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Plan Name | DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DANIEL A. BORNSTEIN, D.M.D., INC. |
Employer identification number (EIN): | 680061065 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about DANIEL A. BORNSTEIN, D.M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1985-04-10 |
Company Identification Number: | C1272588 |
Legal Registered Office Address: |
1515 Montgomery Dr Santa Rosa United States of America (USA) 95405 |
More information about DANIEL A. BORNSTEIN, D.M.D., INC.
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 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DANIEL A. BORNSTEIN, D.M.D. | |||
001 | 2016-01-01 | DANIEL A. BORNSTEIN, D.M.D. | |||
001 | 2015-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2016-07-11 | ||
001 | 2014-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2015-07-02 | ||
001 | 2013-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2014-07-30 | ||
001 | 2012-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2013-04-22 | DANIEL A. BORNSTEIN, D.M.D. | 2013-04-22 |
001 | 2011-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2012-07-24 | DANIEL A. BORNSTEIN, D.M.D. | 2012-07-24 |
001 | 2010-01-01 | DANIEL A. BORNSTEIN, D.M.D. | 2011-10-04 | DANIEL A. BORNSTEIN, D.M.D. | 2011-10-04 |
Measure | Date | Value |
---|---|---|
2022: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 8 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 9 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,040,368 |
Expenses. Total of all expenses incurred | 2022-12-31 | $194,263 |
Benefits paid (including direct rollovers) | 2022-12-31 | $194,244 |
Total plan assets at end of year | 2022-12-31 | $5,378,605 |
Total plan assets at beginning of year | 2022-12-31 | $6,613,236 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $62,174 |
Other income received | 2022-12-31 | $-1,124,671 |
Net income (gross income less expenses) | 2022-12-31 | $-1,234,631 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,378,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,613,236 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $62,737 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $22,129 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19 |
2021 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $702,539 |
Expenses. Total of all expenses incurred | 2021-12-31 | $22 |
Total plan assets at end of year | 2021-12-31 | $6,613,236 |
Total plan assets at beginning of year | 2021-12-31 | $5,910,719 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $65,805 |
Other income received | 2021-12-31 | $612,286 |
Net income (gross income less expenses) | 2021-12-31 | $702,517 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,613,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,910,719 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $24,448 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $22 |
2020 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $908,147 |
Expenses. Total of all expenses incurred | 2020-12-31 | $43,102 |
Benefits paid (including direct rollovers) | 2020-12-31 | $43,000 |
Total plan assets at end of year | 2020-12-31 | $5,942,760 |
Total plan assets at beginning of year | 2020-12-31 | $5,077,715 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $73,712 |
Other income received | 2020-12-31 | $779,172 |
Net income (gross income less expenses) | 2020-12-31 | $865,045 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,942,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,077,715 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $338,250 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $55,263 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $102 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,096,062 |
Expenses. Total of all expenses incurred | 2019-12-31 | $19 |
Total plan assets at end of year | 2019-12-31 | $5,077,715 |
Total plan assets at beginning of year | 2019-12-31 | $3,981,672 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $77,965 |
Other income received | 2019-12-31 | $961,791 |
Net income (gross income less expenses) | 2019-12-31 | $1,096,043 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,077,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,981,672 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $338,250 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $56,306 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $19 |
2018 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $10,927 |
Expenses. Total of all expenses incurred | 2018-12-31 | $653 |
Total plan assets at end of year | 2018-12-31 | $3,981,672 |
Total plan assets at beginning of year | 2018-12-31 | $3,971,398 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $76,470 |
Other income received | 2018-12-31 | $-121,538 |
Net income (gross income less expenses) | 2018-12-31 | $10,274 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,981,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,971,398 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $55,995 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $653 |
2017 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $670,929 |
Expenses. Total of all expenses incurred | 2017-12-31 | $237 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $3,971,398 |
Total plan assets at beginning of year | 2017-12-31 | $3,300,706 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $75,733 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $539,496 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $670,692 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,971,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,300,706 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $100,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $55,700 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $237 |
2016 : DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $325,285 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $3,300,706 |
Total plan assets at beginning of year | 2016-12-31 | $2,975,421 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $75,207 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $196,954 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $325,285 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,300,706 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,975,421 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $53,124 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2022: DANIEL A. BORNSTEIN, D.M.D., INC. 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DANIEL A. BORNSTEIN, D.M.D., INC. 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DANIEL A. BORNSTEIN, D.M.D., INC. 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DANIEL A. BORNSTEIN, D.M.D., INC. 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DANIEL A. BORNSTEIN, D.M.D., INC. 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DANIEL A. BORNSTEIN, D.M.D., INC. 401(K) PLAN 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |