VILLAGGIO DENTAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $173,986 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $229,030 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $216,168 |
| Total plan assets at end of year | 2023-12-31 | $1,394,938 |
| Total plan assets at beginning of year | 2023-12-31 | $1,449,982 |
| Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
| Other income received | 2023-12-31 | $173,986 |
| Net income (gross income less expenses) | 2023-12-31 | $-55,044 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,394,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,449,982 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $497,347 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $12,862 |
| 2022 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING 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 | $26,594 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $224,006 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $206,574 |
| Total plan assets at end of year | 2022-12-31 | $1,449,982 |
| Total plan assets at beginning of year | 2022-12-31 | $1,647,394 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Other income received | 2022-12-31 | $26,594 |
| Net income (gross income less expenses) | 2022-12-31 | $-197,412 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,449,982 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,647,394 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $500,987 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,432 |
| 2021 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $87,694 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $183,814 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $144,728 |
| Total plan assets at end of year | 2021-12-31 | $1,647,394 |
| Total plan assets at beginning of year | 2021-12-31 | $1,743,514 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Other income received | 2021-12-31 | $87,694 |
| Net income (gross income less expenses) | 2021-12-31 | $-96,120 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,647,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,743,514 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $492,857 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $39,086 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $62,632 |
| 2020 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $495,953 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $124,044 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $37,967 |
| Total plan assets at end of year | 2020-12-31 | $1,743,514 |
| Total plan assets at beginning of year | 2020-12-31 | $1,371,605 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $2,800 |
| Other income received | 2020-12-31 | $493,153 |
| Net income (gross income less expenses) | 2020-12-31 | $371,909 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,743,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,371,605 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,239,942 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $86,077 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $291,849 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $97,854 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $55,554 |
| Total plan assets at end of year | 2019-12-31 | $1,371,605 |
| Total plan assets at beginning of year | 2019-12-31 | $1,177,610 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $9,800 |
| Other income received | 2019-12-31 | $257,049 |
| Net income (gross income less expenses) | 2019-12-31 | $193,995 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,371,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,177,610 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,097,263 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $42,300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $46,000 |
| 2018 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $118,522 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $72,658 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $36,055 |
| Total plan assets at end of year | 2018-12-31 | $1,177,610 |
| Total plan assets at beginning of year | 2018-12-31 | $1,131,746 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $9,050 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $36,603 |
| Other income received | 2018-12-31 | $79,472 |
| Net income (gross income less expenses) | 2018-12-31 | $45,864 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,177,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,131,746 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $945,469 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $36,055 |
| 2017 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $288,923 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $136,412 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $98,585 |
| Total plan assets at end of year | 2017-12-31 | $1,131,746 |
| Total plan assets at beginning of year | 2017-12-31 | $979,235 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $9,800 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $37,827 |
| Other income received | 2017-12-31 | $279,123 |
| Net income (gross income less expenses) | 2017-12-31 | $152,511 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,131,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $979,235 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $923,366 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $28,342 |
| 2016 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $108,388 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $201,402 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $130,287 |
| Total plan assets at end of year | 2016-12-31 | $979,235 |
| Total plan assets at beginning of year | 2016-12-31 | $1,072,249 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $25,150 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $71,115 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $83,238 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-93,014 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $979,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,072,249 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $744,187 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $114,501 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $89,779 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $40,000 |
| Total plan assets at end of year | 2015-12-31 | $1,072,249 |
| Total plan assets at beginning of year | 2015-12-31 | $1,047,527 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $20,450 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $76,051 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $24,722 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,072,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,047,527 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $638,367 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,000 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $49,779 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 | No |
| 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 – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT S. LEACH, D.D.S. AGE-BASED 401(K) 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |