401k Plan data: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN plan

CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN
Plan identification number	002

CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

CUMBERLAND FAMILY DENTAL, S.C. has sponsored the creation of one or more 401k plans.

Company Name: CUMBERLAND FAMILY DENTAL, S.C.

Employer identification number (EIN): 391946022

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 JEFFREY WALTERS 2023-02-09
002 2020-10-01 JEFFREY WALTERS 2022-07-13
002 2019-10-01 JEFFREY WALTERS 2021-02-16
002 2018-10-01 JEFFREY WALTERS 2020-04-06
002 2017-10-01 JEFFREY WALTERS 2019-04-19
002 2016-10-01
002 2015-10-01
002 2014-10-01
002 2013-10-01 JEFFREY WALTERS
002 2012-10-01 JEFFREY WALTERS
002 2011-10-01 GARY HENDRICKS
002 2010-10-01 GARY HENDRICKS
002 2009-10-01 GARY HENDRICKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-10-01	JEFFREY WALTERS	2023-02-09
002	2020-10-01	JEFFREY WALTERS	2022-07-13
002	2019-10-01	JEFFREY WALTERS	2021-02-16
002	2018-10-01	JEFFREY WALTERS	2020-04-06
002	2017-10-01	JEFFREY WALTERS	2019-04-19
002	2016-10-01
002	2015-10-01
002	2014-10-01
002	2013-10-01	JEFFREY WALTERS
002	2012-10-01	JEFFREY WALTERS
002	2011-10-01	GARY HENDRICKS
002	2010-10-01	GARY HENDRICKS
002	2009-10-01	GARY HENDRICKS

Plan Statistics for CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

Measure Date Value
2021: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 11
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 7
Total of all active and inactive participants 2021-10-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 18
Number of participants with account balances 2021-10-01 18
2020: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 11
Number of retired or separated participants receiving benefits 2020-10-01 3
Number of other retired or separated participants entitled to future benefits 2020-10-01 3
Total of all active and inactive participants 2020-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 17
Number of participants with account balances 2020-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 10
Number of retired or separated participants receiving benefits 2019-10-01 1
Number of other retired or separated participants entitled to future benefits 2019-10-01 5
Total of all active and inactive participants 2019-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 16
Number of participants with account balances 2019-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 12
Number of retired or separated participants receiving benefits 2018-10-01 2
Number of other retired or separated participants entitled to future benefits 2018-10-01 2
Total of all active and inactive participants 2018-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 16
Number of participants with account balances 2018-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 14
Number of retired or separated participants receiving benefits 2017-10-01 1
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 16
Number of participants with account balances 2017-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 14
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 16
Number of participants with account balances 2016-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 14
Number of retired or separated participants receiving benefits 2015-10-01 1
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 16
Number of participants with account balances 2015-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 12
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 3
Total of all active and inactive participants 2014-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 15
Number of participants with account balances 2014-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 11
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 4
Total of all active and inactive participants 2013-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 15
Number of participants with account balances 2013-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 14
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 15
Number of participants with account balances 2012-10-01 15
2011: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 12
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 13
Number of participants with account balances 2011-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 11
Number of other retired or separated participants entitled to future benefits 2010-10-01 1
Total of all active and inactive participants 2010-10-01 12
Total participants 2010-10-01 12
Number of participants with account balances 2010-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 12
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 13
Number of participants with account balances 2009-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2021: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	11
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	7
Total of all active and inactive participants	2021-10-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	18
Number of participants with account balances	2021-10-01	18
2020: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	11
Number of retired or separated participants receiving benefits	2020-10-01	3
Number of other retired or separated participants entitled to future benefits	2020-10-01	3
Total of all active and inactive participants	2020-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	17
Number of participants with account balances	2020-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	10
Number of retired or separated participants receiving benefits	2019-10-01	1
Number of other retired or separated participants entitled to future benefits	2019-10-01	5
Total of all active and inactive participants	2019-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	16
Number of participants with account balances	2019-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	12
Number of retired or separated participants receiving benefits	2018-10-01	2
Number of other retired or separated participants entitled to future benefits	2018-10-01	2
Total of all active and inactive participants	2018-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	16
Number of participants with account balances	2018-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	14
Number of retired or separated participants receiving benefits	2017-10-01	1
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	16
Number of participants with account balances	2017-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	14
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	16
Number of participants with account balances	2016-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	14
Number of retired or separated participants receiving benefits	2015-10-01	1
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	16
Number of participants with account balances	2015-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	12
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	3
Total of all active and inactive participants	2014-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	15
Number of participants with account balances	2014-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	11
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	4
Total of all active and inactive participants	2013-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	15
Number of participants with account balances	2013-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	14
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	15
Number of participants with account balances	2012-10-01	15
2011: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	12
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	13
Number of participants with account balances	2011-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	11
Number of other retired or separated participants entitled to future benefits	2010-10-01	1
Total of all active and inactive participants	2010-10-01	12
Total participants	2010-10-01	12
Number of participants with account balances	2010-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	12
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	13
Number of participants with account balances	2009-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-839,764
Expenses. Total of all expenses incurred	2022-09-30	$46,832
Total plan assets at end of year	2022-09-30	$4,313,783
Total plan assets at beginning of year	2022-09-30	$5,200,379
Value of fidelity bond covering the plan	2022-09-30	$520,038
Total contributions received or receivable from participants	2022-09-30	$76,577
Other income received	2022-09-30	$-951,818
Net income (gross income less expenses)	2022-09-30	$-886,596
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$4,313,783
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$5,200,379
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$44,254
Total contributions received or receivable from employer(s)	2022-09-30	$35,477
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$46,832
2021 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$992,532
Expenses. Total of all expenses incurred	2021-09-30	$105,206
Benefits paid (including direct rollovers)	2021-09-30	$58,201
Total plan assets at end of year	2021-09-30	$5,200,379
Total plan assets at beginning of year	2021-09-30	$4,313,053
Value of fidelity bond covering the plan	2021-09-30	$520,038
Total contributions received or receivable from participants	2021-09-30	$101,592
Contributions received from other sources (not participants or employers)	2021-09-30	$4,632
Other income received	2021-09-30	$859,670
