401k Plan data: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY plan

AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 401k Plan overview

Plan Name	AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY
Plan identification number	002

AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 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.
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.

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01 TRISH MORGAN BARRY
002 2016-01-01 TRISH MORGAN BARRY
002 2015-01-01 TIM HOAGLAND

Plan Statistics for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY

401k plan membership statisitcs for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY

Measure Date Value
2018: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 89
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 115
Number of participants with account balances 2017-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 84
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 99
Number of participants with account balances 2016-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 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

Measure	Date	Value
2018: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	89
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	115
Number of participants with account balances	2017-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	84
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	99
Number of participants with account balances	2016-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 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

Financial Data on AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY

Measure	Date	Value
2018 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-05	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-05	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-05	$0
Total income from all sources (including contributions)	2018-12-05	$286,860
Total loss/gain on sale of assets	2018-12-05	$0
Total of all expenses incurred	2018-12-05	$3,854,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-05	$3,772,638
Expenses. Certain deemed distributions of participant loans	2018-12-05	$10,828
Value of total corrective distributions	2018-12-05	$28,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-05	$235,301
Value of total assets at end of year	2018-12-05	$0
Value of total assets at beginning of year	2018-12-05	$3,567,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-05	$42,713
Total interest from all sources	2018-12-05	$886
Total dividends received (eg from common stock, registered investment company shares)	2018-12-05	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-05	$0
Was this plan covered by a fidelity bond	2018-12-05	Yes
Value of fidelity bond cover	2018-12-05	$500,000
If this is an individual account plan, was there a blackout period	2018-12-05	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-05	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-05	No
Contributions received from participants	2018-12-05	$183,057
Participant contributions at end of year	2018-12-05	$0
Participant contributions at beginning of year	2018-12-05	$24,195
Participant contributions at end of year	2018-12-05	$0
Participant contributions at beginning of year	2018-12-05	$30,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-05	No
Value of net income/loss	2018-12-05	$-3,567,795
Value of net assets at end of year (total assets less liabilities)	2018-12-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-05	$3,567,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-05	No
Were any leases to which the plan was party in default or uncollectible	2018-12-05	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-05	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-05	$3,506,706
Interest on participant loans	2018-12-05	$886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-05	$50,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-05	No
Was there a failure to transmit to the plan any participant contributions	2018-12-05	No
Has the plan failed to provide any benefit when due under the plan	2018-12-05	No
Contributions received in cash from employer	2018-12-05	$52,244
Employer contributions (assets) at end of year	2018-12-05	$0
Employer contributions (assets) at beginning of year	2018-12-05	$6,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-05	$3,772,638
Contract administrator fees	2018-12-05	$42,713
Did the plan have assets held for investment	2018-12-05	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	2018-12-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-05	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-05	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-05	Disclaimer
Accountancy firm name	2018-12-05	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2018-12-05	271235638
2017 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$3,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$955,811
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$389,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$353,259
Value of total corrective distributions	2017-12-31	$8,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$442,389
Value of total assets at end of year	2017-12-31	$3,567,795
Value of total assets at beginning of year	2017-12-31	$2,998,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,610
Total interest from all sources	2017-12-31	$891
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$311,112
Participant contributions at end of year	2017-12-31	$24,195
Participant contributions at beginning of year	2017-12-31	$18,439
Participant contributions at end of year	2017-12-31	$30,063
Participant contributions at beginning of year	2017-12-31	$18,756
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$40,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$565,996
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,567,795
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,998,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,506,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,955,521
Interest on participant loans	2017-12-31	$891
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$512,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$90,472
Employer contributions (assets) at end of year	2017-12-31	$6,831
Employer contributions (assets) at beginning of year	2017-12-31	$5,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$353,259
Contract administrator fees	2017-12-31	$27,610
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2017-12-31	271235638
2016 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$513,063
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$189,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$164,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$331,074
Value of total assets at end of year	2016-12-31	$2,998,973
Value of total assets at beginning of year	2016-12-31	$2,676,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,946
Total interest from all sources	2016-12-31	$1,185
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$253,535
Participant contributions at end of year	2016-12-31	$19,743
Participant contributions at beginning of year	2016-12-31	$34,463
Participant contributions at end of year	2016-12-31	$18,441
Participant contributions at beginning of year	2016-12-31	$18,756
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$323,361
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,998,973
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,676,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,954,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,617,572
Interest on participant loans	2016-12-31	$1,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$180,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$76,007
Employer contributions (assets) at end of year	2016-12-31	$5,874
Employer contributions (assets) at beginning of year	2016-12-31	$5,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$164,756
Contract administrator fees	2016-12-31	$24,946
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2016-12-31	271235638
2015 : AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$40,841
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	$358,398
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$102,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$83,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$356,747
Value of total assets at end of year	2015-12-31	$2,676,418
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	$18,893
Total interest from all sources	2015-12-31	$1,361
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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	$281,300
Participant contributions at end of year	2015-12-31	$34,463
Participant contributions at beginning of year	2015-12-31	$54,170
Participant contributions at end of year	2015-12-31	$18,756
Participant contributions at beginning of year	2015-12-31	$31,273
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	$256,291
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,676,418
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	$2,617,572
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	$1,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$290
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	$75,447
Employer contributions (assets) at end of year	2015-12-31	$5,627
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	$83,214
Contract administrator fees	2015-12-31	$18,893
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
Accountancy firm EIN	2015-12-31	271235638

Form 5500 Responses for AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY

2018: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN FAMILY ORTHODONTICS/AMERICAN FAMILY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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

Potentially related plans

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