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SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN
Plan identification number 002

SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS, P.C.
Employer identification number (EIN):541178442
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01DAMON DEARMENT, DDS2021-04-29
0022019-01-01DANIEL LILL, DDS2020-10-13
0022018-01-01DAMON DEARMENT2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01DAMON W DEARMENT
0022011-01-01DAMON W DEARMENT
0022010-01-01DAMON W DEARMENT
0022009-01-01DAMON W DEARMENT

Plan Statistics for SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0132
Total participants2020-01-0132
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0131
Total participants2019-01-0131
Number of participants with account balances2019-01-0131
2018: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0128
Total participants2018-01-0128
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0127
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
2016: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0123
Total participants2016-01-0123
Number of participants with account balances2016-01-0123
2015: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0124
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
2014: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0123
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
2013: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0123
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
2011: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0123
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
2010: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0122
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
2009: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0125
Total participants2009-01-0125
Number of participants with account balances2009-01-0125

Financial Data on SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$358,342
Expenses. Total of all expenses incurred2020-12-31$4,658
Benefits paid (including direct rollovers)2020-12-31$4,658
Total plan assets at end of year2020-12-31$2,744,220
Total plan assets at beginning of year2020-12-31$2,390,536
Value of fidelity bond covering the plan2020-12-31$490,000
Total contributions received or receivable from participants2020-12-31$81,097
Other income received2020-12-31$226,689
Net income (gross income less expenses)2020-12-31$353,684
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,744,220
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,390,536
Assets. Value of participant loans2020-12-31$18,863
Total contributions received or receivable from employer(s)2020-12-31$50,556
2019 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$429,902
Expenses. Total of all expenses incurred2019-12-31$2,607
Benefits paid (including direct rollovers)2019-12-31$2,607
Total plan assets at end of year2019-12-31$2,390,536
Total plan assets at beginning of year2019-12-31$1,963,241
Value of fidelity bond covering the plan2019-12-31$490,000
Total contributions received or receivable from participants2019-12-31$90,558
Other income received2019-12-31$259,344
Net income (gross income less expenses)2019-12-31$427,295
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,390,536
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,963,241
Assets. Value of participant loans2019-12-31$26,820
Total contributions received or receivable from employer(s)2019-12-31$80,000
2018 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$67,570
Expenses. Total of all expenses incurred2018-12-31$3,045
Benefits paid (including direct rollovers)2018-12-31$3,045
Total plan assets at end of year2018-12-31$1,963,241
Total plan assets at beginning of year2018-12-31$1,898,716
Value of fidelity bond covering the plan2018-12-31$490,000
Total contributions received or receivable from participants2018-12-31$71,778
Other income received2018-12-31$-86,576
Net income (gross income less expenses)2018-12-31$64,525
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,963,241
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,898,716
Assets. Value of participant loans2018-12-31$13,085
Total contributions received or receivable from employer(s)2018-12-31$82,368
2017 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$262,467
Expenses. Total of all expenses incurred2017-12-31$81,181
Benefits paid (including direct rollovers)2017-12-31$81,181
Total plan assets at end of year2017-12-31$1,898,716
Total plan assets at beginning of year2017-12-31$1,717,430
Value of fidelity bond covering the plan2017-12-31$490,000
Total contributions received or receivable from participants2017-12-31$55,115
Other income received2017-12-31$134,352
Net income (gross income less expenses)2017-12-31$181,286
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,898,716
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,717,430
Assets. Value of participant loans2017-12-31$17,982
Total contributions received or receivable from employer(s)2017-12-31$73,000
2016 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$233,023
Expenses. Total of all expenses incurred2016-12-31$444,375
Benefits paid (including direct rollovers)2016-12-31$444,375
Total plan assets at end of year2016-12-31$1,717,430
Total plan assets at beginning of year2016-12-31$1,928,782
Value of fidelity bond covering the plan2016-12-31$490,000
Total contributions received or receivable from participants2016-12-31$56,504
Other income received2016-12-31$126,519
Net income (gross income less expenses)2016-12-31$-211,352
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,717,430
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,928,782
