SMILEBUILDERZ, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502)
| Measure | Date | Value |
|---|
| 2024 : SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-06-30 | $95,817 |
| Total plan liabilities at beginning of year | 2024-06-30 | $203,692 |
| Total income from all sources | 2024-06-30 | $1,114,975 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $1,074,660 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $689,937 |
| Total plan assets at end of year | 2024-06-30 | $21,468 |
| Total plan assets at beginning of year | 2024-06-30 | $89,028 |
| Value of fidelity bond covering the plan | 2024-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2024-06-30 | $340,785 |
| Expenses. Other expenses not covered elsewhere | 2024-06-30 | $360,721 |
| Contributions received from other sources (not participants or employers) | 2024-06-30 | $0 |
| Other income received | 2024-06-30 | $1,900 |
| Net income (gross income less expenses) | 2024-06-30 | $40,315 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $-74,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $-114,664 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $772,290 |
| Value of corrective distributions | 2024-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $24,002 |
| 2023 : SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $203,692 |
| Total plan liabilities at beginning of year | 2023-06-30 | $77,992 |
| Total income from all sources | 2023-06-30 | $712,112 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $748,784 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $465,115 |
| Total plan assets at end of year | 2023-06-30 | $89,028 |
| Total plan assets at beginning of year | 2023-06-30 | $0 |
| Value of fidelity bond covering the plan | 2023-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $287,274 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $277,004 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $289 |
| Net income (gross income less expenses) | 2023-06-30 | $-36,672 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-114,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-77,992 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $424,549 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $6,665 |
| 2022 : SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $77,992 |
| Total plan liabilities at beginning of year | 2022-06-30 | $100,499 |
| Total income from all sources | 2022-06-30 | $55,453 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $38,888 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $16,066 |
| Total plan assets at end of year | 2022-06-30 | $0 |
| Total plan assets at beginning of year | 2022-06-30 | $5,942 |
| Value of fidelity bond covering the plan | 2022-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $29,561 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $21,590 |
| Other income received | 2022-06-30 | $2 |
| Net income (gross income less expenses) | 2022-06-30 | $16,565 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-77,992 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $-94,557 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $25,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $1,232 |
| Total plan liabilities at end of year | 2022-05-31 | $100,499 |
| Total income from all sources | 2022-05-31 | $619,972 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $714,529 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $464,553 |
| Total plan assets at end of year | 2022-05-31 | $5,942 |
| Value of fidelity bond covering the plan | 2022-05-31 | $150,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $249,098 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $245,793 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $3,017 |
| Other income received | 2022-05-31 | $96 |
| Net income (gross income less expenses) | 2022-05-31 | $-94,557 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $-94,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $367,761 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $4,183 |
| 2023: SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Submission has been amended | No |
| 2023-07-01 | This submission is the final filing | No |
| 2023-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-07-01 | Plan is a collectively bargained plan | No |
| 2023-07-01 | Plan funding arrangement – Insurance | Yes |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SMILEBUILDERZ, LLC. GROUP MEDICAL PLAN (502) 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | First time form 5500 has been submitted | Yes |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
