate (other than employer real property)	2021-06-30	$0
Assets. Value of employer securities	2021-06-30	$0
Assets. Value of employer real property	2021-06-30	$0
Total contributions received or receivable from employer(s)	2021-06-30	$226,093
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$10,373
2020 : AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$590,341
Expenses. Total of all expenses incurred	2020-06-30	$144,689
Benefits paid (including direct rollovers)	2020-06-30	$136,367
Total plan assets at end of year	2020-06-30	$2,596,933
Total plan assets at beginning of year	2020-06-30	$2,151,281
Value of fidelity bond covering the plan	2020-06-30	$5,000,000
Total contributions received or receivable from participants	2020-06-30	$236,330
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$68,551
Other income received	2020-06-30	$101,972
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$445,652
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,596,933
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$2,151,281
Assets. Value of participant loans	2020-06-30	$38,865
Total contributions received or receivable from employer(s)	2020-06-30	$183,488
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$8,322
2019 : AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$536,248
Expenses. Total of all expenses incurred	2019-06-30	$990,077
Benefits paid (including direct rollovers)	2019-06-30	$982,116
Total plan assets at end of year	2019-06-30	$2,151,281
Total plan assets at beginning of year	2019-06-30	$2,605,110
Value of fidelity bond covering the plan	2019-06-30	$5,000,000
Total contributions received or receivable from participants	2019-06-30	$204,841
Expenses. Other expenses not covered elsewhere	2019-06-30	$0
Contributions received from other sources (not participants or employers)	2019-06-30	$67,749
Other income received	2019-06-30	$92,843
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$-453,829
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$2,151,281
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$2,605,110
Assets. Value of participant loans	2019-06-30	$53,081
Total contributions received or receivable from employer(s)	2019-06-30	$170,815
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$7,961

Form 5500 Responses for AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN

2022: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	This submission is the final filing	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	This submission is the final filing	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN ASSOCIATION OF ENDODONTISTS PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN ASSOCIATION OF ENDODONTISTS
Employer identification number (EIN):	236191090
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations