401k Plan data: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST plan

CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
Plan identification number	007

CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKE GENEVA ORAL & has sponsored the creation of one or more 401k plans.

Company Name: LAKE GENEVA ORAL &

Employer identification number (EIN): 391142906

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-08-01
007 2021-08-01
007 2020-08-01
007 2019-08-01
007 2018-08-01
007 2017-08-01 ROBERT CONLON DDS
007 2016-08-01 ROBERT CONLON DDS
007 2015-08-01 ROBERT CONLON DDS
007 2014-08-01 ROBERT CONLON DDS
007 2013-08-01 ROBERT CONLON DDS
007 2012-08-01 ROBERT CONLON DDS
007 2011-08-01 ROBERT CONLON DDS
007 2010-08-01 ROBERT CONLON DDS
007 2009-08-01 ROBERT CONLON DDS

Plan Statistics for CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-08-01 43
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 42
Total of all active and inactive participants 2022-08-01 42
Total participants 2022-08-01 42
Number of participants with account balances 2022-08-01 42
2021: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-08-01 42
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 43
Total of all active and inactive participants 2021-08-01 43
Total participants 2021-08-01 43
Number of participants with account balances 2021-08-01 43
2020: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-08-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 42
Total of all active and inactive participants 2020-08-01 42
Total participants 2020-08-01 42
Number of participants with account balances 2020-08-01 42
2019: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-08-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 45
Total of all active and inactive participants 2019-08-01 45
Total participants 2019-08-01 45
Number of participants with account balances 2019-08-01 45
2018: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-08-01 45
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 44
Total of all active and inactive participants 2018-08-01 44
Total participants 2018-08-01 44
Number of participants with account balances 2018-08-01 44
2017: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-08-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 45
Total of all active and inactive participants 2017-08-01 45
Total participants 2017-08-01 45
Number of participants with account balances 2017-08-01 45
2016: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-08-01 40
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 46
Total of all active and inactive participants 2016-08-01 46
Total participants 2016-08-01 46
Number of participants with account balances 2016-08-01 46
2015: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-08-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 40
Total of all active and inactive participants 2015-08-01 40
Total participants 2015-08-01 40
Number of participants with account balances 2015-08-01 40
2014: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-08-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 48
Total of all active and inactive participants 2014-08-01 48
Total participants 2014-08-01 48
Number of participants with account balances 2014-08-01 48
2013: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-08-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 48
Total of all active and inactive participants 2013-08-01 48
Total participants 2013-08-01 48
Number of participants with account balances 2013-08-01 48
2012: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-08-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 47
Total of all active and inactive participants 2012-08-01 47
Total participants 2012-08-01 47
Number of participants with account balances 2012-08-01 47
2011: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-08-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 40
Total of all active and inactive participants 2011-08-01 40
Total participants 2011-08-01 40
Number of participants with account balances 2011-08-01 40
2010: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-08-01 36
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 37
Total of all active and inactive participants 2010-08-01 37
Total participants 2010-08-01 37
Number of participants with account balances 2010-08-01 37
2009: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-08-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 36
Total of all active and inactive participants 2009-08-01 36
Total participants 2009-08-01 36
Number of participants with account balances 2009-08-01 36

Measure	Date	Value
2022: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-08-01	43
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	42
Total of all active and inactive participants	2022-08-01	42
Total participants	2022-08-01	42
Number of participants with account balances	2022-08-01	42
2021: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-08-01	42
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	43
Total of all active and inactive participants	2021-08-01	43
Total participants	2021-08-01	43
Number of participants with account balances	2021-08-01	43
2020: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-08-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	42
Total of all active and inactive participants	2020-08-01	42
Total participants	2020-08-01	42
Number of participants with account balances	2020-08-01	42
2019: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-08-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	45
Total of all active and inactive participants	2019-08-01	45
Total participants	2019-08-01	45
Number of participants with account balances	2019-08-01	45
2018: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-08-01	45
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	44
Total of all active and inactive participants	2018-08-01	44
Total participants	2018-08-01	44
Number of participants with account balances	2018-08-01	44
2017: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-08-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	45
Total of all active and inactive participants	2017-08-01	45
Total participants	2017-08-01	45
Number of participants with account balances	2017-08-01	45
2016: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-08-01	40
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	46
Total of all active and inactive participants	2016-08-01	46
Total participants	2016-08-01	46
Number of participants with account balances	2016-08-01	46
2015: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-08-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	40
Total of all active and inactive participants	2015-08-01	40
Total participants	2015-08-01	40
Number of participants with account balances	2015-08-01	40
2014: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-08-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	48
Total of all active and inactive participants	2014-08-01	48
Total participants	2014-08-01	48
Number of participants with account balances	2014-08-01	48
2013: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-08-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	48
Total of all active and inactive participants	2013-08-01	48
Total participants	2013-08-01	48
Number of participants with account balances	2013-08-01	48
2012: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-08-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	47
Total of all active and inactive participants	2012-08-01	47
Total participants	2012-08-01	47
Number of participants with account balances	2012-08-01	47
2011: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-08-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	40
Total of all active and inactive participants	2011-08-01	40
Total participants	2011-08-01	40
Number of participants with account balances	2011-08-01	40
2010: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-08-01	36
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	37
Total of all active and inactive participants	2010-08-01	37
Total participants	2010-08-01	37
Number of participants with account balances	2010-08-01	37
2009: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-08-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	36
Total of all active and inactive participants	2009-08-01	36
Total participants	2009-08-01	36
Number of participants with account balances	2009-08-01	36

