401k Plan data: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN plan

ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN
Plan identification number	002

ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 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.
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.
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

ROBERT L. ALLEN, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT L. ALLEN, D.D.S., P.A.

Employer identification number (EIN): 751517487

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBERT L. ALLEN 2024-06-19
002 2022-01-01 ROBERT L. ALLEN 2023-06-28
002 2021-01-01 ROBERT L. ALLEN 2022-06-26
002 2020-01-01 ROBERT L. ALLEN 2021-06-17
002 2019-01-01 ROBERT L. ALLEN 2020-05-05
002 2018-01-01
002 2017-01-01
002 2016-01-01 FELICIA PIERCE
002 2015-01-01 FELICIA PIERCE
002 2014-01-01 FELICIA PIERCE
002 2013-01-01
002 2012-01-01 ELIZABETH POWELL
002 2011-01-01 ALEX ARELLANO
002 2010-01-01 ALEX ARELLANO
002 2009-01-01 ALEX ARELLANO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ROBERT L. ALLEN	2024-06-19
002	2022-01-01	ROBERT L. ALLEN	2023-06-28
002	2021-01-01	ROBERT L. ALLEN	2022-06-26
002	2020-01-01	ROBERT L. ALLEN	2021-06-17
002	2019-01-01	ROBERT L. ALLEN	2020-05-05
002	2018-01-01
002	2017-01-01
002	2016-01-01	FELICIA PIERCE
002	2015-01-01	FELICIA PIERCE
002	2014-01-01	FELICIA PIERCE
002	2013-01-01
002	2012-01-01	ELIZABETH POWELL
002	2011-01-01	ALEX ARELLANO
002	2010-01-01	ALEX ARELLANO
002	2009-01-01	ALEX ARELLANO

