401k Plan data: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT plan

AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 401k Plan overview

Plan Name	AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT
Plan identification number	001

AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT Benefits

401k Plan Type

Defined 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.
Long-term disability cover

401k Sponsoring company profile

AMERICAN FAMILY ORTHODONTICS LLC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN FAMILY ORTHODONTICS LLC

Employer identification number (EIN): 611351365

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01 TIM HOAGLAND 2017-10-16
001 2015-01-01 TIM HOAGLAND
001 2015-01-01 TIM HOAGLAND 2016-10-17
001 2014-01-01 TIM HOAGLAND
001 2014-01-01 TIM HOAGLAND
001 2014-01-01 TRISH MORGAN 2015-10-14
001 2013-01-01 TIM HOAGLAND 2014-10-13
001 2012-01-01 TIMOTHY HOAGLAND
001 2011-01-01 TIMOTHY HOAGLAND
001 2010-01-01 TIMOTHY HOAGLAND
001 2009-06-01 PATRICIA MORGAN 2010-10-12
001 2009-06-01 PATRICIA MORGAN 2010-10-12
001 2009-01-01 TIMOTHY HOAGLAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2017-01-01
001	2016-01-01	TIM HOAGLAND	2017-10-16
001	2015-01-01	TIM HOAGLAND
001	2015-01-01	TIM HOAGLAND	2016-10-17
001	2014-01-01	TIM HOAGLAND
001	2014-01-01	TIM HOAGLAND
001	2014-01-01	TRISH MORGAN	2015-10-14
001	2013-01-01	TIM HOAGLAND	2014-10-13
001	2012-01-01	TIMOTHY HOAGLAND
001	2011-01-01	TIMOTHY HOAGLAND
001	2010-01-01	TIMOTHY HOAGLAND
001	2009-06-01			PATRICIA MORGAN	2010-10-12
001	2009-06-01			PATRICIA MORGAN	2010-10-12
001	2009-01-01	TIMOTHY HOAGLAND

Plan Statistics for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT

401k plan membership statisitcs for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT

Measure Date Value
2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 102
Number of retired or separated participants receiving benefits 2015-01-01 23
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 125
Number of participants with account balances 2015-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 99
Number of retired or separated participants receiving benefits 2014-01-01 21
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 76
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 74
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 76
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2009 401k membership
Total participants, beginning-of-year 2009-06-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 103
Total of all active and inactive participants 2009-06-01 103
Total participants 2009-06-01 103
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	102
Number of retired or separated participants receiving benefits	2015-01-01	23
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	125
Number of participants with account balances	2015-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	99
Number of retired or separated participants receiving benefits	2014-01-01	21
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	76
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	74
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	76
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2009 401k membership
Total participants, beginning-of-year	2009-06-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	103
Total of all active and inactive participants	2009-06-01	103
Total participants	2009-06-01	103
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT

Measure	Date	Value
2015 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$81,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$309,324
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$83,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$82,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$327,756
Value of total assets at end of year	2015-12-31	$2,768,353
Value of total assets at beginning of year	2015-12-31	$2,460,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$967
Total interest from all sources	2015-12-31	$2,607
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$-21,039
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$-21,039
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$258,342
Participant contributions at end of year	2015-12-31	$35,056
Participant contributions at beginning of year	2015-12-31	$54,170
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$31,273
Total non interest bearing cash at end of year	2015-12-31	$600
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$225,724
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,768,353
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,460,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,732,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,368,708
Interest on participant loans	2015-12-31	$2,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$69,414
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$6,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$82,633
Contract administrator fees	2015-12-31	$967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN	2015-12-31	271235638
2014 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$498,314
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$160,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$159,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$353,448
Value of total assets at end of year	2014-12-31	$2,505,591
Value of total assets at beginning of year	2014-12-31	$2,167,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$785
Total interest from all sources	2014-12-31	$2,515
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$260,393
Participant contributions at end of year	2014-12-31	$54,170
Participant contributions at beginning of year	2014-12-31	$51,925
Participant contributions at end of year	2014-12-31	$31,273
Participant contributions at beginning of year	2014-12-31	$15,376
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$36,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$337,608
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,505,591
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,167,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,368,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,055,966
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,451,421
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,116,058
Interest on participant loans	2014-12-31	$2,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$162,189
Net investment gain/loss from pooled separate accounts	2014-12-31	$142,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$56,665
Employer contributions (assets) at end of year	2014-12-31	$6,817
Employer contributions (assets) at beginning of year	2014-12-31	$1,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$159,921
Contract administrator fees	2014-12-31	$785
Did the plan have assets held for investment	2014-12-31	No
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2014-12-31	271235638
2012 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2012 401k financial data
Total income from all sources	2012-12-31	$361,206
Expenses. Total of all expenses incurred	2012-12-31	$2,371
Benefits paid (including direct rollovers)	2012-12-31	$2,371
Total plan assets at end of year	2012-12-31	$1,460,705
Total plan assets at beginning of year	2012-12-31	$1,101,870
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$171,296
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$139,505
Net income (gross income less expenses)	2012-12-31	$358,835
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,460,705
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,101,870
Assets. Value of participant loans	2012-12-31	$49,427
Total contributions received or receivable from employer(s)	2012-12-31	$50,405
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2011 401k financial data
Total income from all sources	2011-12-31	$672,283
Expenses. Total of all expenses incurred	2011-12-31	$26,991
Benefits paid (including direct rollovers)	2011-12-31	$26,991
Total plan assets at end of year	2011-12-31	$1,101,870
Total plan assets at beginning of year	2011-12-31	$456,578
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$110,904
Contributions received from other sources (not participants or employers)	2011-12-31	$564,969
Other income received	2011-12-31	$-32,163
Net income (gross income less expenses)	2011-12-31	$645,292
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,101,870
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$456,578
Assets. Value of participant loans	2011-12-31	$15,040
Total contributions received or receivable from employer(s)	2011-12-31	$28,573
2010 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2010 401k financial data
Total income from all sources	2010-12-31	$121,457
Expenses. Total of all expenses incurred	2010-12-31	$19,453
Benefits paid (including direct rollovers)	2010-12-31	$19,453
Total plan assets at end of year	2010-12-31	$456,578
Total plan assets at beginning of year	2010-12-31	$354,574
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$35,675
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$49,295
Net income (gross income less expenses)	2010-12-31	$102,004
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$456,578
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$354,574
Assets. Value of participant loans	2010-12-31	$9,263
Total contributions received or receivable from employer(s)	2010-12-31	$36,487
2009 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT

2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY DENTAL GROUP 401(K) RETIREMENT 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	First time form 5500 has been submitted	Yes
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AMERICAN FAMILY ORTHODONTICS LLC
Employer identification number (EIN):	611351365
NAIC Classification:	621210
NAIC Description:	Offices of Dentists