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DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameDENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST
Plan identification number 001

DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

DENTAL PARTNERS OF VERO BEACH, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DENTAL PARTNERS OF VERO BEACH, PLLC
Employer identification number (EIN):471956856
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DENTAL PARTNERS OF VERO BEACH, PLLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2014-07-31
Company Identification Number: L14000120379
Legal Registered Office Address: 1161 Indian Mound Trail

VERO BEACH

32963

More information about DENTAL PARTNERS OF VERO BEACH, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST

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
0012018-01-01
0012017-01-01
0012016-01-01E.M. CONWAY, JR., D.D.S.
0012015-01-01E.M. CONWAY, JR., D.D.S.

Plan Statistics for DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST

401k plan membership statisitcs for DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST

Measure Date Value
2017: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST

Measure Date Value
2017 : DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$491,550
Expenses. Total of all expenses incurred2017-12-31$130,292
Benefits paid (including direct rollovers)2017-12-31$108,164
Total plan assets at end of year2017-12-31$3,602,072
Total plan assets at beginning of year2017-12-31$3,240,814
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$86,617
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$1,118
Other income received2017-12-31$287,529
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$361,258
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,602,072
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,240,814
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$11,878
Total contributions received or receivable from employer(s)2017-12-31$116,286
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$22,128
2016 : DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$387,983
Expenses. Total of all expenses incurred2016-12-31$46,702
Benefits paid (including direct rollovers)2016-12-31$20,726
Total plan assets at end of year2016-12-31$3,240,814
Total plan assets at beginning of year2016-12-31$2,899,533
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$84,413
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$201,155
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$341,281
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,240,814
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,899,533
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,256
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$15,800
Total contributions received or receivable from employer(s)2016-12-31$102,415
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,976
2015 : DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$17,247
Expenses. Total of all expenses incurred2015-12-31$42,671
Benefits paid (including direct rollovers)2015-12-31$12,918
Total plan assets at end of year2015-12-31$2,899,533
Total plan assets at beginning of year2015-12-31$2,924,957
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$63,463
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-135,858
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-25,424
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,899,533
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,924,957
Assets. Value of assets in partnership/joint-venture interests2015-12-31$28,528
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$2,099
Total contributions received or receivable from employer(s)2015-12-31$89,642
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,753

Form 5500 Responses for DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST

2017: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2016: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DENTAL PARTNERS OF VERO BEACH RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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