401k Plan data: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN plan

THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 401k Plan overview

Plan Name	THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN
Plan identification number	001

THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

GLEN S. GERDES, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: GLEN S. GERDES, D.M.D., P.C.

Employer identification number (EIN): 931274621

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about GLEN S. GERDES, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1999-08-09

Company Identification Number: 70441689

Legal Registered Office Address: 851 SW SIXTH AVE STE 1500

PORTLAND
United States of America (USA)
97204

More information about GLEN S. GERDES, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GLEN S. GERDES
001 2016-01-01 GLEN S. GERDES
001 2015-01-01 GLEN S. GERDES
001 2014-01-01 GLEN S. GERDES
001 2013-01-01 GLEN S. GERDES
001 2012-01-01 GLEN S. GERDES
001 2011-01-01 BRIAN RANGITSCH
001 2010-01-01 BRIAN RANGITSCH
001 2009-01-01 GLEN S. GERDES

Plan Statistics for THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN

401k plan membership statisitcs for THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN

Measure Date Value
2020: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2020: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN

Measure	Date	Value
2020 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-9,823
Expenses. Total of all expenses incurred	2020-12-31	$1,341,818
Benefits paid (including direct rollovers)	2020-12-31	$1,341,818
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,351,641
Value of fidelity bond covering the plan	2020-12-31	$130,000
Other income received	2020-12-31	$-9,823
Net income (gross income less expenses)	2020-12-31	$-1,351,641
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,351,641
2019 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$256,272
Expenses. Total of all expenses incurred	2019-12-31	$135,183
Benefits paid (including direct rollovers)	2019-12-31	$135,183
Total plan assets at end of year	2019-12-31	$1,351,641
Total plan assets at beginning of year	2019-12-31	$1,230,552
Value of fidelity bond covering the plan	2019-12-31	$130,000
Total contributions received or receivable from participants	2019-12-31	$28,697
Other income received	2019-12-31	$218,403
Net income (gross income less expenses)	2019-12-31	$121,089
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,351,641
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,230,552
Total contributions received or receivable from employer(s)	2019-12-31	$9,172
2018 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-9,676
Total plan assets at end of year	2018-12-31	$1,230,552
Total plan assets at beginning of year	2018-12-31	$1,240,228
Value of fidelity bond covering the plan	2018-12-31	$130,000
Total contributions received or receivable from participants	2018-12-31	$32,304
Other income received	2018-12-31	$-87,742
Net income (gross income less expenses)	2018-12-31	$-9,676
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,230,552
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,240,228
Total contributions received or receivable from employer(s)	2018-12-31	$45,762
2017 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$244,640
Expenses. Total of all expenses incurred	2017-12-31	$107,574
Benefits paid (including direct rollovers)	2017-12-31	$107,574
Total plan assets at end of year	2017-12-31	$1,240,228
Total plan assets at beginning of year	2017-12-31	$1,103,162
Value of fidelity bond covering the plan	2017-12-31	$130,000
Total contributions received or receivable from participants	2017-12-31	$34,227
Other income received	2017-12-31	$160,884
Net income (gross income less expenses)	2017-12-31	$137,066
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,240,228
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,103,162
Total contributions received or receivable from employer(s)	2017-12-31	$49,529
2016 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$167,210
Total plan assets at end of year	2016-12-31	$1,103,162
Total plan assets at beginning of year	2016-12-31	$935,952
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$34,688
Other income received	2016-12-31	$84,737
Net income (gross income less expenses)	2016-12-31	$167,210
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,103,162
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$935,952
Total contributions received or receivable from employer(s)	2016-12-31	$47,785
2015 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$376,443
Total income from all sources	2015-12-31	$89,729
Total plan assets at end of year	2015-12-31	$935,952
Total plan assets at beginning of year	2015-12-31	$469,780
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$39,031
Other income received	2015-12-31	$-11,188
Net income (gross income less expenses)	2015-12-31	$89,729
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$935,952
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$469,780
Total contributions received or receivable from employer(s)	2015-12-31	$61,886
2014 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$72,194
Total plan assets at end of year	2014-12-31	$469,780
Total plan assets at beginning of year	2014-12-31	$397,586
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$30,017
Other income received	2014-12-31	$28,772
Net income (gross income less expenses)	2014-12-31	$72,194
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$469,780
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$397,586
Total contributions received or receivable from employer(s)	2014-12-31	$13,405
2013 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$113,403
Total plan assets at end of year	2013-12-31	$397,586
Total plan assets at beginning of year	2013-12-31	$284,183
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$34,730
Other income received	2013-12-31	$60,772
Net income (gross income less expenses)	2013-12-31	$113,403
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$397,586
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$284,183
Total contributions received or receivable from employer(s)	2013-12-31	$17,901
2012 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$96,871
Total plan assets at end of year	2012-12-31	$284,183
Total plan assets at beginning of year	2012-12-31	$187,312
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$38,418
Other income received	2012-12-31	$18,586
Net income (gross income less expenses)	2012-12-31	$96,871
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$284,183
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$187,312
Total contributions received or receivable from employer(s)	2012-12-31	$39,867
2011 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$21,545
Expenses. Total of all expenses incurred	2011-12-31	$77,926
Benefits paid (including direct rollovers)	2011-12-31	$77,926
Total plan assets at end of year	2011-12-31	$187,312
Total plan assets at beginning of year	2011-12-31	$243,693
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$16,079
Other income received	2011-12-31	$-25,355
Net income (gross income less expenses)	2011-12-31	$-56,381
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$187,312
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$243,693
Total contributions received or receivable from employer(s)	2011-12-31	$30,821
2010 : THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$52,876
Total plan assets at end of year	2010-12-31	$243,693
Total plan assets at beginning of year	2010-12-31	$190,817
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$15,783
Other income received	2010-12-31	$21,962
Net income (gross income less expenses)	2010-12-31	$52,876
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$243,693
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$190,817
Total contributions received or receivable from employer(s)	2010-12-31	$15,131

Form 5500 Responses for THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN

2020: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE GLEN S. GERDES, D.M.D. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GLEN S. GERDES, D.M.D., P.C.
Employer identification number (EIN):	931274621
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1999-08-09
Company Identification Number:	70441689
Legal Registered Office Address:	851 SW SIXTH AVE STE 1500 PORTLAND United States of America (USA) 97204