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LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 401k Plan overview

Plan NameLAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN
Plan identification number 001

LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

LAKE FOREST DENTAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAKE FOREST DENTAL ASSOCIATES, P.C.
Employer identification number (EIN):363085795
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01RICHARD D. COTTRELL, D.D.S.
0012012-01-01RICHARD D. COTTRELL, D.D.S.
0012011-01-01RICHARD D. COTTRELL, D.D.S.
0012009-01-01RICHARD COTTRELL

Plan Statistics for LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN

Measure Date Value
2013: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN

Measure Date Value
2013 : LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$354,844
Expenses. Total of all expenses incurred2013-12-31$10,025
Total plan assets at end of year2013-12-31$2,145,455
Total plan assets at beginning of year2013-12-31$1,800,636
Value of fidelity bond covering the plan2013-12-31$180,000
Other income received2013-12-31$238,298
Net income (gross income less expenses)2013-12-31$344,819
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,145,455
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,800,636
Assets. Value of participant loans2013-12-31$25,133
Total contributions received or receivable from employer(s)2013-12-31$116,546
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,025
2012 : LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$289,737
Expenses. Total of all expenses incurred2012-12-31$9,454
Total plan assets at end of year2012-12-31$1,800,636
Total plan assets at beginning of year2012-12-31$1,520,353
Value of fidelity bond covering the plan2012-12-31$180,000
Other income received2012-12-31$189,701
Net income (gross income less expenses)2012-12-31$280,283
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,800,636
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,520,353
Assets. Value of participant loans2012-12-31$35,737
Total contributions received or receivable from employer(s)2012-12-31$100,036
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,454
2011 : LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,039
Expenses. Total of all expenses incurred2011-12-31$8,669
Total plan assets at end of year2011-12-31$1,520,353
Total plan assets at beginning of year2011-12-31$1,458,983
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-46,463
Net income (gross income less expenses)2011-12-31$61,370
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,520,353
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,458,983
Assets. Value of participant loans2011-12-31$46,022
Total contributions received or receivable from employer(s)2011-12-31$116,502
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,669
2010 : LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$300,005
Expenses. Total of all expenses incurred2010-12-31$7,286
Total plan assets at end of year2010-12-31$1,458,983
Total plan assets at beginning of year2010-12-31$1,166,264
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$184,817
Net income (gross income less expenses)2010-12-31$292,719
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,458,983
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,166,264
Total contributions received or receivable from employer(s)2010-12-31$115,188
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,286

Form 5500 Responses for LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN

2013: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAKE FOREST DENTAL AGE BASED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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