401k Plan data: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN plan

PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan identification number	003

PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PERIODONTAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTAL ASSOCIATES, INC.

Employer identification number (EIN): 042508490

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CARY FEUERMAN
003 2017-01-01 CARY FEUERMAN
003 2016-01-01 CARY FEUERMAN
003 2015-01-01 CARY FEUERMAN
003 2014-01-01 CARY FEUERMAN
003 2013-01-01 CARY FEUERMAN
003 2012-01-01 CARY FEUERMAN
003 2011-01-01 CARY FEUERMAN
003 2009-01-01 CARY FEUERMAN

Plan Statistics for PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
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 2
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
2019: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 1
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
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 0
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
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	2
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
2019: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	1
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
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	0
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,007,442
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$18,925,626
Total plan assets at beginning of year	2022-12-31	$19,933,068
Value of fidelity bond covering the plan	2022-12-31	$6,587,302
Total contributions received or receivable from participants	2022-12-31	$128,253
Other income received	2022-12-31	$-1,252,735
Net income (gross income less expenses)	2022-12-31	$-1,007,442
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$18,925,626
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$19,933,068
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$6,418,063
Total contributions received or receivable from employer(s)	2022-12-31	$117,040
2021 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,852,376
Expenses. Total of all expenses incurred	2021-12-31	$4,901
Benefits paid (including direct rollovers)	2021-12-31	$4,901
Total plan assets at end of year	2021-12-31	$19,933,068
Total plan assets at beginning of year	2021-12-31	$16,085,593
Value of fidelity bond covering the plan	2021-12-31	$5,419,735
Total contributions received or receivable from participants	2021-12-31	$123,464
Other income received	2021-12-31	$3,613,632
Net income (gross income less expenses)	2021-12-31	$3,847,475
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$19,933,068
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,085,593
Assets. Value of participant loans	2021-12-31	$5,313
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$6,587,302
Total contributions received or receivable from employer(s)	2021-12-31	$115,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,368,737
Expenses. Total of all expenses incurred	2020-12-31	$241,054
Benefits paid (including direct rollovers)	2020-12-31	$241,054
Total plan assets at end of year	2020-12-31	$16,085,593
Total plan assets at beginning of year	2020-12-31	$13,957,910
Value of fidelity bond covering the plan	2020-12-31	$5,061,567
Total contributions received or receivable from participants	2020-12-31	$121,184
Other income received	2020-12-31	$2,138,519
Net income (gross income less expenses)	2020-12-31	$2,127,683
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,085,593
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,957,910
Assets. Value of participant loans	2020-12-31	$8,289
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$3,850,568
Total contributions received or receivable from employer(s)	2020-12-31	$109,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,130,045
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$13,957,910
Total plan assets at beginning of year	2019-12-31	$11,827,865
Value of fidelity bond covering the plan	2019-12-31	$4,158,021
Total contributions received or receivable from participants	2019-12-31	$120,868
Other income received	2019-12-31	$1,901,789
Net income (gross income less expenses)	2019-12-31	$2,130,045
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,957,910
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,827,865
Assets. Value of participant loans	2019-12-31	$15,817
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$5,044,377
Total contributions received or receivable from employer(s)	2019-12-31	$107,388
2018 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$910,729
Expenses. Total of all expenses incurred	2018-12-31	$1,765
Benefits paid (including direct rollovers)	2018-12-31	$1,765
Total plan assets at end of year	2018-12-31	$11,827,865
Total plan assets at beginning of year	2018-12-31	$10,918,901
Value of fidelity bond covering the plan	2018-12-31	$4,050,000
Total contributions received or receivable from participants	2018-12-31	$120,492
Other income received	2018-12-31	$683,322
Net income (gross income less expenses)	2018-12-31	$908,964
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,827,865
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,918,901
Assets. Value of participant loans	2018-12-31	$14,806
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$4,158,021
Total contributions received or receivable from employer(s)	2018-12-31	$106,915
2017 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,060,343
Expenses. Total of all expenses incurred	2017-12-31	$445,454
Benefits paid (including direct rollovers)	2017-12-31	$445,454
Total plan assets at end of year	2017-12-31	$10,918,901
Total plan assets at beginning of year	2017-12-31	$9,304,012
Value of fidelity bond covering the plan	2017-12-31	$3,700,000
Total contributions received or receivable from participants	2017-12-31	$122,770
Other income received	2017-12-31	$1,832,338
Net income (gross income less expenses)	2017-12-31	$1,614,889
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,918,901
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,304,012
Assets. Value of participant loans	2017-12-31	$22,395
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$4,195,277
Total contributions received or receivable from employer(s)	2017-12-31	$105,235
2016 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$742,089
Expenses. Total of all expenses incurred	2016-12-31	$26,720
Benefits paid (including direct rollovers)	2016-12-31	$26,720
Total plan assets at end of year	2016-12-31	$9,304,012
Total plan assets at beginning of year	2016-12-31	$8,588,643
Value of fidelity bond covering the plan	2016-12-31	$3,700,000
Total contributions received or receivable from participants	2016-12-31	$126,004
Other income received	2016-12-31	$507,972
Net income (gross income less expenses)	2016-12-31	$715,369
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,304,012
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,588,643
Assets. Value of participant loans	2016-12-31	$29,438
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$3,586,875
Total contributions received or receivable from employer(s)	2016-12-31	$108,113
2015 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,154,787
Expenses. Total of all expenses incurred	2015-12-31	$23
Benefits paid (including direct rollovers)	2015-12-31	$23
Total plan assets at end of year	2015-12-31	$8,588,643
Total plan assets at beginning of year	2015-12-31	$7,433,879
Value of fidelity bond covering the plan	2015-12-31	$3,313,000
Total contributions received or receivable from participants	2015-12-31	$120,346
Other income received	2015-12-31	$929,716
Net income (gross income less expenses)	2015-12-31	$1,154,764
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,588,643
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,433,879
Assets. Value of participant loans	2015-12-31	$8,560
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,695,699
Total contributions received or receivable from employer(s)	2015-12-31	$104,725
2014 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$988,579
Expenses. Total of all expenses incurred	2014-12-31	$12,901
Benefits paid (including direct rollovers)	2014-12-31	$12,901
Total plan assets at end of year	2014-12-31	$7,433,879
Total plan assets at beginning of year	2014-12-31	$6,458,201
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$117,042
Other income received	2014-12-31	$771,772
Net income (gross income less expenses)	2014-12-31	$975,678
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,433,879
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,458,201
Assets. Value of participant loans	2014-12-31	$13,387
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,312,944
Total contributions received or receivable from employer(s)	2014-12-31	$99,765
2013 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,085,474
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$6,458,201
Total plan assets at beginning of year	2013-12-31	$5,372,727
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$118,781
Other income received	2013-12-31	$865,151
Net income (gross income less expenses)	2013-12-31	$1,085,474
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,458,201
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,372,727
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$2,982,037
Total contributions received or receivable from employer(s)	2013-12-31	$101,542
2012 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,468,533
Expenses. Total of all expenses incurred	2012-12-31	$670
Benefits paid (including direct rollovers)	2012-12-31	$670
Total plan assets at end of year	2012-12-31	$5,372,727
Total plan assets at beginning of year	2012-12-31	$3,904,864
Value of fidelity bond covering the plan	2012-12-31	$1,600,000
Total contributions received or receivable from participants	2012-12-31	$113,778
Other income received	2012-12-31	$1,247,624
Net income (gross income less expenses)	2012-12-31	$1,467,863
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,372,727
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,904,864
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$2,552,584
Total contributions received or receivable from employer(s)	2012-12-31	$107,131
2011 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
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	$265,663
Expenses. Total of all expenses incurred	2011-12-31	$65,033
Benefits paid (including direct rollovers)	2011-12-31	$65,033
Total plan assets at end of year	2011-12-31	$3,904,864
Total plan assets at beginning of year	2011-12-31	$3,704,234
Value of fidelity bond covering the plan	2011-12-31	$1,600,000
Total contributions received or receivable from participants	2011-12-31	$111,706
Other income received	2011-12-31	$52,483
Net income (gross income less expenses)	2011-12-31	$200,630
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,904,864
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,704,234
Assets. Value of participant loans	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,502,907
Total contributions received or receivable from employer(s)	2011-12-31	$101,474
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
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	$776,299
Expenses. Total of all expenses incurred	2010-12-31	$131,085
Benefits paid (including direct rollovers)	2010-12-31	$131,085
Total plan assets at end of year	2010-12-31	$3,704,234
Total plan assets at beginning of year	2010-12-31	$3,059,020
Value of fidelity bond covering the plan	2010-12-31	$1,250,000
Total contributions received or receivable from participants	2010-12-31	$115,992
Other income received	2010-12-31	$553,997
Net income (gross income less expenses)	2010-12-31	$645,214
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,704,234
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,059,020
Assets. Value of participant loans	2010-12-31	$2,226
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,511,800
Total contributions received or receivable from employer(s)	2010-12-31	$106,310
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

2022: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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
2012: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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
2009: PERIODONTAL ASSOCIATES, INC. RETIREMENT SAVINGS 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

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Company Name:	PERIODONTAL ASSOCIATES, INC.
Employer identification number (EIN):	042508490
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners