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| Plan Name | PERIODONTAL HEALTH SPECIALISTS OF IDAHO 401(K) SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FLORENCE, LINCKS AND ASSOCIATES |
| Employer identification number (EIN): | 471378590 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | JACK LINCKS | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | JACK LINCKS | |||
| 001 | 2022-01-01 | JACK LINCKS | 2023-07-26 | ||
| 001 | 2021-01-01 | JACK LINCKS | 2022-10-13 | ||
| 001 | 2020-01-01 | JACK LINCKS | 2021-10-11 | ||
| 001 | 2019-01-01 | JACK LINCKS | 2020-09-23 | ||
| 001 | 2018-01-01 | MICHAEL J. FLORENCE, DMD | 2019-08-05 | ||
| 001 | 2017-01-01 | MICHAEL J. FLORENCE, DMD | 2018-10-08 | ||
| 001 | 2016-01-01 | MICHAEL J. FLORENCE, DMD | 2017-07-07 | ||
| 001 | 2015-01-01 | MICHAEL J. FLORENCE, DMD | 2016-08-25 | ||
| 001 | 2014-10-01 | MICHAEL J. FLORENCE, DMD | 2015-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2023 : PERIODONTAL HEALTH SPECIALISTS OF IDAHO 401(K) SHARING PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $643,908 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $799,705 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $798,257 |
| Total plan assets at end of year | 2023-12-31 | $2,288,815 |
| Total plan assets at beginning of year | 2023-12-31 | $2,444,612 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $130,376 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $387,910 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-155,797 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,288,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,444,612 |
| Assets. Value of participant loans | 2023-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $125,622 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $-141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,589 |
| 2023: PERIODONTAL HEALTH SPECIALISTS OF IDAHO 401(K) SHARING 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 – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) | |||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 635501 | ||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||
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