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LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

LILI MIRTORABI DDS MS A PROFESSIONAL CORP has sponsored the creation of one or more 401k plans.

Company Name:LILI MIRTORABI DDS MS A PROFESSIONAL CORP
Employer identification number (EIN):020669521
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LILI MIRTORABI2023-10-09 LILI MIRTORABI2023-10-09
0012021-01-01LILI MIRTORABI2022-10-13 LILI MIRTORABI2022-10-13
0012020-01-01LILI MIRTORABI2021-10-14 LILI MIRTORABI2021-10-14
0012019-01-01LILI MIRTORABI2020-08-03
0012018-01-01LILI MIRTORABI2019-09-24 LILI MIRTORABI2019-09-24
0012017-01-01LILI MIRTORABI
0012016-01-01LILI MIRTORABI
0012016-01-01
0012015-01-01LILI MIRTORABI2016-07-14
0012014-01-01LILI MIRTORABI2015-06-17 LILI MIRTORABI2015-06-17
0012013-01-01LILI MIRTORABI2014-07-23 LILI MIRTORABI2014-07-23
0012012-01-01LILI MIRTORABI DDA LILI MIRTORABI DDA2013-02-15
0012011-01-01LILI MIRTORABI DDS LILI MIRTORABI DDS2012-03-19
0012009-01-01JASON SAMANI JASON SAMANI2010-06-30

