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GLEN VALLEY DENTISTRY 401(K) PLAN 401k Plan overview

Plan NameGLEN VALLEY DENTISTRY 401(K) PLAN
Plan identification number 001

GLEN VALLEY DENTISTRY 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

GLEN VALLEY DENTISTRY LLC has sponsored the creation of one or more 401k plans.

Company Name:GLEN VALLEY DENTISTRY LLC
Employer identification number (EIN):383637537
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEN VALLEY DENTISTRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHAUN WILLIAMS2023-08-15
0012021-01-01SHAUN B WILLIAMS2022-08-02 SHAUN B WILLIAMS2022-08-02
0012020-01-01SHAUN B WILLIAMS2021-07-02 SHAUN B WILLIAMS2021-07-02
0012018-01-01SHAUN B WILLIAMS2019-08-20 SHAUN B WILLIAMS2019-08-20
0012017-01-01SHAUN B WILLIAMS2018-06-15 SHAUN B WILLIAMS2018-06-15
0012016-01-01SHAUN WILLIAMS2017-07-26 SHAUN WILLIAMS2017-07-26
0012016-01-01SHAUN WILLIAMS2017-05-26 SHAUN WILLIAMS2017-05-26
0012015-01-01CRAIG VAUGHAN2016-07-13 CRAIG VAUGHAN2016-07-13
0012014-01-01CRAIG VAUGHAN2015-07-28 CRAIG VAUGHAN2015-07-28
0012013-01-01ROBIN VAUGHAN2014-07-09
0012012-01-01RIOBIN VAUGHAN RIOBIN VAUGHAN2013-06-19
0012011-01-01RIOBIN VAUGHAN RIOBIN VAUGHAN2012-05-08
0012009-01-01ROBIN VAUGHAN ROBIN VAUGHAN2010-09-29

Plan Statistics for GLEN VALLEY DENTISTRY 401(K) PLAN

401k plan membership statisitcs for GLEN VALLEY DENTISTRY 401(K) PLAN

Measure Date Value
2012: GLEN VALLEY DENTISTRY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GLEN VALLEY DENTISTRY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GLEN VALLEY DENTISTRY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111

Financial Data on GLEN VALLEY DENTISTRY 401(K) PLAN

Measure Date Value
2012 : GLEN VALLEY DENTISTRY 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$118,971
Expenses. Total of all expenses incurred2012-12-31$29,199
Benefits paid (including direct rollovers)2012-12-31$22,074
Total plan assets at end of year2012-12-31$703,897
Total plan assets at beginning of year2012-12-31$614,125
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$62,586
Other income received2012-12-31$32,543
Net income (gross income less expenses)2012-12-31$89,772
Net plan assets at end of year (total assets less liabilities)2012-12-31$703,897
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$614,125
Assets. Value of participant loans2012-12-31$12,485
Total contributions received or receivable from employer(s)2012-12-31$23,842
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,125
2011 : GLEN VALLEY DENTISTRY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,081
Expenses. Total of all expenses incurred2011-12-31$2,319
Benefits paid (including direct rollovers)2011-12-31$950
Total plan assets at end of year2011-12-31$614,125
Total plan assets at beginning of year2011-12-31$577,363
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$46,857
Other income received2011-12-31$-25,907
Net income (gross income less expenses)2011-12-31$36,762
Net plan assets at end of year (total assets less liabilities)2011-12-31$614,125
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$577,363
Assets. Value of participant loans2011-12-31$119
Total contributions received or receivable from employer(s)2011-12-31$18,131
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,369
2010 : GLEN VALLEY DENTISTRY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$86,793
Expenses. Total of all expenses incurred2010-12-31$10,211
Benefits paid (including direct rollovers)2010-12-31$8,993
Total plan assets at end of year2010-12-31$579,157
Total plan assets at beginning of year2010-12-31$502,575
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$46,579
Other income received2010-12-31$24,404
Net income (gross income less expenses)2010-12-31$76,582
Net plan assets at end of year (total assets less liabilities)2010-12-31$579,157
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$502,575
Assets. Value of participant loans2010-12-31$1,047
Total contributions received or receivable from employer(s)2010-12-31$15,810
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,218

Form 5500 Responses for GLEN VALLEY DENTISTRY 401(K) PLAN

2012: GLEN VALLEY DENTISTRY 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: GLEN VALLEY DENTISTRY 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GLEN VALLEY DENTISTRY 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89396
Policy instance 1
Insurance contract or identification number89396
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-01
Total amount of commissions paid to insurance brokerUSD $1,626
Total amount of fees paid to insurance companyUSD $1,172
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $162
Amount paid for insurance broker fees43
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP AND MARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89396
Policy instance 1
Insurance contract or identification number89396
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-01
Total amount of commissions paid to insurance brokerUSD $1,474
Total amount of fees paid to insurance companyUSD $1,308
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89396
Policy instance 1
Insurance contract or identification number89396
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-01
Total amount of commissions paid to insurance brokerUSD $1,305
Total amount of fees paid to insurance companyUSD $1,346
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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