Financial Data on CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-07-31	$2,505,296
Expenses. Total of all expenses incurred	2023-07-31	$7,805
Benefits paid (including direct rollovers)	2023-07-31	$7,779
Total plan assets at end of year	2023-07-31	$25,131,088
Total plan assets at beginning of year	2023-07-31	$22,633,597
Value of fidelity bond covering the plan	2023-07-31	$500,000
Total contributions received or receivable from participants	2023-07-31	$223,983
Expenses. Other expenses not covered elsewhere	2023-07-31	$26
Contributions received from other sources (not participants or employers)	2023-07-31	$482
Other income received	2023-07-31	$1,977,683
Net income (gross income less expenses)	2023-07-31	$2,497,491
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$25,131,088
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$22,633,597
Total contributions received or receivable from employer(s)	2023-07-31	$303,148
2022 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-07-31	$-1,921,754
Expenses. Total of all expenses incurred	2022-07-31	$539,092
Benefits paid (including direct rollovers)	2022-07-31	$539,068
Total plan assets at end of year	2022-07-31	$22,633,597
Total plan assets at beginning of year	2022-07-31	$25,094,443
Value of fidelity bond covering the plan	2022-07-31	$500,000
Total contributions received or receivable from participants	2022-07-31	$204,432
Expenses. Other expenses not covered elsewhere	2022-07-31	$24
Other income received	2022-07-31	$-2,396,810
Net income (gross income less expenses)	2022-07-31	$-2,460,846
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$22,633,597
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$25,094,443
Total contributions received or receivable from employer(s)	2022-07-31	$270,624
Funding deficiency by the employer to the plan for this plan year	2022-07-31	$0
Minimum employer required contribution for this plan year	2022-07-31	$0
Amount contributed by the employer to the plan for this plan year	2022-07-31	$0
2021 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-07-31	$9,302,330
Expenses. Total of all expenses incurred	2021-07-31	$182,734
Benefits paid (including direct rollovers)	2021-07-31	$178,396
Total plan assets at end of year	2021-07-31	$25,094,443
Total plan assets at beginning of year	2021-07-31	$15,974,847
Value of fidelity bond covering the plan	2021-07-31	$500,000
Total contributions received or receivable from participants	2021-07-31	$206,250
Expenses. Other expenses not covered elsewhere	2021-07-31	$4,338
Contributions received from other sources (not participants or employers)	2021-07-31	$4,743,396
Other income received	2021-07-31	$4,103,111
Net income (gross income less expenses)	2021-07-31	$9,119,596
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$25,094,443
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$15,974,847
Total contributions received or receivable from employer(s)	2021-07-31	$249,573
Funding deficiency by the employer to the plan for this plan year	2021-07-31	$0
Minimum employer required contribution for this plan year	2021-07-31	$0
Amount contributed by the employer to the plan for this plan year	2021-07-31	$0
2020 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-07-31	$1,582,054
Expenses. Total of all expenses incurred	2020-07-31	$46,378
Benefits paid (including direct rollovers)	2020-07-31	$46,360
Total plan assets at end of year	2020-07-31	$15,974,847
Total plan assets at beginning of year	2020-07-31	$14,439,171
Value of fidelity bond covering the plan	2020-07-31	$500,000
Total contributions received or receivable from participants	2020-07-31	$206,536
Expenses. Other expenses not covered elsewhere	2020-07-31	$18
Contributions received from other sources (not participants or employers)	2020-07-31	$934
Other income received	2020-07-31	$1,100,632
Net income (gross income less expenses)	2020-07-31	$1,535,676
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$15,974,847
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$14,439,171
Total contributions received or receivable from employer(s)	2020-07-31	$273,952
2019 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Funding deficiency by the employer to the plan for this plan year	2019-07-31	$0
Minimum employer required contribution for this plan year	2019-07-31	$0
Amount contributed by the employer to the plan for this plan year	2019-07-31	$0
2018 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-07-31	$5,411
Total income from all sources	2018-07-31	$1,510,561
Expenses. Total of all expenses incurred	2018-07-31	$531,945
Benefits paid (including direct rollovers)	2018-07-31	$531,926
Total plan assets at end of year	2018-07-31	$13,887,566
Total plan assets at beginning of year	2018-07-31	$12,903,539
Value of fidelity bond covering the plan	2018-07-31	$500,000
Total contributions received or receivable from participants	2018-07-31	$187,329
Expenses. Other expenses not covered elsewhere	2018-07-31	$19
Other income received	2018-07-31	$1,057,135
Net income (gross income less expenses)	2018-07-31	$978,616
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$13,887,566
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$12,903,539
Total contributions received or receivable from employer(s)	2018-07-31	$266,097
Funding deficiency by the employer to the plan for this plan year	2018-07-31	$0
Minimum employer required contribution for this plan year	2018-07-31	$0
Amount contributed by the employer to the plan for this plan year	2018-07-31	$0
2017 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-07-31	$1,600
Total income from all sources	2017-07-31	$1,699,170
Expenses. Total of all expenses incurred	2017-07-31	$79,002
Benefits paid (including direct rollovers)	2017-07-31	$79,002
Total plan assets at end of year	2017-07-31	$12,903,539
Total plan assets at beginning of year	2017-07-31	$11,281,771
Value of fidelity bond covering the plan	2017-07-31	$500,000
Total contributions received or receivable from participants	2017-07-31	$191,275
Other income received	2017-07-31	$1,247,732
Net income (gross income less expenses)	2017-07-31	$1,620,168
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$12,903,539
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$11,281,771
Total contributions received or receivable from employer(s)	2017-07-31	$260,163
Funding deficiency by the employer to the plan for this plan year	2017-07-31	$0
Minimum employer required contribution for this plan year	2017-07-31	$0
Amount contributed by the employer to the plan for this plan year	2017-07-31	$0
2016 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-07-31	$10,080
Total income from all sources	2016-07-31	$613,090
Expenses. Total of all expenses incurred	2016-07-31	$239,452
Benefits paid (including direct rollovers)	2016-07-31	$239,452
Total plan assets at end of year	2016-07-31	$11,281,771
Total plan assets at beginning of year	2016-07-31	$10,898,053
Value of fidelity bond covering the plan	2016-07-31	$500,000
Total contributions received or receivable from participants	2016-07-31	$180,821
Other income received	2016-07-31	$188,313
Net income (gross income less expenses)	2016-07-31	$373,638
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$11,281,771
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$10,898,053
Total contributions received or receivable from employer(s)	2016-07-31	$243,956
Funding deficiency by the employer to the plan for this plan year	2016-07-31	$0
Minimum employer required contribution for this plan year	2016-07-31	$0
Amount contributed by the employer to the plan for this plan year	2016-07-31	$0
2015 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-07-31	$8,902
Total income from all sources	2015-07-31	$996,214
Expenses. Total of all expenses incurred	2015-07-31	$409,016
Benefits paid (including direct rollovers)	2015-07-31	$407,787
Total plan assets at end of year	2015-07-31	$10,898,053
Total plan assets at beginning of year	2015-07-31	$10,301,953
Value of fidelity bond covering the plan	2015-07-31	$500,000
Total contributions received or receivable from participants	2015-07-31	$185,973
Expenses. Other expenses not covered elsewhere	2015-07-31	$1,229
Other income received	2015-07-31	$551,100
Net income (gross income less expenses)	2015-07-31	$587,198
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$10,898,053
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$10,301,953
Total contributions received or receivable from employer(s)	2015-07-31	$259,141
Funding deficiency by the employer to the plan for this plan year	2015-07-31	$0
Minimum employer required contribution for this plan year	2015-07-31	$0
Amount contributed by the employer to the plan for this plan year	2015-07-31	$0
2014 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-07-31	$8,105
Total plan liabilities at beginning of year	2014-07-31	$400
Total income from all sources	2014-07-31	$1,294,639
Expenses. Total of all expenses incurred	2014-07-31	$230,561
Benefits paid (including direct rollovers)	2014-07-31	$230,546
Total plan assets at end of year	2014-07-31	$10,301,953
Total plan assets at beginning of year	2014-07-31	$9,230,170
Value of fidelity bond covering the plan	2014-07-31	$500,000
