401k Plan data: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN plan

KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	002

KNOXVILLE ENDODONTICS, PLLC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KNOXVILLE ENDODONTICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: KNOXVILLE ENDODONTICS, PLLC

Employer identification number (EIN): 262534144

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 WALLIN H. MYERS 2024-09-29
002 2022-01-01 WALLIN MYERS 2023-09-02
002 2021-01-01 WALLIN MYERS 2022-09-28
002 2020-01-01 WALLIN MYERS 2021-10-11
002 2019-01-01 BEN SCOTT 2020-10-11
002 2018-01-01 WALLIN H. MYERS 2019-10-09
002 2018-01-01 BEN SCOTT 2020-07-06
002 2017-01-01
002 2016-01-01 LISA MORGAN
002 2015-01-01 WALLIN MYERS, DDS
002 2014-01-01 WALLIN MYERS, DDS
002 2013-01-01 WALLIN MYERS, DDS
002 2012-01-01 WILLIAM POWELL
002 2011-01-01 WILLIAM POWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	WALLIN H. MYERS	2024-09-29
002	2022-01-01	WALLIN MYERS	2023-09-02
002	2021-01-01	WALLIN MYERS	2022-09-28
002	2020-01-01	WALLIN MYERS	2021-10-11
002	2019-01-01	BEN SCOTT	2020-10-11
002	2018-01-01	WALLIN H. MYERS	2019-10-09
002	2018-01-01	BEN SCOTT	2020-07-06
002	2017-01-01
002	2016-01-01	LISA MORGAN
002	2015-01-01	WALLIN MYERS, DDS
002	2014-01-01	WALLIN MYERS, DDS
002	2013-01-01	WALLIN MYERS, DDS
002	2012-01-01	WILLIAM POWELL
002	2011-01-01	WILLIAM POWELL

