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21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST
Plan identification number 002

21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMITH AND ROY DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:SMITH AND ROY DENTISTRY PARTNERSHIP
Employer identification number (EIN):731645577
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JEFFERY ROY2023-07-31 JEFFERY ROY2023-07-31
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JEFFREY M. ROY
0022013-01-01JEFFREY M. ROY
0022012-01-01JEFFREY M. ROY
0022011-01-01JEFFREY M. ROY
0022010-01-01JEFFREY M. ROY
0022009-01-01JEFFREY M. ROY

Plan Statistics for 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0132
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0129
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0124
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$247,201
Expenses. Total of all expenses incurred2016-12-31$108,916
Benefits paid (including direct rollovers)2016-12-31$97,839
Total plan assets at end of year2016-12-31$1,518,105
Total plan assets at beginning of year2016-12-31$1,379,820
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$57,947
Other income received2016-12-31$120,604
Net income (gross income less expenses)2016-12-31$138,285
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,518,105
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,379,820
Assets. Value of participant loans2016-12-31$68,859
Total contributions received or receivable from employer(s)2016-12-31$68,650
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$75,214
Expenses. Total of all expenses incurred2015-12-31$22,180
Benefits paid (including direct rollovers)2015-12-31$9,000
Total plan assets at end of year2015-12-31$1,379,820
Total plan assets at beginning of year2015-12-31$1,326,786
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$54,191
Other income received2015-12-31$-50,901
Net income (gross income less expenses)2015-12-31$53,034
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,379,820
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,326,786
Assets. Value of participant loans2015-12-31$86,444
Total contributions received or receivable from employer(s)2015-12-31$71,924
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$141,460
Expenses. Total of all expenses incurred2014-12-31$11,991
Total plan assets at end of year2014-12-31$1,326,786
Total plan assets at beginning of year2014-12-31$1,197,317
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$56,200
Other income received2014-12-31$42,394
Net income (gross income less expenses)2014-12-31$129,469
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,326,786
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,197,317
Total contributions received or receivable from employer(s)2014-12-31$42,866
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$234,562
Expenses. Total of all expenses incurred2013-12-31$199,945
Benefits paid (including direct rollovers)2013-12-31$188,546
Total plan assets at end of year2013-12-31$1,197,317
Total plan assets at beginning of year2013-12-31$1,162,700
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$57,992
Other income received2013-12-31$141,339
Net income (gross income less expenses)2013-12-31$34,617
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,197,317
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,162,700
Assets. Value of participant loans2013-12-31$2,222
Total contributions received or receivable from employer(s)2013-12-31$35,231
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$197,002
Expenses. Total of all expenses incurred2012-12-31$25,564
Benefits paid (including direct rollovers)2012-12-31$15,968
Total plan assets at end of year2012-12-31$1,162,700
Total plan assets at beginning of year2012-12-31$991,262
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$61,718
Expenses. Other expenses not covered elsewhere2012-12-31$9,596
Other income received2012-12-31$104,940
Net income (gross income less expenses)2012-12-31$171,438
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,162,700
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$991,262
Assets. Value of participant loans2012-12-31$21,086
Total contributions received or receivable from employer(s)2012-12-31$30,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$110,542
Expenses. Total of all expenses incurred2011-12-31$11,564
Benefits paid (including direct rollovers)2011-12-31$3,420
Total plan assets at end of year2011-12-31$991,262
Total plan assets at beginning of year2011-12-31$892,284
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$74,998
Expenses. Other expenses not covered elsewhere2011-12-31$8,144
Other income received2011-12-31$5,789
Net income (gross income less expenses)2011-12-31$98,978
Net plan assets at end of year (total assets less liabilities)2011-12-31$991,262
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$892,284
Assets. Value of participant loans2011-12-31$31,300
Total contributions received or receivable from employer(s)2011-12-31$29,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$176,960
Expenses. Total of all expenses incurred2010-12-31$6,399
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$892,284
Total plan assets at beginning of year2010-12-31$721,723
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$77,289
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$69,130
Net income (gross income less expenses)2010-12-31$170,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$892,284
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$721,723
Assets. Value of participant loans2010-12-31$40,454
Total contributions received or receivable from employer(s)2010-12-31$30,541
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,399
2009 : 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST

2016: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 21ST CENTURY DENTAL PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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