401k Plan data: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN plan

PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING 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.
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

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

Company Name: PERIODONTAL ASSOCIATES, P.C.

Employer identification number (EIN): 060986248

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about PERIODONTAL ASSOCIATES, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1993-05-14

Company Identification Number: 19931050516

Legal Registered Office Address: 2179 kincaid pl

Boulder
United States of America (USA)
80304

More information about PERIODONTAL ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 HOWARD LEVINBOOK, D.M.D. 2023-11-10
001 2021-09-01 HOWARD LEVINBOOK, D.M.D. 2022-11-09
001 2020-09-01 HOWARD LEVINBOOK, D.M.D. 2021-11-19
001 2019-09-01 HOWARD LEVINBOOK, D.M.D. 2021-02-22
001 2018-09-01 HOWARD LEVINBOOK, D.M.D. 2019-12-06
001 2017-09-01 HOWARD LEVINBOOK, D.M.D. 2019-01-08
001 2016-09-01 HOWARD LEVINBOOK, D.M.D. 2017-12-01
001 2015-09-01 HOWARD LEVINBOOK, D.M.D. 2016-12-07
001 2014-09-01 HOWARD LEVINBOOK, D.M.D. 2016-04-26
001 2013-09-01 HOWARD LEVINBOOK, D.M.D.
001 2012-09-01 HOWARD LEVINBOOK, D.M.D.
001 2011-09-01 HOWARD LEVINBOOK, D.M.D.
001 2010-09-01 HOWARD LEVINBOOK, D.M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-09-01	HOWARD LEVINBOOK, D.M.D.	2023-11-10
001	2021-09-01	HOWARD LEVINBOOK, D.M.D.	2022-11-09
001	2020-09-01	HOWARD LEVINBOOK, D.M.D.	2021-11-19
001	2019-09-01	HOWARD LEVINBOOK, D.M.D.	2021-02-22
001	2018-09-01	HOWARD LEVINBOOK, D.M.D.	2019-12-06
001	2017-09-01	HOWARD LEVINBOOK, D.M.D.	2019-01-08
001	2016-09-01	HOWARD LEVINBOOK, D.M.D.	2017-12-01
001	2015-09-01	HOWARD LEVINBOOK, D.M.D.	2016-12-07
001	2014-09-01	HOWARD LEVINBOOK, D.M.D.	2016-04-26
001	2013-09-01	HOWARD LEVINBOOK, D.M.D.
001	2012-09-01	HOWARD LEVINBOOK, D.M.D.
001	2011-09-01	HOWARD LEVINBOOK, D.M.D.
001	2010-09-01	HOWARD LEVINBOOK, D.M.D.

Plan Statistics for PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 10
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 10
Number of participants with account balances 2013-09-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 9
Number of retired or separated participants receiving benefits 2012-09-01 3
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 12
Number of participants with account balances 2012-09-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 10
Number of retired or separated participants receiving benefits 2011-09-01 2
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 12
Number of participants with account balances 2011-09-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 10
Number of retired or separated participants receiving benefits 2010-09-01 2
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 12
Number of participants with account balances 2010-09-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0

Measure	Date	Value
2013: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	10
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	10
Number of participants with account balances	2013-09-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	9
Number of retired or separated participants receiving benefits	2012-09-01	3
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	12
Number of participants with account balances	2012-09-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	10
Number of retired or separated participants receiving benefits	2011-09-01	2
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	12
Number of participants with account balances	2011-09-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	10
Number of retired or separated participants receiving benefits	2010-09-01	2
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	12
Number of participants with account balances	2010-09-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0

Financial Data on PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$473,973
Expenses. Total of all expenses incurred	2014-08-31	$4,638,189
Benefits paid (including direct rollovers)	2014-08-31	$4,605,636
Total plan assets at end of year	2014-08-31	$2,007,086
Total plan assets at beginning of year	2014-08-31	$6,171,302
Value of fidelity bond covering the plan	2014-08-31	$500,000
Total contributions received or receivable from participants	2014-08-31	$52,123
Other income received	2014-08-31	$331,850
Net income (gross income less expenses)	2014-08-31	$-4,164,216
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$2,007,086
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$6,171,302
Assets. Value of participant loans	2014-08-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-08-31	$1,768
Total contributions received or receivable from employer(s)	2014-08-31	$90,000
Value of certain deemed distributions of participant loans	2014-08-31	$32,477
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$76
2013 : PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$543,106
Expenses. Total of all expenses incurred	2013-08-31	$196,290
Benefits paid (including direct rollovers)	2013-08-31	$196,100
Total plan assets at end of year	2013-08-31	$6,171,302
Total plan assets at beginning of year	2013-08-31	$5,824,486
Value of fidelity bond covering the plan	2013-08-31	$500,000
Total contributions received or receivable from participants	2013-08-31	$50,916
Other income received	2013-08-31	$402,190
Net income (gross income less expenses)	2013-08-31	$346,816
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$6,171,302
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$5,824,486
Assets. Value of participant loans	2013-08-31	$32,511
Total contributions received or receivable from employer(s)	2013-08-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$190
2012 : PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$99,994
Expenses. Total of all expenses incurred	2012-08-31	$57,262
Benefits paid (including direct rollovers)	2012-08-31	$56,000
Total plan assets at end of year	2012-08-31	$5,824,486
Total plan assets at beginning of year	2012-08-31	$5,781,754
Value of fidelity bond covering the plan	2012-08-31	$500,000
Total contributions received or receivable from participants	2012-08-31	$43,660
Other income received	2012-08-31	$-33,666
Net income (gross income less expenses)	2012-08-31	$42,732
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$5,824,486
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$5,781,754
Assets. Value of participant loans	2012-08-31	$10,343
Total contributions received or receivable from employer(s)	2012-08-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$1,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$-310,889
Expenses. Total of all expenses incurred	2011-08-31	$134,623
Benefits paid (including direct rollovers)	2011-08-31	$134,558
Total plan assets at end of year	2011-08-31	$5,781,754
Total plan assets at beginning of year	2011-08-31	$6,227,266
Value of fidelity bond covering the plan	2011-08-31	$300,000
Total contributions received or receivable from participants	2011-08-31	$56,636
Other income received	2011-08-31	$-457,525
Net income (gross income less expenses)	2011-08-31	$-445,512
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$5,781,754
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$6,227,266
Assets. Value of participant loans	2011-08-31	$11,043
Total contributions received or receivable from employer(s)	2011-08-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$65

Form 5500 Responses for PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

2013: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: PERIODONTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERIODONTAL ASSOCIATES, P.C.
Employer identification number (EIN):	060986248
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1993-05-14
Company Identification Number:	19931050516
Legal Registered Office Address:	2179 kincaid pl Boulder United States of America (USA) 80304