401k Plan data: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN plan

INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 401k Plan overview

Plan Name	INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN
Plan identification number	001

INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

INTERNATIONAL ASSOCIATION FOR ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS

Employer identification number (EIN): 952143862

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHRIS MCKAY 2023-06-27
001 2021-01-01 CHRIS MCKAY 2022-05-11
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHRIS MCKAY
001 2017-01-01 CHRIS MCKAY
001 2016-01-01 CHRIS MCKAY
001 2015-01-01 CHRIS MCKAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CHRIS MCKAY	2023-06-27
001	2021-01-01	CHRIS MCKAY	2022-05-11
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHRIS MCKAY
001	2017-01-01	CHRIS MCKAY
001	2016-01-01	CHRIS MCKAY
001	2015-01-01	CHRIS MCKAY

Plan Statistics for INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN

Measure Date Value
2020: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 2
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 3
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 2
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
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

Measure	Date	Value
2020: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	2
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	3
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	2
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
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

Financial Data on INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN

Measure	Date	Value
2020 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$16,833
Expenses. Total of all expenses incurred	2020-12-31	$2,114
Total plan assets at end of year	2020-12-31	$67,533
Total plan assets at beginning of year	2020-12-31	$52,814
Value of fidelity bond covering the plan	2020-12-31	$10,000
Total contributions received or receivable from participants	2020-12-31	$4,290
Other income received	2020-12-31	$8,023
Net income (gross income less expenses)	2020-12-31	$14,719
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$67,533
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$52,814
Total contributions received or receivable from employer(s)	2020-12-31	$4,520
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,114
2019 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$33,551
Expenses. Total of all expenses incurred	2019-12-31	$73,667
Benefits paid (including direct rollovers)	2019-12-31	$71,555
Total plan assets at end of year	2019-12-31	$52,814
Total plan assets at beginning of year	2019-12-31	$92,930
Value of fidelity bond covering the plan	2019-12-31	$10,000
Total contributions received or receivable from participants	2019-12-31	$4,620
Other income received	2019-12-31	$13,854
Net income (gross income less expenses)	2019-12-31	$-40,116
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$52,814
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$92,930
Total contributions received or receivable from employer(s)	2019-12-31	$15,077
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$6,867
Expenses. Total of all expenses incurred	2018-12-31	$2,923
Total plan assets at end of year	2018-12-31	$92,930
Total plan assets at beginning of year	2018-12-31	$88,986
Value of fidelity bond covering the plan	2018-12-31	$10,000
Total contributions received or receivable from participants	2018-12-31	$9,430
Other income received	2018-12-31	$-2,563
Net income (gross income less expenses)	2018-12-31	$3,944
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$92,930
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$88,986
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,923
2017 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$29,389
Expenses. Total of all expenses incurred	2017-12-31	$2,681
Total plan assets at end of year	2017-12-31	$88,986
Total plan assets at beginning of year	2017-12-31	$62,278
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$12,625
Other income received	2017-12-31	$9,006
Net income (gross income less expenses)	2017-12-31	$26,708
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$88,986
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$62,278
Total contributions received or receivable from employer(s)	2017-12-31	$7,758
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,681
2016 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$51,243
Expenses. Total of all expenses incurred	2016-12-31	$7,571
Benefits paid (including direct rollovers)	2016-12-31	$5,033
Total plan assets at end of year	2016-12-31	$62,278
Total plan assets at beginning of year	2016-12-31	$18,606
Total contributions received or receivable from participants	2016-12-31	$15,125
Other income received	2016-12-31	$5,038
Net income (gross income less expenses)	2016-12-31	$43,672
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$62,278
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$18,606
Total contributions received or receivable from employer(s)	2016-12-31	$31,080
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$19,453
Expenses. Total of all expenses incurred	2015-12-31	$847
Total plan assets at end of year	2015-12-31	$18,606
Total plan assets at beginning of year	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$19,905
Other income received	2015-12-31	$-452
Net income (gross income less expenses)	2015-12-31	$18,606
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$18,606
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$847

Form 5500 Responses for INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN

2020: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 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: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 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: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 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: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 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: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 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: INTERNATIONAL ASSOCIATION FOR ORTHODONTICS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	INTERNATIONAL ASSOCIATION FOR ORTHODONTICS
Employer identification number (EIN):	952143862
NAIC Classification:	621210
NAIC Description:	Offices of Dentists