401k Plan data: WESTERN RESERVE PERIODONTICS 401(K) plan

WESTERN RESERVE PERIODONTICS 401(K) 401k Plan overview

Plan Name	WESTERN RESERVE PERIODONTICS 401(K)
Plan identification number	003

WESTERN RESERVE PERIODONTICS 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WESTERN RESERVE PERIODONTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTERN RESERVE PERIODONTICS, INC.

Employer identification number (EIN): 341311737

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN RESERVE PERIODONTICS 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2021-01-01 SAYURI SMITH
003 2020-01-01
003 2019-01-01
003 2018-01-01 CHARLENE KREJCI 2019-07-18
003 2017-01-01 CHARLENE KREJCI 2018-07-31
003 2016-01-01 CHARLENE KREJCI 2017-08-03
003 2015-01-01 FRED ROSENBERG 2016-07-26
003 2014-01-01 FRED ROSENBERG 2015-07-29
003 2013-01-01 FRED ROSENBERG 2014-08-16 FRED ROSENBERG 2014-08-16
003 2012-01-01 FRED ROSENBERG 2013-10-04
003 2011-01-01 FRED ROSENBERG 2012-07-26
003 2010-01-01 FRED ROSENBERG 2011-07-30 FRED ROSENBERG 2011-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2021-01-01	SAYURI SMITH
003	2020-01-01
003	2019-01-01
003	2018-01-01	CHARLENE KREJCI	2019-07-18
003	2017-01-01	CHARLENE KREJCI	2018-07-31
003	2016-01-01	CHARLENE KREJCI	2017-08-03
003	2015-01-01	FRED ROSENBERG	2016-07-26
003	2014-01-01	FRED ROSENBERG	2015-07-29
003	2013-01-01	FRED ROSENBERG	2014-08-16	FRED ROSENBERG	2014-08-16
003	2012-01-01	FRED ROSENBERG	2013-10-04
003	2011-01-01	FRED ROSENBERG	2012-07-26
003	2010-01-01	FRED ROSENBERG	2011-07-30	FRED ROSENBERG	2011-07-30

Plan Statistics for WESTERN RESERVE PERIODONTICS 401(K)

401k plan membership statisitcs for WESTERN RESERVE PERIODONTICS 401(K)

Measure Date Value
2021: WESTERN RESERVE PERIODONTICS 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
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 3
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WESTERN RESERVE PERIODONTICS 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 2
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WESTERN RESERVE PERIODONTICS 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2021: WESTERN RESERVE PERIODONTICS 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
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	3
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WESTERN RESERVE PERIODONTICS 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	2
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WESTERN RESERVE PERIODONTICS 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on WESTERN RESERVE PERIODONTICS 401(K)

Measure	Date	Value
2021 : WESTERN RESERVE PERIODONTICS 401(K) 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	$553,088
Expenses. Total of all expenses incurred	2021-12-31	$666,409
Benefits paid (including direct rollovers)	2021-12-31	$665,829
Total plan assets at end of year	2021-12-31	$5,552,081
Total plan assets at beginning of year	2021-12-31	$5,665,402
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$48,775
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	$492,224
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-113,321
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,552,081
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,665,402
Assets. Value of participant loans	2021-12-31	$1,058
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	$12,089
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	$580
2020 : WESTERN RESERVE PERIODONTICS 401(K) 2020 401k financial data
Transfers to/from the plan	2020-12-31	$2,800
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	$736,342
Expenses. Total of all expenses incurred	2020-12-31	$64,468
Benefits paid (including direct rollovers)	2020-12-31	$64,443
Total plan assets at end of year	2020-12-31	$5,665,402
Total plan assets at beginning of year	2020-12-31	$4,990,728
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$71,012
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	$648,251
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$671,874
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,665,402
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,990,728
Assets. Value of participant loans	2020-12-31	$1,650
Total contributions received or receivable from employer(s)	2020-12-31	$17,079
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	$25
2019 : WESTERN RESERVE PERIODONTICS 401(K) 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$907,330
Expenses. Total of all expenses incurred	2019-12-31	$254,830
Benefits paid (including direct rollovers)	2019-12-31	$254,780
Total plan assets at end of year	2019-12-31	$4,990,728
Total plan assets at beginning of year	2019-12-31	$4,338,228
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$63,242
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$844,088
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$652,500
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,990,728
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,338,228
Assets. Value of participant loans	2019-12-31	$2,242
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$50

Form 5500 Responses for WESTERN RESERVE PERIODONTICS 401(K)

2021: WESTERN RESERVE PERIODONTICS 401(K) 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: WESTERN RESERVE PERIODONTICS 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN RESERVE PERIODONTICS 401(K) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESTERN RESERVE PERIODONTICS, INC.
Employer identification number (EIN):	341311737
NAIC Classification:	621210
NAIC Description:	Offices of Dentists