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PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PENNSYLVANIA DENTAL, PLLC 401(K) 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENNSYLVANIA DENTAL, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA DENTAL, PLLC
Employer identification number (EIN):820523495
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DEVIN STAMPFLI DDS
0012023-01-01
0012023-01-01DEVIN STAMPFLI DDS
0012022-01-01
0012022-01-01DEVIN STAMPFLI DDS
0012021-01-01
0012021-01-01DEVIN STAMPFLI DDS
0012020-01-01
0012019-01-01
0012018-01-01DEVIN STAMPFLI DDS
0012017-01-01DEVIN STAMPFLI DDS
0012016-01-01DEVIN STAMPFLI DDS
0012015-01-01DEVIN STAMPFLI DDS
0012014-01-01DEVIN STAMPFLI DDS
0012013-01-01DEVIN STAMPFLI DDS
0012012-01-01DEVIN STAMPFLI DDS
0012011-01-01DEVIN STAMPFLI DDS
0012009-01-01DEVIN STAMPFLI, DDS DEVIN STAMPFLI, DDS2010-10-12
0012009-01-01DEVIN STAMPFLI, DDS DEVIN STAMPFLI, DDS2010-10-12
0012009-01-01DEVIN STAMPFLI, DDS DEVIN STAMPFLI, DDS2010-10-12
0012009-01-01DEVIN STAMPFLI, DDS DEVIN STAMPFLI, DDS2010-12-03

