401k Plan data: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN plan

PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 401k Plan overview

Plan Name	PERSONALIZED DENTISTRY, P.C. 401(K) PLAN
Plan identification number	001

PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PERSONALIZED DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERSONALIZED DENTISTRY, P.C.

Employer identification number (EIN): 381916059

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GARY ROCHLEN 2023-04-12 GARY ROCHLEN 2023-04-12
001 2021-01-01 GARY ROCHLEN 2022-08-08 GARY ROCHLEN 2022-08-08
001 2020-01-01 GARY S ROCHLEN 2021-03-22 GARY S ROCHLEN 2021-03-22
001 2019-01-01
001 2018-01-01 GARY ROCHLEN GARY ROCHLEN 2019-05-06
001 2017-01-01 GARY ROCHLEN GARY ROCHLEN 2018-05-31
001 2016-01-01 GARY ROCHLEN GARY ROCHLEN 2017-06-26
001 2015-01-01 GARY ROCHLEN GARY ROCHLEN 2016-09-07
001 2015-01-01 GARY ROCHLEN GARY ROCHLEN 2016-06-02
001 2014-01-01 GARY ROCHLEN GARY ROCHLEN 2015-09-18
001 2013-01-01 BERNARD LEWIS BERNARD LEWIS 2014-07-22
001 2012-01-01 BERNARD LEWIS BERNARD LEWIS 2013-09-26
001 2011-01-01 BERNARD LEWIS BERNARD LEWIS 2012-07-16
001 2009-01-01 BERNARD LEWIS BERNARD LEWIS 2010-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	GARY ROCHLEN	2023-04-12	GARY ROCHLEN	2023-04-12
001	2021-01-01	GARY ROCHLEN	2022-08-08	GARY ROCHLEN	2022-08-08
001	2020-01-01	GARY S ROCHLEN	2021-03-22	GARY S ROCHLEN	2021-03-22
001	2019-01-01
001	2018-01-01	GARY ROCHLEN		GARY ROCHLEN	2019-05-06
001	2017-01-01	GARY ROCHLEN		GARY ROCHLEN	2018-05-31
001	2016-01-01	GARY ROCHLEN		GARY ROCHLEN	2017-06-26
001	2015-01-01	GARY ROCHLEN		GARY ROCHLEN	2016-09-07
001	2015-01-01	GARY ROCHLEN		GARY ROCHLEN	2016-06-02
001	2014-01-01	GARY ROCHLEN		GARY ROCHLEN	2015-09-18
001	2013-01-01	BERNARD LEWIS		BERNARD LEWIS	2014-07-22
001	2012-01-01	BERNARD LEWIS		BERNARD LEWIS	2013-09-26
001	2011-01-01	BERNARD LEWIS		BERNARD LEWIS	2012-07-16
001	2009-01-01	BERNARD LEWIS		BERNARD LEWIS	2010-09-14

Plan Statistics for PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

401k plan membership statisitcs for PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

Measure Date Value
2019: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
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 1
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
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 1
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
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 1
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 7
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 18
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 1
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
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	1
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
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	1
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
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	1
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	7
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	18
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	1
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

