401k Plan data: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST plan

ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST
Plan identification number	001

ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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.
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

ANTHONY SALEM, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANTHONY SALEM, DDS, INC.

Employer identification number (EIN): 341952017

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 ANTHONY SALEM 2020-10-05
001 2018-01-01 ANTHONY SALEM 2019-10-14
001 2017-01-01 ANTHONY SALEM ANTHONY SALEM 2018-10-05
001 2016-01-01 ANTHONY SALEM ANTHONY SALEM 2017-10-17
001 2015-01-01 ANTHONY SALEM
001 2014-01-01 ANTHONY SALEM
001 2013-01-01 ANTHONY SALEM
001 2012-01-01 ANTHONY SALEM
001 2011-01-01 ANTHONY SALEM
001 2009-01-01 ANTHONY SALEM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	ANTHONY SALEM	2020-10-05
001	2018-01-01	ANTHONY SALEM	2019-10-14
001	2017-01-01	ANTHONY SALEM		ANTHONY SALEM	2018-10-05
001	2016-01-01	ANTHONY SALEM		ANTHONY SALEM	2017-10-17
001	2015-01-01	ANTHONY SALEM
001	2014-01-01	ANTHONY SALEM
001	2013-01-01	ANTHONY SALEM
001	2012-01-01	ANTHONY SALEM
001	2011-01-01	ANTHONY SALEM
001	2009-01-01	ANTHONY SALEM

Plan Statistics for ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2019: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
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 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 5
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
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	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	5
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

