401k Plan data: DENTAL DELIVERY SYSTEMS 401(K) PLAN plan

DENTAL DELIVERY SYSTEMS 401(K) PLAN 401k Plan overview

Plan Name	DENTAL DELIVERY SYSTEMS 401(K) PLAN
Plan identification number	001

DENTAL DELIVERY SYSTEMS 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

DENTAL ASSOCIATES OF ST PAUL P.A. has sponsored the creation of one or more 401k plans.

Company Name: DENTAL ASSOCIATES OF ST PAUL P.A.

Employer identification number (EIN): 472287875

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENTAL DELIVERY SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK BORGLUM 2018-10-12 MARK BORGLUM 2018-10-12
001 2016-01-01 MARK BORGLUM 2017-07-27 MARK BORGLUM 2017-07-27
001 2015-01-01 MARK BORGLUM 2016-10-13 MARK BORGLUM 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK BORGLUM	2018-10-12	MARK BORGLUM	2018-10-12
001	2016-01-01	MARK BORGLUM	2017-07-27	MARK BORGLUM	2017-07-27
001	2015-01-01	MARK BORGLUM	2016-10-13	MARK BORGLUM	2016-10-13

Plan Statistics for DENTAL DELIVERY SYSTEMS 401(K) PLAN

401k plan membership statisitcs for DENTAL DELIVERY SYSTEMS 401(K) PLAN

Measure Date Value
2022: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
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 32
Total of all active and inactive participants 2022-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 167
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
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 26
Total of all active and inactive participants 2021-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
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 39
Total of all active and inactive participants 2020-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 123
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 28
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 121
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 29
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5

Measure	Date	Value
2022: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
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	32
Total of all active and inactive participants	2022-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	167
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
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	26
Total of all active and inactive participants	2021-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
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	39
Total of all active and inactive participants	2020-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	123
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	28
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	121
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	29
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5

Financial Data on DENTAL DELIVERY SYSTEMS 401(K) PLAN

Measure	Date	Value
2022 : DENTAL DELIVERY SYSTEMS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$543
Total income from all sources (including contributions)	2022-12-31	$-168,989
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$249,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$248,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$397,327
Value of total assets at end of year	2022-12-31	$2,757,660
Value of total assets at beginning of year	2022-12-31	$3,176,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,500
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$348,339
Participant contributions at end of year	2022-12-31	$1,646
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$543
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-418,666
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,757,113
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,175,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,659,899
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,334,059
Value of interest in common/collective trusts at end of year	2022-12-31	$96,115
Value of interest in common/collective trusts at beginning of year	2022-12-31	$827,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,234
Net investment gain/loss from pooled separate accounts	2022-12-31	$-566,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$48,988
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$248,177
Contract administrator fees	2022-12-31	$1,500
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : DENTAL DELIVERY SYSTEMS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,881
Total income from all sources (including contributions)	2021-12-31	$780,737
Total of all expenses incurred	2021-12-31	$231,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$229,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$370,577
Value of total assets at end of year	2021-12-31	$3,176,322
Value of total assets at beginning of year	2021-12-31	$2,628,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$306,156
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,763
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$549,025
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,175,779
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,626,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,334,059
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,174,853
Value of interest in common/collective trusts at end of year	2021-12-31	$827,002
Value of interest in common/collective trusts at beginning of year	2021-12-31	$384,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$65,747
Net investment gain/loss from pooled separate accounts	2021-12-31	$410,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$42,766
Employer contributions (assets) at end of year	2021-12-31	$27
Employer contributions (assets) at beginning of year	2021-12-31	$942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$229,042
Contract administrator fees	2021-12-31	$2,670
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : DENTAL DELIVERY SYSTEMS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,881
Total income from all sources (including contributions)	2020-12-31	$690,299
Total of all expenses incurred	2020-12-31	$79,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$77,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$386,218
Value of total assets at end of year	2020-12-31	$2,628,635
Value of total assets at beginning of year	2020-12-31	$2,016,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$218,190
Participant contributions at end of year	2020-12-31	$2,763
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$134,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$610,386
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,626,754
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,016,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,174,853
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,688,384
Value of interest in common/collective trusts at end of year	2020-12-31	$384,330
Value of interest in common/collective trusts at beginning of year	2020-12-31	$243,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$65,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$84,924
Net investment gain/loss from pooled separate accounts	2020-12-31	$304,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$33,444
Employer contributions (assets) at end of year	2020-12-31	$942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$77,472
Contract administrator fees	2020-12-31	$2,441
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : DENTAL DELIVERY SYSTEMS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$607,493
Total of all expenses incurred	2019-12-31	$107,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$106,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$274,087
Value of total assets at end of year	2019-12-31	$2,016,368
Value of total assets at beginning of year	2019-12-31	$1,516,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$213,289
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$500,194
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,016,368
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,516,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,688,384
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,329,905
Value of interest in common/collective trusts at end of year	2019-12-31	$243,060
Value of interest in common/collective trusts at beginning of year	2019-12-31	$130,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$84,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$55,858
Net investment gain/loss from pooled separate accounts	2019-12-31	$333,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$49,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$106,039
Contract administrator fees	2019-12-31	$1,260
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : DENTAL DELIVERY SYSTEMS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$160,328
Total of all expenses incurred	2018-12-31	$17,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,122
Value of total corrective distributions	2018-12-31	$7,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$256,520
Value of total assets at end of year	2018-12-31	$1,516,174
Value of total assets at beginning of year	2018-12-31	$1,373,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$213,641
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$142,691
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,516,174
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,373,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,329,905
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,315,868
Value of interest in common/collective trusts at end of year	2018-12-31	$130,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$55,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$57,615
Net investment gain/loss from pooled separate accounts	2018-12-31	$-96,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$35,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$9,122
Contract administrator fees	2018-12-31	$820
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449

Form 5500 Responses for DENTAL DELIVERY SYSTEMS 401(K) PLAN

2022: DENTAL DELIVERY SYSTEMS 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DENTAL DELIVERY SYSTEMS 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DENTAL DELIVERY SYSTEMS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: DENTAL DELIVERY SYSTEMS 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: DENTAL DELIVERY SYSTEMS 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

202713187

Policy instance

Insurance contract or identification number	202713187
Number of Individuals Covered	83
Insurance policy start date	2022-04-23
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-840225

Policy instance

Insurance contract or identification number	GA-840225
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-04-22
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $769
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	769
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-840225

Policy instance

Insurance contract or identification number	GA-840225
Number of Individuals Covered	78
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,405
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1405
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-840225

Policy instance

Insurance contract or identification number	GA-840225
Number of Individuals Covered	84
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,051
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1051
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-840225

Policy instance

Insurance contract or identification number	GA-840225
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	858
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829432

Policy instance

Insurance contract or identification number	GA-829432
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-840225

Policy instance

Insurance contract or identification number	GA-840225
Number of Individuals Covered	76
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

DENTAL DELIVERY SYSTEMS 401(K) PLAN [EIN = 202713187]

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Company Name:	DENTAL ASSOCIATES OF ST PAUL P.A.
Employer identification number (EIN):	472287875
NAIC Classification:	621210
NAIC Description:	Offices of Dentists