Measure	Date	Value
2019 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$1,199,325
Expenses. Total of all expenses incurred	2019-12-31	$199,518
Benefits paid (including direct rollovers)	2019-12-31	$199,168
Total plan assets at end of year	2019-12-31	$7,202,178
Total plan assets at beginning of year	2019-12-31	$6,202,371
Value of fidelity bond covering the plan	2019-12-31	$620,237
Total contributions received or receivable from participants	2019-12-31	$55,624
Expenses. Other expenses not covered elsewhere	2019-12-31	$100
Contributions received from other sources (not participants or employers)	2019-12-31	$55
Other income received	2019-12-31	$1,055,215
Net income (gross income less expenses)	2019-12-31	$999,807
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,202,178
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,202,371
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$88,431
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$-233,373
Expenses. Total of all expenses incurred	2018-12-31	$206,572
Benefits paid (including direct rollovers)	2018-12-31	$205,835
Total plan assets at end of year	2018-12-31	$6,202,371
Total plan assets at beginning of year	2018-12-31	$6,642,316
Value of fidelity bond covering the plan	2018-12-31	$664,232
Total contributions received or receivable from participants	2018-12-31	$56,372
Expenses. Other expenses not covered elsewhere	2018-12-31	$487
Other income received	2018-12-31	$-376,426
Net income (gross income less expenses)	2018-12-31	$-439,945
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,202,371
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,642,316
Assets. Value of participant loans	2018-12-31	$508
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$100,000
Total contributions received or receivable from employer(s)	2018-12-31	$86,681
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$990,439
Expenses. Total of all expenses incurred	2017-12-31	$157,907
Benefits paid (including direct rollovers)	2017-12-31	$156,332
Total plan assets at end of year	2017-12-31	$6,642,316
Total plan assets at beginning of year	2017-12-31	$5,809,784
Value of fidelity bond covering the plan	2017-12-31	$754,232
Total contributions received or receivable from participants	2017-12-31	$66,646
Expenses. Other expenses not covered elsewhere	2017-12-31	$450
Other income received	2017-12-31	$839,063
Net income (gross income less expenses)	2017-12-31	$832,532
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,642,316
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,809,784
Assets. Value of participant loans	2017-12-31	$4,843
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$100,000
Total contributions received or receivable from employer(s)	2017-12-31	$84,730
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$418,042
Expenses. Total of all expenses incurred	2016-12-31	$94,548
Benefits paid (including direct rollovers)	2016-12-31	$93,987
Total plan assets at end of year	2016-12-31	$5,809,784
Total plan assets at beginning of year	2016-12-31	$5,486,290
Value of fidelity bond covering the plan	2016-12-31	$850,000
Total contributions received or receivable from participants	2016-12-31	$81,092
Expenses. Other expenses not covered elsewhere	2016-12-31	$150
Other income received	2016-12-31	$255,334
Net income (gross income less expenses)	2016-12-31	$323,494
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,809,784
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,486,290
Assets. Value of participant loans	2016-12-31	$9,040
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$100,000
Total contributions received or receivable from employer(s)	2016-12-31	$81,616
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$213,485
Expenses. Total of all expenses incurred	2015-12-31	$154,528
Benefits paid (including direct rollovers)	2015-12-31	$153,716
Total plan assets at end of year	2015-12-31	$5,486,290
Total plan assets at beginning of year	2015-12-31	$5,427,333
Value of fidelity bond covering the plan	2015-12-31	$850,000
Total contributions received or receivable from participants	2015-12-31	$77,759
Noncash contributions received	2015-12-31	$52,485
Net income (gross income less expenses)	2015-12-31	$58,957
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,486,290
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,427,333
Assets. Value of participant loans	2015-12-31	$13,427
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$230,000
Total contributions received or receivable from employer(s)	2015-12-31	$83,241
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$406,618
Expenses. Total of all expenses incurred	2014-12-31	$93,431
Benefits paid (including direct rollovers)	2014-12-31	$92,440
Total plan assets at end of year	2014-12-31	$5,427,333
Total plan assets at beginning of year	2014-12-31	$5,114,146
Value of fidelity bond covering the plan	2014-12-31	$850,000
Total contributions received or receivable from participants	2014-12-31	$78,211
Expenses. Other expenses not covered elsewhere	2014-12-31	$950
Other income received	2014-12-31	$213,653
Net income (gross income less expenses)	2014-12-31	$313,187
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,427,333
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,114,146
Assets. Value of participant loans	2014-12-31	$18,048
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$230,000
Total contributions received or receivable from employer(s)	2014-12-31	$114,754
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$41
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$504,140
Expenses. Total of all expenses incurred	2013-12-31	$234,888
Benefits paid (including direct rollovers)	2013-12-31	$231,252
Total plan assets at end of year	2013-12-31	$5,114,146
Total plan assets at beginning of year	2013-12-31	$4,844,894
Value of fidelity bond covering the plan	2013-12-31	$850,000
Total contributions received or receivable from participants	2013-12-31	$73,847