Measure	Date	Value
2019 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$687,005
Expenses. Total of all expenses incurred	2019-12-31	$17,983
Benefits paid (including direct rollovers)	2019-12-31	$17,983
Total plan assets at end of year	2019-12-31	$3,468,928
Total plan assets at beginning of year	2019-12-31	$2,799,906
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$64,385
Other income received	2019-12-31	$555,083
Net income (gross income less expenses)	2019-12-31	$669,022
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,468,928
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,799,906
Assets. Value of participant loans	2019-12-31	$4,414
Total contributions received or receivable from employer(s)	2019-12-31	$67,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-138,360
Expenses. Total of all expenses incurred	2018-12-31	$5,285
Benefits paid (including direct rollovers)	2018-12-31	$5,285
Total plan assets at end of year	2018-12-31	$2,799,906
Total plan assets at beginning of year	2018-12-31	$2,943,551
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$59,453
Other income received	2018-12-31	$-262,739
Net income (gross income less expenses)	2018-12-31	$-143,645
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,799,906
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,943,551
Assets. Value of participant loans	2018-12-31	$5,170
Total contributions received or receivable from employer(s)	2018-12-31	$64,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$519,840
Expenses. Total of all expenses incurred	2017-12-31	$608
Benefits paid (including direct rollovers)	2017-12-31	$608
Total plan assets at end of year	2017-12-31	$2,943,551
Total plan assets at beginning of year	2017-12-31	$2,424,319
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$66,452
Other income received	2017-12-31	$393,658
Net income (gross income less expenses)	2017-12-31	$519,232
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,943,551
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,424,319
Total contributions received or receivable from employer(s)	2017-12-31	$59,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$337,635
Expenses. Total of all expenses incurred	2016-12-31	$27,218
Benefits paid (including direct rollovers)	2016-12-31	$27,218
Total plan assets at end of year	2016-12-31	$2,424,319
Total plan assets at beginning of year	2016-12-31	$2,113,902
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$41,618
Other income received	2016-12-31	$195,531
Net income (gross income less expenses)	2016-12-31	$310,417
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,424,319
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,113,902
Total contributions received or receivable from employer(s)	2016-12-31	$100,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$667,611
Expenses. Total of all expenses incurred	2015-12-31	$8,770
Benefits paid (including direct rollovers)	2015-12-31	$8,730
Total plan assets at end of year	2015-12-31	$2,113,902
Total plan assets at beginning of year	2015-12-31	$1,455,061
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$51,284
Expenses. Other expenses not covered elsewhere	2015-12-31	$40
Contributions received from other sources (not participants or employers)	2015-12-31	$597,890
Other income received	2015-12-31	$-3,826
Net income (gross income less expenses)	2015-12-31	$658,841
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,113,902
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,455,061
Total contributions received or receivable from employer(s)	2015-12-31	$22,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$152,020
Expenses. Total of all expenses incurred	2014-12-31	$586
Benefits paid (including direct rollovers)	2014-12-31	$586
Total plan assets at end of year	2014-12-31	$1,451,836
Total plan assets at beginning of year	2014-12-31	$1,300,402
Value of fidelity bond covering the plan	2014-12-31	$80,000
Total contributions received or receivable from participants	2014-12-31	$45,786
Other income received	2014-12-31	$93,682
Net income (gross income less expenses)	2014-12-31	$151,434
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,451,836
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,300,402
Total contributions received or receivable from employer(s)	2014-12-31	$12,552
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$280,678
Expenses. Total of all expenses incurred	2013-12-31	$40,827
Benefits paid (including direct rollovers)	2013-12-31	$40,827
Total plan assets at end of year	2013-12-31	$1,300,402
Total plan assets at beginning of year	2013-12-31	$1,060,551
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$37,368
Other income received	2013-12-31	$222,705
Net income (gross income less expenses)	2013-12-31	$239,851
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,300,402
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,060,551
Assets. Value of participant loans	2013-12-31	$32,995
Total contributions received or receivable from employer(s)	2013-12-31	$20,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$198,623
Expenses. Total of all expenses incurred	2012-12-31	$2,869
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,060,551
Total plan assets at beginning of year	2012-12-31	$864,797
Value of fidelity bond covering the plan	2012-12-31	$80,000
Total contributions received or receivable from participants	2012-12-31	$50,801
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,869
Other income received	2012-12-31	$122,565
Net income (gross income less expenses)	2012-12-31	$195,754
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,060,551
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$864,797
Assets. Value of participant loans	2012-12-31	$33,726
Total contributions received or receivable from employer(s)	2012-12-31	$25,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$20,296
Expenses. Total of all expenses incurred	2011-12-31	$9,093
Benefits paid (including direct rollovers)	2011-12-31	$6,281
Total plan assets at end of year	2011-12-31	$864,797
Total plan assets at beginning of year	2011-12-31	$853,594
Value of fidelity bond covering the plan	2011-12-31	$80,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,812
Other income received	2011-12-31	$-46,086
Net income (gross income less expenses)	2011-12-31	$11,203
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$864,797
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$853,594
Assets. Value of participant loans	2011-12-31	$28,752
Total contributions received or receivable from employer(s)	2011-12-31	$66,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$169,344
Expenses. Total of all expenses incurred	2010-12-31	$12,683
Benefits paid (including direct rollovers)	2010-12-31	$12,683
Total plan assets at end of year	2010-12-31	$853,594
Total plan assets at beginning of year	2010-12-31	$696,933
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$33,688
Other income received	2010-12-31	$116,663
Net income (gross income less expenses)	2010-12-31	$156,661
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$853,594
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$696,933
Assets. Value of participant loans	2010-12-31	$27,463
Total contributions received or receivable from employer(s)	2010-12-31	$18,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

2019: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505819-01

Policy instance

Insurance contract or identification number	505819-01
Number of Individuals Covered	12
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Other information about contract	GROUP ANNUITY CONTRACT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57762

Policy instance

Insurance contract or identification number	57762
Number of Individuals Covered	34
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Other information about contract	GUARANTEED INTEREST

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57762

Policy instance

Insurance contract or identification number	57762
Number of Individuals Covered	35
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GUARANTEED INTEREST

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Company Name:	ANTHONY SALEM, DDS, INC.
Employer identification number (EIN):	341952017
NAIC Classification:	621210
NAIC Description:	Offices of Dentists