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CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 401k Plan overview

Plan NameCRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN
Plan identification number 001

CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

CRAWFORD ENDODONTICS P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:CRAWFORD ENDODONTICS P.L.L.C.
Employer identification number (EIN):273074945
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JON CRAWFORD2023-05-25
0012021-01-01JON CRAWFORD2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01LANCE CRAWFORD LANCE CRAWFORD2019-07-11
0012017-01-01LANCE CRAWFORD LANCE CRAWFORD2018-07-11
0012016-01-01LANCE CRAWFORD LANCE CRAWFORD2017-07-31
0012015-01-01LANCE CRAWFORD LANCE CRAWFORD2016-07-26
0012014-01-01LANCE CRAWFORD LANCE CRAWFORD2015-10-12
0012013-01-01LANCE CRAWFORD LANCE CRAWFORD2014-10-07
0012012-01-01LANCE CRAWFORD LANCE CRAWFORD2013-10-03
0012011-01-01LANCE CRAWFORD LANCE CRAWFORD2012-10-10
0012010-01-01LANCE CRAWFORD LANCE CRAWFORD2011-10-11

Plan Statistics for CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN

401k plan membership statisitcs for CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN

Measure Date Value
2020: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
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 benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017

Financial Data on CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN

Measure Date Value
2020 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-47,053
Total income from all sources2020-12-31$262,329
Total plan assets at end of year2020-12-31$889,499
Total plan assets at beginning of year2020-12-31$674,223
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$55,840
Other income received2020-12-31$146,096
Net income (gross income less expenses)2020-12-31$262,329
Net plan assets at end of year (total assets less liabilities)2020-12-31$889,499
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$674,223
Total contributions received or receivable from employer(s)2020-12-31$60,393
2019 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-5,148,759
Total income from all sources2019-12-31$1,001,156
Expenses. Total of all expenses incurred2019-12-31$143
Total plan assets at end of year2019-12-31$674,223
Total plan assets at beginning of year2019-12-31$4,821,969
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$78,430
Expenses. Other expenses not covered elsewhere2019-12-31$143
Other income received2019-12-31$834,714
Net income (gross income less expenses)2019-12-31$1,001,013
Net plan assets at end of year (total assets less liabilities)2019-12-31$674,223
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,821,969
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$88,012
2018 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-107,520
Expenses. Total of all expenses incurred2018-12-31$141
Total plan assets at end of year2018-12-31$4,821,969
Total plan assets at beginning of year2018-12-31$4,929,630
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$72,566
Expenses. Other expenses not covered elsewhere2018-12-31$141
Other income received2018-12-31$-261,924
Net income (gross income less expenses)2018-12-31$-107,661
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,821,969
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,929,630
Assets. Value of assets in partnership/joint-venture interests2018-12-31$47,696
Total contributions received or receivable from employer(s)2018-12-31$81,838
2017 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$747,669
Expenses. Total of all expenses incurred2017-12-31$311,180
Benefits paid (including direct rollovers)2017-12-31$311,180
Total plan assets at end of year2017-12-31$4,929,630
Total plan assets at beginning of year2017-12-31$4,493,141
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$69,938
Other income received2017-12-31$601,535
Net income (gross income less expenses)2017-12-31$436,489
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,929,630
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,493,141
Assets. Value of assets in partnership/joint-venture interests2017-12-31$64,040
Total contributions received or receivable from employer(s)2017-12-31$76,196
2016 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$503,849
Expenses. Total of all expenses incurred2016-12-31$142,126
Benefits paid (including direct rollovers)2016-12-31$142,126
Total plan assets at end of year2016-12-31$4,493,141
Total plan assets at beginning of year2016-12-31$4,131,418
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$72,641
Other income received2016-12-31$348,926
Net income (gross income less expenses)2016-12-31$361,723
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,493,141
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,131,418
Assets. Value of assets in partnership/joint-venture interests2016-12-31$54,060
Total contributions received or receivable from employer(s)2016-12-31$82,282
2015 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-31,590
Total plan assets at end of year2015-12-31$4,131,418
Total plan assets at beginning of year2015-12-31$4,163,008
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$75,911
Other income received2015-12-31$-188,590
Net income (gross income less expenses)2015-12-31$-31,590
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,131,418
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,163,008
Assets. Value of assets in partnership/joint-venture interests2015-12-31$26,645
Total contributions received or receivable from employer(s)2015-12-31$81,089
2014 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$489,270
Total plan assets at end of year2014-12-31$4,163,008
Total plan assets at beginning of year2014-12-31$3,673,738
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$73,116
Other income received2014-12-31$334,580
Net income (gross income less expenses)2014-12-31$489,270
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,163,008
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,673,738
Assets. Value of assets in partnership/joint-venture interests2014-12-31$27,223
Total contributions received or receivable from employer(s)2014-12-31$81,574
2013 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$804,051
Total plan assets at end of year2013-12-31$3,673,738
Total plan assets at beginning of year2013-12-31$2,869,687
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$73,180
Other income received2013-12-31$650,807
Net income (gross income less expenses)2013-12-31$804,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,673,738
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,869,687
Total contributions received or receivable from employer(s)2013-12-31$80,064
2012 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$548,629
Expenses. Total of all expenses incurred2012-12-31$360
Benefits paid (including direct rollovers)2012-12-31$360
Total plan assets at end of year2012-12-31$2,869,687
Total plan assets at beginning of year2012-12-31$2,321,418
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$64,750
Contributions received from other sources (not participants or employers)2012-12-31$82,683
Other income received2012-12-31$346,679
Net income (gross income less expenses)2012-12-31$548,269
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,869,687
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,321,418
Total contributions received or receivable from employer(s)2012-12-31$54,517
2011 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,487
Expenses. Total of all expenses incurred2011-12-31$402
Benefits paid (including direct rollovers)2011-12-31$402
Total plan assets at end of year2011-12-31$2,321,418
Total plan assets at beginning of year2011-12-31$2,215,333
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$52,550
Other income received2011-12-31$9,879
Net income (gross income less expenses)2011-12-31$106,085
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,321,418
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,215,333
Total contributions received or receivable from employer(s)2011-12-31$44,058
2010 : CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$345,208
Expenses. Total of all expenses incurred2010-12-31$13,657
Benefits paid (including direct rollovers)2010-12-31$13,657
Total plan assets at end of year2010-12-31$2,215,333
Total plan assets at beginning of year2010-12-31$1,883,782
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$50,940
Other income received2010-12-31$250,344
Net income (gross income less expenses)2010-12-31$331,551
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,215,333
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,883,782
Total contributions received or receivable from employer(s)2010-12-31$43,924

Form 5500 Responses for CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN

2020: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CRAWFORD ENDODONTICS, P.L.L.C. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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