401k Plan data: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN plan

SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 401k Plan overview

Plan Name	SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN
Plan identification number	001

SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 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.
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.

401k Sponsoring company profile

SOUTH WESTERN DENTAL INC has sponsored the creation of one or more 401k plans.

Company Name: SOUTH WESTERN DENTAL INC

Employer identification number (EIN): 460459396

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALICIA HANSEN 2024-05-30
001 2022-01-01 ALICIA HANSEN 2023-05-05
001 2021-01-01 ALICIA HANSEN 2022-10-07
001 2020-01-01 ALICIA HANSEN 2021-10-07 ALICIA HANSEN 2021-10-07
001 2019-01-01 ALICIA HANSEN 2020-10-08 ALICIA HANSEN 2020-10-08
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TIMOTHY F. BERGER
001 2011-01-01 TIMOTHY F. BERGER
001 2010-01-01 TIMOTHY F. BERGER
001 2009-01-01 TIMOTHY F. BERGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ALICIA HANSEN	2024-05-30
001	2022-01-01	ALICIA HANSEN	2023-05-05
001	2021-01-01	ALICIA HANSEN	2022-10-07
001	2020-01-01	ALICIA HANSEN	2021-10-07	ALICIA HANSEN	2021-10-07
001	2019-01-01	ALICIA HANSEN	2020-10-08	ALICIA HANSEN	2020-10-08
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	TIMOTHY F. BERGER
001	2011-01-01	TIMOTHY F. BERGER
001	2010-01-01	TIMOTHY F. BERGER
001	2009-01-01	TIMOTHY F. BERGER

Plan Statistics for SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN

401k plan membership statisitcs for SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN

Measure Date Value
2023: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 42
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 46
Number of participants with account balances 2023-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 40
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 42
Number of participants with account balances 2022-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 39
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 39
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 28
2019: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 30
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 30
2018: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Total of all active and inactive participants 2018-01-01 28
Total participants 2018-01-01 28
2017: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 28
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 30
Total participants 2017-01-01 30
Number of participants with account balances 2017-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 32
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
2015: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 31
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 31
2014: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 33
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
2013: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 35
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 35
2012: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Total of all active and inactive participants 2012-01-01 32
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
2011: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 30
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 30
2010: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 25
Total participants 2010-01-01 25
Number of participants with account balances 2010-01-01 25
2009: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 27

Measure	Date	Value
2023: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	42
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	46
Number of participants with account balances	2023-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	40
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	42
Number of participants with account balances	2022-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	39
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	39
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	28
2019: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	30
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	30
2018: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Total of all active and inactive participants	2018-01-01	28
Total participants	2018-01-01	28
2017: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	28
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	30
Total participants	2017-01-01	30
Number of participants with account balances	2017-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	32
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
2015: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	31
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	31
2014: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	33
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
2013: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	35
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	35
2012: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Total of all active and inactive participants	2012-01-01	32
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
2011: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	30
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	30
2010: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	25
Total participants	2010-01-01	25
Number of participants with account balances	2010-01-01	25
2009: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	27