Net income (gross income less expenses)	2021-09-30	$887,326
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$5,200,379
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$4,313,053
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$45,910
Total contributions received or receivable from employer(s)	2021-09-30	$26,638
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$47,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$317,925
Expenses. Total of all expenses incurred	2020-09-30	$41,564
Total plan assets at end of year	2020-09-30	$4,313,053
Total plan assets at beginning of year	2020-09-30	$4,036,692
Value of fidelity bond covering the plan	2020-09-30	$431,305
Total contributions received or receivable from participants	2020-09-30	$55,533
Other income received	2020-09-30	$240,509
Net income (gross income less expenses)	2020-09-30	$276,361
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$4,313,053
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$4,036,692
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$108,346
Total contributions received or receivable from employer(s)	2020-09-30	$21,883
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$41,564
2019 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$296,141
Expenses. Total of all expenses incurred	2019-09-30	$143,189
Benefits paid (including direct rollovers)	2019-09-30	$103,619
Total plan assets at end of year	2019-09-30	$4,036,692
Total plan assets at beginning of year	2019-09-30	$3,883,740
Value of fidelity bond covering the plan	2019-09-30	$403,669
Total contributions received or receivable from participants	2019-09-30	$84,772
Other income received	2019-09-30	$185,999
Net income (gross income less expenses)	2019-09-30	$152,952
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$4,036,692
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$3,883,740
Assets. Value of assets in partnership/joint-venture interests	2019-09-30	$137,112
Total contributions received or receivable from employer(s)	2019-09-30	$25,370
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$39,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2017 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$468,456
Expenses. Total of all expenses incurred	2017-09-30	$32,873
Total plan assets at end of year	2017-09-30	$3,443,419
Total plan assets at beginning of year	2017-09-30	$3,007,836
Value of fidelity bond covering the plan	2017-09-30	$300,000
Total contributions received or receivable from participants	2017-09-30	$85,267
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$357,289
Net income (gross income less expenses)	2017-09-30	$435,583
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,443,419
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$3,007,836
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$213,328
Total contributions received or receivable from employer(s)	2017-09-30	$25,900
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$32,873
2016 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$416,018
Expenses. Total of all expenses incurred	2016-09-30	$221,480
Benefits paid (including direct rollovers)	2016-09-30	$195,215
Total plan assets at end of year	2016-09-30	$3,007,836
Total plan assets at beginning of year	2016-09-30	$2,813,298
Value of fidelity bond covering the plan	2016-09-30	$300,000
Total contributions received or receivable from participants	2016-09-30	$89,321
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$300,914
Net income (gross income less expenses)	2016-09-30	$194,538
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$3,007,836
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,813,298
Assets. Value of participant loans	2016-09-30	$631
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$232,886
Total contributions received or receivable from employer(s)	2016-09-30	$25,783
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$26,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$0
Total income from all sources	2015-09-30	$9,433
Expenses. Total of all expenses incurred	2015-09-30	$99,607
Benefits paid (including direct rollovers)	2015-09-30	$71,268
Total plan assets at end of year	2015-09-30	$2,813,298
Total plan assets at beginning of year	2015-09-30	$2,903,472
Value of fidelity bond covering the plan	2015-09-30	$281,330
Total contributions received or receivable from participants	2015-09-30	$86,464
Other income received	2015-09-30	$-101,525
Net income (gross income less expenses)	2015-09-30	$-90,174
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,813,298
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,903,472
Assets. Value of participant loans	2015-09-30	$1,262
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$225,956
Total contributions received or receivable from employer(s)	2015-09-30	$24,494
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$28,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$326,109
Expenses. Total of all expenses incurred	2014-09-30	$0
Total plan assets at end of year	2014-09-30	$2,903,472
Total plan assets at beginning of year	2014-09-30	$2,577,363
Value of fidelity bond covering the plan	2014-09-30	$275,000
Total contributions received or receivable from participants	2014-09-30	$102,851
Other income received	2014-09-30	$197,776
Net income (gross income less expenses)	2014-09-30	$326,109
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,903,472
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$2,577,363
Assets. Value of participant loans	2014-09-30	$1,867
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$225,903
Total contributions received or receivable from employer(s)	2014-09-30	$25,482
2013 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$360,978
Expenses. Total of all expenses incurred	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$2,577,363
Total plan assets at beginning of year	2013-09-30	$2,216,385
Value of fidelity bond covering the plan	2013-09-30	$275,000
Total contributions received or receivable from participants	2013-09-30	$88,927
Other income received	2013-09-30	$245,583
Net income (gross income less expenses)	2013-09-30	$360,978
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,577,363
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,216,385
Assets. Value of participant loans	2013-09-30	$2,446
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$219,714
Total contributions received or receivable from employer(s)	2013-09-30	$26,468
2012 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$481,977
Expenses. Total of all expenses incurred	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$2,216,385
Total plan assets at beginning of year	2012-09-30	$1,734,408
Value of fidelity bond covering the plan	2012-09-30	$275,000
Total contributions received or receivable from participants	2012-09-30	$100,980
Other income received	2012-09-30	$310,997
Net income (gross income less expenses)	2012-09-30	$481,977
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,216,385
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,734,408
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$221,899
Total contributions received or receivable from employer(s)	2012-09-30	$70,000
2011 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$149,240
Expenses. Total of all expenses incurred	2011-09-30	$577
Benefits paid (including direct rollovers)	2011-09-30	$577
Total plan assets at end of year	2011-09-30	$1,734,408
Total plan assets at beginning of year	2011-09-30	$1,585,745
Value of fidelity bond covering the plan	2011-09-30	$275,000
Total contributions received or receivable from participants	2011-09-30	$78,419
Other income received	2011-09-30	$-36,680
Net income (gross income less expenses)	2011-09-30	$148,663
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,734,408
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,585,745
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$201,657
Total contributions received or receivable from employer(s)	2011-09-30	$107,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

2021: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: CUMBERLAND FAMILY DENTAL, S.C. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CUMBERLAND FAMILY DENTAL, S.C.
Employer identification number (EIN):	391946022
NAIC Classification:	621210
NAIC Description:	Offices of Dentists