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

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

PERSONALIZED DENTISTRY, P.C. 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01GARY ROCHLEN2023-04-12 GARY ROCHLEN2023-04-12
0012021-01-01GARY ROCHLEN2022-08-08 GARY ROCHLEN2022-08-08
0012020-01-01GARY S ROCHLEN2021-03-22 GARY S ROCHLEN2021-03-22
0012019-01-01
0012018-01-01GARY ROCHLEN GARY ROCHLEN2019-05-06
0012017-01-01GARY ROCHLEN GARY ROCHLEN2018-05-31
0012016-01-01GARY ROCHLEN GARY ROCHLEN2017-06-26
0012015-01-01GARY ROCHLEN GARY ROCHLEN2016-09-07
0012015-01-01GARY ROCHLEN GARY ROCHLEN2016-06-02
0012014-01-01GARY ROCHLEN GARY ROCHLEN2015-09-18
0012013-01-01BERNARD LEWIS BERNARD LEWIS2014-07-22
0012012-01-01BERNARD LEWIS BERNARD LEWIS2013-09-26
0012011-01-01BERNARD LEWIS BERNARD LEWIS2012-07-16
0012009-01-01BERNARD LEWIS BERNARD LEWIS2010-09-14

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

Measure Date Value
2025 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-02410814
Net assets as of the end of the plan year2025-07-028006000
Total assets as of the beginning of the plan year2025-07-027443911
Value of plan covered by a fidelity bond2025-07-02500000
Participant contributions to plan in this plan year2025-07-0289202
Value of participant loans at end of plan year2025-07-023103
Other expenses paid from plan in this plan year2025-07-02200
Other income to plan in this plan year2025-07-02773654
Plan net income in this plan year2025-07-02562089
Net assets as of the end of the plan year2025-07-028006000
Net assets as of the beginning of the plan year2025-07-027443911
Employer contributions to plan in this plan year2025-07-02110047
Fees paid to broker by Benefit Provider2025-07-0239201
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-02500
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-27410814
Net assets as of the end of the plan year2025-06-278006000
Total assets as of the beginning of the plan year2025-06-277443911
Value of plan covered by a fidelity bond2025-06-27500000
Participant contributions to plan in this plan year2025-06-2789202
Value of participant loans at end of plan year2025-06-273103
Other expenses paid from plan in this plan year2025-06-27200
Other income to plan in this plan year2025-06-27773654
Plan net income in this plan year2025-06-27562089
Net assets as of the end of the plan year2025-06-278006000
Net assets as of the beginning of the plan year2025-06-277443911
Employer contributions to plan in this plan year2025-06-27110047
Fees paid to broker by Benefit Provider2025-06-2739201
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-27500
2024 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-050
Total liabilities as of the end of the plan year2024-08-050
Total liabilities as of the beginning of the plan year2024-08-050
Total expenses incurred by plan in this plan year2024-08-05270471
Net assets as of the end of the plan year2024-08-057443911
Total assets as of the beginning of the plan year2024-08-056636978
Value of plan covered by a fidelity bond2024-08-05500000
Participant contributions to plan in this plan year2024-08-0575994
Value of participant loans at end of plan year2024-08-055644
Other expenses paid from plan in this plan year2024-08-05150
Other contributions to plan in this plan year2024-08-050
Other income to plan in this plan year2024-08-05898655
Plan net income in this plan year2024-08-05806933
Net assets as of the end of the plan year2024-08-057443911
Net assets as of the beginning of the plan year2024-08-056636978
Employer contributions to plan in this plan year2024-08-05102755
Fees paid to broker by Benefit Provider2024-08-0534513
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-05375
2019 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$1,199,325
Expenses. Total of all expenses incurred2019-12-31$199,518
Benefits paid (including direct rollovers)2019-12-31$199,168
Total plan assets at end of year2019-12-31$7,202,178
Total plan assets at beginning of year2019-12-31$6,202,371
Value of fidelity bond covering the plan2019-12-31$620,237
Total contributions received or receivable from participants2019-12-31$55,624
Expenses. Other expenses not covered elsewhere2019-12-31$100
Contributions received from other sources (not participants or employers)2019-12-31$55
Other income received2019-12-31$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 loans2019-12-31$0
Assets. Value of assets in partnership/joint-venture interests2019-12-31$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 securities2019-12-31$0
2018 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$-233,373
Expenses. Total of all expenses incurred2018-12-31$206,572
Benefits paid (including direct rollovers)2018-12-31$205,835
Total plan assets at end of year2018-12-31$6,202,371
Total plan assets at beginning of year2018-12-31$6,642,316
Value of fidelity bond covering the plan2018-12-31$664,232
Total contributions received or receivable from participants2018-12-31$56,372
Expenses. Other expenses not covered elsewhere2018-12-31$487
Other income received2018-12-31$-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 loans2018-12-31$508
Assets. Value of assets in partnership/joint-venture interests2018-12-31$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 securities2018-12-31$0
2017 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$990,439
Expenses. Total of all expenses incurred2017-12-31$157,907
Benefits paid (including direct rollovers)2017-12-31$156,332
Total plan assets at end of year2017-12-31$6,642,316
Total plan assets at beginning of year2017-12-31$5,809,784
Value of fidelity bond covering the plan2017-12-31$754,232
Total contributions received or receivable from participants2017-12-31$66,646
Expenses. Other expenses not covered elsewhere2017-12-31$450
Other income received2017-12-31$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 loans2017-12-31$4,843
Assets. Value of assets in partnership/joint-venture interests2017-12-31$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 securities2017-12-31$0
2016 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$418,042
Expenses. Total of all expenses incurred2016-12-31$94,548
Benefits paid (including direct rollovers)2016-12-31$93,987
Total plan assets at end of year2016-12-31$5,809,784
Total plan assets at beginning of year2016-12-31$5,486,290
Value of fidelity bond covering the plan2016-12-31$850,000
Total contributions received or receivable from participants2016-12-31$81,092
Expenses. Other expenses not covered elsewhere2016-12-31$150
Other income received2016-12-31$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 loans2016-12-31$9,040
Assets. Value of assets in partnership/joint-venture interests2016-12-31$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 securities2016-12-31$0
2015 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$213,485
Expenses. Total of all expenses incurred2015-12-31$154,528
Benefits paid (including direct rollovers)2015-12-31$153,716
Total plan assets at end of year2015-12-31$5,486,290
Total plan assets at beginning of year2015-12-31$5,427,333
Value of fidelity bond covering the plan2015-12-31$850,000
Total contributions received or receivable from participants2015-12-31$77,759
Noncash contributions received2015-12-31$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 loans2015-12-31$13,427
Assets. Value of assets in partnership/joint-venture interests2015-12-31$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 securities2015-12-31$0
2014 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$406,618
Expenses. Total of all expenses incurred2014-12-31$93,431
Benefits paid (including direct rollovers)2014-12-31$92,440
Total plan assets at end of year2014-12-31$5,427,333
Total plan assets at beginning of year2014-12-31$5,114,146
Value of fidelity bond covering the plan2014-12-31$850,000
Total contributions received or receivable from participants2014-12-31$78,211
Expenses. Other expenses not covered elsewhere2014-12-31$950
Other income received2014-12-31$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 loans2014-12-31$18,048
Assets. Value of assets in partnership/joint-venture interests2014-12-31$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 securities2014-12-31$0
2013 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$504,140
Expenses. Total of all expenses incurred2013-12-31$234,888
Benefits paid (including direct rollovers)2013-12-31$231,252
Total plan assets at end of year2013-12-31$5,114,146
Total plan assets at beginning of year2013-12-31$4,844,894
Value of fidelity bond covering the plan2013-12-31$850,000
Total contributions received or receivable from participants2013-12-31$73,847
Expenses. Other expenses not covered elsewhere2013-12-31$525
Other income received2013-12-31$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 loans2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$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 securities2013-12-31$0
2012 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$742,797
Expenses. Total of all expenses incurred2012-12-31$106,777
Benefits paid (including direct rollovers)2012-12-31$101,966
Total plan assets at end of year2012-12-31$4,844,894
Total plan assets at beginning of year2012-12-31$4,208,874
Value of fidelity bond covering the plan2012-12-31$850,000
Total contributions received or receivable from participants2012-12-31$71,722
Other income received2012-12-31$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 loans2012-12-31$11,203
Assets. Value of assets in partnership/joint-venture interests2012-12-31$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 plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$54,514
Expenses. Total of all expenses incurred2011-12-31$77,688
Benefits paid (including direct rollovers)2011-12-31$67,601
Total plan assets at end of year2011-12-31$4,208,874
Total plan assets at beginning of year2011-12-31$4,232,048
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$70,172
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-80,630
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$16,573
Assets. Value of assets in partnership/joint-venture interests2011-12-31$230,000
Total contributions received or receivable from employer(s)2011-12-31$64,972
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$100
Total income from all sources2010-12-31$536,166
Expenses. Total of all expenses incurred2010-12-31$69,791
Benefits paid (including direct rollovers)2010-12-31$60,279
Total plan assets at end of year2010-12-31$4,232,048
Total plan assets at beginning of year2010-12-31$3,765,773
Value of fidelity bond covering the plan2010-12-31$750,000
Total contributions received or receivable from participants2010-12-31$71,346
Expenses. Other expenses not covered elsewhere2010-12-31$9,512
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$411,686
Noncash contributions received2010-12-31$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 loans2010-12-31$19,244
Assets. Value of assets in partnership/joint-venture interests2010-12-31$230,000
Total contributions received or receivable from employer(s)2010-12-31$53,134
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for PERSONALIZED DENTISTRY, P.C. 401(K) PLAN

2019: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERSONALIZED DENTISTRY, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
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 number811153
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811153
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811153
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811153
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811153
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808175
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808175
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808175
Policy instance 1

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