Financial Data on SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN

Measure	Date	Value
2024 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$1,035,032
Expenses. Total of all expenses incurred	2024-01-01	$107,239
Benefits paid (including direct rollovers)	2024-01-01	$66,617
Total plan assets at end of year	2024-01-01	$5,024,512
Total plan assets at beginning of year	2024-01-01	$4,096,719
Value of fidelity bond covering the plan	2024-01-01	$500,000
Total contributions received or receivable from participants	2024-01-01	$215,902
Other income received	2024-01-01	$566,259
Net income (gross income less expenses)	2024-01-01	$927,793
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$5,024,512
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$4,096,719
Assets. Value of participant loans	2024-01-01	$0
Total contributions received or receivable from employer(s)	2024-01-01	$252,871
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$40,622
2023 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$927,590
Expenses. Total of all expenses incurred	2023-12-31	$41,435
Benefits paid (including direct rollovers)	2023-12-31	$9,962
Total plan assets at end of year	2023-12-31	$4,096,719
Total plan assets at beginning of year	2023-12-31	$3,210,564
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$191,836
Other income received	2023-12-31	$573,882
Net income (gross income less expenses)	2023-12-31	$886,155
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,096,719
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,210,564
Assets. Value of participant loans	2023-12-31	$3,706
Total contributions received or receivable from employer(s)	2023-12-31	$161,872
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$31,473
2022 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-118,230
Expenses. Total of all expenses incurred	2022-12-31	$160,838
Benefits paid (including direct rollovers)	2022-12-31	$132,383
Total plan assets at end of year	2022-12-31	$3,210,564
Total plan assets at beginning of year	2022-12-31	$3,489,632
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$187,676
Contributions received from other sources (not participants or employers)	2022-12-31	$74,762
Other income received	2022-12-31	$-604,409
Net income (gross income less expenses)	2022-12-31	$-279,068
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,210,564
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,489,632
Assets. Value of participant loans	2022-12-31	$7,212
Total contributions received or receivable from employer(s)	2022-12-31	$223,741
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$28,455
2021 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$770,767
Expenses. Total of all expenses incurred	2021-12-31	$208,550
Benefits paid (including direct rollovers)	2021-12-31	$186,341
Total plan assets at end of year	2021-12-31	$3,489,632
Total plan assets at beginning of year	2021-12-31	$2,927,415
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$149,879
Contributions received from other sources (not participants or employers)	2021-12-31	$17,823
Other income received	2021-12-31	$460,796
Net income (gross income less expenses)	2021-12-31	$562,217
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,489,632
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,927,415
Assets. Value of participant loans	2021-12-31	$10,788
Total contributions received or receivable from employer(s)	2021-12-31	$142,269
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$22,209
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$558,041
Expenses. Total of all expenses incurred	2020-12-31	$270,495
Benefits paid (including direct rollovers)	2020-12-31	$169,298
Total plan assets at end of year	2020-12-31	$2,927,415
Total plan assets at beginning of year	2020-12-31	$2,639,869
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$134,006
Other income received	2020-12-31	$328,549
Net income (gross income less expenses)	2020-12-31	$287,546
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,927,415
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,639,869
Total contributions received or receivable from employer(s)	2020-12-31	$95,486
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$101,197
2019 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,085,785
Expenses. Total of all expenses incurred	2019-12-31	$1,999,287
Benefits paid (including direct rollovers)	2019-12-31	$1,945,422
Total plan assets at end of year	2019-12-31	$2,639,869
Total plan assets at beginning of year	2019-12-31	$3,553,371
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$188,904
Other income received	2019-12-31	$764,243
Net income (gross income less expenses)	2019-12-31	$-913,502
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,639,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,553,371
Total contributions received or receivable from employer(s)	2019-12-31	$132,638
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$53,865
2018 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$35,290
Expenses. Total of all expenses incurred	2018-12-31	$292,002
Benefits paid (including direct rollovers)	2018-12-31	$256,382
Total plan assets at end of year	2018-12-31	$3,553,371
Total plan assets at beginning of year	2018-12-31	$3,810,083
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$165,795
Other income received	2018-12-31	$-256,366
Net income (gross income less expenses)	2018-12-31	$-256,712
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,553,371
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,810,083
Total contributions received or receivable from employer(s)	2018-12-31	$125,861
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$35,620
2017 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$778,355
Expenses. Total of all expenses incurred	2017-12-31	$101,847
Benefits paid (including direct rollovers)	2017-12-31	$77,092
Total plan assets at end of year	2017-12-31	$3,810,083
Total plan assets at beginning of year	2017-12-31	$3,133,575
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$180,286
