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FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 401k Plan overview

Plan NameFAMILY TREE DENTISTRY, S.C. 401(K) PLAN
Plan identification number 001

FAMILY TREE DENTISTRY, S.C. 401(K) 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

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

Company Name:FAMILY TREE DENTISTRY, S.C.
Employer identification number (EIN):463428235
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY TREE DENTISTRY, S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL MICALLEF, D.D.S.2024-09-30
0012022-01-01MICHAEL MICALLEF, D.D.S.2023-07-12
0012021-01-01MICHAEL MICALLEF, D.D.S.2022-04-11
0012020-01-01MICHAEL MICALLEF, D.D.S.2021-05-10
0012019-01-01
0012018-01-01MICHAEL MICALLEF, D.D.S.
0012017-01-01MICHAEL MICALLEF, D.D.S.

Financial Data on FAMILY TREE DENTISTRY, S.C. 401(K) PLAN

Measure Date Value
2025 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-1417491
Net assets as of the end of the plan year2025-08-14640896
Total assets as of the beginning of the plan year2025-08-14549441
Value of plan covered by a fidelity bond2025-08-1464090
Participant contributions to plan in this plan year2025-08-1427601
Other income to plan in this plan year2025-08-1472864
Plan net income in this plan year2025-08-1491455
Net assets as of the end of the plan year2025-08-14640896
Net assets as of the beginning of the plan year2025-08-14549441
Employer contributions to plan in this plan year2025-08-148481
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-14226
2024 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-3058128
Net assets as of the end of the plan year2024-09-30549441
Total assets as of the beginning of the plan year2024-09-30476929
Value of plan covered by a fidelity bond2024-09-3054944
Participant contributions to plan in this plan year2024-09-3027878
Other income to plan in this plan year2024-09-3093648
Plan net income in this plan year2024-09-3072512
Net assets as of the end of the plan year2024-09-30549441
Net assets as of the beginning of the plan year2024-09-30476929
Employer contributions to plan in this plan year2024-09-309114
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30365
2022 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-11175
Net assets as of the end of the plan year2022-04-11563589
Total assets as of the beginning of the plan year2022-04-11466998
Value of plan covered by a fidelity bond2022-04-1150000
Participant contributions to plan in this plan year2022-04-1124142
Other income to plan in this plan year2022-04-1164879
Plan net income in this plan year2022-04-1196591
Net assets as of the end of the plan year2022-04-11563589
Net assets as of the beginning of the plan year2022-04-11466998
Employer contributions to plan in this plan year2022-04-117745
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-11175
2019 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$99,537
Expenses. Total of all expenses incurred2019-12-31$193
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$346,892
Total plan assets at beginning of year2019-12-31$247,548
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$25,174
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$65,892
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$99,344
Net plan assets at end of year (total assets less liabilities)2019-12-31$346,892
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$247,548
Total contributions received or receivable from employer(s)2019-12-31$8,471
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$10,106
Expenses. Total of all expenses incurred2018-12-31$75
Total plan assets at end of year2018-12-31$247,548
Total plan assets at beginning of year2018-12-31$237,517
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$24,882
Other income received2018-12-31$-22,814
Net income (gross income less expenses)2018-12-31$10,031
Net plan assets at end of year (total assets less liabilities)2018-12-31$247,548
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$237,517
Total contributions received or receivable from employer(s)2018-12-31$8,038
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$237,566
Expenses. Total of all expenses incurred2017-12-31$49
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$237,517
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$24,921
Contributions received from other sources (not participants or employers)2017-12-31$166,212
Other income received2017-12-31$36,906
Net income (gross income less expenses)2017-12-31$237,517
Net plan assets at end of year (total assets less liabilities)2017-12-31$237,517
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$9,527
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$49
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for FAMILY TREE DENTISTRY, S.C. 401(K) PLAN

2019: FAMILY TREE DENTISTRY, S.C. 401(K) 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: FAMILY TREE DENTISTRY, S.C. 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY TREE DENTISTRY, S.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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