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| Plan Name | PETER A. PATE, D.D.S., LLC RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PETER A. PATE, D.D.S., LLC |
| Employer identification number (EIN): | 311831475 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | PETER PATE | 2023-10-12 | PETER PATE | 2023-10-12 |
| 001 | 2021-01-01 | PETER PATE | 2022-05-05 | ||
| 001 | 2020-01-01 | PETER PATE | 2021-08-26 | ||
| 001 | 2019-01-01 | PETER PATE | 2020-10-15 | ||
| 001 | 2018-01-01 | PETER PATE | 2019-08-14 | ||
| 001 | 2017-01-01 | PETER PATE | 2018-08-28 | ||
| 001 | 2016-01-01 | PETER PATE | 2017-09-13 | ||
| 001 | 2015-01-01 | PETER PATE | 2016-10-06 | PETER PATE | 2016-10-06 |
| 001 | 2014-01-01 | PETER PATE | 2015-09-22 | ||
| 001 | 2013-01-01 | PETER PATE | 2014-09-10 | ||
| 001 | 2012-01-01 | PETER PATE | 2013-08-23 | ||
| 001 | 2011-01-01 | PETER PATE | 2012-06-07 | ||
| 001 | 2010-01-01 | PETER PATE | 2011-09-28 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PETER A. PATE, D.D.S., LLC RETIREMENT PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-05 | 0 |
| Net assets as of the end of the plan year | 2022-05-05 | 24305 |
| Total assets as of the beginning of the plan year | 2022-05-05 | 22824 |
| Value of plan covered by a fidelity bond | 2022-05-05 | 25000 |
| Participant contributions to plan in this plan year | 2022-05-05 | 1300 |
| Value of participant loans at end of plan year | 2022-05-05 | 2348 |
| Other income to plan in this plan year | 2022-05-05 | 181 |
| Plan net income in this plan year | 2022-05-05 | 1481 |
| Net assets as of the end of the plan year | 2022-05-05 | 24305 |
| Net assets as of the beginning of the plan year | 2022-05-05 | 22824 |
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