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CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 401k Plan overview

Plan NameCHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN
Plan identification number 001

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

CHILDRENS DENTISTRY OF LAKE COUNTY PC has sponsored the creation of one or more 401k plans.

Company Name:CHILDRENS DENTISTRY OF LAKE COUNTY PC
Employer identification number (EIN):320029930
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHRISTINE LEE
0012023-01-01
0012023-01-01CHRISTINE LEE
0012022-01-01
0012022-01-01CHRISTINE LEE
0012021-01-01
0012021-01-01CHRISTINE LEE
0012020-01-01
0012019-01-01
0012018-01-01CHRISTINE LEE
0012017-01-01CHRISTINE LEE
0012016-01-01CHRISTINE LEE
0012015-01-01CHRISTINE LEE
0012014-01-01CHRISTINE LEE
0012013-01-01CHRISTINE LEE
0012012-01-01CHRISTINE LEE
0012011-01-01CHRISTINE LEE
0012010-01-01CHRISTINE LEE
0012009-01-01CHRISTINE LEE

Financial Data on CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Measure Date Value
2024 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2024 401k financial data
Total income from all sources2024-01-01$390,865
Expenses. Total of all expenses incurred2024-01-01$4,217
Benefits paid (including direct rollovers)2024-01-01$3,968
Total plan assets at end of year2024-01-01$1,939,103
Total plan assets at beginning of year2024-01-01$1,552,455
Value of fidelity bond covering the plan2024-01-01$300,000
Total contributions received or receivable from participants2024-01-01$75,204
Expenses. Other expenses not covered elsewhere2024-01-01$249
Other income received2024-01-01$288,971
Net income (gross income less expenses)2024-01-01$386,648
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,939,103
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,552,455
Assets. Value of participant loans2024-01-01$69,485
Total contributions received or receivable from employer(s)2024-01-01$26,690
2023 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2023 401k financial data
Total income from all sources2023-12-31$322,786
Expenses. Total of all expenses incurred2023-12-31$290
Total plan assets at end of year2023-12-31$1,552,455
Total plan assets at beginning of year2023-12-31$1,229,959
Value of fidelity bond covering the plan2023-12-31$175,000
Total contributions received or receivable from participants2023-12-31$70,436
Expenses. Other expenses not covered elsewhere2023-12-31$290
Other income received2023-12-31$230,272
Net income (gross income less expenses)2023-12-31$322,496
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,552,455
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,229,959
Assets. Value of participant loans2023-12-31$87,310
Total contributions received or receivable from employer(s)2023-12-31$22,078
2022 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-216,261
Expenses. Total of all expenses incurred2022-12-31$675
Total plan assets at end of year2022-12-31$1,229,959
Total plan assets at beginning of year2022-12-31$1,446,895
Value of fidelity bond covering the plan2022-12-31$175,000
Total contributions received or receivable from participants2022-12-31$78,970
Expenses. Other expenses not covered elsewhere2022-12-31$675
Other income received2022-12-31$-320,612
Net income (gross income less expenses)2022-12-31$-216,936
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,229,959
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,446,895
Total contributions received or receivable from employer(s)2022-12-31$25,381
2021 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$1,036
Total income from all sources2021-12-31$227,812
Expenses. Total of all expenses incurred2021-12-31$9,037
Benefits paid (including direct rollovers)2021-12-31$9,030
Total plan assets at end of year2021-12-31$1,446,895
Total plan assets at beginning of year2021-12-31$1,229,156
Value of fidelity bond covering the plan2021-12-31$175,000
Total contributions received or receivable from participants2021-12-31$83,480
Expenses. Other expenses not covered elsewhere2021-12-31$7
Other income received2021-12-31$120,106
Net income (gross income less expenses)2021-12-31$218,775
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,446,895
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,228,120
Total contributions received or receivable from employer(s)2021-12-31$24,226
2020 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,036
Total income from all sources2020-12-31$154,659
Expenses. Total of all expenses incurred2020-12-31$77,864
Benefits paid (including direct rollovers)2020-12-31$77,706
Total plan assets at end of year2020-12-31$1,229,156
Total plan assets at beginning of year2020-12-31$1,151,325
Value of fidelity bond covering the plan2020-12-31$175,000
Total contributions received or receivable from participants2020-12-31$70,669
Expenses. Other expenses not covered elsewhere2020-12-31$158
Other income received2020-12-31$62,069
Net income (gross income less expenses)2020-12-31$76,795
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,228,120
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,151,325
Total contributions received or receivable from employer(s)2020-12-31$21,921
2019 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$85,280
Expenses. Total of all expenses incurred2019-12-31$28,508
Benefits paid (including direct rollovers)2019-12-31$25,399
Total plan assets at end of year2019-12-31$1,151,325
Total plan assets at beginning of year2019-12-31$1,094,553
Value of fidelity bond covering the plan2019-12-31$125,000
Total contributions received or receivable from participants2019-12-31$70,824
Expenses. Other expenses not covered elsewhere2019-12-31$3,109
Other income received2019-12-31$-5,270
Net income (gross income less expenses)2019-12-31$56,772
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,151,325
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,094,553
Total contributions received or receivable from employer(s)2019-12-31$19,726
2018 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$77,438
Expenses. Total of all expenses incurred2018-12-31$62,556
Benefits paid (including direct rollovers)2018-12-31$62,556
Total plan assets at end of year2018-12-31$1,094,553
Total plan assets at beginning of year2018-12-31$1,079,671
