401k Plan data: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN plan

COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 401k Plan overview

Plan Name	COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN
Plan identification number	001

COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) 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.
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

COLO SPGS PEDIATRIC DENTISTRY, PC has sponsored the creation of one or more 401k plans.

Company Name: COLO SPGS PEDIATRIC DENTISTRY, PC

Employer identification number (EIN): 208151007

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JEFFREY KAHL JEFFREY KAHL 2019-03-19
001 2017-01-01 JEFFREY KAHL JEFFREY KAHL 2018-02-14
001 2016-01-01 JEFFREY KAHL JEFFREY KAHL 2017-02-08
001 2015-01-01 JEFFREY KAHL JEFFREY KAHL 2016-02-26
001 2014-01-01 JEFFREY KAHL JEFFREY KAHL 2015-06-05
001 2013-01-01 JEFFREY KAHL JEFFREY KAHL 2014-03-17
001 2012-01-01 JEFFREY KAHL JEFFREY KAHL 2013-07-17
001 2011-01-01 JEFFREY KAHL JEFFREY KAHL 2012-05-29
001 2010-01-01 JEFFREY KAHL JEFFREY KAHL 2011-03-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JEFFREY KAHL	JEFFREY KAHL	2019-03-19
001	2017-01-01	JEFFREY KAHL	JEFFREY KAHL	2018-02-14
001	2016-01-01	JEFFREY KAHL	JEFFREY KAHL	2017-02-08
001	2015-01-01	JEFFREY KAHL	JEFFREY KAHL	2016-02-26
001	2014-01-01	JEFFREY KAHL	JEFFREY KAHL	2015-06-05
001	2013-01-01	JEFFREY KAHL	JEFFREY KAHL	2014-03-17
001	2012-01-01	JEFFREY KAHL	JEFFREY KAHL	2013-07-17
001	2011-01-01	JEFFREY KAHL	JEFFREY KAHL	2012-05-29
001	2010-01-01	JEFFREY KAHL	JEFFREY KAHL	2011-03-04

Plan Statistics for COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

401k plan membership statisitcs for COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

Measure Date Value
2022: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
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 7
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
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 4
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
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 4
Total of all active and inactive participants 2018-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
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 5
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
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: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) 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 13
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 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
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
2010: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11

Measure	Date	Value
2022: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
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	7
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
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	4
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
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	4
Total of all active and inactive participants	2018-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
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	5
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
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: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) 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	13
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	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
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
2010: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11