Financial Data on ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$240,977
Expenses. Total of all expenses incurred	2023-12-31	$2,742,908
Benefits paid (including direct rollovers)	2023-12-31	$2,742,908
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$2,501,931
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$240,977
Net income (gross income less expenses)	2023-12-31	$-2,501,931
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,501,931
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
2022 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-215,036
Expenses. Total of all expenses incurred	2022-12-31	$100,000
Benefits paid (including direct rollovers)	2022-12-31	$100,000
Total plan assets at end of year	2022-12-31	$2,501,931
Total plan assets at beginning of year	2022-12-31	$2,816,967
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-215,036
Net income (gross income less expenses)	2022-12-31	$-315,036
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,501,931
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,816,967
Assets. Value of real-estate (other than employer real property)	2022-12-31	$240,040
2021 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$224,636
Expenses. Total of all expenses incurred	2021-12-31	$100,000
Benefits paid (including direct rollovers)	2021-12-31	$100,000
Total plan assets at end of year	2021-12-31	$2,816,967
Total plan assets at beginning of year	2021-12-31	$2,692,331
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$224,636
Net income (gross income less expenses)	2021-12-31	$124,636
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,816,967
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,692,331
Assets. Value of real-estate (other than employer real property)	2021-12-31	$242,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$242,777
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,692,331
Total plan assets at beginning of year	2020-12-31	$2,449,554
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$242,777
Net income (gross income less expenses)	2020-12-31	$242,777
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,692,331
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,449,554
Assets. Value of real-estate (other than employer real property)	2020-12-31	$216,270
2019 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$392,054
Expenses. Total of all expenses incurred	2019-12-31	$75,000
Benefits paid (including direct rollovers)	2019-12-31	$75,000
Total plan assets at end of year	2019-12-31	$2,449,554
Total plan assets at beginning of year	2019-12-31	$2,132,500
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$392,054
Net income (gross income less expenses)	2019-12-31	$317,054
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,449,554
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,132,500
Assets. Value of real-estate (other than employer real property)	2019-12-31	$216,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-79,513
Expenses. Total of all expenses incurred	2018-12-31	$78,000
Benefits paid (including direct rollovers)	2018-12-31	$78,000
Total plan assets at end of year	2018-12-31	$2,132,500
Total plan assets at beginning of year	2018-12-31	$2,290,013
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-79,513
Net income (gross income less expenses)	2018-12-31	$-157,513
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,132,500
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,290,013
Assets. Value of real-estate (other than employer real property)	2018-12-31	$216,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$333,173
Expenses. Total of all expenses incurred	2017-12-31	$67,000
Benefits paid (including direct rollovers)	2017-12-31	$67,000
Total plan assets at end of year	2017-12-31	$2,290,013
Total plan assets at beginning of year	2017-12-31	$2,023,840
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$333,173
Net income (gross income less expenses)	2017-12-31	$266,173
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,290,013
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,023,840
Assets. Value of real-estate (other than employer real property)	2017-12-31	$216,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$171,381
Expenses. Total of all expenses incurred	2016-12-31	$62,000
Benefits paid (including direct rollovers)	2016-12-31	$62,000
Total plan assets at end of year	2016-12-31	$2,023,840
Total plan assets at beginning of year	2016-12-31	$1,914,459
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$171,381
Net income (gross income less expenses)	2016-12-31	$109,381
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,023,840
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,914,459
Assets. Value of real-estate (other than employer real property)	2016-12-31	$210,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-60,253
Expenses. Total of all expenses incurred	2015-12-31	$64,000
Benefits paid (including direct rollovers)	2015-12-31	$64,000
Total plan assets at end of year	2015-12-31	$1,914,459
Total plan assets at beginning of year	2015-12-31	$2,038,712
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-60,253
Net income (gross income less expenses)	2015-12-31	$-124,253
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,914,459
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,038,712
Assets. Value of real-estate (other than employer real property)	2015-12-31	$210,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$254,584
Expenses. Total of all expenses incurred	2014-12-31	$69,300
Benefits paid (including direct rollovers)	2014-12-31	$69,300
Total plan assets at end of year	2014-12-31	$2,038,712
Total plan assets at beginning of year	2014-12-31	$1,853,428
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$254,584
Net income (gross income less expenses)	2014-12-31	$185,284
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,038,712
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,853,428
Assets. Value of real-estate (other than employer real property)	2014-12-31	$210,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$202,841
Expenses. Total of all expenses incurred	2013-12-31	$68,898
Benefits paid (including direct rollovers)	2013-12-31	$68,898
Total plan assets at end of year	2013-12-31	$1,853,428
Total plan assets at beginning of year	2013-12-31	$1,719,485
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$202,841
Net income (gross income less expenses)	2013-12-31	$133,943
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,853,428
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,719,485
Assets. Value of real-estate (other than employer real property)	2013-12-31	$210,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$195,814
Expenses. Total of all expenses incurred	2012-12-31	$9,766
Benefits paid (including direct rollovers)	2012-12-31	$9,766
Total plan assets at end of year	2012-12-31	$1,719,485
Total plan assets at beginning of year	2012-12-31	$1,533,437
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$195,814
Net income (gross income less expenses)	2012-12-31	$186,048
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,719,485
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,533,437
Assets. Value of real-estate (other than employer real property)	2012-12-31	$243,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,526
Expenses. Total of all expenses incurred	2011-12-31	$19,018
Benefits paid (including direct rollovers)	2011-12-31	$19,018
Total plan assets at end of year	2011-12-31	$1,533,437
Total plan assets at beginning of year	2011-12-31	$1,538,929
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$40,200
Other income received	2011-12-31	$-35,633
Net income (gross income less expenses)	2011-12-31	$-5,492
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,533,437
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,538,929
Assets. Value of real-estate (other than employer real property)	2011-12-31	$226,140
Total contributions received or receivable from employer(s)	2011-12-31	$8,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$308,899
Expenses. Total of all expenses incurred	2010-12-31	$3,708
Total plan assets at end of year	2010-12-31	$1,538,929
Total plan assets at beginning of year	2010-12-31	$1,233,738
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$36,906
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,600
Other income received	2010-12-31	$263,512
Net income (gross income less expenses)	2010-12-31	$305,191
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,538,929
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,233,738
Assets. Value of real-estate (other than employer real property)	2010-12-31	$262,550
Total contributions received or receivable from employer(s)	2010-12-31	$8,481
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$108

Form 5500 Responses for ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN

2023: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT L. ALLEN, D.D.S., P.A. 401K PROFIT SHARING PLAN 2009 form 5500 responses
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

Insurance contract or identification number	2197504V
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

Insurance contract or identification number	2197504V
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2197504V

Policy instance

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Company Name:	ROBERT L. ALLEN, D.D.S., P.A.
Employer identification number (EIN):	751517487
NAIC Classification:	621210
NAIC Description:	Offices of Dentists