401k Plan data: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN plan

COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 401k Plan overview

Plan Name	COMPLETE FAMILY DENTISTRY RETIREMENT PLAN
Plan identification number	001

COMPLETE FAMILY DENTISTRY RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

THOMAS LOPATOFSKY, DMD & NICOLE QUE ADA, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: THOMAS LOPATOFSKY, DMD & NICOLE QUE ADA, DMD, PC

Employer identification number (EIN): 251639904

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPLETE FAMILY DENTISTRY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 NICOLE M QUEZADA, DMD, PC 2017-07-07 NICOLE M QUEZADA, DMD, PC 2017-07-07
001 2015-01-01 NICOLE M QUEZADA, DMD, PC 2016-07-07 NICOLE M QUEZADA, DMD, PC 2016-07-07
001 2014-01-01 NICOLE M. QUEZADA, DMD, PC NICOLE M. QUEZADA, DMD, PC 2015-07-15
001 2013-01-01 NICOLE M. QUEZADA, DMD, PC NICOLE M. QUEZADA, DMD, PC 2014-07-29
001 2012-01-01 NICOLE M. QUEZADA, DMD, PC NICOLE M. QUEZADA, DMD, PC 2013-08-15
001 2011-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2012-08-02
001 2009-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2010-08-06
001 2009-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2010-08-06
001 2009-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2010-08-18
001 2009-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2010-08-18
001 2009-01-01 THOMAS G LOPATOFSKY, DMD THOMAS G LOPATOFSKY, DMD 2010-08-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	NICOLE M QUEZADA, DMD, PC	2017-07-07	NICOLE M QUEZADA, DMD, PC	2017-07-07
001	2015-01-01	NICOLE M QUEZADA, DMD, PC	2016-07-07	NICOLE M QUEZADA, DMD, PC	2016-07-07
001	2014-01-01	NICOLE M. QUEZADA, DMD, PC		NICOLE M. QUEZADA, DMD, PC	2015-07-15
001	2013-01-01	NICOLE M. QUEZADA, DMD, PC		NICOLE M. QUEZADA, DMD, PC	2014-07-29
001	2012-01-01	NICOLE M. QUEZADA, DMD, PC		NICOLE M. QUEZADA, DMD, PC	2013-08-15
001	2011-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2012-08-02
001	2009-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2010-08-06
001	2009-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2010-08-06
001	2009-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2010-08-18
001	2009-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2010-08-18
001	2009-01-01	THOMAS G LOPATOFSKY, DMD		THOMAS G LOPATOFSKY, DMD	2010-08-06

Plan Statistics for COMPLETE FAMILY DENTISTRY RETIREMENT PLAN

401k plan membership statisitcs for COMPLETE FAMILY DENTISTRY RETIREMENT PLAN

Measure Date Value
2014: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMPLETE FAMILY DENTISTRY RETIREMENT PLAN

Measure	Date	Value
2014 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$114,522
Expenses. Total of all expenses incurred	2014-12-31	$52,170
Benefits paid (including direct rollovers)	2014-12-31	$46,720
Total plan assets at end of year	2014-12-31	$927,368
Total plan assets at beginning of year	2014-12-31	$865,016
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$46,417
Contributions received from other sources (not participants or employers)	2014-12-31	$67
Other income received	2014-12-31	$46,530
Net income (gross income less expenses)	2014-12-31	$62,352
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$927,368
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$865,016
Total contributions received or receivable from employer(s)	2014-12-31	$21,508
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$212,752
Expenses. Total of all expenses incurred	2013-12-31	$11,303
Benefits paid (including direct rollovers)	2013-12-31	$6,759
Total plan assets at end of year	2013-12-31	$865,016
Total plan assets at beginning of year	2013-12-31	$663,567
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$47,622
Other income received	2013-12-31	$147,829
Net income (gross income less expenses)	2013-12-31	$201,449
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$865,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$663,567
Assets. Value of participant loans	2013-12-31	$6,524
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	2013-12-31	$2,969
Total contributions received or receivable from employer(s)	2013-12-31	$17,301
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,544
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$351,606
Expenses. Total of all expenses incurred	2012-12-31	$213,736
Benefits paid (including direct rollovers)	2012-12-31	$211,052
Total plan assets at end of year	2012-12-31	$663,567
Total plan assets at beginning of year	2012-12-31	$525,697
Total contributions received or receivable from participants	2012-12-31	$43,875
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,684
Contributions received from other sources (not participants or employers)	2012-12-31	$211,052
Other income received	2012-12-31	$79,673
Net income (gross income less expenses)	2012-12-31	$137,870
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$663,567
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$525,697
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	2012-12-31	$5,202
Total contributions received or receivable from employer(s)	2012-12-31	$17,006
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$48,807
Expenses. Total of all expenses incurred	2011-12-31	$36,943
Benefits paid (including direct rollovers)	2011-12-31	$34,470
Total plan assets at end of year	2011-12-31	$525,697
Total plan assets at beginning of year	2011-12-31	$513,833
Total contributions received or receivable from participants	2011-12-31	$45,743
Other income received	2011-12-31	$-13,688
Net income (gross income less expenses)	2011-12-31	$11,864
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$525,697
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$513,833
Assets. Value of participant loans	2011-12-31	$2,762
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	2011-12-31	$2,624
Total contributions received or receivable from employer(s)	2011-12-31	$16,752
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$135,368
Expenses. Total of all expenses incurred	2010-12-31	$24,200
Benefits paid (including direct rollovers)	2010-12-31	$22,542
Total plan assets at end of year	2010-12-31	$513,833
Total plan assets at beginning of year	2010-12-31	$402,665
Total contributions received or receivable from participants	2010-12-31	$46,287
Contributions received from other sources (not participants or employers)	2010-12-31	$2,911
Other income received	2010-12-31	$67,580
Net income (gross income less expenses)	2010-12-31	$111,168
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$513,833
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$402,665
Assets. Value of participant loans	2010-12-31	$4,393
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	2010-12-31	$5,298
Total contributions received or receivable from employer(s)	2010-12-31	$18,590
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COMPLETE FAMILY DENTISTRY RETIREMENT PLAN

2014: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COMPLETE FAMILY DENTISTRY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS LOPATOFSKY, DMD & NICOLE QUE ADA, DMD, PC
Employer identification number (EIN):	251639904
NAIC Classification:	621210
NAIC Description:	Offices of Dentists