Financial Data on PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$284,012
Expenses. Total of all expenses incurred2024-01-01$40,799
Benefits paid (including direct rollovers)2024-01-01$36,538
Total plan assets at end of year2024-01-01$1,659,278
Total plan assets at beginning of year2024-01-01$1,416,065
Value of fidelity bond covering the plan2024-01-01$150,000
Total contributions received or receivable from participants2024-01-01$53,554
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$203,139
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$243,213
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,659,278
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,416,065
Total contributions received or receivable from employer(s)2024-01-01$27,319
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$4,261
2023 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$307,681
Expenses. Total of all expenses incurred2023-12-31$81,259
Benefits paid (including direct rollovers)2023-12-31$77,787
Total plan assets at end of year2023-12-31$1,416,065
Total plan assets at beginning of year2023-12-31$1,189,643
Value of fidelity bond covering the plan2023-12-31$150,000
Total contributions received or receivable from participants2023-12-31$50,085
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$226,458
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$226,422
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,416,065
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,189,643
Total contributions received or receivable from employer(s)2023-12-31$31,138
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,472
2022 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-173,185
Expenses. Total of all expenses incurred2022-12-31$8,805
Benefits paid (including direct rollovers)2022-12-31$5,511
Total plan assets at end of year2022-12-31$1,189,643
Total plan assets at beginning of year2022-12-31$1,371,633
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$48,641
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$29,339
Other income received2022-12-31$-280,496
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-181,990
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,189,643
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,371,633
Total contributions received or receivable from employer(s)2022-12-31$29,331
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,294
2021 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$247,289
Expenses. Total of all expenses incurred2021-12-31$94,293
Benefits paid (including direct rollovers)2021-12-31$92,063
Total plan assets at end of year2021-12-31$1,371,633
Total plan assets at beginning of year2021-12-31$1,218,637
Value of fidelity bond covering the plan2021-12-31$80,000
Total contributions received or receivable from participants2021-12-31$53,771
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$162,479
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$152,996
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,371,633
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,218,637
Total contributions received or receivable from employer(s)2021-12-31$31,039
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$241,870
Expenses. Total of all expenses incurred2020-12-31$68,495
Benefits paid (including direct rollovers)2020-12-31$67,645
Total plan assets at end of year2020-12-31$1,218,637
Total plan assets at beginning of year2020-12-31$1,045,262
Value of fidelity bond covering the plan2020-12-31$90,000
Total contributions received or receivable from participants2020-12-31$63,723
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$145,556
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$173,375
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,218,637
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,045,262
Total contributions received or receivable from employer(s)2020-12-31$32,591
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$240,546
Expenses. Total of all expenses incurred2019-12-31$3,020
Benefits paid (including direct rollovers)2019-12-31$2,170
Total plan assets at end of year2019-12-31$1,045,262
Total plan assets at beginning of year2019-12-31$807,736
Value of fidelity bond covering the plan2019-12-31$90,000
Total contributions received or receivable from participants2019-12-31$42,527
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$168,300
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$237,526
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,045,262
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$807,736
Total contributions received or receivable from employer(s)2019-12-31$29,719
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$22,496
Expenses. Total of all expenses incurred2018-12-31$22,443
Benefits paid (including direct rollovers)2018-12-31$19,645
Total plan assets at end of year2018-12-31$807,736
Total plan assets at beginning of year2018-12-31$807,683
Value of fidelity bond covering the plan2018-12-31$80,000
Total contributions received or receivable from participants2018-12-31$55,327
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-59,784
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$53
Net plan assets at end of year (total assets less liabilities)2018-12-31$807,736
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$807,683
Total contributions received or receivable from employer(s)2018-12-31$26,953
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$215,943
Expenses. Total of all expenses incurred2017-12-31$79,755
Benefits paid (including direct rollovers)2017-12-31$76,610
Total plan assets at end of year2017-12-31$807,683
Total plan assets at beginning of year2017-12-31$671,495
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$45,370
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$48,428
Other income received2017-12-31$96,577
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$136,188
Net plan assets at end of year (total assets less liabilities)2017-12-31$807,683
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$671,495
Total contributions received or receivable from employer(s)2017-12-31$25,568
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$82,773
Expenses. Total of all expenses incurred2016-12-31$11,908
Benefits paid (including direct rollovers)2016-12-31$9,141
Total plan assets at end of year2016-12-31$671,495
Total plan assets at beginning of year2016-12-31$600,630
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$23,857
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$40,618
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$70,865
Net plan assets at end of year (total assets less liabilities)2016-12-31$671,495
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$600,630
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$629
Total contributions received or receivable from employer(s)2016-12-31$18,298
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$21,697
Expenses. Total of all expenses incurred2015-12-31$2,772
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$600,630
Total plan assets at beginning of year2015-12-31$581,705
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$24,562
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,037
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$18,925
Net plan assets at end of year (total assets less liabilities)2015-12-31$600,630
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$581,705
Total contributions received or receivable from employer(s)2015-12-31$19,172
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,772
2014 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$58,469
Expenses. Total of all expenses incurred2014-12-31$17,541
Benefits paid (including direct rollovers)2014-12-31$14,382
Total plan assets at end of year2014-12-31$581,705
Total plan assets at beginning of year2014-12-31$540,777
Value of fidelity bond covering the plan2014-12-31$90,000
Total contributions received or receivable from participants2014-12-31$31,200
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$7,414
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$40,928
Net plan assets at end of year (total assets less liabilities)2014-12-31$581,705
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$540,777
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$4,650
Total contributions received or receivable from employer(s)2014-12-31$19,855
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$85,422
Expenses. Total of all expenses incurred2013-12-31$10,291
Benefits paid (including direct rollovers)2013-12-31$6,684
Total plan assets at end of year2013-12-31$540,777
Total plan assets at beginning of year2013-12-31$465,646
Value of fidelity bond covering the plan2013-12-31$90,000
Total contributions received or receivable from participants2013-12-31$28,740
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$35,688
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$75,131
Net plan assets at end of year (total assets less liabilities)2013-12-31$540,777
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$465,646
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$4,650
Total contributions received or receivable from employer(s)2013-12-31$20,994
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$45,152
Expenses. Total of all expenses incurred2012-12-31$2,280
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$465,646
Total plan assets at beginning of year2012-12-31$422,774
Value of fidelity bond covering the plan2012-12-31$90,000
Total contributions received or receivable from participants2012-12-31$14,005
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,506
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$42,872
Net plan assets at end of year (total assets less liabilities)2012-12-31$465,646
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$422,774
Total contributions received or receivable from employer(s)2012-12-31$19,641
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,280
2011 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$40,543
Expenses. Total of all expenses incurred2011-12-31$6,215
Benefits paid (including direct rollovers)2011-12-31$4,800
Total plan assets at end of year2011-12-31$422,774
Total plan assets at beginning of year2011-12-31$388,446
Value of fidelity bond covering the plan2011-12-31$90,000
Total contributions received or receivable from participants2011-12-31$26,134
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-13,586
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$34,328
Net plan assets at end of year (total assets less liabilities)2011-12-31$422,774
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$388,446
Total contributions received or receivable from employer(s)2011-12-31$27,995
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 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$95,142
Expenses. Total of all expenses incurred2010-12-31$439,569
Benefits paid (including direct rollovers)2010-12-31$437,329
Total plan assets at end of year2010-12-31$388,446
Total plan assets at beginning of year2010-12-31$732,873
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$19,329
Expenses. Other expenses not covered elsewhere2010-12-31$150
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$46,743
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-344,427
Net plan assets at end of year (total assets less liabilities)2010-12-31$388,446
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$732,873
Total contributions received or receivable from employer(s)2010-12-31$29,070
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 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 PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN

2023: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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: PENNSYLVANIA DENTAL, PLLC 401(K) 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
2009: PENNSYLVANIA DENTAL, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1
Insurance contract or identification number504805-01
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1
Insurance contract or identification number504805-01
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504805-01
Policy instance 1

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