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CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameCEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN
Plan identification number 002

CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CEDAR VALLEY DENTAL ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name:CEDAR VALLEY DENTAL ASSOCIATES P.C.
Employer identification number (EIN):421115190
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01

Plan Statistics for CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN

Measure Date Value
2022: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0159
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0161
Number of participants with account balances2022-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0156
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0159
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0149
Total number of active participants reported on line 7a of the Form 55002020-01-0153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0156
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0143
Total number of active participants reported on line 7a of the Form 55002019-01-0149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0149
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0143
Number of participants with account balances2018-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN

Measure Date Value
2022 : CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-210,469
Expenses. Total of all expenses incurred2022-12-31$141,456
Benefits paid (including direct rollovers)2022-12-31$131,726
Total plan assets at end of year2022-12-31$2,288,999
Total plan assets at beginning of year2022-12-31$2,640,924
Value of fidelity bond covering the plan2022-12-31$300,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$188,783
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$10,471
Other income received2022-12-31$-448,209
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-351,925
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,288,999
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,640,924
Assets. Value of participant loans2022-12-31$97,825
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$38,486
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$1,195
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,535
2021 : CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$702,618
Expenses. Total of all expenses incurred2021-12-31$7,360
Benefits paid (including direct rollovers)2021-12-31$3,775
Total plan assets at end of year2021-12-31$2,640,924
Total plan assets at beginning of year2021-12-31$1,945,666
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$237,391
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$5,674
Other income received2021-12-31$299,789
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$695,258
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,640,924
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,945,666
Assets. Value of participant loans2021-12-31$123,886
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$159,764
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$1,766
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,819
2020 : CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$601,052
Expenses. Total of all expenses incurred2020-12-31$262,138
Benefits paid (including direct rollovers)2020-12-31$257,928
Total plan assets at end of year2020-12-31$1,945,666
Total plan assets at beginning of year2020-12-31$1,606,752
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$209,508
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$5,808
Other income received2020-12-31$252,907
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$338,914
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,945,666
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,606,752
Assets. Value of participant loans2020-12-31$117,146
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$132,829
Value of certain deemed distributions of participant loans2020-12-31$34
Value of corrective distributions2020-12-31$440
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,736
2019 : CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$610,506
Expenses. Total of all expenses incurred2019-12-31$912,086
Benefits paid (including direct rollovers)2019-12-31$907,824
Total plan assets at end of year2019-12-31$1,606,752
Total plan assets at beginning of year2019-12-31$1,908,332
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$218,329
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$61,444
Other income received2019-12-31$330,733
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-301,580
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,606,752
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,908,332
Assets. Value of participant loans2019-12-31$43,115
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$3,076
Value of corrective distributions2019-12-31$107
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,079
2018 : CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$84,182
Expenses. Total of all expenses incurred2018-12-31$312,613
Benefits paid (including direct rollovers)2018-12-31$306,711
Total plan assets at end of year2018-12-31$1,908,332
Total plan assets at beginning of year2018-12-31$2,136,763
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$131,296
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$91,820
Other income received2018-12-31$-160,555
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-228,431
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,908,332
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,136,763
Assets. Value of participant loans2018-12-31$51,350
Total contributions received or receivable from employer(s)2018-12-31$21,621
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$3,798
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,104

Form 5500 Responses for CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN

2022: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CEDAR VALLEY DENTAL ASSOCIATES P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462081
Policy instance 1
Insurance contract or identification number462081
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $6,047
Total amount of fees paid to insurance companyUSD $756
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,047
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $8
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE

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