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SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN
Plan identification number 001

SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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

401k Sponsoring company profile

SAN ANTONIO ENDODONTIC ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:SAN ANTONIO ENDODONTIC ASSOCIATES, INC
Employer identification number (EIN):741699794
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JUSTIN CORDON
0012013-01-01KURT MYERS KURT MYERS2014-10-13
0012012-01-01KURT MYERS KURT MYERS2013-10-11
0012011-01-01KURT MYERS KURT MYERS2012-10-12
0012010-01-01KURT MYERS KURT MYERS2011-10-14
0012009-01-01KURT MYERS KURT MYERS2010-10-15
0012009-01-01KURT MYERS KURT MYERS2011-03-21

Plan Statistics for SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN

401k plan membership statisitcs for SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN

Measure Date Value
2016: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN

Measure Date Value
2016 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$23,101
Expenses. Total of all expenses incurred2016-12-31$13,187
Benefits paid (including direct rollovers)2016-12-31$10,289
Total plan assets at end of year2016-12-31$272,137
Total plan assets at beginning of year2016-12-31$262,223
Other income received2016-12-31$23,101
Net income (gross income less expenses)2016-12-31$9,914
Net plan assets at end of year (total assets less liabilities)2016-12-31$272,137
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$262,223
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-10,785
Expenses. Total of all expenses incurred2015-12-31$2,690
Total plan assets at end of year2015-12-31$262,223
Total plan assets at beginning of year2015-12-31$275,698
Other income received2015-12-31$-10,785
Net income (gross income less expenses)2015-12-31$-13,475
Net plan assets at end of year (total assets less liabilities)2015-12-31$262,223
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$275,698
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,690
2014 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-5,569
Expenses. Total of all expenses incurred2014-12-31$2,806
Total plan assets at end of year2014-12-31$275,698
Total plan assets at beginning of year2014-12-31$284,073
Other income received2014-12-31$-5,569
Net income (gross income less expenses)2014-12-31$-8,375
Net plan assets at end of year (total assets less liabilities)2014-12-31$275,698
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$284,073
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,806
2013 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-40,041
Expenses. Total of all expenses incurred2013-12-31$2,903
Total plan assets at end of year2013-12-31$284,073
Total plan assets at beginning of year2013-12-31$327,017
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$-40,041
Net income (gross income less expenses)2013-12-31$-42,944
Net plan assets at end of year (total assets less liabilities)2013-12-31$284,073
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$327,017
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,903
2012 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$19,382
Expenses. Total of all expenses incurred2012-12-31$162,916
Benefits paid (including direct rollovers)2012-12-31$160,374
Total plan assets at end of year2012-12-31$327,017
Total plan assets at beginning of year2012-12-31$470,551
Value of fidelity bond covering the plan2012-12-31$300,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,542
Other income received2012-12-31$19,382
Net income (gross income less expenses)2012-12-31$-143,534
Net plan assets at end of year (total assets less liabilities)2012-12-31$327,017
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$470,551
Assets. Value of participant loans2012-12-31$50,000
2011 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,356
Expenses. Total of all expenses incurred2011-12-31$24,530
Benefits paid (including direct rollovers)2011-12-31$19,515
Total plan assets at end of year2011-12-31$470,551
Total plan assets at beginning of year2011-12-31$492,725
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$-8,644
Net income (gross income less expenses)2011-12-31$-22,174
Net plan assets at end of year (total assets less liabilities)2011-12-31$470,551
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$492,725
Assets. Value of participant loans2011-12-31$50,000
Total contributions received or receivable from employer(s)2011-12-31$11,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,015
2010 : SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$52,654
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$492,725
Total plan assets at beginning of year2010-12-31$440,071
Value of fidelity bond covering the plan2010-12-31$300,000
Other income received2010-12-31$32,654
Net income (gross income less expenses)2010-12-31$52,654
Net plan assets at end of year (total assets less liabilities)2010-12-31$492,725
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$440,071
Total contributions received or receivable from employer(s)2010-12-31$20,000

Form 5500 Responses for SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN

2016: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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: SAN ANTONIO ENDODONTIC ASSOCIATES, INC PROFIT SHARING PLAN 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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