SADDLE CREEK ORTHODONTICS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SADDLE CREEK ORTHODONTICS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 17 |
| Number of participants with account balances | 2019-01-01 | 17 |
| 2018: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 17 |
| Number of participants with account balances | 2017-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
| 2016: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 4 |
| Number of participants with account balances | 2016-08-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $119,948 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $20,145 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $17,907 |
| Total plan assets at end of year | 2019-12-31 | $296,138 |
| Total plan assets at beginning of year | 2019-12-31 | $196,335 |
| Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $33,020 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,238 |
| Other income received | 2019-12-31 | $43,644 |
| Net income (gross income less expenses) | 2019-12-31 | $99,803 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $296,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $196,335 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $43,284 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $81,992 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $929 |
| Total plan assets at end of year | 2018-12-31 | $196,335 |
| Total plan assets at beginning of year | 2018-12-31 | $115,272 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $54,960 |
| Other income received | 2018-12-31 | $-14,126 |
| Net income (gross income less expenses) | 2018-12-31 | $81,063 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $196,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $115,272 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $41,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $929 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $112,090 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $56 |
| Total plan assets at end of year | 2017-12-31 | $115,272 |
| Total plan assets at beginning of year | 2017-12-31 | $3,238 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,567 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $56 |
| Other income received | 2017-12-31 | $1,351 |
| Net income (gross income less expenses) | 2017-12-31 | $112,034 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $115,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,238 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $72,172 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $3,238 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $3,238 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,696 |
| Other income received | 2016-12-31 | $75 |
| Net income (gross income less expenses) | 2016-12-31 | $3,238 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,467 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2019: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SADDLE CREEK ORTHODONTICS 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | First time form 5500 has been submitted | Yes |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 374316-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 374316-01 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 46-2216125 |
| Policy instance | 1 |
| Insurance contract or identification number | 46-2216125 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 46-2216125 |
| Policy instance | 1 |
| Insurance contract or identification number | 46-2216125 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
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