401k Plan data: ADVANCED DENTAL, LLC CASH BALANCE PLAN plan

ADVANCED DENTAL, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	ADVANCED DENTAL, LLC CASH BALANCE PLAN
Plan identification number	002

ADVANCED DENTAL, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

ADVANCED DENTAL, LLC. has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED DENTAL, LLC.

Employer identification number (EIN): 271143949

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED DENTAL, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 FREIDA ALEXANDER 2024-10-10
002 2022-01-01 FREIDA ALEXANDER 2023-09-29
002 2021-01-01 FREIDA ALEXANDER 2022-09-13
002 2020-01-01 FREIDA ALEXANDER 2021-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	FREIDA ALEXANDER	2024-10-10
002	2022-01-01	FREIDA ALEXANDER	2023-09-29
002	2021-01-01	FREIDA ALEXANDER	2022-09-13
002	2020-01-01	FREIDA ALEXANDER	2021-08-24

Plan Statistics for ADVANCED DENTAL, LLC CASH BALANCE PLAN

401k plan membership statisitcs for ADVANCED DENTAL, LLC CASH BALANCE PLAN

Measure Date Value
2025: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-18 4
Total number of particpants at end of year 2025-07-18 5
2024: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-10 4
Total number of particpants at end of year 2024-10-10 4
2022: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 396,892
Acturial value of plan assets 2022-12-31 396,892
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 717
Active participant vested funding target 2022-12-31 432,559
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 432,559
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 433,276
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 219,849
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 204,458
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 200,956
Net shortfall amortization installment of oustanding balance 2022-12-31 36,384
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 204,318
Additional cash requirement 2022-12-31 204,318
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 204,458
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-09-13 4
Total number of particpants at end of year 2022-09-13 4
Number of Participants With Account Balances 2022-09-13 4
2021: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 210,145
Acturial value of plan assets 2021-12-31 210,145
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 660
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 211,507
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 212,167
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 1,008
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,008
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 208,528
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 201,922
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 201,437
Net shortfall amortization installment of oustanding balance 2021-12-31 2,022
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 201,770
Additional cash requirement 2021-12-31 201,770
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 201,922
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 0
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 208,783
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 201,619
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 200,611
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 200,611
Additional cash requirement 2020-12-31 200,611
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 201,619
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-18	4
Total number of particpants at end of year	2025-07-18	5
2024: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	4
Total number of particpants at end of year	2024-10-10	4
2022: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	396,892
Acturial value of plan assets	2022-12-31	396,892
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	717
Active participant vested funding target	2022-12-31	432,559
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	432,559
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	433,276
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	219,849
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	204,458
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	200,956
Net shortfall amortization installment of oustanding balance	2022-12-31	36,384
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	204,318
Additional cash requirement	2022-12-31	204,318
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	204,458
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-09-13	4
Total number of particpants at end of year	2022-09-13	4
Number of Participants With Account Balances	2022-09-13	4
2021: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	210,145
Acturial value of plan assets	2021-12-31	210,145
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	660
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	211,507
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	212,167
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	1,008
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,008
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	208,528
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	201,922
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	201,437
Net shortfall amortization installment of oustanding balance	2021-12-31	2,022
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	201,770
Additional cash requirement	2021-12-31	201,770
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	201,922
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ADVANCED DENTAL, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	208,783
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	201,619
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	200,611
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	200,611
Additional cash requirement	2020-12-31	200,611
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	201,619
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on ADVANCED DENTAL, LLC CASH BALANCE PLAN

Measure	Date	Value
2025 : ADVANCED DENTAL, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-18	0
Total liabilities as of the end of the plan year	2025-07-18	0
Total liabilities as of the beginning of the plan year	2025-07-18	0
Total expenses incurred by plan in this plan year	2025-07-18	116006
Net assets as of the end of the plan year	2025-07-18	726612
Total assets as of the beginning of the plan year	2025-07-18	568963
Participant contributions to plan in this plan year	2025-07-18	0
Other expenses paid from plan in this plan year	2025-07-18	6363
Other contributions to plan in this plan year	2025-07-18	0
Other income to plan in this plan year	2025-07-18	48367
Plan net income in this plan year	2025-07-18	157649
Net assets as of the end of the plan year	2025-07-18	726612
Net assets as of the beginning of the plan year	2025-07-18	568963
Employer contributions to plan in this plan year	2025-07-18	225288
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-18	0
2024 : ADVANCED DENTAL, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-10	0
Total liabilities as of the end of the plan year	2024-10-10	0
Total liabilities as of the beginning of the plan year	2024-10-10	0
Total expenses incurred by plan in this plan year	2024-10-10	84204
Net assets as of the end of the plan year	2024-10-10	568963
Total assets as of the beginning of the plan year	2024-10-10	396892
Participant contributions to plan in this plan year	2024-10-10	0
Other expenses paid from plan in this plan year	2024-10-10	0
Other contributions to plan in this plan year	2024-10-10	0
Other income to plan in this plan year	2024-10-10	36426
Plan net income in this plan year	2024-10-10	172071
Net assets as of the end of the plan year	2024-10-10	568963
Net assets as of the beginning of the plan year	2024-10-10	396892
Employer contributions to plan in this plan year	2024-10-10	219849
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	0
2022 : ADVANCED DENTAL, LLC CASH BALANCE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-13	638
Net assets as of the end of the plan year	2022-09-13	210145
Total assets as of the beginning of the plan year	2022-09-13	0
Value of plan covered by a fidelity bond	2022-09-13	1000000
Other income to plan in this plan year	2022-09-13	2000
Plan net income in this plan year	2022-09-13	210145
Net assets as of the end of the plan year	2022-09-13	210145
Net assets as of the beginning of the plan year	2022-09-13	0
Employer contributions to plan in this plan year	2022-09-13	208783
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-13	638

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Company Name:	ADVANCED DENTAL, LLC.
Employer identification number (EIN):	271143949
NAIC Classification:	621210
NAIC Description:	Offices of Dentists