401k Plan data: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN plan

BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN
Plan identification number	001

BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

BUCKHEAD DENTAL PARTNERS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BUCKHEAD DENTAL PARTNERS, P.C.

Employer identification number (EIN): 263136158

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 JEFF BALLARD 2023-03-29
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JEFF BALLARD JEFF BALLARD 2019-02-15
001 2017-01-01 JEFF BALLARD JEFF BALLARD 2018-02-13
001 2016-01-01 JEFF BALLARD JEFF BALLARD 2017-02-08
001 2015-01-01 JEFF BALLARD JEFF BALLARD 2016-03-16
001 2014-01-01 JEFF BALLARD JEFF BALLARD 2015-02-27
001 2013-01-01 JEFF BALLARD JEFF BALLARD 2014-02-01
001 2012-01-01 JEFF BALLARD JEFF BALLARD 2013-05-02
001 2011-01-01 JEFF BALLARD JEFF BALLARD 2012-04-10
001 2009-01-01 JEFF BALLARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	JEFF BALLARD	2023-03-29
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JEFF BALLARD		JEFF BALLARD	2019-02-15
001	2017-01-01	JEFF BALLARD		JEFF BALLARD	2018-02-13
001	2016-01-01	JEFF BALLARD		JEFF BALLARD	2017-02-08
001	2015-01-01	JEFF BALLARD		JEFF BALLARD	2016-03-16
001	2014-01-01	JEFF BALLARD		JEFF BALLARD	2015-02-27
001	2013-01-01	JEFF BALLARD		JEFF BALLARD	2014-02-01
001	2012-01-01	JEFF BALLARD		JEFF BALLARD	2013-05-02
001	2011-01-01	JEFF BALLARD		JEFF BALLARD	2012-04-10
001	2009-01-01	JEFF BALLARD

