SOJO DENTAL has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: SOJO DENTAL RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 8 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 9 |
Number of participants with account balances | 2022-01-01 | 9 |
2021: SOJO DENTAL RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 8 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOJO DENTAL RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOJO DENTAL RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SOJO DENTAL RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SOJO DENTAL RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SOJO DENTAL RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2022 : SOJO DENTAL RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-79,886 |
Total plan assets at end of year | 2022-12-31 | $571,937 |
Total plan assets at beginning of year | 2022-12-31 | $651,823 |
Value of fidelity bond covering the plan | 2022-12-31 | $60,000 |
Total contributions received or receivable from participants | 2022-12-31 | $45,827 |
Other income received | 2022-12-31 | $-135,612 |
Net income (gross income less expenses) | 2022-12-31 | $-79,886 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $571,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $651,823 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $9,899 |
2021 : SOJO DENTAL RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $268,972 |
Total plan assets at end of year | 2021-12-31 | $651,823 |
Total plan assets at beginning of year | 2021-12-31 | $382,851 |
Value of fidelity bond covering the plan | 2021-12-31 | $65,000 |
Total contributions received or receivable from participants | 2021-12-31 | $45,446 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $134,140 |
Other income received | 2021-12-31 | $78,509 |
Net income (gross income less expenses) | 2021-12-31 | $268,972 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $651,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $382,851 |
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 | 2021-12-31 | $1,794 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $10,877 |
2020 : SOJO DENTAL RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $116,818 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,243 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,243 |
Total plan assets at end of year | 2020-12-31 | $382,851 |
Total plan assets at beginning of year | 2020-12-31 | $270,276 |
Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
Total contributions received or receivable from participants | 2020-12-31 | $46,861 |
Other income received | 2020-12-31 | $58,207 |
Net income (gross income less expenses) | 2020-12-31 | $112,575 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $382,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $270,276 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $11,750 |
2019 : SOJO DENTAL RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $104,852 |
Total plan assets at end of year | 2019-12-31 | $270,276 |
Total plan assets at beginning of year | 2019-12-31 | $165,424 |
Total contributions received or receivable from participants | 2019-12-31 | $45,877 |
Other income received | 2019-12-31 | $46,231 |
Net income (gross income less expenses) | 2019-12-31 | $104,852 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $270,276 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $165,424 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $12,744 |
2018 : SOJO DENTAL RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $41,484 |
Total plan assets at end of year | 2018-12-31 | $165,424 |
Total plan assets at beginning of year | 2018-12-31 | $123,940 |
Total contributions received or receivable from participants | 2018-12-31 | $44,845 |
Other income received | 2018-12-31 | $-14,889 |
Net income (gross income less expenses) | 2018-12-31 | $41,484 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $165,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $123,940 |
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 | 2018-12-31 | $3,674 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $11,528 |
2017 : SOJO DENTAL RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $71,601 |
Total plan assets at end of year | 2017-12-31 | $123,940 |
Total plan assets at beginning of year | 2017-12-31 | $52,339 |
Total contributions received or receivable from participants | 2017-12-31 | $45,136 |
Other income received | 2017-12-31 | $15,075 |
Net income (gross income less expenses) | 2017-12-31 | $71,601 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $123,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $52,339 |
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 | 2017-12-31 | $1,906 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $11,390 |
2016 : SOJO DENTAL RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $52,339 |
Total plan assets at end of year | 2016-12-31 | $52,339 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $40,218 |
Other income received | 2016-12-31 | $2,783 |
Net income (gross income less expenses) | 2016-12-31 | $52,339 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $52,339 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $9,338 |
2022: SOJO DENTAL RETIREMENT PLAN 2022 form 5500 responses |
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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 - Trust | Yes |
2021: SOJO DENTAL RETIREMENT PLAN 2021 form 5500 responses |
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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 - Trust | Yes |
2020: SOJO DENTAL RETIREMENT PLAN 2020 form 5500 responses |
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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 - Trust | Yes |
2019: SOJO DENTAL RETIREMENT PLAN 2019 form 5500 responses |
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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 - Trust | Yes |
2018: SOJO DENTAL RETIREMENT PLAN 2018 form 5500 responses |
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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 - Trust | Yes |
2017: SOJO DENTAL RETIREMENT PLAN 2017 form 5500 responses |
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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 - Trust | Yes |
2016: SOJO DENTAL RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 122723 |
Policy instance | 1 |
Insurance contract or identification number | 122723 | Number of Individuals Covered | 10 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,316 | Total amount of fees paid to insurance company | USD $291 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,316 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 291 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 122723 |
Policy instance | 1 |
Insurance contract or identification number | 122723 | Number of Individuals Covered | 8 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,962 | Total amount of fees paid to insurance company | USD $246 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,962 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 246 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 122723 |
Policy instance | 1 |
Insurance contract or identification number | 122723 | Number of Individuals Covered | 7 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,168 | Total amount of fees paid to insurance company | USD $146 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,168 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 146 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 122723 |
Policy instance | 1 |
Insurance contract or identification number | 122723 | Number of Individuals Covered | 8 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $853 | Total amount of fees paid to insurance company | USD $107 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $853 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 107 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 122723 |
Policy instance | 1 |
Insurance contract or identification number | 122723 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $328 | Total amount of fees paid to insurance company | USD $150 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $328 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 150 | Insurance broker name | HUBER, ERICKSON & BOWMAN |
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