401k Plan data: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN plan

GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN
Plan identification number	001

GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

GREENBROOK DENTAL GROUP, S.C. has sponsored the creation of one or more 401k plans.

Company Name: GREENBROOK DENTAL GROUP, S.C.

Employer identification number (EIN): 391139404

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 MICHAEL KARCZEWSKI 2023-04-13
001 2020-07-01 MICHAEL KARCZEWSKI 2022-04-13
001 2019-07-01 MICHAEL KARCZEWSKI 2021-04-09
001 2018-07-01 MICHAEL KARCZEWSKI 2020-03-27
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 JAMES C. HOVE, DDS
001 2012-07-01 JAMES C. HOVE, DDS
001 2011-07-01 JAMES C. HOVE, DDS
001 2010-07-01 JAMES C. HOVE, DDS 2011-11-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	MICHAEL KARCZEWSKI	2023-04-13
001	2020-07-01	MICHAEL KARCZEWSKI	2022-04-13
001	2019-07-01	MICHAEL KARCZEWSKI	2021-04-09
001	2018-07-01	MICHAEL KARCZEWSKI	2020-03-27
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	JAMES C. HOVE, DDS
001	2012-07-01	JAMES C. HOVE, DDS
001	2011-07-01	JAMES C. HOVE, DDS
001	2010-07-01	JAMES C. HOVE, DDS	2011-11-17

Plan Statistics for GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN

Measure Date Value
2021: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 11
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 4
Total of all active and inactive participants 2021-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 16
Number of participants with account balances 2021-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 9
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 7
Total of all active and inactive participants 2020-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 16
Number of participants with account balances 2020-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 13
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 5
Total of all active and inactive participants 2019-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 18
Number of participants with account balances 2019-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 13
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 5
Total of all active and inactive participants 2018-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 18
Number of participants with account balances 2018-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 10
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 6
Total of all active and inactive participants 2017-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 17
Number of participants with account balances 2017-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 10
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 7
Total of all active and inactive participants 2016-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 17
Number of participants with account balances 2016-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 11
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 8
Total of all active and inactive participants 2015-07-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 20
Number of participants with account balances 2015-07-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 12
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 12
Total of all active and inactive participants 2014-07-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 24
Number of participants with account balances 2014-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 15
Number of retired or separated participants receiving benefits 2013-07-01 2
Number of other retired or separated participants entitled to future benefits 2013-07-01 8
Total of all active and inactive participants 2013-07-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 25
Number of participants with account balances 2013-07-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 15
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 10
Total of all active and inactive participants 2012-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 26
Number of participants with account balances 2012-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 16
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 8
Total of all active and inactive participants 2011-07-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 25
Number of participants with account balances 2011-07-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2021: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	11
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	4
Total of all active and inactive participants	2021-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	16
Number of participants with account balances	2021-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	9
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	7
Total of all active and inactive participants	2020-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	16
Number of participants with account balances	2020-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	13
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	5
Total of all active and inactive participants	2019-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	18
Number of participants with account balances	2019-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	13
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	5
Total of all active and inactive participants	2018-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	18
Number of participants with account balances	2018-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	10
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	6
Total of all active and inactive participants	2017-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	17
Number of participants with account balances	2017-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	10
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	7
Total of all active and inactive participants	2016-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	17
Number of participants with account balances	2016-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	11
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	8
Total of all active and inactive participants	2015-07-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	20
Number of participants with account balances	2015-07-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	12
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	12
Total of all active and inactive participants	2014-07-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	24
Number of participants with account balances	2014-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	15
Number of retired or separated participants receiving benefits	2013-07-01	2
Number of other retired or separated participants entitled to future benefits	2013-07-01	8
Total of all active and inactive participants	2013-07-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	25
Number of participants with account balances	2013-07-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	15
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	10
Total of all active and inactive participants	2012-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	26
Number of participants with account balances	2012-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	16
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	8
Total of all active and inactive participants	2011-07-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	25
Number of participants with account balances	2011-07-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN

Measure	Date	Value
2022 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-387,660
Expenses. Total of all expenses incurred	2022-06-30	$136,125
Benefits paid (including direct rollovers)	2022-06-30	$107,318
Total plan assets at end of year	2022-06-30	$2,776,366
Total plan assets at beginning of year	2022-06-30	$3,300,151
Value of fidelity bond covering the plan	2022-06-30	$500,000
Total contributions received or receivable from participants	2022-06-30	$68,311
Other income received	2022-06-30	$-487,133
Net income (gross income less expenses)	2022-06-30	$-523,785
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$2,776,366
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,300,151
Assets. Value of assets in partnership/joint-venture interests	2022-06-30	$110,518
Total contributions received or receivable from employer(s)	2022-06-30	$31,162
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$28,807
2021 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$674,918
Expenses. Total of all expenses incurred	2021-06-30	$90,552
Benefits paid (including direct rollovers)	2021-06-30	$62,902
Total plan assets at end of year	2021-06-30	$3,300,151
Total plan assets at beginning of year	2021-06-30	$2,715,785
Value of fidelity bond covering the plan	2021-06-30	$100,000
Total contributions received or receivable from participants	2021-06-30	$53,201
Expenses. Other expenses not covered elsewhere	2021-06-30	$995
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$598,566
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$584,366
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,300,151
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,715,785
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$105,996
Total contributions received or receivable from employer(s)	2021-06-30	$23,151
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$26,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$151,128
Expenses. Total of all expenses incurred	2020-06-30	$166,311
Benefits paid (including direct rollovers)	2020-06-30	$143,714
Total plan assets at end of year	2020-06-30	$2,715,785
Total plan assets at beginning of year	2020-06-30	$2,730,968
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$34,799
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$98,189
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$-15,183
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,715,785
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$2,730,968
Assets. Value of participant loans	2020-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$210,968
Total contributions received or receivable from employer(s)	2020-06-30	$18,140
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$22,597
2019 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$172,240
Expenses. Total of all expenses incurred	2019-06-30	$598,137
Benefits paid (including direct rollovers)	2019-06-30	$572,607
Total plan assets at end of year	2019-06-30	$2,730,968
Total plan assets at beginning of year	2019-06-30	$3,156,865
Value of fidelity bond covering the plan	2019-06-30	$500,000
Total contributions received or receivable from participants	2019-06-30	$34,953
Contributions received from other sources (not participants or employers)	2019-06-30	$9,886
Other income received	2019-06-30	$103,295
Net income (gross income less expenses)	2019-06-30	$-425,897
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$2,730,968
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$3,156,865
Assets. Value of participant loans	2019-06-30	$18,816
Assets. Value of assets in partnership/joint-venture interests	2019-06-30	$302,254
Total contributions received or receivable from employer(s)	2019-06-30	$24,106
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$25,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$284,844
Expenses. Total of all expenses incurred	2018-06-30	$281,878
Benefits paid (including direct rollovers)	2018-06-30	$229,462
Total plan assets at end of year	2018-06-30	$3,156,865
Total plan assets at beginning of year	2018-06-30	$3,153,899
Value of fidelity bond covering the plan	2018-06-30	$500,000
Other income received	2018-06-30	$284,844
Net income (gross income less expenses)	2018-06-30	$2,966
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$3,156,865
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$3,153,899
Assets. Value of participant loans	2018-06-30	$9,471
Assets. Value of assets in partnership/joint-venture interests	2018-06-30	$402,098
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$52,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$411,844
Expenses. Total of all expenses incurred	2017-06-30	$97,504
Benefits paid (including direct rollovers)	2017-06-30	$48,875
Total plan assets at end of year	2017-06-30	$3,153,899
Total plan assets at beginning of year	2017-06-30	$2,839,559
Value of fidelity bond covering the plan	2017-06-30	$500,000
Other income received	2017-06-30	$411,844
Net income (gross income less expenses)	2017-06-30	$314,340
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$3,153,899
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,839,559
Assets. Value of participant loans	2017-06-30	$10,087
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$444,669
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$48,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$-197,710
Expenses. Total of all expenses incurred	2016-06-30	$969,029
Benefits paid (including direct rollovers)	2016-06-30	$920,867
Total plan assets at end of year	2016-06-30	$2,839,559
Total plan assets at beginning of year	2016-06-30	$4,006,298
Value of fidelity bond covering the plan	2016-06-30	$500,000
Other income received	2016-06-30	$-272,651
Net income (gross income less expenses)	2016-06-30	$-1,166,739
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,839,559
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$4,006,298
Assets. Value of participant loans	2016-06-30	$13,369
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$405,934
Total contributions received or receivable from employer(s)	2016-06-30	$74,941
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$48,162
2015 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$-479,463
Expenses. Total of all expenses incurred	2015-06-30	$190,235
Benefits paid (including direct rollovers)	2015-06-30	$129,530
Total plan assets at end of year	2015-06-30	$4,006,298
Total plan assets at beginning of year	2015-06-30	$4,675,996
Value of fidelity bond covering the plan	2015-06-30	$500,000
Other income received	2015-06-30	$-566,982
Net income (gross income less expenses)	2015-06-30	$-669,698
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$4,006,298
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,675,996
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$396,934
Total contributions received or receivable from employer(s)	2015-06-30	$87,519
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$60,705
2014 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$498,558
Expenses. Total of all expenses incurred	2014-06-30	$236,328
Benefits paid (including direct rollovers)	2014-06-30	$169,931
Total plan assets at end of year	2014-06-30	$4,675,996
Total plan assets at beginning of year	2014-06-30	$4,413,766
Value of fidelity bond covering the plan	2014-06-30	$500,000
Other income received	2014-06-30	$393,997
Net income (gross income less expenses)	2014-06-30	$262,230
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,675,996
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,413,766
Assets. Value of participant loans	2014-06-30	$1,259
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$392,387
Total contributions received or receivable from employer(s)	2014-06-30	$104,561
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$66,397
2013 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$552,328
Expenses. Total of all expenses incurred	2013-06-30	$283,990
Benefits paid (including direct rollovers)	2013-06-30	$222,646
Total plan assets at end of year	2013-06-30	$4,413,766
Total plan assets at beginning of year	2013-06-30	$4,145,428
Value of fidelity bond covering the plan	2013-06-30	$500,000
Other income received	2013-06-30	$449,895
Net income (gross income less expenses)	2013-06-30	$268,338
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,413,766
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,145,428
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$586,427
Total contributions received or receivable from employer(s)	2013-06-30	$102,433
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$61,344
2012 : GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$85,379
Expenses. Total of all expenses incurred	2012-06-30	$134,660
Benefits paid (including direct rollovers)	2012-06-30	$84,675
Total plan assets at end of year	2012-06-30	$4,145,428
Total plan assets at beginning of year	2012-06-30	$4,194,709
Value of fidelity bond covering the plan	2012-06-30	$500,000
Other income received	2012-06-30	$-25,369
Net income (gross income less expenses)	2012-06-30	$-49,281
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,145,428
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,194,709
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$1,101,660
Total contributions received or receivable from employer(s)	2012-06-30	$110,748
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$49,985

