401k Plan data: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN plan

BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 401k Plan overview

Plan Name	BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN
Plan identification number	001

BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC

Employer identification number (EIN): 263805251

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 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 DENISE BARRY 2023-11-21
001 2022-01-01 DENISE BARRY 2023-10-12
001 2021-01-01 DENISE BARRY 2022-10-13
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT SCHARP 2018-06-05
001 2016-01-01 ROBERT SCHARP 2017-05-30
001 2015-01-01 ROBERT SCHARP 2016-05-05
001 2014-01-01 ROBERT SCHARP 2015-07-13
001 2013-01-01 ROBERT SCHARP 2014-09-18
001 2012-01-01 MICHELLE L. KITZROW MICHELLE L. KITZROW 2013-07-09
001 2011-01-01 ROBERT SCHARP ROBERT SCHARP 2012-04-18
001 2010-01-01 MICHELLE KITZROW MICHELLE KITZROW 2011-06-22
001 2009-01-01 VONALEA SWANSON VONALEA SWANSON 2010-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DENISE BARRY	2023-11-21
001	2022-01-01	DENISE BARRY	2023-10-12
001	2021-01-01	DENISE BARRY	2022-10-13
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT SCHARP	2018-06-05
001	2016-01-01	ROBERT SCHARP	2017-05-30
001	2015-01-01	ROBERT SCHARP	2016-05-05
001	2014-01-01	ROBERT SCHARP	2015-07-13
001	2013-01-01	ROBERT SCHARP	2014-09-18
001	2012-01-01	MICHELLE L. KITZROW		MICHELLE L. KITZROW	2013-07-09
001	2011-01-01	ROBERT SCHARP		ROBERT SCHARP	2012-04-18
001	2010-01-01	MICHELLE KITZROW		MICHELLE KITZROW	2011-06-22
001	2009-01-01	VONALEA SWANSON		VONALEA SWANSON	2010-09-16

Plan Statistics for BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN

401k plan membership statisitcs for BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN

Measure Date Value
2012: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
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 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
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 1
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
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	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
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	1
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN

Measure	Date	Value
2012 : BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$140,915
Expenses. Total of all expenses incurred	2012-12-31	$78,449
Benefits paid (including direct rollovers)	2012-12-31	$78,124
Total plan assets at end of year	2012-12-31	$446,507
Total plan assets at beginning of year	2012-12-31	$384,041
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$60,550
Other income received	2012-12-31	$44,729
Net income (gross income less expenses)	2012-12-31	$62,466
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$446,507
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$384,041
Assets. Value of participant loans	2012-12-31	$17,474
Total contributions received or receivable from employer(s)	2012-12-31	$35,636
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$325
2011 : BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,587
Expenses. Total of all expenses incurred	2011-12-31	$38,314
Benefits paid (including direct rollovers)	2011-12-31	$29,193
Total plan assets at end of year	2011-12-31	$384,041
Total plan assets at beginning of year	2011-12-31	$388,768
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$31,108
Contributions received from other sources (not participants or employers)	2011-12-31	$1,976
Other income received	2011-12-31	$503
Net income (gross income less expenses)	2011-12-31	$-4,727
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$384,041
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$388,768
Assets. Value of participant loans	2011-12-31	$24,234
Value of certain deemed distributions of participant loans	2011-12-31	$8,866
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$255
2010 : BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$81,409
Expenses. Total of all expenses incurred	2010-12-31	$70,122
Benefits paid (including direct rollovers)	2010-12-31	$69,332
Total plan assets at end of year	2010-12-31	$388,768
Total plan assets at beginning of year	2010-12-31	$377,481
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$41,414
Other income received	2010-12-31	$30,926
Net income (gross income less expenses)	2010-12-31	$11,287
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$388,768
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$377,481
Assets. Value of participant loans	2010-12-31	$28,072
Total contributions received or receivable from employer(s)	2010-12-31	$9,069
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$790

Form 5500 Responses for BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN

2012: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 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: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 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
2010: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

83538

Policy instance

Insurance contract or identification number	83538
Number of Individuals Covered	14
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Insurance broker organization code?	4
Insurance broker name	MML INVESTORS SERVICES

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Company Name:	BIG RAPIDS DENTAL HEALTH CARE ASSOCIATES PC
Employer identification number (EIN):	263805251
NAIC Classification:	621210
NAIC Description:	Offices of Dentists