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GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameGREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

GREGORY J. BENGTSON, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:GREGORY J. BENGTSON, D.D.S.
Employer identification number (EIN):820377810
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01GREGORY J. BENGTSON
0022017-01-01GREGORY J. BENGTSON
0022016-01-01GREGORY J. BENGTSON
0022015-01-01GREGORY J. BENGTSON
0022014-01-01GREGORY J. BENGTSON
0022013-01-01GREGORY J. BENGTSON
0022012-01-01GREGORY J. BENGTSON
0022011-01-01GREGORY J. BENGTSON
0022009-01-01
0022009-01-01GREGORY J. BENGTSON GREGORY J, BENGTSON2010-07-22

Plan Statistics for GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2018: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
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 benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$-61,506
Expenses. Total of all expenses incurred2018-12-31$3,094,319
Benefits paid (including direct rollovers)2018-12-31$3,054,576
Total plan assets at end of year2018-12-31$599
Total plan assets at beginning of year2018-12-31$3,156,424
Value of fidelity bond covering the plan2018-12-31$315,643
Total contributions received or receivable from participants2018-12-31$41,650
Other income received2018-12-31$-124,298
Net income (gross income less expenses)2018-12-31$-3,155,825
Net plan assets at end of year (total assets less liabilities)2018-12-31$599
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,156,424
Total contributions received or receivable from employer(s)2018-12-31$21,142
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$39,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$5,000
2017 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$497,404
Expenses. Total of all expenses incurred2017-12-31$57,815
Benefits paid (including direct rollovers)2017-12-31$20,626
Total plan assets at end of year2017-12-31$3,156,424
Total plan assets at beginning of year2017-12-31$2,716,835
Value of fidelity bond covering the plan2017-12-31$271,685
Total contributions received or receivable from participants2017-12-31$50,850
Other income received2017-12-31$421,859
Net income (gross income less expenses)2017-12-31$439,589
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,156,424
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,716,835
Total contributions received or receivable from employer(s)2017-12-31$24,695
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$37,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$344,268
Expenses. Total of all expenses incurred2016-12-31$31,366
Total plan assets at end of year2016-12-31$2,716,835
Total plan assets at beginning of year2016-12-31$2,403,933
Value of fidelity bond covering the plan2016-12-31$240,400
Total contributions received or receivable from participants2016-12-31$54,900
Contributions received from other sources (not participants or employers)2016-12-31$35,174
Other income received2016-12-31$227,685
Net income (gross income less expenses)2016-12-31$312,902
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,716,835
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,403,933
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$8,475
Total contributions received or receivable from employer(s)2016-12-31$26,509
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$31,366
2015 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$49,831
Expenses. Total of all expenses incurred2015-12-31$30,632
Total plan assets at end of year2015-12-31$2,403,933
Total plan assets at beginning of year2015-12-31$2,384,734
Value of fidelity bond covering the plan2015-12-31$238,500
Total contributions received or receivable from participants2015-12-31$56,075
Other income received2015-12-31$-33,651
Net income (gross income less expenses)2015-12-31$19,199
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,403,933
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,384,734
Total contributions received or receivable from employer(s)2015-12-31$27,407
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30,632
2014 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$217,874
Expenses. Total of all expenses incurred2014-12-31$28,607
Total plan assets at end of year2014-12-31$2,384,734
Total plan assets at beginning of year2014-12-31$2,195,467
Value of fidelity bond covering the plan2014-12-31$238,500
Total contributions received or receivable from participants2014-12-31$49,050
Other income received2014-12-31$144,293
Net income (gross income less expenses)2014-12-31$189,267
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,384,734
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,195,467
Total contributions received or receivable from employer(s)2014-12-31$24,531
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$28,607
2013 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$525
Total income from all sources2013-12-31$454,761
Expenses. Total of all expenses incurred2013-12-31$33,793
Benefits paid (including direct rollovers)2013-12-31$9,932
Total plan assets at end of year2013-12-31$2,195,467
Total plan assets at beginning of year2013-12-31$1,775,024
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$47,315
Other income received2013-12-31$383,965
Net income (gross income less expenses)2013-12-31$420,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,195,467
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,774,499
Total contributions received or receivable from employer(s)2013-12-31$23,481
Value of certain deemed distributions of participant loans2013-12-31$23,861
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$525
Total plan liabilities at beginning of year2012-12-31$525
Total income from all sources2012-12-31$258,689
Expenses. Total of all expenses incurred2012-12-31$29,867
Benefits paid (including direct rollovers)2012-12-31$9,666
Total plan assets at end of year2012-12-31$1,775,024
Total plan assets at beginning of year2012-12-31$1,546,202
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$46,570
Other income received2012-12-31$192,440
Net income (gross income less expenses)2012-12-31$228,822
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,774,499
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,545,677
Total contributions received or receivable from employer(s)2012-12-31$19,679
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$525
Total plan liabilities at beginning of year2011-12-31$525
Total income from all sources2011-12-31$59,743
Expenses. Total of all expenses incurred2011-12-31$18,312
Total plan assets at end of year2011-12-31$1,546,202
Total plan assets at beginning of year2011-12-31$1,504,771
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$46,010
Other income received2011-12-31$-21,888
Net income (gross income less expenses)2011-12-31$41,431
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,545,677
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,504,246
Total contributions received or receivable from employer(s)2011-12-31$35,621
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,312
2010 : GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$525
Total plan liabilities at beginning of year2010-12-31$525
Total income from all sources2010-12-31$269,889
Expenses. Total of all expenses incurred2010-12-31$15,194
Total plan assets at end of year2010-12-31$1,504,771
Total plan assets at beginning of year2010-12-31$1,250,076
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$46,505
Other income received2010-12-31$184,470
Net income (gross income less expenses)2010-12-31$254,695
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,504,246
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,249,551
Total contributions received or receivable from employer(s)2010-12-31$38,914
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,194

Form 5500 Responses for GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN

2018: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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
2009: GREGORY J. BENGTSON, D.D.S. 401(K) RETIREMENT SAVINGS 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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