Total contributions received or receivable from participants	2014-07-31	$189,875
Expenses. Other expenses not covered elsewhere	2014-07-31	$15
Other income received	2014-07-31	$817,610
Net income (gross income less expenses)	2014-07-31	$1,064,078
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$10,301,953
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$9,229,770
Total contributions received or receivable from employer(s)	2014-07-31	$287,154
Funding deficiency by the employer to the plan for this plan year	2014-07-31	$0
Minimum employer required contribution for this plan year	2014-07-31	$0
Amount contributed by the employer to the plan for this plan year	2014-07-31	$0
2013 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$400
Total income from all sources	2013-07-31	$1,586,829
Expenses. Total of all expenses incurred	2013-07-31	$48,767
Benefits paid (including direct rollovers)	2013-07-31	$48,752
Total plan assets at end of year	2013-07-31	$9,230,170
Total plan assets at beginning of year	2013-07-31	$7,691,708
Value of fidelity bond covering the plan	2013-07-31	$500,000
Total contributions received or receivable from participants	2013-07-31	$185,075
Expenses. Other expenses not covered elsewhere	2013-07-31	$15
Contributions received from other sources (not participants or employers)	2013-07-31	$16,675
Other income received	2013-07-31	$1,126,899
Net income (gross income less expenses)	2013-07-31	$1,538,062
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$9,229,770
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$7,691,708
Total contributions received or receivable from employer(s)	2013-07-31	$258,180
Funding deficiency by the employer to the plan for this plan year	2013-07-31	$0
Minimum employer required contribution for this plan year	2013-07-31	$0
Amount contributed by the employer to the plan for this plan year	2013-07-31	$0
2012 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-07-31	$438,763
Expenses. Total of all expenses incurred	2012-07-31	$20
Total plan assets at end of year	2012-07-31	$7,691,708
Total plan assets at beginning of year	2012-07-31	$7,252,965
Value of fidelity bond covering the plan	2012-07-31	$500,000
Total contributions received or receivable from participants	2012-07-31	$154,120
Expenses. Other expenses not covered elsewhere	2012-07-31	$20
Other income received	2012-07-31	$32,751
Net income (gross income less expenses)	2012-07-31	$438,743
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$7,691,708
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$7,252,965
Total contributions received or receivable from employer(s)	2012-07-31	$251,892
Funding deficiency by the employer to the plan for this plan year	2012-07-31	$0
Minimum employer required contribution for this plan year	2012-07-31	$0
Amount contributed by the employer to the plan for this plan year	2012-07-31	$0
2011 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-07-31	$1,277,385
Expenses. Total of all expenses incurred	2011-07-31	$35,638
Benefits paid (including direct rollovers)	2011-07-31	$35,618
Total plan assets at end of year	2011-07-31	$7,252,965
Total plan assets at beginning of year	2011-07-31	$6,011,218
Value of fidelity bond covering the plan	2011-07-31	$500,000
Total contributions received or receivable from participants	2011-07-31	$142,568
Expenses. Other expenses not covered elsewhere	2011-07-31	$20
Contributions received from other sources (not participants or employers)	2011-07-31	$63,815
Other income received	2011-07-31	$879,455
Net income (gross income less expenses)	2011-07-31	$1,241,747
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$7,252,965
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$6,011,218
Total contributions received or receivable from employer(s)	2011-07-31	$191,547
Funding deficiency by the employer to the plan for this plan year	2011-07-31	$0
Minimum employer required contribution for this plan year	2011-07-31	$0
Amount contributed by the employer to the plan for this plan year	2011-07-31	$0
2010 : CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-07-31	$0
Minimum employer required contribution for this plan year	2010-07-31	$0
Amount contributed by the employer to the plan for this plan year	2010-07-31	$0

Form 5500 Responses for CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

2022: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: CRYSTAL LAKE ORAL & MAXILLOFACIAL SURGERY LTD CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKE GENEVA ORAL &
Employer identification number (EIN):	391142906
NAIC Classification:	621210
NAIC Description:	Offices of Dentists