Financial Data on KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$655,489
Expenses. Total of all expenses incurred	2023-12-31	$19,969
Benefits paid (including direct rollovers)	2023-12-31	$11,083
Total plan assets at end of year	2023-12-31	$4,155,864
Total plan assets at beginning of year	2023-12-31	$3,520,344
Value of fidelity bond covering the plan	2023-12-31	$620,000
Total contributions received or receivable from participants	2023-12-31	$142,108
Contributions received from other sources (not participants or employers)	2023-12-31	$35,002
Other income received	2023-12-31	$357,382
Net income (gross income less expenses)	2023-12-31	$635,520
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,155,864
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,520,344
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$789,298
Total contributions received or receivable from employer(s)	2023-12-31	$120,997
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,886
2022 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-442,984
Expenses. Total of all expenses incurred	2022-12-31	$221,184
Benefits paid (including direct rollovers)	2022-12-31	$220,170
Total plan assets at end of year	2022-12-31	$3,520,344
Total plan assets at beginning of year	2022-12-31	$4,184,512
Value of fidelity bond covering the plan	2022-12-31	$620,000
Total contributions received or receivable from participants	2022-12-31	$50,013
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-509,845
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-664,168
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,520,344
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,184,512
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$651,709
Total contributions received or receivable from employer(s)	2022-12-31	$16,848
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,014
2021 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$609,225
Expenses. Total of all expenses incurred	2021-12-31	$17,184
Total plan assets at end of year	2021-12-31	$4,184,512
Total plan assets at beginning of year	2021-12-31	$3,592,471
Value of fidelity bond covering the plan	2021-12-31	$620,000
Total contributions received or receivable from participants	2021-12-31	$58,729
Contributions received from other sources (not participants or employers)	2021-12-31	$583
Other income received	2021-12-31	$485,587
Net income (gross income less expenses)	2021-12-31	$592,041
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,184,512
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,592,471
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$944,149
Total contributions received or receivable from employer(s)	2021-12-31	$64,326
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$585,274
Expenses. Total of all expenses incurred	2020-12-31	$11,465
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,592,471
Total plan assets at beginning of year	2020-12-31	$3,018,662
Value of fidelity bond covering the plan	2020-12-31	$620,000
Total contributions received or receivable from participants	2020-12-31	$56,887
Other income received	2020-12-31	$458,941
Net income (gross income less expenses)	2020-12-31	$573,809
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,592,471
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,018,662
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$568,239
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	2020-12-31	$24,375
Total contributions received or receivable from employer(s)	2020-12-31	$69,446
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,465
2019 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$600,589
Expenses. Total of all expenses incurred	2019-12-31	$28,464
Total plan assets at end of year	2019-12-31	$3,018,662
Total plan assets at beginning of year	2019-12-31	$2,446,537
Value of fidelity bond covering the plan	2019-12-31	$240,000
Total contributions received or receivable from participants	2019-12-31	$60,288
Other income received	2019-12-31	$487,752
Net income (gross income less expenses)	2019-12-31	$572,125
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,018,662
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,446,537
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$358,726
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	2019-12-31	$24,375
Total contributions received or receivable from employer(s)	2019-12-31	$52,549
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,464
2018 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-38,929
Expenses. Total of all expenses incurred	2018-12-31	$465,116
Benefits paid (including direct rollovers)	2018-12-31	$452,215
Total plan assets at end of year	2018-12-31	$2,446,537
Total plan assets at beginning of year	2018-12-31	$2,950,582
Value of fidelity bond covering the plan	2018-12-31	$240,000
Total contributions received or receivable from participants	2018-12-31	$61,107
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-173,642
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-504,045
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,446,537
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,950,582
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$334,126
Total contributions received or receivable from employer(s)	2018-12-31	$73,606
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,901
2017 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$655,884
Expenses. Total of all expenses incurred	2017-12-31	$4,402,252
Benefits paid (including direct rollovers)	2017-12-31	$4,378,228
Total plan assets at end of year	2017-12-31	$2,950,582
Total plan assets at beginning of year	2017-12-31	$6,696,950
Total contributions received or receivable from participants	2017-12-31	$58,137
Contributions received from other sources (not participants or employers)	2017-12-31	$308
Other income received	2017-12-31	$521,873
Net income (gross income less expenses)	2017-12-31	$-3,746,368
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,950,582
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,696,950
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$231,132
Total contributions received or receivable from employer(s)	2017-12-31	$75,566
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$514,256
Expenses. Total of all expenses incurred	2016-12-31	$237,016
Benefits paid (including direct rollovers)	2016-12-31	$189,564
Total plan assets at end of year	2016-12-31	$6,696,950
Total plan assets at beginning of year	2016-12-31	$6,419,710
Total contributions received or receivable from participants	2016-12-31	$73,570
Other income received	2016-12-31	$307,075
Net income (gross income less expenses)	2016-12-31	$277,240
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,696,950
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,419,710
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$118,957
Total contributions received or receivable from employer(s)	2016-12-31	$133,611
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$47,452
2015 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total income from all sources	2015-12-31	$114,040
Expenses. Total of all expenses incurred	2015-12-31	$268,045
Benefits paid (including direct rollovers)	2015-12-31	$221,246
Total plan assets at end of year	2015-12-31	$6,419,710
Total plan assets at beginning of year	2015-12-31	$6,573,715
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$94,577
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-114,837
Net income (gross income less expenses)	2015-12-31	$-154,005
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,419,710
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,573,715
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$119,217
Total contributions received or receivable from employer(s)	2015-12-31	$134,300
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$46,799
2014 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$427,868
Expenses. Total of all expenses incurred	2014-12-31	$289,383
Benefits paid (including direct rollovers)	2014-12-31	$247,346
Total plan assets at end of year	2014-12-31	$6,573,715
Total plan assets at beginning of year	2014-12-31	$6,435,230
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$88,658
Other income received	2014-12-31	$207,223
Net income (gross income less expenses)	2014-12-31	$138,485
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,573,715
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,435,230
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$123,774
Total contributions received or receivable from employer(s)	2014-12-31	$131,987
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$42,037
2013 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$907,405
Expenses. Total of all expenses incurred	2013-12-31	$54,776
Benefits paid (including direct rollovers)	2013-12-31	$17,600
Total plan assets at end of year	2013-12-31	$6,435,230
Total plan assets at beginning of year	2013-12-31	$5,582,601
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$87,938
Other income received	2013-12-31	$681,068
Net income (gross income less expenses)	2013-12-31	$852,629
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,435,230
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,582,601
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$119,090
Total contributions received or receivable from employer(s)	2013-12-31	$138,399
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$37,176
2012 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$729,171
Expenses. Total of all expenses incurred	2012-12-31	$50,307
Benefits paid (including direct rollovers)	2012-12-31	$16,200
Total plan assets at end of year	2012-12-31	$5,582,601
Total plan assets at beginning of year	2012-12-31	$4,903,737
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$81,886
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$514,273
Net income (gross income less expenses)	2012-12-31	$678,864
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,582,601
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,903,737
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$122,008
Total contributions received or receivable from employer(s)	2012-12-31	$133,012
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$34,107
2011 : KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$2,535,187
Total income from all sources	2011-12-31	$297,310
Expenses. Total of all expenses incurred	2011-12-31	$1,539,496
Benefits paid (including direct rollovers)	2011-12-31	$1,512,646
Total plan assets at end of year	2011-12-31	$4,903,737
Total plan assets at beginning of year	2011-12-31	$3,610,736
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$101,369
Contributions received from other sources (not participants or employers)	2011-12-31	$7,615
Other income received	2011-12-31	$63,402
Net income (gross income less expenses)	2011-12-31	$-1,242,186
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,903,737
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,610,736
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$103,975
Total contributions received or receivable from employer(s)	2011-12-31	$124,924
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$26,850

Form 5500 Responses for KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN

2023: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
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: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KNOXVILLE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

Insurance contract or identification number	817257
Number of Individuals Covered	22
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $3,519
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

Insurance contract or identification number	817257
Number of Individuals Covered	22
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,507
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817257

Policy instance

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Company Name:	KNOXVILLE ENDODONTICS, PLLC
Employer identification number (EIN):	262534144
NAIC Classification:	621210
NAIC Description:	Offices of Dentists