Contributions received from other sources (not participants or employers)	2017-12-31	$2,911
Other income received	2017-12-31	$471,520
Net income (gross income less expenses)	2017-12-31	$676,508
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,810,083
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,133,575
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$123,638
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,755
2016 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$368,247
Expenses. Total of all expenses incurred	2016-12-31	$185,689
Benefits paid (including direct rollovers)	2016-12-31	$155,211
Total plan assets at end of year	2016-12-31	$3,133,575
Total plan assets at beginning of year	2016-12-31	$2,951,017
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$179,187
Other income received	2016-12-31	$61,693
Net income (gross income less expenses)	2016-12-31	$182,558
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,133,575
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,951,017
Assets. Value of participant loans	2016-12-31	$350
Total contributions received or receivable from employer(s)	2016-12-31	$127,367
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$30,478
2015 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$317,771
Expenses. Total of all expenses incurred	2015-12-31	$57,218
Benefits paid (including direct rollovers)	2015-12-31	$14,253
Total plan assets at end of year	2015-12-31	$2,951,017
Total plan assets at beginning of year	2015-12-31	$2,690,464
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$122,947
Other income received	2015-12-31	$12,243
Net income (gross income less expenses)	2015-12-31	$260,553
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,951,017
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,690,464
Assets. Value of participant loans	2015-12-31	$1,000
Total contributions received or receivable from employer(s)	2015-12-31	$182,581
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$42,965
2014 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$302,976
Expenses. Total of all expenses incurred	2014-12-31	$150,588
Benefits paid (including direct rollovers)	2014-12-31	$122,285
Total plan assets at end of year	2014-12-31	$2,690,464
Total plan assets at beginning of year	2014-12-31	$2,538,076
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$170,669
Other income received	2014-12-31	$16,140
Net income (gross income less expenses)	2014-12-31	$152,388
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,690,464
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,538,076
Assets. Value of participant loans	2014-12-31	$1,650
Total contributions received or receivable from employer(s)	2014-12-31	$116,167
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$28,303
2013 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$648,741
Expenses. Total of all expenses incurred	2013-12-31	$31,887
Total plan assets at end of year	2013-12-31	$2,538,076
Total plan assets at beginning of year	2013-12-31	$1,921,222
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$132,692
Contributions received from other sources (not participants or employers)	2013-12-31	$5,149
Other income received	2013-12-31	$405,994
Net income (gross income less expenses)	2013-12-31	$616,854
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,538,076
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,921,222
Assets. Value of participant loans	2013-12-31	$2,500
Total contributions received or receivable from employer(s)	2013-12-31	$104,906
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$31,887
2012 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$346,280
Expenses. Total of all expenses incurred	2012-12-31	$25,708
Total plan assets at end of year	2012-12-31	$1,921,222
Total plan assets at beginning of year	2012-12-31	$1,600,650
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$124,452
Contributions received from other sources (not participants or employers)	2012-12-31	$563
Other income received	2012-12-31	$124,444
Net income (gross income less expenses)	2012-12-31	$320,572
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,921,222
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,600,650
Total contributions received or receivable from employer(s)	2012-12-31	$96,821
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25,708
2011 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$66,306
Expenses. Total of all expenses incurred	2011-12-31	$65,379
Benefits paid (including direct rollovers)	2011-12-31	$40,312
Total plan assets at end of year	2011-12-31	$1,600,650
Total plan assets at beginning of year	2011-12-31	$1,599,723
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$137,550
Other income received	2011-12-31	$-169,830
Net income (gross income less expenses)	2011-12-31	$927
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,600,650
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,599,723
Total contributions received or receivable from employer(s)	2011-12-31	$98,586
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,067
2010 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$293,974
Expenses. Total of all expenses incurred	2010-12-31	$30,422
Benefits paid (including direct rollovers)	2010-12-31	$30,422
Total plan assets at end of year	2010-12-31	$1,599,723
Total plan assets at beginning of year	2010-12-31	$1,336,171
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$113,577
Other income received	2010-12-31	$94,467
Net income (gross income less expenses)	2010-12-31	$263,552
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,599,723
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,336,171
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$106,637
Total contributions received or receivable from employer(s)	2010-12-31	$85,930
2009 : SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN

2023: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH WESTERN DENTAL FLEXIBLE 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTH WESTERN DENTAL INC
Employer identification number (EIN):	460459396
NAIC Classification:	621210
NAIC Description:	Offices of Dentists