Financial Data on COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

Measure	Date	Value
2022 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-63,662
Total plan assets at end of year	2022-12-31	$1,138,476
Total plan assets at beginning of year	2022-12-31	$1,202,138
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$121,594
Other income received	2022-12-31	$-225,369
Net income (gross income less expenses)	2022-12-31	$-63,662
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,138,476
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,202,138
Total contributions received or receivable from employer(s)	2022-12-31	$40,113
2021 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$267,612
Total plan assets at end of year	2021-12-31	$1,202,138
Total plan assets at beginning of year	2021-12-31	$934,526
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$114,479
Other income received	2021-12-31	$120,757
Net income (gross income less expenses)	2021-12-31	$267,612
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,202,138
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$934,526
Total contributions received or receivable from employer(s)	2021-12-31	$32,376
2020 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$188,209
Expenses. Total of all expenses incurred	2020-12-31	$26,314
Benefits paid (including direct rollovers)	2020-12-31	$26,314
Total plan assets at end of year	2020-12-31	$934,526
Total plan assets at beginning of year	2020-12-31	$772,631
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$58,404
Other income received	2020-12-31	$112,447
Net income (gross income less expenses)	2020-12-31	$161,895
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$934,526
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$772,631
Total contributions received or receivable from employer(s)	2020-12-31	$17,358
2019 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$259,293
Expenses. Total of all expenses incurred	2019-12-31	$114,473
Benefits paid (including direct rollovers)	2019-12-31	$114,473
Total plan assets at end of year	2019-12-31	$772,631
Total plan assets at beginning of year	2019-12-31	$627,811
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$86,479
Contributions received from other sources (not participants or employers)	2019-12-31	$1,273
Other income received	2019-12-31	$143,824
Net income (gross income less expenses)	2019-12-31	$144,820
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$772,631
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$627,811
Total contributions received or receivable from employer(s)	2019-12-31	$27,717
2018 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$69,148
Expenses. Total of all expenses incurred	2018-12-31	$11,362
Benefits paid (including direct rollovers)	2018-12-31	$8,162
Total plan assets at end of year	2018-12-31	$627,811
Total plan assets at beginning of year	2018-12-31	$570,025
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$90,044
Contributions received from other sources (not participants or employers)	2018-12-31	$2,661
Other income received	2018-12-31	$-54,328
Net income (gross income less expenses)	2018-12-31	$57,786
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$627,811
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$570,025
Assets. Value of participant loans	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$30,771
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,200
2017 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$178,309
Expenses. Total of all expenses incurred	2017-12-31	$28,071
Benefits paid (including direct rollovers)	2017-12-31	$25,210
Total plan assets at end of year	2017-12-31	$570,025
Total plan assets at beginning of year	2017-12-31	$419,787
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$67,704
Other income received	2017-12-31	$80,797
Net income (gross income less expenses)	2017-12-31	$150,238
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$570,025
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$419,787
Assets. Value of participant loans	2017-12-31	$3,171
Total contributions received or receivable from employer(s)	2017-12-31	$29,808
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,861
2016 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$114,416
Expenses. Total of all expenses incurred	2016-12-31	$273,589
Benefits paid (including direct rollovers)	2016-12-31	$270,868
Total plan assets at end of year	2016-12-31	$419,787
Total plan assets at beginning of year	2016-12-31	$578,960
Value of fidelity bond covering the plan	2016-12-31	$65,000
Total contributions received or receivable from participants	2016-12-31	$60,568
Other income received	2016-12-31	$28,965
Net income (gross income less expenses)	2016-12-31	$-159,173
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$419,787
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$578,960
Assets. Value of participant loans	2016-12-31	$999
Total contributions received or receivable from employer(s)	2016-12-31	$24,883
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,721
2015 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$67,346
Expenses. Total of all expenses incurred	2015-12-31	$22,135
Benefits paid (including direct rollovers)	2015-12-31	$18,996
Total plan assets at end of year	2015-12-31	$578,960
Total plan assets at beginning of year	2015-12-31	$533,749
Value of fidelity bond covering the plan	2015-12-31	$65,000
Total contributions received or receivable from participants	2015-12-31	$44,472
Contributions received from other sources (not participants or employers)	2015-12-31	$4,519
Other income received	2015-12-31	$-6,313
Net income (gross income less expenses)	2015-12-31	$45,211
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$578,960
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$533,749
Assets. Value of participant loans	2015-12-31	$3,631
Total contributions received or receivable from employer(s)	2015-12-31	$24,668
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,139
2014 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$98,626
Expenses. Total of all expenses incurred	2014-12-31	$2,684
Total plan assets at end of year	2014-12-31	$533,749
Total plan assets at beginning of year	2014-12-31	$437,807
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$51,726
Other income received	2014-12-31	$24,141
Net income (gross income less expenses)	2014-12-31	$95,942
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$533,749
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$437,807
Assets. Value of participant loans	2014-12-31	$2,759
Total contributions received or receivable from employer(s)	2014-12-31	$22,759
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,684
2013 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$127,355
Expenses. Total of all expenses incurred	2013-12-31	$15,238
Benefits paid (including direct rollovers)	2013-12-31	$15,238
Total plan assets at end of year	2013-12-31	$437,807
Total plan assets at beginning of year	2013-12-31	$325,690
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$45,388
Other income received	2013-12-31	$55,161
Net income (gross income less expenses)	2013-12-31	$112,117
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$437,807
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$325,690
Assets. Value of participant loans	2013-12-31	$3,562
Total contributions received or receivable from employer(s)	2013-12-31	$26,806
2012 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$95,499
Expenses. Total of all expenses incurred	2012-12-31	$2,375
Benefits paid (including direct rollovers)	2012-12-31	$2,375
Total plan assets at end of year	2012-12-31	$325,690
Total plan assets at beginning of year	2012-12-31	$232,566
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$45,414
Other income received	2012-12-31	$31,848
Net income (gross income less expenses)	2012-12-31	$93,124
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$325,690
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$232,566
Assets. Value of participant loans	2012-12-31	$860
Total contributions received or receivable from employer(s)	2012-12-31	$18,237
2011 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,004
Expenses. Total of all expenses incurred	2011-12-31	$5,400
Benefits paid (including direct rollovers)	2011-12-31	$5,400
Total plan assets at end of year	2011-12-31	$232,566
Total plan assets at beginning of year	2011-12-31	$185,962
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$44,165
Other income received	2011-12-31	$-11,047
Net income (gross income less expenses)	2011-12-31	$46,604
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$232,566
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$185,962
Assets. Value of participant loans	2011-12-31	$1,118
Total contributions received or receivable from employer(s)	2011-12-31	$18,886
2010 : COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$78,490
Total plan assets at end of year	2010-12-31	$185,962
Total plan assets at beginning of year	2010-12-31	$107,472
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$45,538
Other income received	2010-12-31	$16,012
Net income (gross income less expenses)	2010-12-31	$78,490
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$185,962
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$107,472
Total contributions received or receivable from employer(s)	2010-12-31	$16,940

Form 5500 Responses for COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN

2022: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COLORADO SPRINGS PEDIATRIC DENTISTRY, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507810-01

Policy instance

Insurance contract or identification number	507810-01
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507810-01

Policy instance

Insurance contract or identification number	507810-01
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507810-01

Policy instance

Insurance contract or identification number	507810-01
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,657
Total amount of fees paid to insurance company	USD $341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,657
Insurance broker organization code?	3
Amount paid for insurance broker fees	341

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	14
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,104
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	15
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,415
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	16
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $2,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,319
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	16
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,826
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,382
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,819
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	11
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,368
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $681
Insurance broker name	STRATEGIC FINANCIAL PARTNERS, INC.

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Company Name:	COLO SPGS PEDIATRIC DENTISTRY, PC
Employer identification number (EIN):	208151007
NAIC Classification:	621210
NAIC Description:	Offices of Dentists