Financial Data on BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN

Measure	Date	Value
2021 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$376,953
Expenses. Total of all expenses incurred	2021-12-31	$18,483
Total plan assets at end of year	2021-12-31	$2,084,513
Total plan assets at beginning of year	2021-12-31	$1,726,043
Value of fidelity bond covering the plan	2021-12-31	$265,000
Total contributions received or receivable from participants	2021-12-31	$47,174
Expenses. Other expenses not covered elsewhere	2021-12-31	$18,483
Other income received	2021-12-31	$254,804
Net income (gross income less expenses)	2021-12-31	$358,470
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,084,513
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,726,043
Total contributions received or receivable from employer(s)	2021-12-31	$74,975
2020 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$306,295
Expenses. Total of all expenses incurred	2020-12-31	$14,263
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,726,043
Total plan assets at beginning of year	2020-12-31	$1,434,011
Value of fidelity bond covering the plan	2020-12-31	$265,000
Total contributions received or receivable from participants	2020-12-31	$44,429
Expenses. Other expenses not covered elsewhere	2020-12-31	$14,263
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$187,381
Net income (gross income less expenses)	2020-12-31	$292,032
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,726,043
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,434,011
Total contributions received or receivable from employer(s)	2020-12-31	$74,485
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$316,715
Expenses. Total of all expenses incurred	2019-12-31	$13,114
Total plan assets at end of year	2019-12-31	$1,434,011
Total plan assets at beginning of year	2019-12-31	$1,130,410
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$43,898
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,114
Other income received	2019-12-31	$207,839
Net income (gross income less expenses)	2019-12-31	$303,601
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,434,011
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,130,410
Total contributions received or receivable from employer(s)	2019-12-31	$64,978
2018 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$16,808
Expenses. Total of all expenses incurred	2018-12-31	$27,573
Benefits paid (including direct rollovers)	2018-12-31	$15,332
Total plan assets at end of year	2018-12-31	$1,130,410
Total plan assets at beginning of year	2018-12-31	$1,141,175
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$43,412
Expenses. Other expenses not covered elsewhere	2018-12-31	$12,241
Other income received	2018-12-31	$-87,792
Net income (gross income less expenses)	2018-12-31	$-10,765
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,130,410
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,141,175
Total contributions received or receivable from employer(s)	2018-12-31	$61,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$244,165
Expenses. Total of all expenses incurred	2017-12-31	$10,677
Total plan assets at end of year	2017-12-31	$1,141,175
Total plan assets at beginning of year	2017-12-31	$907,687
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$42,189
Expenses. Other expenses not covered elsewhere	2017-12-31	$10,677
Other income received	2017-12-31	$141,800
Net income (gross income less expenses)	2017-12-31	$233,488
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,141,175
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$907,687
Total contributions received or receivable from employer(s)	2017-12-31	$60,176
2016 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$183,348
Expenses. Total of all expenses incurred	2016-12-31	$8,809
Total plan assets at end of year	2016-12-31	$907,687
Total plan assets at beginning of year	2016-12-31	$733,148
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$45,120
Expenses. Other expenses not covered elsewhere	2016-12-31	$8,809
Other income received	2016-12-31	$78,469
Net income (gross income less expenses)	2016-12-31	$174,539
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$907,687
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$733,148
Total contributions received or receivable from employer(s)	2016-12-31	$59,759
2015 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$97,014
Expenses. Total of all expenses incurred	2015-12-31	$7,495
Total plan assets at end of year	2015-12-31	$733,148
Total plan assets at beginning of year	2015-12-31	$643,629
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$46,155
Expenses. Other expenses not covered elsewhere	2015-12-31	$7,495
Other income received	2015-12-31	$-12,284
Net income (gross income less expenses)	2015-12-31	$89,519
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$733,148
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$643,629
Total contributions received or receivable from employer(s)	2015-12-31	$63,143
2014 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$125,896
Expenses. Total of all expenses incurred	2014-12-31	$6,280
Total plan assets at end of year	2014-12-31	$643,629
Total plan assets at beginning of year	2014-12-31	$524,013
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$45,078
Expenses. Other expenses not covered elsewhere	2014-12-31	$6,280
Other income received	2014-12-31	$23,520
Net income (gross income less expenses)	2014-12-31	$119,616
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$643,629
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$524,013
Total contributions received or receivable from employer(s)	2014-12-31	$57,298
2013 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$154,925
Expenses. Total of all expenses incurred	2013-12-31	$9,920
Benefits paid (including direct rollovers)	2013-12-31	$5,102
Total plan assets at end of year	2013-12-31	$524,013
Total plan assets at beginning of year	2013-12-31	$379,008
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$42,589
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,818
Other income received	2013-12-31	$55,040
Net income (gross income less expenses)	2013-12-31	$145,005
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$524,013
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$379,008
Total contributions received or receivable from employer(s)	2013-12-31	$57,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$136,175
Expenses. Total of all expenses incurred	2012-12-31	$3,381
Total plan assets at end of year	2012-12-31	$379,008
Total plan assets at beginning of year	2012-12-31	$246,214
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$41,805
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,381
Other income received	2012-12-31	$33,708
Net income (gross income less expenses)	2012-12-31	$132,794
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$379,008
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$246,214
Total contributions received or receivable from employer(s)	2012-12-31	$60,662
2011 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$94,013
Expenses. Total of all expenses incurred	2011-12-31	$9,046
Benefits paid (including direct rollovers)	2011-12-31	$6,890
Total plan assets at end of year	2011-12-31	$246,214
Total plan assets at beginning of year	2011-12-31	$161,247
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$38,724
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,156
Other income received	2011-12-31	$-2,504
Net income (gross income less expenses)	2011-12-31	$84,967
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$246,214
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$161,247
Total contributions received or receivable from employer(s)	2011-12-31	$57,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$108,442
Expenses. Total of all expenses incurred	2010-12-31	$1,237
Benefits paid (including direct rollovers)	2010-12-31	$175
Total plan assets at end of year	2010-12-31	$161,247
Total plan assets at beginning of year	2010-12-31	$54,042
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$39,897
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,062
Other income received	2010-12-31	$14,702
Net income (gross income less expenses)	2010-12-31	$107,205
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$161,247
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$54,042
Total contributions received or receivable from employer(s)	2010-12-31	$53,843
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN

2021: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) 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
2009: BUCKHEAD DENTAL PARTNERS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BUCKHEAD DENTAL PARTNERS, P.C.
Employer identification number (EIN):	263136158
NAIC Classification:	621210
NAIC Description:	Offices of Dentists