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BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameBAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN
Plan identification number 001

BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN ENDODONTICS LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN ENDODONTICS LLC
Employer identification number (EIN):452275101
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FRANK M. KERBL, DMD
0012017-01-01FRANK M. KERBL, DMD
0012016-01-01FRANK M. KERBL, DMD
0012015-01-01FRANK M. KERBL, DMD
0012014-01-01FRANK M. KERBL, DMD
0012013-01-01FRANK M. KERBL, DMD
0012012-01-01FRANK M. KERBL, DMD

Plan Statistics for BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN

Measure Date Value
2022: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-018
Total participants2022-01-018
Number of participants with account balances2022-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$51,594
Expenses. Total of all expenses incurred2022-12-31$6,087
Total plan assets at end of year2022-12-31$700,123
Total plan assets at beginning of year2022-12-31$654,616
Value of fidelity bond covering the plan2022-12-31$66,000
Other income received2022-12-31$-28,909
Net income (gross income less expenses)2022-12-31$45,507
Net plan assets at end of year (total assets less liabilities)2022-12-31$700,123
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$654,616
Total contributions received or receivable from employer(s)2022-12-31$80,503
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,087
2021 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$110,918
Expenses. Total of all expenses incurred2021-12-31$8,533
Benefits paid (including direct rollovers)2021-12-31$3,359
Total plan assets at end of year2021-12-31$654,616
Total plan assets at beginning of year2021-12-31$552,231
Value of fidelity bond covering the plan2021-12-31$56,000
Other income received2021-12-31$44,945
Net income (gross income less expenses)2021-12-31$102,385
Net plan assets at end of year (total assets less liabilities)2021-12-31$654,616
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$552,231
Total contributions received or receivable from employer(s)2021-12-31$65,973
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,174
2020 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$92,017
Expenses. Total of all expenses incurred2020-12-31$8,023
Benefits paid (including direct rollovers)2020-12-31$3,717
Total plan assets at end of year2020-12-31$552,231
Total plan assets at beginning of year2020-12-31$468,237
Value of fidelity bond covering the plan2020-12-31$47,000
Other income received2020-12-31$26,793
Net income (gross income less expenses)2020-12-31$83,994
Net plan assets at end of year (total assets less liabilities)2020-12-31$552,231
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$468,237
Total contributions received or receivable from employer(s)2020-12-31$65,224
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,306
2019 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$121,025
Expenses. Total of all expenses incurred2019-12-31$34,593
Benefits paid (including direct rollovers)2019-12-31$31,236
Total plan assets at end of year2019-12-31$468,237
Total plan assets at beginning of year2019-12-31$381,805
Value of fidelity bond covering the plan2019-12-31$47,000
Other income received2019-12-31$56,700
Net income (gross income less expenses)2019-12-31$86,432
Net plan assets at end of year (total assets less liabilities)2019-12-31$468,237
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$381,805
Total contributions received or receivable from employer(s)2019-12-31$64,325
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,357
2018 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$36,672
Expenses. Total of all expenses incurred2018-12-31$2,901
Total plan assets at end of year2018-12-31$381,805
Total plan assets at beginning of year2018-12-31$348,034
Value of fidelity bond covering the plan2018-12-31$39,000
Other income received2018-12-31$-26,048
Net income (gross income less expenses)2018-12-31$33,771
Net plan assets at end of year (total assets less liabilities)2018-12-31$381,805
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$348,034
Total contributions received or receivable from employer(s)2018-12-31$62,720
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,901
2017 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$84,232
Expenses. Total of all expenses incurred2017-12-31$3,957
Benefits paid (including direct rollovers)2017-12-31$395
Total plan assets at end of year2017-12-31$348,034
Total plan assets at beginning of year2017-12-31$267,759
Value of fidelity bond covering the plan2017-12-31$35,000
Other income received2017-12-31$26,546
Net income (gross income less expenses)2017-12-31$80,275
Net plan assets at end of year (total assets less liabilities)2017-12-31$348,034
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$267,759
Total contributions received or receivable from employer(s)2017-12-31$57,686
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,562
2016 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$65,589
Expenses. Total of all expenses incurred2016-12-31$2,873
Total plan assets at end of year2016-12-31$267,759
Total plan assets at beginning of year2016-12-31$205,043
Value of fidelity bond covering the plan2016-12-31$27,000
Other income received2016-12-31$9,133
Net income (gross income less expenses)2016-12-31$62,716
Net plan assets at end of year (total assets less liabilities)2016-12-31$267,759
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$205,043
Total contributions received or receivable from employer(s)2016-12-31$56,456
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,873
2015 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$51,113
Expenses. Total of all expenses incurred2015-12-31$375
Total plan assets at end of year2015-12-31$205,043
Total plan assets at beginning of year2015-12-31$154,305
Value of fidelity bond covering the plan2015-12-31$16,000
Other income received2015-12-31$-9,646
Net income (gross income less expenses)2015-12-31$50,738
Net plan assets at end of year (total assets less liabilities)2015-12-31$205,043
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$154,305
Total contributions received or receivable from employer(s)2015-12-31$60,759
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$375
2014 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$42,912
Total plan assets at end of year2014-12-31$154,305
Total plan assets at beginning of year2014-12-31$111,393
Value of fidelity bond covering the plan2014-12-31$12,000
Other income received2014-12-31$-13,215
Net income (gross income less expenses)2014-12-31$42,912
Net plan assets at end of year (total assets less liabilities)2014-12-31$154,305
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$111,393
Total contributions received or receivable from employer(s)2014-12-31$56,127
2013 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$57,024
Total plan assets at end of year2013-12-31$111,393
Total plan assets at beginning of year2013-12-31$54,369
Value of fidelity bond covering the plan2013-12-31$12,000
Other income received2013-12-31$1,545
Net income (gross income less expenses)2013-12-31$57,024
Net plan assets at end of year (total assets less liabilities)2013-12-31$111,393
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$54,369
Total contributions received or receivable from employer(s)2013-12-31$55,479
2012 : BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$54,369
Total plan assets at end of year2012-12-31$54,369
Value of fidelity bond covering the plan2012-12-31$5,500
Net income (gross income less expenses)2012-12-31$54,369
Net plan assets at end of year (total assets less liabilities)2012-12-31$54,369
Total contributions received or receivable from employer(s)2012-12-31$54,369

Form 5500 Responses for BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN

2022: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAY AREA ENDODONTICS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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