Logo

MIDWEST ENDODONTICS, LLC 401(K) PLAN 401k Plan overview

Plan NameMIDWEST ENDODONTICS, LLC 401(K) PLAN
Plan identification number 001

MIDWEST ENDODONTICS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDWEST ENDODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST ENDODONTICS, LLC
Employer identification number (EIN):371450128
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ENDODONTICS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BRENT R GRAFE2022-05-19
0012020-01-01BRENT R GRAFE2021-08-04
0012019-01-01ALAN HERITIER2020-07-27
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRENT R. GRAFE2013-06-20
0012011-01-01BRENT R. GRAFE
0012010-01-01BRENT R. GRAFE
0012009-01-01BRENT R. GRAFE

Financial Data on MIDWEST ENDODONTICS, LLC 401(K) PLAN

Measure Date Value
2025 : MIDWEST ENDODONTICS, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-090
Net assets as of the end of the plan year2025-07-090
Total assets as of the beginning of the plan year2025-07-091
Value of plan covered by a fidelity bond2025-07-09500000
Other income to plan in this plan year2025-07-09-1
Plan net income in this plan year2025-07-09-1
Net assets as of the end of the plan year2025-07-090
Net assets as of the beginning of the plan year2025-07-091
2011 : MIDWEST ENDODONTICS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$400,182
Expenses. Total of all expenses incurred2011-12-31$1,464
Benefits paid (including direct rollovers)2011-12-31$1,264
Total plan assets at end of year2011-12-31$1,993,041
Total plan assets at beginning of year2011-12-31$1,594,323
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$52,150
Contributions received from other sources (not participants or employers)2011-12-31$130,310
Other income received2011-12-31$122,405
Net income (gross income less expenses)2011-12-31$398,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,993,041
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,594,323
Assets. Value of participant loans2011-12-31$7,713
Total contributions received or receivable from employer(s)2011-12-31$95,317
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
2010 : MIDWEST ENDODONTICS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$844,665
Expenses. Total of all expenses incurred2010-12-31$50,943
Benefits paid (including direct rollovers)2010-12-31$50,143
Total plan assets at end of year2010-12-31$1,594,323
Total plan assets at beginning of year2010-12-31$800,601
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$57,767
Contributions received from other sources (not participants or employers)2010-12-31$521,829
Other income received2010-12-31$160,209
Net income (gross income less expenses)2010-12-31$793,722
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,594,323
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$800,601
Assets. Value of participant loans2010-12-31$9,443
Total contributions received or receivable from employer(s)2010-12-31$104,860
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$800

Form 5500 Responses for MIDWEST ENDODONTICS, LLC 401(K) PLAN

2011: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST ENDODONTICS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH5311
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH5311
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1