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SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SETH D. LATIMER DDS PC has sponsored the creation of one or more 401k plans.

Company Name:SETH D. LATIMER DDS PC
Employer identification number (EIN):263894687
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DR. SETH LATIMER2023-07-10
0012021-01-01
0012020-01-01DR. SETH LATIMER2021-04-08
0012019-01-01
0012018-01-01DR. SETH LATIMER
0012017-01-01DR. SETH LATIMER
0012016-01-01DR. SETH LATIMER

Plan Statistics for SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$186,228
Expenses. Total of all expenses incurred2021-12-31$6,837
Total plan assets at end of year2021-12-31$590,013
Total plan assets at beginning of year2021-12-31$410,622
Value of fidelity bond covering the plan2021-12-31$340,000
Total contributions received or receivable from participants2021-12-31$52,998
Other income received2021-12-31$70,932
Net income (gross income less expenses)2021-12-31$179,391
Net plan assets at end of year (total assets less liabilities)2021-12-31$590,013
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$410,622
Total contributions received or receivable from employer(s)2021-12-31$62,298
Value of corrective distributions2021-12-31$424
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$174,614
Expenses. Total of all expenses incurred2020-12-31$130,566
Benefits paid (including direct rollovers)2020-12-31$125,824
Total plan assets at end of year2020-12-31$410,622
Total plan assets at beginning of year2020-12-31$366,574
Value of fidelity bond covering the plan2020-12-31$340,000
Total contributions received or receivable from participants2020-12-31$45,779
Expenses. Other expenses not covered elsewhere2020-12-31$1,971
Other income received2020-12-31$60,365
Net income (gross income less expenses)2020-12-31$44,048
Net plan assets at end of year (total assets less liabilities)2020-12-31$410,622
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$366,574
Total contributions received or receivable from employer(s)2020-12-31$68,470
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$165,005
Expenses. Total of all expenses incurred2019-12-31$9,215
Benefits paid (including direct rollovers)2019-12-31$4,960
Total plan assets at end of year2019-12-31$366,574
Total plan assets at beginning of year2019-12-31$210,784
Value of fidelity bond covering the plan2019-12-31$340,000
Total contributions received or receivable from participants2019-12-31$44,080
Contributions received from other sources (not participants or employers)2019-12-31$9,232
Other income received2019-12-31$61,708
Net income (gross income less expenses)2019-12-31$155,790
Net plan assets at end of year (total assets less liabilities)2019-12-31$366,574
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$210,784
Total contributions received or receivable from employer(s)2019-12-31$49,985
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$65,244
Expenses. Total of all expenses incurred2018-12-31$18,521
Benefits paid (including direct rollovers)2018-12-31$15,225
Total plan assets at end of year2018-12-31$210,784
Total plan assets at beginning of year2018-12-31$164,061
Value of fidelity bond covering the plan2018-12-31$340,000
Total contributions received or receivable from participants2018-12-31$27,619
Other income received2018-12-31$-11,965
Net income (gross income less expenses)2018-12-31$46,723
Net plan assets at end of year (total assets less liabilities)2018-12-31$210,784
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$164,061
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$100
Total contributions received or receivable from employer(s)2018-12-31$49,590
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$53,513
Expenses. Total of all expenses incurred2017-12-31$1,682
Total plan assets at end of year2017-12-31$164,061
Total plan assets at beginning of year2017-12-31$112,230
Value of fidelity bond covering the plan2017-12-31$340,000
Total contributions received or receivable from participants2017-12-31$25,324
Other income received2017-12-31$17,094
Net income (gross income less expenses)2017-12-31$51,831
Net plan assets at end of year (total assets less liabilities)2017-12-31$164,061
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$112,230
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$100
Total contributions received or receivable from employer(s)2017-12-31$11,095
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,682
2016 : SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$112,491
Expenses. Total of all expenses incurred2016-12-31$261
Total plan assets at end of year2016-12-31$112,230
Total plan assets at beginning of year2016-12-31$0
Total contributions received or receivable from participants2016-12-31$20,086
Contributions received from other sources (not participants or employers)2016-12-31$91,871
Other income received2016-12-31$534
Net income (gross income less expenses)2016-12-31$112,230
Net plan assets at end of year (total assets less liabilities)2016-12-31$112,230
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$261

Form 5500 Responses for SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN

2021: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SETH D. LATIMER DDS PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134689
Policy instance 1
Insurance contract or identification number134689
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $256
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees256
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134689
Policy instance 1
Insurance contract or identification number134689
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $85
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $188
Amount paid for insurance broker fees85
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5

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