Assets. Value of participant loans2016-12-31$6,122
Total contributions received or receivable from employer(s)2016-12-31$50,000
2015 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-148,599
Expenses. Total of all expenses incurred2015-12-31$3,027,190
Benefits paid (including direct rollovers)2015-12-31$3,027,190
Total plan assets at end of year2015-12-31$1,928,782
Total plan assets at beginning of year2015-12-31$5,104,571
Value of fidelity bond covering the plan2015-12-31$490,000
Total contributions received or receivable from participants2015-12-31$63,028
Contributions received from other sources (not participants or employers)2015-12-31$13,048
Other income received2015-12-31$-274,675
Net income (gross income less expenses)2015-12-31$-3,175,789
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,928,782
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,104,571
Assets. Value of participant loans2015-12-31$25,020
Total contributions received or receivable from employer(s)2015-12-31$50,000
2014 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$269,600
Expenses. Total of all expenses incurred2014-12-31$17,667
Benefits paid (including direct rollovers)2014-12-31$16,119
Total plan assets at end of year2014-12-31$5,104,571
Total plan assets at beginning of year2014-12-31$4,852,638
Value of fidelity bond covering the plan2014-12-31$490,000
Total contributions received or receivable from participants2014-12-31$57,184
Other income received2014-12-31$162,416
Net income (gross income less expenses)2014-12-31$251,933
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,104,571
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,852,638
Assets. Value of participant loans2014-12-31$37,314
Assets. Value of real-estate (other than employer real property)2014-12-31$110,000
Total contributions received or receivable from employer(s)2014-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,548
2013 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$585,670
Expenses. Total of all expenses incurred2013-12-31$20,119
Benefits paid (including direct rollovers)2013-12-31$18,795
Total plan assets at end of year2013-12-31$4,852,638
Total plan assets at beginning of year2013-12-31$4,287,087
Value of fidelity bond covering the plan2013-12-31$430,000
Total contributions received or receivable from participants2013-12-31$50,376
Other income received2013-12-31$463,440
Net income (gross income less expenses)2013-12-31$565,551
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,852,638
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,287,087
Assets. Value of participant loans2013-12-31$35,833
Assets. Value of real-estate (other than employer real property)2013-12-31$110,000
Total contributions received or receivable from employer(s)2013-12-31$71,854
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,324
2012 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$448,732
Expenses. Total of all expenses incurred2012-12-31$1,588
Benefits paid (including direct rollovers)2012-12-31$596
Total plan assets at end of year2012-12-31$4,287,087
Total plan assets at beginning of year2012-12-31$3,839,943
Value of fidelity bond covering the plan2012-12-31$390,000
Total contributions received or receivable from participants2012-12-31$43,959
Other income received2012-12-31$334,281
Net income (gross income less expenses)2012-12-31$447,144
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,287,087
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,839,943
Assets. Value of participant loans2012-12-31$30,922
Assets. Value of real-estate (other than employer real property)2012-12-31$110,000
Total contributions received or receivable from employer(s)2012-12-31$70,492
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$992
2011 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$37,345
Expenses. Total of all expenses incurred2011-12-31$15,508
Benefits paid (including direct rollovers)2011-12-31$14,516
Total plan assets at end of year2011-12-31$3,839,943
Total plan assets at beginning of year2011-12-31$3,818,106
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$26,445
Other income received2011-12-31$-51,317
Net income (gross income less expenses)2011-12-31$21,837
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,839,943
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,818,106
Assets. Value of participant loans2011-12-31$40,090
Assets. Value of real-estate (other than employer real property)2011-12-31$110,000
Total contributions received or receivable from employer(s)2011-12-31$62,217
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$992
2010 : SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$603,667
Expenses. Total of all expenses incurred2010-12-31$5,476
Benefits paid (including direct rollovers)2010-12-31$4,188
Total plan assets at end of year2010-12-31$3,818,106
Total plan assets at beginning of year2010-12-31$3,219,915
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$51,792
Other income received2010-12-31$467,873
Net income (gross income less expenses)2010-12-31$598,191
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,818,106
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,219,915
Assets. Value of participant loans2010-12-31$29,552
Assets. Value of real-estate (other than employer real property)2010-12-31$100,495
Total contributions received or receivable from employer(s)2010-12-31$84,002
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,288

Form 5500 Responses for SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN

2020: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHENANDOAH VALLEY ORTHODONTIC SPECIALISTS PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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