401k Plan data: PALO ALTO DENTAL GROUP 401(K) PLAN plan

PALO ALTO DENTAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	PALO ALTO DENTAL GROUP 401(K) PLAN
Plan identification number	003

PALO ALTO DENTAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WACHHORST, LEIGH & MEINSTER, A DENTAL CORP. has sponsored the creation of one or more 401k plans.

Company Name: WACHHORST, LEIGH & MEINSTER, A DENTAL CORP.

Employer identification number (EIN): 941717072

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO DENTAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 PETER C. KONO 2023-10-16 PETER C. KONO 2023-10-16
003 2021-01-01 SHACHI BAHL 2022-10-17 SHACHI BAHL 2022-10-17
003 2020-01-01 SHACHI BAHL 2021-10-05 SHACHI BAHL 2021-10-05
003 2019-01-01 MARTHA VANZINA 2020-12-08 MARTHA VANZINA 2020-12-08
003 2018-01-01 ROBERT IVERSON 2019-10-08 ROBERT IVERSON 2019-10-08
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 CRAIG SCHILLER 2013-10-08 CRAIG SCHILLER 2013-10-08
003 2011-01-01 CRAIG SCHILLER CRAIG SCHILLER 2012-10-01
003 2010-01-01 CRAIG SCHILLER CRAIG SCHILLER 2011-10-12
003 2009-01-01 CRAIG SCHILLER CRAIG SCHILLER 2010-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	PETER C. KONO	2023-10-16	PETER C. KONO	2023-10-16
003	2021-01-01	SHACHI BAHL	2022-10-17	SHACHI BAHL	2022-10-17
003	2020-01-01	SHACHI BAHL	2021-10-05	SHACHI BAHL	2021-10-05
003	2019-01-01	MARTHA VANZINA	2020-12-08	MARTHA VANZINA	2020-12-08
003	2018-01-01	ROBERT IVERSON	2019-10-08	ROBERT IVERSON	2019-10-08
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	CRAIG SCHILLER	2013-10-08	CRAIG SCHILLER	2013-10-08
003	2011-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2012-10-01
003	2010-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2011-10-12
003	2009-01-01	CRAIG SCHILLER		CRAIG SCHILLER	2010-09-07

Plan Statistics for PALO ALTO DENTAL GROUP 401(K) PLAN

401k plan membership statisitcs for PALO ALTO DENTAL GROUP 401(K) PLAN

Measure Date Value
2022: PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 27
Number of participants with account balances 2021-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
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 9
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 27
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
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 7
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
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 7
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
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 6
Total of all active and inactive participants 2017-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 26
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 22
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 9
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
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 9
Total of all active and inactive participants 2015-01-01 31
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 8
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 4
Total of all active and inactive participants 2013-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
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 5
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
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 5
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Number of participants with account balances 2010-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	27
Number of participants with account balances	2021-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
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	9
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	27
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
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	7
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
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	7
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
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	6
Total of all active and inactive participants	2017-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	26
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	22
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	9
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
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	9
Total of all active and inactive participants	2015-01-01	31
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	8
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	4
Total of all active and inactive participants	2013-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
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	5
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
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	5
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Number of participants with account balances	2010-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PALO ALTO DENTAL GROUP 401(K) PLAN

