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GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN
Plan identification number 001

GEORGETOWN DENTAL PROFESSIONALS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

GEORGETOWN DENTAL PROFESSIONALS PLLC has sponsored the creation of one or more 401k plans.

Company Name:GEORGETOWN DENTAL PROFESSIONALS PLLC
Employer identification number (EIN):203939693
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CRISTIN ZUIDERVEEN2018-08-02
0012016-01-01CRISTIN ZUIDERVEEN2017-06-19
0012015-01-01SUSAN DETERS2016-10-05
0012014-01-01SUSAN DETERS2015-09-24 SUSAN DETERS2015-09-23
0012013-01-01SUSAN DETERS2014-07-07
0012012-01-01SUSAN DETERS2013-09-24 SUSAN DETERS2013-09-24
0012011-01-01SUSAN DETERS2012-08-13
0012010-01-01SUSAN DETERS2011-08-04
0012009-01-01SUSAN DETERS

Plan Statistics for GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN

Measure Date Value
2022: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0115
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2009: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN

Measure Date Value
2022 : GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-250,677
Expenses. Total of all expenses incurred2022-12-31$21,912
Benefits paid (including direct rollovers)2022-12-31$412
Total plan assets at end of year2022-12-31$1,860,086
Total plan assets at beginning of year2022-12-31$2,132,675
Value of fidelity bond covering the plan2022-12-31$190,000
Total contributions received or receivable from participants2022-12-31$52,206
Other income received2022-12-31$-325,892
Net income (gross income less expenses)2022-12-31$-272,589
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,860,086
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,132,675
Total contributions received or receivable from employer(s)2022-12-31$23,009
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,500
2021 : GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$312,051
Expenses. Total of all expenses incurred2021-12-31$22,129
Total plan assets at end of year2021-12-31$2,132,675
Total plan assets at beginning of year2021-12-31$1,842,753
Value of fidelity bond covering the plan2021-12-31$220,000
Total contributions received or receivable from participants2021-12-31$51,341
Other income received2021-12-31$238,775
Net income (gross income less expenses)2021-12-31$289,922
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,132,675
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,842,753
Total contributions received or receivable from employer(s)2021-12-31$21,935
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,129
2020 : GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$303,076
Expenses. Total of all expenses incurred2020-12-31$17,811
Total plan assets at end of year2020-12-31$1,842,753
Total plan assets at beginning of year2020-12-31$1,557,488
Value of fidelity bond covering the plan2020-12-31$190,000
Total contributions received or receivable from participants2020-12-31$48,756
Other income received2020-12-31$233,448
Net income (gross income less expenses)2020-12-31$285,265
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,842,753
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,557,488
Total contributions received or receivable from employer(s)2020-12-31$20,872
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$17,811
2019 : GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$358,426
Expenses. Total of all expenses incurred2019-12-31$15,972
Total plan assets at end of year2019-12-31$1,557,488
Total plan assets at beginning of year2019-12-31$1,215,034
Value of fidelity bond covering the plan2019-12-31$160,000
Total contributions received or receivable from participants2019-12-31$43,405
Other income received2019-12-31$282,360
Net income (gross income less expenses)2019-12-31$342,454
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,557,488
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,215,034
Total contributions received or receivable from employer(s)2019-12-31$32,661
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,972
2018 : GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,514
Expenses. Total of all expenses incurred2018-12-31$5,964
Total plan assets at end of year2018-12-31$1,215,034
Total plan assets at beginning of year2018-12-31$1,224,512
Value of fidelity bond covering the plan2018-12-31$130,000
Total contributions received or receivable from participants2018-12-31$43,952
Other income received2018-12-31$-69,775
Net income (gross income less expenses)2018-12-31$-9,478
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,215,034
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,224,512
Total contributions received or receivable from employer(s)2018-12-31$22,309
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,964

Form 5500 Responses for GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN

2022: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORGETOWN DENTAL PROFESSIONALS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2009: GEORGETOWN DENTAL PROFESSIONALS 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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809221-000
Policy instance 1
Insurance contract or identification number809221-000
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,806
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809221-000
Policy instance 1
Insurance contract or identification number809221-000
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,987
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809221-000
Policy instance 1
Insurance contract or identification number809221-000
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,853
Total amount of fees paid to insurance companyUSD $788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,250
Insurance broker organization code?3
Amount paid for insurance broker fees788
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809221-000
Policy instance 1
Insurance contract or identification number809221-000
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,879
Total amount of fees paid to insurance companyUSD $726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,879
Insurance broker organization code?3
Amount paid for insurance broker fees726

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