Expenses. Other expenses not covered elsewhere	2013-12-31	$525
Other income received	2013-12-31	$312,500
Net income (gross income less expenses)	2013-12-31	$269,252
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,114,146
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,844,894
Assets. Value of participant loans	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$230,000
Total contributions received or receivable from employer(s)	2013-12-31	$117,793
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$742,797
Expenses. Total of all expenses incurred	2012-12-31	$106,777
Benefits paid (including direct rollovers)	2012-12-31	$101,966
Total plan assets at end of year	2012-12-31	$4,844,894
Total plan assets at beginning of year	2012-12-31	$4,208,874
Value of fidelity bond covering the plan	2012-12-31	$850,000
Total contributions received or receivable from participants	2012-12-31	$71,722
Other income received	2012-12-31	$603,481
Net income (gross income less expenses)	2012-12-31	$636,020
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,844,894
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,208,874
Assets. Value of participant loans	2012-12-31	$11,203
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$230,000
Total contributions received or receivable from employer(s)	2012-12-31	$67,594
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,811
2011 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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	$54,514
Expenses. Total of all expenses incurred	2011-12-31	$77,688
Benefits paid (including direct rollovers)	2011-12-31	$67,601
Total plan assets at end of year	2011-12-31	$4,208,874
Total plan assets at beginning of year	2011-12-31	$4,232,048
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$70,172
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-80,630
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-23,174
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,208,874
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,232,048
Assets. Value of participant loans	2011-12-31	$16,573
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$230,000
Total contributions received or receivable from employer(s)	2011-12-31	$64,972
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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	$100
Total income from all sources	2010-12-31	$536,166
Expenses. Total of all expenses incurred	2010-12-31	$69,791
Benefits paid (including direct rollovers)	2010-12-31	$60,279
Total plan assets at end of year	2010-12-31	$4,232,048
Total plan assets at beginning of year	2010-12-31	$3,765,773
Value of fidelity bond covering the plan	2010-12-31	$750,000
Total contributions received or receivable from participants	2010-12-31	$71,346
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,512
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$411,686
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$466,375
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,232,048
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,765,673
Assets. Value of participant loans	2010-12-31	$19,244
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$230,000
Total contributions received or receivable from employer(s)	2010-12-31	$53,134
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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 PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

2019: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	12
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $32,584
Total amount of fees paid to insurance company	USD $3,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,584
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA PARTNERSHIP - NOT PART OF PLAN COSTS OR CONTRACT CHARGES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	12
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $31,628
Total amount of fees paid to insurance company	USD $3,166
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,628
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM - NOT PART OF PLAN COSTS OR CONTRACT CHARGES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,256
Total amount of fees paid to insurance company	USD $2,862
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,256
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	17
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $25,547
Total amount of fees paid to insurance company	USD $2,614
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,547
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAMS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $65,489
Total amount of fees paid to insurance company	USD $13,630
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $65,489
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAMS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808175

Policy instance

Insurance contract or identification number	808175
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,737
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,737
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS. AGENCY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808175

Policy instance

Insurance contract or identification number	808175
Number of Individuals Covered	17
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $20,280
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $20,280
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS. AGENCY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808175

Policy instance

Insurance contract or identification number	808175
Number of Individuals Covered	16
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $32,868
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,868
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS. AGENCY

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Company Name:	PERSONALIZED DENTISTRY, P.C.
Employer identification number (EIN):	381916059
NAIC Classification:	621210
NAIC Description:	Offices of Dentists