Measure	Date	Value
2022 : PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
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	$-1,349,903
Expenses. Total of all expenses incurred	2022-12-31	$168,257
Benefits paid (including direct rollovers)	2022-12-31	$140,705
Total plan assets at end of year	2022-12-31	$10,224,321
Total plan assets at beginning of year	2022-12-31	$11,742,481
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$85,668
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,741,954
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,518,160
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,224,321
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$11,742,481
Total contributions received or receivable from employer(s)	2022-12-31	$306,383
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	$27,552
2021 : PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
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	$885,814
Expenses. Total of all expenses incurred	2021-12-31	$123,501
Benefits paid (including direct rollovers)	2021-12-31	$111,693
Total plan assets at end of year	2021-12-31	$11,742,481
Total plan assets at beginning of year	2021-12-31	$10,980,168
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$77,062
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$515,001
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$762,313
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,742,481
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,980,168
Assets. Value of participant loans	2021-12-31	$22,951
Assets. Value of employer securities	2021-12-31	$6,222,938
Total contributions received or receivable from employer(s)	2021-12-31	$293,751
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
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	$380,015
Expenses. Total of all expenses incurred	2020-12-31	$838,936
Benefits paid (including direct rollovers)	2020-12-31	$816,614
Total plan assets at end of year	2020-12-31	$10,980,168
Total plan assets at beginning of year	2020-12-31	$11,439,089
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$71,442
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$16,764
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-458,921
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,980,168
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,439,089
Assets. Value of participant loans	2020-12-31	$22,321
Assets. Value of employer securities	2020-12-31	$6,222,938
Total contributions received or receivable from employer(s)	2020-12-31	$291,809
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$22,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$1,213,908
Expenses. Total of all expenses incurred	2019-12-31	$1,476,425
Benefits paid (including direct rollovers)	2019-12-31	$1,464,996
Total plan assets at end of year	2019-12-31	$11,439,089
Total plan assets at beginning of year	2019-12-31	$11,701,606
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$93,698
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$803,759
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-262,517
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,439,089
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,701,606
Assets. Value of participant loans	2019-12-31	$27,545
Total contributions received or receivable from employer(s)	2019-12-31	$316,451
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$8,000
Total income from all sources	2018-12-31	$1,719,570
Expenses. Total of all expenses incurred	2018-12-31	$1,424,543
Benefits paid (including direct rollovers)	2018-12-31	$1,403,988
Total plan assets at end of year	2018-12-31	$11,701,606
Total plan assets at beginning of year	2018-12-31	$11,414,579
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$120,530
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$1,318,728
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$295,027
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,701,606
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,406,579
Assets. Value of employer securities	2018-12-31	$6,678,329
Total contributions received or receivable from employer(s)	2018-12-31	$280,312
Value of certain deemed distributions of participant loans	2018-12-31	$20,555
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$8,000
Total plan liabilities at beginning of year	2017-12-31	$8,658
Total income from all sources	2017-12-31	$2,051,136
Expenses. Total of all expenses incurred	2017-12-31	$84,442
Benefits paid (including direct rollovers)	2017-12-31	$70,389
Total plan assets at end of year	2017-12-31	$11,414,579
Total plan assets at beginning of year	2017-12-31	$9,448,543
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$125,262
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,601,122
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,966,694
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,406,579
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,439,885
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$5,136,072
Total contributions received or receivable from employer(s)	2017-12-31	$324,752
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$8,658
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$950,689
Expenses. Total of all expenses incurred	2016-12-31	$13,606
Benefits paid (including direct rollovers)	2016-12-31	$37
Total plan assets at end of year	2016-12-31	$9,448,543
Total plan assets at beginning of year	2016-12-31	$8,502,802
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$105,514
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$512,512
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$937,083
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,439,885
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,502,802
Assets. Value of participant loans	2016-12-31	$2,321
Assets. Value of employer securities	2016-12-31	$4,266,528
Total contributions received or receivable from employer(s)	2016-12-31	$332,663
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	$13,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PALO ALTO DENTAL GROUP 401(K) 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	$1,243,212
Expenses. Total of all expenses incurred	2015-12-31	$1,271,896
Benefits paid (including direct rollovers)	2015-12-31	$1,266,846
Total plan assets at end of year	2015-12-31	$8,502,802
Total plan assets at beginning of year	2015-12-31	$8,531,486
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$128,502
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$801,727
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-28,684
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,502,802
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,531,486
Assets. Value of participant loans	2015-12-31	$10,610
Assets. Value of employer securities	2015-12-31	$4,065,615
Total contributions received or receivable from employer(s)	2015-12-31	$312,983
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$991,177
Expenses. Total of all expenses incurred	2014-12-31	$353,095
Benefits paid (including direct rollovers)	2014-12-31	$349,096
Total plan assets at end of year	2014-12-31	$8,531,486
Total plan assets at beginning of year	2014-12-31	$7,893,404
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$121,005
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$564,743
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$638,082
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,531,486
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,893,404
Assets. Value of participant loans	2014-12-31	$20,159
Assets. Value of employer securities	2014-12-31	$3,255,340
Total contributions received or receivable from employer(s)	2014-12-31	$305,429
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,999
2013 : PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,196,824
Expenses. Total of all expenses incurred	2013-12-31	$44,207
Benefits paid (including direct rollovers)	2013-12-31	$40,583
Total plan assets at end of year	2013-12-31	$7,893,404
Total plan assets at beginning of year	2013-12-31	$6,740,787
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$93,835
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$773,513
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,152,617
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,893,404
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,740,787
Assets. Value of participant loans	2013-12-31	$18,981
Assets. Value of employer securities	2013-12-31	$2,679,505
Total contributions received or receivable from employer(s)	2013-12-31	$329,476
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2011 : PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$436,373
Expenses. Total of all expenses incurred	2011-12-31	$104,194
Benefits paid (including direct rollovers)	2011-12-31	$101,374
Total plan assets at end of year	2011-12-31	$6,002,875
Total plan assets at beginning of year	2011-12-31	$5,670,696
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$97,820
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$45,014
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$332,179
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,002,875
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,670,696
Assets. Value of participant loans	2011-12-31	$51,305
Assets. Value of employer securities	2011-12-31	$2,305,294
Total contributions received or receivable from employer(s)	2011-12-31	$293,539
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$942,085
Expenses. Total of all expenses incurred	2010-12-31	$337,404
Benefits paid (including direct rollovers)	2010-12-31	$334,224
Total plan assets at end of year	2010-12-31	$5,670,696
Total plan assets at beginning of year	2010-12-31	$5,066,015
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$104,579
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$534,843
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$604,681
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,670,696
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,066,015
Assets. Value of participant loans	2010-12-31	$11,499
Assets. Value of employer securities	2010-12-31	$2,250,361
Total contributions received or receivable from employer(s)	2010-12-31	$302,663
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PALO ALTO DENTAL GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PALO ALTO DENTAL GROUP 401(K) PLAN

2022: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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: PALO ALTO DENTAL GROUP 401(K) 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
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WACHHORST, LEIGH & MEINSTER, A DENTAL CORP.
Employer identification number (EIN):	941717072
NAIC Classification:	621210
NAIC Description:	Offices of Dentists