401k Plan data: PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN plan

PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN
Plan identification number	002

PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN Benefits

401k Plan Type

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

401k Sponsoring company profile

PERIODONTICS OF ROCKFORD, LTD has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTICS OF ROCKFORD, LTD

Employer identification number (EIN): 371364954

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEVEN STOUT 2024-08-20
002 2022-01-01 STEVEN STOUT 2023-07-24
002 2021-01-01 STEVEN STOUT 2022-07-26
002 2020-01-01 STEVEN STOUT 2021-07-22
002 2019-01-01 STEVEN STOUT 2020-07-03
002 2018-01-01 STEVEN STOUT 2019-10-04
002 2017-01-01 R MARK LINDMAN DDS MS 2018-06-13
002 2016-01-01 R MARK LINDMAN DDS MS 2017-06-20
002 2015-01-01 R MARK LINDMAN DDS MS 2016-07-06
002 2014-01-01 R. MARK LINDMAN 2015-01-24 R. MARK LINDMAN 2015-01-24
002 2013-01-01 MARK LINDMAN 2014-04-11 MARK LINDMAN 2014-04-11
002 2012-01-01 MARK LINDMAN 2013-02-12 MARK LINDMAN 2013-02-12
002 2011-01-01 MARK LINDMAN 2012-03-02 MARK LINDMAN 2012-03-02
002 2010-01-01 RMARK LINDMAN 2011-07-05 RMARK LINDMAN 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEVEN STOUT	2024-08-20
002	2022-01-01	STEVEN STOUT	2023-07-24
002	2021-01-01	STEVEN STOUT	2022-07-26
002	2020-01-01	STEVEN STOUT	2021-07-22
002	2019-01-01	STEVEN STOUT	2020-07-03
002	2018-01-01	STEVEN STOUT	2019-10-04
002	2017-01-01	R MARK LINDMAN DDS MS	2018-06-13
002	2016-01-01	R MARK LINDMAN DDS MS	2017-06-20
002	2015-01-01	R MARK LINDMAN DDS MS	2016-07-06
002	2014-01-01	R. MARK LINDMAN	2015-01-24	R. MARK LINDMAN	2015-01-24
002	2013-01-01	MARK LINDMAN	2014-04-11	MARK LINDMAN	2014-04-11
002	2012-01-01	MARK LINDMAN	2013-02-12	MARK LINDMAN	2013-02-12
002	2011-01-01	MARK LINDMAN	2012-03-02	MARK LINDMAN	2012-03-02
002	2010-01-01	RMARK LINDMAN	2011-07-05	RMARK LINDMAN	2011-07-05

Financial Data on PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN

Measure	Date	Value
2025 : PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	40
Total liabilities as of the beginning of the plan year	2025-07-28	40
Total expenses incurred by plan in this plan year	2025-07-28	366096
Net assets as of the end of the plan year	2025-07-28	3667544
Total assets as of the beginning of the plan year	2025-07-28	3269273
Value of plan covered by a fidelity bond	2025-07-28	500000
Participant contributions to plan in this plan year	2025-07-28	228493
Value of participant loans at end of plan year	2025-07-28	13359
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	424576
Plan net income in this plan year	2025-07-28	398271
Net assets as of the end of the plan year	2025-07-28	3667504
Net assets as of the beginning of the plan year	2025-07-28	3269233
Value of contributions failed to transmitted timely	2025-07-28	24318
Employer contributions to plan in this plan year	2025-07-28	111298
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	23762
2024 : PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-20	0
Total liabilities as of the end of the plan year	2024-08-20	40
Total liabilities as of the beginning of the plan year	2024-08-20	40
Total expenses incurred by plan in this plan year	2024-08-20	390811
Net assets as of the end of the plan year	2024-08-20	3269273
Total assets as of the beginning of the plan year	2024-08-20	2873871
Value of plan covered by a fidelity bond	2024-08-20	500000
Participant contributions to plan in this plan year	2024-08-20	200667
Value of participant loans at end of plan year	2024-08-20	0
Other expenses paid from plan in this plan year	2024-08-20	0
Other contributions to plan in this plan year	2024-08-20	0
Other income to plan in this plan year	2024-08-20	481616
Plan net income in this plan year	2024-08-20	395402
Net assets as of the end of the plan year	2024-08-20	3269233
Net assets as of the beginning of the plan year	2024-08-20	2873831
Employer contributions to plan in this plan year	2024-08-20	103930
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-20	19960
2022 : PERIODONTICS OF ROCKFORD, LTD PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-26	0
Total liabilities as of the end of the plan year	2022-07-26	2733
Total liabilities as of the beginning of the plan year	2022-07-26	0
Total expenses incurred by plan in this plan year	2022-07-26	97976
Net assets as of the end of the plan year	2022-07-26	3198306
Total assets as of the beginning of the plan year	2022-07-26	2690426
Value of plan covered by a fidelity bond	2022-07-26	500000
Participant contributions to plan in this plan year	2022-07-26	155440
Value of participant loans at end of plan year	2022-07-26	1051
Other expenses paid from plan in this plan year	2022-07-26	0
Other contributions to plan in this plan year	2022-07-26	12328
Other income to plan in this plan year	2022-07-26	362955
Plan net income in this plan year	2022-07-26	505147
Net assets as of the end of the plan year	2022-07-26	3195573
Net assets as of the beginning of the plan year	2022-07-26	2690426
Value of contributions failed to transmitted timely	2022-07-26	0
Employer contributions to plan in this plan year	2022-07-26	72400
Fees paid to broker by Benefit Provider	2022-07-26	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-26	18341

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Company Name:	PERIODONTICS OF ROCKFORD, LTD
Employer identification number (EIN):	371364954
NAIC Classification:	621210
NAIC Description:	Offices of Dentists