Value of fidelity bond covering the plan2018-12-31$125,000
Total contributions received or receivable from participants2018-12-31$62,435
Other income received2018-12-31$-4,402
Net income (gross income less expenses)2018-12-31$14,882
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,094,553
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,079,671
Assets. Value of participant loans2018-12-31$10,423
Total contributions received or receivable from employer(s)2018-12-31$19,405
2017 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$183,842
Total plan assets at end of year2017-12-31$1,079,671
Total plan assets at beginning of year2017-12-31$895,829
Value of fidelity bond covering the plan2017-12-31$125,000
Total contributions received or receivable from participants2017-12-31$61,458
Other income received2017-12-31$101,616
Net income (gross income less expenses)2017-12-31$183,842
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,079,671
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$895,829
Assets. Value of participant loans2017-12-31$3,313
Total contributions received or receivable from employer(s)2017-12-31$20,768
2016 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$109,199
Total plan assets at end of year2016-12-31$895,829
Total plan assets at beginning of year2016-12-31$786,630
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$58,631
Other income received2016-12-31$29,917
Net income (gross income less expenses)2016-12-31$109,199
Net plan assets at end of year (total assets less liabilities)2016-12-31$895,829
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$786,630
Assets. Value of participant loans2016-12-31$11,913
Total contributions received or receivable from employer(s)2016-12-31$20,651
2015 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$70,013
Expenses. Total of all expenses incurred2015-12-31$41,704
Benefits paid (including direct rollovers)2015-12-31$41,704
Total plan assets at end of year2015-12-31$786,630
Total plan assets at beginning of year2015-12-31$758,321
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$48,377
Other income received2015-12-31$1,689
Net income (gross income less expenses)2015-12-31$28,309
Net plan assets at end of year (total assets less liabilities)2015-12-31$786,630
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$758,321
Assets. Value of participant loans2015-12-31$35,525
Total contributions received or receivable from employer(s)2015-12-31$19,947
2014 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$91,611
Total plan assets at end of year2014-12-31$758,321
Total plan assets at beginning of year2014-12-31$666,710
Value of fidelity bond covering the plan2014-12-31$90,000
Total contributions received or receivable from participants2014-12-31$55,495
Other income received2014-12-31$15,386
Net income (gross income less expenses)2014-12-31$91,611
Net plan assets at end of year (total assets less liabilities)2014-12-31$758,321
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$666,710
Total contributions received or receivable from employer(s)2014-12-31$20,730
2013 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$101
Total income from all sources2013-12-31$120,954
Expenses. Total of all expenses incurred2013-12-31$172,841
Benefits paid (including direct rollovers)2013-12-31$172,841
Total plan assets at end of year2013-12-31$666,710
Total plan assets at beginning of year2013-12-31$718,698
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$52,966
Other income received2013-12-31$46,867
Net income (gross income less expenses)2013-12-31$-51,887
Net plan assets at end of year (total assets less liabilities)2013-12-31$666,710
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$718,597
Assets. Value of participant loans2013-12-31$82,487
Total contributions received or receivable from employer(s)2013-12-31$21,121
2012 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$101
Total income from all sources2012-12-31$116,052
Total plan assets at end of year2012-12-31$718,698
Total plan assets at beginning of year2012-12-31$602,545
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$66,923
Other income received2012-12-31$27,761
Net income (gross income less expenses)2012-12-31$116,052
Net plan assets at end of year (total assets less liabilities)2012-12-31$718,597
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$602,545
Assets. Value of participant loans2012-12-31$87,440
Total contributions received or receivable from employer(s)2012-12-31$21,368
2011 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$65,330
Expenses. Total of all expenses incurred2011-12-31$8,457
Benefits paid (including direct rollovers)2011-12-31$8,457
Total plan assets at end of year2011-12-31$602,545
Total plan assets at beginning of year2011-12-31$545,672
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$54,642
Other income received2011-12-31$-11,187
Net income (gross income less expenses)2011-12-31$56,873
Net plan assets at end of year (total assets less liabilities)2011-12-31$602,545
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$545,672
Assets. Value of participant loans2011-12-31$2,470
Total contributions received or receivable from employer(s)2011-12-31$21,875
2010 : CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$123,718
Total plan assets at end of year2010-12-31$545,672
Total plan assets at beginning of year2010-12-31$421,954
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$65,162
Contributions received from other sources (not participants or employers)2010-12-31$11,664
Other income received2010-12-31$24,002
Net income (gross income less expenses)2010-12-31$123,718
Net plan assets at end of year (total assets less liabilities)2010-12-31$545,672
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$421,954
Assets. Value of participant loans2010-12-31$3,417
Total contributions received or receivable from employer(s)2010-12-31$22,890

Form 5500 Responses for CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

2023: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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
2009: CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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