Form 5500 Responses for GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN

2021: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: GREENBROOK DENTAL GROUP, S.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

135488

Policy instance

Insurance contract or identification number	135488
Number of Individuals Covered	16
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $15,744
Total amount of fees paid to insurance company	USD $1,758
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1578
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $15,744

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

135488

Policy instance

Insurance contract or identification number	135488
Number of Individuals Covered	16
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $14,114
Total amount of fees paid to insurance company	USD $1,564
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,114
Insurance broker organization code?	4
Amount paid for insurance broker fees	1414
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

135488

Policy instance

Insurance contract or identification number	135488
Number of Individuals Covered	16
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,998
Total amount of fees paid to insurance company	USD $1,601
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,998
Insurance broker organization code?	4
Amount paid for insurance broker fees	1601
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

135488

Policy instance

Insurance contract or identification number	135488
Number of Individuals Covered	16
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $13,381
Total amount of fees paid to insurance company	USD $7,932
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,381
Insurance broker organization code?	4
Amount paid for insurance broker fees	7932
Additional information about fees paid to insurance broker	TPA COMPENSATION

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Company Name:	GREENBROOK DENTAL GROUP, S.C.
Employer identification number (EIN):	391139404
NAIC Classification:	621210
NAIC Description:	Offices of Dentists