Plan Statistics for LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01173
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01182
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01152
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2012: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0194
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0187
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0181
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0172
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0164
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0155
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$63
Total income from all sources (including contributions)2022-12-31$-305,253
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$87,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$61,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$399,986
Value of total assets at end of year2022-12-31$3,561,578
Value of total assets at beginning of year2022-12-31$3,954,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,806
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,458
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$261,715
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$3,147
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$63
Other income not declared elsewhere2022-12-31$57
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-392,653
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,561,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,954,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,423,051
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,947,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$131,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,618
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-716,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$138,271
Employer contributions (assets) at end of year2022-12-31$6,727
Employer contributions (assets) at beginning of year2022-12-31$1,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$61,594
Contract administrator fees2022-12-31$25,806
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PATRICK HARPER CPA INC
Accountancy firm EIN2022-12-31384232173
2021 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$63
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$885,688
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$150,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$104,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$331,064
Value of total assets at end of year2021-12-31$3,954,289
Value of total assets at beginning of year2021-12-31$3,218,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,051
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,841
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$212,721
Participant contributions at end of year2021-12-31$3,147
Participant contributions at beginning of year2021-12-31$5,405
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$5
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$735,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,954,226
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,218,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,740
Value of interest in pooled separate accounts at end of year2021-12-31$3,947,247
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,422
Value of interest in common/collective trusts at beginning of year2021-12-31$3,155,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,097
Net investment gain/loss from pooled separate accounts2021-12-31$210
Net investment gain or loss from common/collective trusts2021-12-31$554,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,343
Employer contributions (assets) at end of year2021-12-31$1,282
Employer contributions (assets) at beginning of year2021-12-31$3,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$104,036
Contract administrator fees2021-12-31$46,051
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2021-12-31954083485
2020 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$696,908
Total of all expenses incurred2020-12-31$54,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,501
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$269,391
Value of total assets at end of year2020-12-31$3,218,625
Value of total assets at beginning of year2020-12-31$2,576,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,443
Total interest from all sources2020-12-31$138
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$579
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$157,109
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$5,405
Participant contributions at beginning of year2020-12-31$2
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$641,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,218,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,576,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,783
Value of interest in pooled separate accounts at end of year2020-12-31$11,422
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,706
Interest earned on other investments2020-12-31$138
Value of interest in common/collective trusts at end of year2020-12-31$3,155,923
Value of interest in common/collective trusts at beginning of year2020-12-31$2,562,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,577
Net investment gain/loss from pooled separate accounts2020-12-31$2,852
Net investment gain or loss from common/collective trusts2020-12-31$419,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$94,260
Employer contributions (assets) at end of year2020-12-31$3,038
Employer contributions (assets) at beginning of year2020-12-31$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,501
Contract administrator fees2020-12-31$21,443
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2020-12-31954083485
2019 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$713,265
Total of all expenses incurred2019-12-31$24,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$240,359
Value of total assets at end of year2019-12-31$2,576,661
Value of total assets at beginning of year2019-12-31$1,888,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,962
Total interest from all sources2019-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$292
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$147,350
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$616
Participant contributions at end of year2019-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$688,452
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,576,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,888,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,131
Value of interest in pooled separate accounts at end of year2019-12-31$3,706
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,433
Interest on participant loans2019-12-31$14
Value of interest in common/collective trusts at end of year2019-12-31$2,562,103
Value of interest in common/collective trusts at beginning of year2019-12-31$1,880,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,402
Net investment gain/loss from pooled separate accounts2019-12-31$641
Net investment gain or loss from common/collective trusts2019-12-31$470,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$93,009
Employer contributions (assets) at end of year2019-12-31$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,851
Contract administrator fees2019-12-31$17,962
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2019-12-31954083485
2018 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$110,572
Total of all expenses incurred2018-12-31$56,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$37,690
Expenses. Certain deemed distributions of participant loans2018-12-31$857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$203,512
Value of total assets at end of year2018-12-31$1,888,209
Value of total assets at beginning of year2018-12-31$1,834,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,230
Total interest from all sources2018-12-31$196
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$563
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,629
Participant contributions at end of year2018-12-31$616
Participant contributions at beginning of year2018-12-31$9,276
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$53,795
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,888,209
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,834,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,787,716
Value of interest in pooled separate accounts at end of year2018-12-31$1,433
Interest on participant loans2018-12-31$196
Value of interest in common/collective trusts at end of year2018-12-31$1,880,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$37,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$37,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-889
Net investment gain/loss from pooled separate accounts2018-12-31$-108
Net investment gain or loss from common/collective trusts2018-12-31$-92,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$78,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,690
Contract administrator fees2018-12-31$18,230
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2018-12-31954083485
2017 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$494,458
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,054
Expenses. Certain deemed distributions of participant loans2017-12-31$1,239
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$195,332
Value of total assets at end of year2017-12-31$1,834,414
Value of total assets at beginning of year2017-12-31$1,384,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,369
Total interest from all sources2017-12-31$574
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$53,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$53,203
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$117,343
Participant contributions at end of year2017-12-31$9,276
Participant contributions at beginning of year2017-12-31$7,817
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$750
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$449,796
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,834,414
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,384,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$9,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,787,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,342,516
Interest on participant loans2017-12-31$283
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$37,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$291
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$245,349
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$77,989
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,054
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$4,118
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2017-12-31954083485
2016 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$243,288
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$55,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,500
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$163,148
Value of total assets at end of year2016-12-31$1,384,618
Value of total assets at beginning of year2016-12-31$1,196,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,728
Total interest from all sources2016-12-31$231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$40,572
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$105,332
Participant contributions at end of year2016-12-31$7,817
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$188,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,384,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,196,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,342,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,164,362
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$104
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$127
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$39,337
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$57,816
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,500
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$10,728
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TURNER WARREN HWANG & CONRAD
Accountancy firm EIN2016-12-31954083485
2012 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$192,677
Expenses. Total of all expenses incurred2012-12-31$6,873
Benefits paid (including direct rollovers)2012-12-31$6,873
Total plan assets at end of year2012-12-31$705,208
Total plan assets at beginning of year2012-12-31$519,404
Total contributions received or receivable from participants2012-12-31$77,830
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$80,719
Net income (gross income less expenses)2012-12-31$185,804
Net plan assets at end of year (total assets less liabilities)2012-12-31$705,208
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$519,404
Total contributions received or receivable from employer(s)2012-12-31$34,128
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$74,295
Expenses. Total of all expenses incurred2011-12-31$21,779
Benefits paid (including direct rollovers)2011-12-31$21,779
Total plan assets at end of year2011-12-31$519,404
Total plan assets at beginning of year2011-12-31$466,888
Total contributions received or receivable from participants2011-12-31$65,623
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-18,550
Net income (gross income less expenses)2011-12-31$52,516
Net plan assets at end of year (total assets less liabilities)2011-12-31$519,404
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$466,888
Total contributions received or receivable from employer(s)2011-12-31$27,222
2010 : LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$148,268
Expenses. Total of all expenses incurred2010-12-31$2,182
Benefits paid (including direct rollovers)2010-12-31$2,182
Total plan assets at end of year2010-12-31$466,888
Total plan assets at beginning of year2010-12-31$320,802
Total contributions received or receivable from participants2010-12-31$75,269
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$41,053
Net income (gross income less expenses)2010-12-31$146,086
Net plan assets at end of year (total assets less liabilities)2010-12-31$466,888
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$320,802
Total contributions received or receivable from employer(s)2010-12-31$31,946

Form 5500 Responses for LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN

2022: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2012: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LILI MIRTORABI, DDS, MS, APC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number935014-013
Policy instance 1
Insurance contract or identification number935014-013
Number of Individuals Covered88
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number935014-013
Policy instance 1
Insurance contract or identification number935014-013
Number of Individuals Covered78
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number61271
Policy instance 2
Insurance contract or identification number61271
Insurance policy start date2021-01-01
Insurance policy end date2021-11-16
Total amount of fees paid to insurance companyUSD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerREFERRAK/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626009
Policy instance 1
Insurance contract or identification number626009
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626009
Policy instance 1
Insurance contract or identification number626009
Number of Individuals Covered157
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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