GOLDEN RULE DENTAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDEN RULE DENTAL, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : GOLDEN RULE DENTAL, INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $430,113 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $2,493,421 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,493,171 |
| Total plan assets at end of year | 2023-12-31 | $1,387,259 |
| Total plan assets at beginning of year | 2023-12-31 | $3,450,567 |
| Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $81,623 |
| Other income received | 2023-12-31 | $306,218 |
| Net income (gross income less expenses) | 2023-12-31 | $-2,063,308 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,387,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,450,567 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $42,272 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $250 |
| 2022 : GOLDEN RULE DENTAL, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-562,741 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,763,713 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,747,105 |
| Total plan assets at end of year | 2022-12-31 | $3,450,567 |
| Total plan assets at beginning of year | 2022-12-31 | $5,777,021 |
| Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $53,858 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $250,254 |
| Other income received | 2022-12-31 | $-875,223 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,326,454 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,450,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,777,021 |
| Assets. Value of participant loans | 2022-12-31 | $31,335 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,370 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $16,608 |
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | DD036666 |
| Policy instance | 1 |
| Insurance contract or identification number | DD036666 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $484 | | 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? | Yes | | 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 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | DD036666 |
| Policy instance | 1 |
| Insurance contract or identification number | DD036666 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $17 | | 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? | Yes | | 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 |
|
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